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 (2026-06-30)

Edgemoor Investment Advisors, Inc. (CIK 1313792) reported $1.47B across 188 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($106.1M, 7.24%), AAPL ($98.7M, 6.74%), URI ($78.7M, 5.37%), MSFT ($78.2M, 5.34%), BRKB ($75.2M, 5.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMATAPPLIED MATLS INC$106.1M7.24%146,720Trimmed
2AAPLAPPLE INC$98.7M6.74%341,236Trimmed
3URIUNITED RENTALS INC$78.7M5.37%69,431Trimmed
4MSFTMICROSOFT CORP$78.2M5.34%209,741Added
5BRKBBERKSHIRE HATHAWAY INC DEL$75.2M5.13%150,326Trimmed
6GOOGALPHABET INC$71.4M4.87%201,966Trimmed
7AVGOBROADCOM INC$62.7M4.28%166,101Trimmed
8GOOGLALPHABET INC$55.3M3.77%154,840Added
9LOWLOWES COS INC$43.9M2.99%198,931Added
10AMZNAMAZON COM INC$43.2M2.95%181,457Trimmed
11WSMWILLIAMS SONOMA INC$39.8M2.71%170,565Trimmed
12NVDANVIDIA CORPORATION$35.8M2.44%178,764Added
13TSMTAIWAN SEMICONDUCTOR MANUFAC$33.2M2.26%69,451Trimmed
14VRTXVERTEX PHARMACEUTICALS INC$27.3M1.86%55,020Trimmed
15JCIJOHNSON CONTROLS INTERNATION$26.9M1.83%183,836Trimmed
16VVISA INC$21.2M1.45%61,800Added
17CCITIGROUP INC$20.7M1.41%147,759Added
18GDGENERAL DYNAMICS CORP$20.4M1.39%57,714Trimmed
19BXBLACKSTONE INC$18.7M1.28%159,293Added
20LENLENNAR CORP$17.9M1.22%197,624Trimmed
21SCHWSCHWAB CHARLES CORP$17.9M1.22%193,819Added
22BLKBLACKROCK INC$17.9M1.22%18,620Added
23AEPAMERICAN ELEC PWR CO INC$16.9M1.15%123,349Trimmed
24DEDEERE & CO$16.8M1.14%26,406Added
25SPGSIMON PPTY GROUP INC NEW$15.5M1.05%69,083Trimmed

Source: SEC Form 13F filings · as of 2026-06-30