Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Edgemoor Investment Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Edgemoor Investment Advisors, Inc. (CIK 1313792) reported $1.27B across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($86.6M, 6.82%), MSFT ($77.4M, 6.09%), BRK/B ($72.4M, 5.70%), GOOG ($58.6M, 4.61%), AVGO ($51.5M, 4.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$86.6M6.82%341,350Trimmed
2MSFTMICROSOFT CORP$77.4M6.09%209,133Added
3BRK/BBERKSHIRE HATHAWAY INC DEL$72.4M5.70%151,123Added
4GOOGALPHABET INC$58.6M4.61%204,298Trimmed
5AVGOBROADCOM INC$51.5M4.05%166,276Added
6URIUNITED RENTALS INC$51.1M4.02%70,115Added
7AMATAPPLIED MATLS INC$51.1M4.02%149,533Trimmed
8LOWLOWES COS INC$47.0M3.70%198,790Added
9GOOGLALPHABET INC$44.4M3.49%154,362Added
10AMZNAMAZON COM INC$38.0M2.99%182,558Added
11WSMWILLIAMS SONOMA INC$31.3M2.46%171,742Trimmed
12NVDANVIDIA CORPORATION$30.6M2.41%175,610Added
13VRTXVERTEX PHARMACEUTICALS INC$24.7M1.95%55,415Added
14JCIJOHNSON CONTROLS INTERNATION$24.2M1.90%184,518Trimmed
15TSMTAIWAN SEMICONDUCTOR MANUFAC$23.6M1.86%69,777Added
16GDGENERAL DYNAMICS CORP$19.9M1.56%57,867Added
17VVISA INC$18.6M1.47%61,699Added
18BXBLACKSTONE INC$18.0M1.42%156,613Added
19SCHWSCHWAB CHARLES CORP$17.8M1.40%189,484Added
20BLKBLACKROCK INC$17.8M1.40%18,520Added
21LENLENNAR CORP$17.6M1.39%202,731Added
22NVSNOVARTIS AG$16.6M1.31%108,581Added
23CCITIGROUP INC$16.6M1.31%146,793Added
24AEPAMERICAN ELEC PWR CO INC$16.2M1.27%123,350Added
25DEDEERE & CO$14.9M1.17%26,369Added

Source: SEC Form 13F filings · as of 2026-03-31