Edgemoor Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Edgemoor Investment Advisors, Inc. disclosed 243 stock positions valued at approximately $1.43B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and APPLIED MATLS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 243
- Portfolio Value
- $1.43B
Holdings by Sector
Edgemoor Investment Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.84% | 336,346 | -4,890 | -1.43% | $112,009,936 |
| MICROSOFT CORP | MSFT | Technology | 7.42% | 206,729 | -3,012 | -1.44% | $106,031,121 |
| APPLIED MATLS INC | AMAT | Technology | 5.17% | 144,410 | -2,310 | -1.57% | $73,848,196 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.16% | 147,898 | -2,428 | -1.62% | $73,645,982 |
| UNITED RENTALS INC | URI | Industrials | 4.73% | 67,544 | -1,887 | -2.72% | $67,596,684 |
| ALPHABET INC | GOOG | Communication Services | 4.70% | 197,087 | -4,879 | -2.42% | $67,155,409 |
| BROADCOM INC | AVGO | Technology | 4.04% | 164,146 | -1,955 | -1.18% | $57,646,524 |
| ALPHABET INC | GOOGL | Communication Services | 3.64% | 151,205 | -3,635 | -2.35% | $52,026,455 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.15% | 180,507 | -950 | -0.52% | $44,973,322 |
| NVIDIA CORPORATION | NVDA | Technology | 2.86% | 178,667 | -97 | -0.05% | $40,803,903 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 2.64% | 165,260 | -5,305 | -3.11% | $37,669,456 |
| LOWES COS INC | LOW | Consumer Cyclical | 2.53% | 196,031 | -2,900 | -1.46% | $36,126,573 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.22% | 69,423 | -28 | -0.04% | $31,669,927 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.01% | 54,831 | -189 | -0.34% | $28,666,115 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.90% | 182,222 | -1,614 | -0.88% | $27,087,355 |
| VISA INC | V | Financial Services | 1.55% | 61,529 | -271 | -0.44% | $22,109,071 |
| BLACKROCK INC | BLK | Financial Services | 1.38% | 18,563 | -57 | -0.31% | $19,644,752 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.34% | 196,337 | +2,518 | +1.30% | $19,190,000 |
| CITIGROUP INC | C | Financial Services | 1.34% | 147,673 | -86 | -0.06% | $19,120,651 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.33% | 57,416 | -298 | -0.52% | $19,052,268 |
| DEERE & CO | DE | Industrials | 1.24% | 26,416 | +10 | +0.04% | $17,739,887 |
| BLACKSTONE INC | BX | Financial Services | 1.21% | 154,395 | -4,898 | -3.07% | $17,306,156 |
| LENNAR CORP | LEN | Consumer Cyclical | 1.10% | 192,405 | -5,219 | -2.64% | $15,698,353 |
| ISHARES TR | ICSH | Other | 1.08% | 307,037 | +22,275 | +7.82% | $15,474,669 |
| SHELL PLC | SHEL | Energy | 1.05% | 158,149 | -1,150 | -0.72% | $15,032,099 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.01% | 121,543 | -1,806 | -1.46% | $14,419,888 |
| ELI LILLY & CO | LLY | Healthcare | 0.98% | 12,137 | +1,105 | +10.02% | $14,042,989 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.97% | 69,058 | -25 | -0.04% | $13,864,153 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.97% | 721,995 | +1,744 | +0.24% | $13,790,105 |
| REALTY INCOME CORP | O | Real Estate | 0.84% | 221,589 | +5,621 | +2.60% | $12,032,307 |
Showing 30 of 243 holdings in the latest reporting period.