Edgemoor Investment Advisors, Inc.

13F filer · CIK 0001313792

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$1.47BU.S. long equity reported on 13F

Positions14514 new · 6 closed

Net flow last quarter+$12.7MBuys minus sells

Top 10 positions weight48.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026145 positions
AMATApplied Materials Inc	$106M	7.24%	0.02%	-1.9%	Q1 2018
AAPLApple Inc.	$98.7M	6.74%	0.00%	0.0%	Q2 2013
URIUnited Rentals, Inc.	$78.7M	5.37%	0.11%	-1.0%	Q2 2015
MSFTMicrosoft Corp	$78.2M	5.34%	0.00%	+0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$75.2M	5.13%	Not reported	-0.5%	Q2 2013
GOOGAlphabet Inc.	$71.4M	4.87%	Not reported	-1.1%	Q4 2015
AVGOBroadcom Inc.	$62.7M	4.28%	0.00%	-0.1%	Q3 2018
GOOGLAlphabet Inc.	$55.3M	3.77%	0.00%	+0.3%	Q4 2015
LOWLowes Companies Inc	$43.9M	2.99%	0.04%	+0.1%	Q2 2013
AMZNAmazon Com Inc	$43.2M	2.95%	0.00%	-0.6%	Q3 2017
WSMWilliams Sonoma Inc	$39.8M	2.71%	0.14%	-0.7%	Q3 2016
NVDANvidia Corp	$35.8M	2.44%	0.00%	+1.8%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$33.2M	2.26%	0.00%	-0.5%	Q4 2023
VRTXVertex Pharmaceuticals Inc / Ma	$27.3M	1.86%	0.02%	-0.7%	Q3 2021
JCIJohnson Controls International plc	$26.9M	1.83%	0.03%	-0.4%	Q2 2013
VVisa Inc.	$21.2M	1.45%	0.00%	+0.2%	Q4 2016
CCitigroup Inc	$20.7M	1.41%	0.01%	+0.7%	Q1 2022
GDGeneral Dynamics Corp	$20.4M	1.39%	0.02%	-0.3%	Q2 2013
BXBlackstone Inc.	$18.7M	1.28%	0.02%	+1.7%	Q1 2015
BLKBlackRock, Inc.	$17.9M	1.22%	0.01%	+0.5%	Q3 2015
SCHWSchwab Charles Corp	$17.9M	1.22%	0.01%	+2.3%	Q2 2023
LENLennar Corp	$17.9M	1.22%	Not reported	-2.5%	Q1 2018
AEPAmerican Electric Power Co Inc	$16.9M	1.15%	0.02%	0.0%	Q2 2013
DEDeere & Co	$16.8M	1.14%	0.01%	+0.1%	Q2 2014
SPGSimon Property Group Inc.	$15.5M	1.05%	863.54%	-0.7%	Q3 2019
VRTVertiv Holdings Co	$15.4M	1.05%	0.01%	-0.3%	Q3 2024
ETREntergy Corp	$13.5M	0.92%	0.03%	-1.0%	Q4 2023
ORealty Income Corp	$13.4M	0.91%	0.02%	+2.3%	Q4 2013
ARCCAres Capital Corp	$13.3M	0.91%	0.10%	+0.6%	Q2 2013
LLYELI LILLY & Co	$13.2M	0.90%	0.00%	+989.0%	Q2 2014
SHELShell plc	$12.4M	0.84%	0.00%	+1.7%	Q2 2022
EPDEnterprise Products Partners L.P.	$10.6M	0.72%	0.01%	-2.0%	Q2 2013
VZVerizon Communications Inc	$9.3M	0.63%	0.01%	-0.1%	Q2 2013
PSAPublic Storage	$9.22M	0.63%	0.02%	+0.1%	Q2 2023
TMOThermo Fisher Scientific Inc.	$8.87M	0.61%	0.00%	-2.2%	Q2 2013
NEENextera Energy Inc	$8.81M	0.60%	0.00%	-1.9%	Q2 2013
NVSNovartis AG	$8.28M	0.56%	0.00%	-51.4%	Q2 2013
EVRGEvergy, Inc.	$8.18M	0.56%	0.04%	+0.8%	Q3 2018
CNPCenterpoint Energy Inc	$7.37M	0.50%	0.03%	-0.5%	Q2 2013
CWENClearway Energy, Inc.	$7.25M	0.49%	0.10%	New	Q2 2026
SOSouthern Co	$7.2M	0.49%	0.01%	-0.9%	Q2 2014
CCICrown Castle Inc.	$7.17M	0.49%	0.02%	-1.2%	Q4 2014
PFEPfizer Inc	$7.04M	0.48%	0.01%	+3.3%	Q2 2013
DLRDigital Realty Trust, Inc.	$6.96M	0.47%	0.01%	-0.3%	Q2 2017
TAt&T Inc.	$6.8M	0.46%	0.00%	+1.2%	Q2 2013
PANWPalo Alto Networks Inc	$6.48M	0.44%	0.00%	+7.0%	Q2 2025
ESEversource Energy	$6.23M	0.43%	0.02%	+4.5%	Q2 2015
USBUS Bancorp \de\	$5.93M	0.40%	0.01%	+9.3%	Q2 2025
BKNGBooking Holdings Inc.	$5.54M	0.38%	0.00%	-0.2%	Q1 2018
KMIKinder Morgan, Inc.	$5.21M	0.36%	0.01%	+0.2%	Q4 2014

Q1 2026Reported May 13, 2026137 positions
AAPLApple Inc.	$86.6M	6.82%	0.00%	0.0%	Q2 2013
MSFTMicrosoft Corp	$77.4M	6.09%	0.00%	+0.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$72.4M	5.70%	Not reported	+0.2%	Q2 2013
GOOGAlphabet Inc.	$58.6M	4.61%	Not reported	-1.3%	Q4 2015
AVGOBroadcom Inc.	$51.5M	4.05%	0.00%	+0.1%	Q3 2018
AMATApplied Materials Inc	$51.1M	4.02%	0.02%	-0.2%	Q1 2018
URIUnited Rentals, Inc.	$51.1M	4.02%	0.11%	0.0%	Q2 2015
LOWLowes Companies Inc	$47M	3.70%	0.04%	+0.1%	Q2 2013
GOOGLAlphabet Inc.	$44.4M	3.49%	0.00%	+0.7%	Q4 2015
AMZNAmazon Com Inc	$38M	2.99%	0.00%	+1.4%	Q3 2017
WSMWilliams Sonoma Inc	$31.3M	2.46%	0.14%	-1.2%	Q3 2016
NVDANvidia Corp	$30.6M	2.41%	0.00%	+0.5%	Q2 2021
VRTXVertex Pharmaceuticals Inc / Ma	$24.7M	1.95%	0.02%	+1.1%	Q3 2021
JCIJohnson Controls International plc	$24.2M	1.90%	0.03%	-0.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.6M	1.86%	0.00%	+1.6%	Q4 2023
GDGeneral Dynamics Corp	$19.9M	1.56%	0.02%	+1.7%	Q2 2013
VVisa Inc.	$18.6M	1.47%	0.00%	+1.2%	Q4 2016
BXBlackstone Inc.	$18M	1.42%	0.02%	+1.8%	Q1 2015
BLKBlackRock, Inc.	$17.8M	1.40%	0.01%	+0.6%	Q3 2015
SCHWSchwab Charles Corp	$17.8M	1.40%	0.01%	+1.7%	Q2 2023
LENLennar Corp	$17.6M	1.39%	Not reported	+0.6%	Q1 2018
CCitigroup Inc	$16.6M	1.31%	0.01%	+2.1%	Q1 2022
NVSNovartis AG	$16.6M	1.31%	0.01%	+0.2%	Q2 2013
AEPAmerican Electric Power Co Inc	$16.2M	1.27%	0.02%	+0.5%	Q2 2013
DEDeere & Co	$14.9M	1.17%	0.01%	+1.5%	Q2 2014
SHELShell plc	$14.6M	1.15%	0.00%	-0.5%	Q2 2022
ETREntergy Corp	$13.3M	1.05%	0.03%	+0.4%	Q4 2023
SPGSimon Property Group Inc.	$13M	1.02%	869.70%	+0.1%	Q3 2019
ORealty Income Corp	$12.9M	1.02%	0.02%	+2.8%	Q4 2013
ARCCAres Capital Corp	$12.9M	1.02%	0.10%	+1.6%	Q2 2013
VRTVertiv Holdings Co	$11.6M	0.91%	0.01%	+3.1%	Q3 2024
EPDEnterprise Products Partners L.P.	$11.1M	0.88%	0.01%	-1.0%	Q2 2013
VZVerizon Communications Inc	$11M	0.87%	0.01%	+6.1%	Q2 2013
NEENextera Energy Inc	$9.51M	0.75%	0.00%	-1.5%	Q2 2013
TAt&T Inc.	$9.41M	0.74%	0.00%	-0.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$8.89M	0.70%	0.00%	+4.7%	Q2 2013
PFEPfizer Inc	$7.94M	0.62%	0.01%	+5.6%	Q2 2013
PSAPublic Storage	$7.83M	0.62%	0.02%	+0.9%	Q2 2023
CCICrown Castle Inc.	$7.79M	0.61%	0.02%	+2.2%	Q4 2014
EVRGEvergy, Inc.	$7.69M	0.61%	0.04%	+3.7%	Q3 2018
SOSouthern Co	$7.32M	0.58%	0.01%	-0.1%	Q2 2014
CNPCenterpoint Energy Inc	$7.26M	0.57%	0.03%	-0.8%	Q2 2013
DLRDigital Realty Trust, Inc.	$7.01M	0.55%	0.01%	-0.5%	Q2 2017
ESEversource Energy	$5.72M	0.45%	0.02%	+8.7%	Q2 2015
KMIKinder Morgan, Inc.	$5.45M	0.43%	0.01%	-0.5%	Q4 2014
BKNGBooking Holdings Inc.	$5.25M	0.41%	0.00%	+6.1%	Q1 2018
ATOAtmos Energy Corp	$4.72M	0.37%	0.02%	-3.5%	Q2 2013
FCTFirst Trust Senior Floating Rate Income Fund II	$4.7M	0.37%	Not reported	-0.5%	Q1 2018
USBUS Bancorp \de\	$4.67M	0.37%	0.01%	+6.7%	Q2 2025
EMOClearBridge Energy Midstream Opportunity Fund Inc.	$4.11M	0.32%	Not reported	+5.2%	Q2 2024

Q4 2025Reported Feb 10, 2026140 positions
MSFTMicrosoft Corp	$101M	7.80%	0.00%	-2.1%	Q2 2013
AAPLApple Inc.	$92.8M	7.21%	0.00%	-1.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$75.8M	5.88%	Not reported	-2.0%	Q2 2013
GOOGAlphabet Inc.	$64.9M	5.04%	Not reported	-5.2%	Q4 2015
AVGOBroadcom Inc.	$57.5M	4.46%	0.00%	-2.4%	Q3 2018
URIUnited Rentals, Inc.	$56.7M	4.40%	0.11%	-1.1%	Q2 2015
GOOGLAlphabet Inc.	$48M	3.72%	0.00%	-0.9%	Q4 2015
LOWLowes Companies Inc	$47.9M	3.72%	0.04%	-0.5%	Q2 2013
AMZNAmazon Com Inc	$41.6M	3.23%	0.00%	-0.8%	Q3 2017
AMATApplied Materials Inc	$38.5M	2.99%	0.02%	-0.7%	Q1 2018
NVDANvidia Corp	$32.6M	2.53%	0.00%	+0.2%	Q2 2021
WSMWilliams Sonoma Inc	$31.1M	2.41%	0.15%	-1.9%	Q3 2016
VRTXVertex Pharmaceuticals Inc / Ma	$24.9M	1.93%	0.02%	-0.6%	Q3 2021
BXBlackstone Inc.	$23.7M	1.84%	0.02%	+1.0%	Q1 2015
JCIJohnson Controls International plc	$22.1M	1.72%	0.03%	-1.4%	Q2 2013
VVisa Inc.	$21.4M	1.66%	0.00%	+0.2%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.9M	1.62%	0.00%	+0.5%	Q4 2023
LENLennar Corp	$20.7M	1.61%	Not reported	-0.5%	Q1 2018
BLKBlackRock, Inc.	$19.7M	1.53%	0.01%	+0.6%	Q3 2015
GDGeneral Dynamics Corp	$19.2M	1.49%	0.02%	+1.1%	Q2 2013
SCHWSchwab Charles Corp	$18.6M	1.45%	0.01%	+3.5%	Q2 2023
CCitigroup Inc	$16.8M	1.30%	0.01%	+0.3%	Q1 2022
NVSNovartis AG	$14.9M	1.16%	0.01%	-0.7%	Q2 2013
ARCCAres Capital Corp	$14.3M	1.11%	0.10%	+0.1%	Q2 2013
AEPAmerican Electric Power Co Inc	$14.2M	1.10%	0.02%	+0.2%	Q2 2013
SPGSimon Property Group Inc.	$12.9M	1.00%	869.26%	-0.4%	Q3 2019
DEDeere & Co	$12.1M	0.94%	0.01%	-0.5%	Q2 2014
ORealty Income Corp	$11.6M	0.90%	0.02%	+6.0%	Q4 2013
SHELShell plc	$11.6M	0.90%	0.00%	-2.2%	Q2 2022
ETREntergy Corp	$10.9M	0.85%	0.03%	-0.7%	Q4 2023
TMOThermo Fisher Scientific Inc.	$10M	0.78%	0.00%	-0.2%	Q2 2013
EPDEnterprise Products Partners L.P.	$9.54M	0.74%	0.01%	-1.9%	Q2 2013
VZVerizon Communications Inc	$8.44M	0.65%	0.00%	-8.7%	Q2 2013
NEENextera Energy Inc	$8.34M	0.65%	0.01%	-1.0%	Q2 2013
CCICrown Castle Inc.	$8.33M	0.65%	0.02%	+1.0%	Q4 2014
TAt&T Inc.	$8.09M	0.63%	0.00%	+1.2%	Q2 2013
PSAPublic Storage	$7.44M	0.58%	0.02%	+0.6%	Q2 2023
VRTVertiv Holdings Co	$7.25M	0.56%	0.01%	+7.7%	Q3 2024
PFEPfizer Inc	$6.67M	0.52%	0.00%	+5.3%	Q2 2013
SOSouthern Co	$6.62M	0.51%	0.01%	-0.1%	Q2 2014
EVRGEvergy, Inc.	$6.57M	0.51%	0.04%	+2.8%	Q3 2018
CNPCenterpoint Energy Inc	$6.5M	0.50%	0.03%	-1.7%	Q2 2013
BKNGBooking Holdings Inc.	$6.29M	0.49%	0.00%	+6.2%	Q1 2018
DLRDigital Realty Trust, Inc.	$6.04M	0.47%	0.01%	-3.2%	Q2 2017
ESEversource Energy	$5.11M	0.40%	0.02%	+4.4%	Q2 2015
FCTFirst Trust Senior Floating Rate Income Fund II	$4.93M	0.38%	Not reported	-18.4%	Q1 2018
USBUS Bancorp \de\	$4.49M	0.35%	0.01%	+24.2%	Q2 2025
KMIKinder Morgan, Inc.	$4.49M	0.35%	0.01%	-0.9%	Q4 2014
ATOAtmos Energy Corp	$4.44M	0.34%	0.02%	-1.5%	Q2 2013
STWDStarwood Property Trust, Inc.	$3.5M	0.27%	0.05%	-2.5%	Q4 2021

Q3 2025Reported Nov 6, 2025152 positions
MSFTMicrosoft Corp	$110M	8.48%	0.00%	+0.6%	Q2 2013
AAPLApple Inc.	$88.4M	6.82%	0.00%	-0.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$77.4M	5.97%	Not reported	-0.1%	Q2 2013
URIUnited Rentals, Inc.	$67.7M	5.22%	0.11%	-1.0%	Q2 2015
AVGOBroadcom Inc.	$56.1M	4.33%	0.00%	0.0%	Q3 2018
GOOGAlphabet Inc.	$53.1M	4.10%	Not reported	+0.6%	Q4 2015
LOWLowes Companies Inc	$50.1M	3.87%	0.04%	-0.1%	Q2 2013
AMZNAmazon Com Inc	$39.9M	3.08%	0.00%	+0.7%	Q3 2017
GOOGLAlphabet Inc.	$37.6M	2.90%	0.00%	-0.4%	Q4 2015
WSMWilliams Sonoma Inc	$34.6M	2.67%	0.15%	-1.2%	Q3 2016
NVDANvidia Corp	$32.5M	2.51%	0.00%	+1.6%	Q2 2021
AMATApplied Materials Inc	$30.9M	2.38%	0.02%	+0.3%	Q1 2018
BXBlackstone Inc.	$26M	2.01%	0.02%	+0.3%	Q1 2015
LENLennar Corp	$25.5M	1.97%	Not reported	-0.1%	Q1 2018
VRTXVertex Pharmaceuticals Inc / Ma	$21.6M	1.67%	0.02%	-1.5%	Q3 2021
BLKBlackRock, Inc.	$21.3M	1.65%	0.01%	-0.1%	Q3 2015
VVisa Inc.	$20.8M	1.60%	0.00%	+0.8%	Q4 2016
JCIJohnson Controls International plc	$20.6M	1.59%	0.03%	-1.0%	Q2 2013
GDGeneral Dynamics Corp	$19.2M	1.48%	0.02%	-0.6%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.1M	1.47%	0.00%	+0.9%	Q4 2023
SCHWSchwab Charles Corp	$17.2M	1.33%	0.01%	+0.1%	Q2 2023
CCitigroup Inc	$14.6M	1.12%	0.01%	-0.1%	Q1 2022
ARCCAres Capital Corp	$14.4M	1.11%	0.10%	+2.8%	Q2 2013
NVSNovartis AG	$14M	1.08%	0.01%	-1.5%	Q2 2013
AEPAmerican Electric Power Co Inc	$13.8M	1.06%	0.02%	-0.4%	Q2 2013
SPGSimon Property Group Inc.	$13.1M	1.01%	872.76%	-0.2%	Q3 2019
DEDeere & Co	$11.9M	0.92%	0.01%	+3.4%	Q2 2014
ORealty Income Corp	$11.8M	0.91%	0.02%	+7.0%	Q4 2013
SHELShell plc	$11.5M	0.89%	0.00%	+0.9%	Q2 2022
ETREntergy Corp	$11.1M	0.86%	0.03%	-1.6%	Q4 2023
VZVerizon Communications Inc	$9.97M	0.77%	0.01%	+0.7%	Q2 2013
EPDEnterprise Products Partners L.P.	$9.49M	0.73%	0.01%	-0.9%	Q2 2013
TAt&T Inc.	$9.09M	0.70%	0.00%	+10.0%	Q2 2013
CCICrown Castle Inc.	$8.95M	0.69%	0.02%	+1.8%	Q4 2014
TMOThermo Fisher Scientific Inc.	$8.39M	0.65%	0.00%	-24.5%	Q2 2013
PSAPublic Storage	$8.23M	0.64%	0.02%	+1.0%	Q2 2023
NEENextera Energy Inc	$7.92M	0.61%	0.01%	-0.5%	Q2 2013
SOSouthern Co	$7.21M	0.56%	0.01%	-1.5%	Q2 2014
DLRDigital Realty Trust, Inc.	$6.98M	0.54%	0.01%	-1.7%	Q2 2017
EVRGEvergy, Inc.	$6.7M	0.52%	0.04%	+3.3%	Q3 2018
CNPCenterpoint Energy Inc	$6.69M	0.52%	0.03%	-1.4%	Q2 2013
FISVFiserv Inc	$6.65M	0.51%	0.01%	+18.6%	Q3 2019
PFEPfizer Inc	$6.48M	0.50%	0.00%	+7.5%	Q2 2013
VRTVertiv Holdings Co	$6.27M	0.48%	0.01%	+5.6%	Q3 2024
FCTFirst Trust Senior Floating Rate Income Fund II	$6.01M	0.46%	Not reported	-4.5%	Q1 2018
BKNGBooking Holdings Inc.	$5.97M	0.46%	0.00%	+3.2%	Q1 2018
ESEversource Energy	$5.18M	0.40%	0.02%	+9.6%	Q2 2015
KMIKinder Morgan, Inc.	$4.66M	0.36%	0.01%	-0.8%	Q4 2014
ATOAtmos Energy Corp	$4.59M	0.35%	0.02%	-3.6%	Q2 2013
STWDStarwood Property Trust, Inc.	$3.86M	0.30%	0.05%	+3.3%	Q4 2021

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