Edgemoor Investment Advisors, Inc.

CIK 0001313792 · BETHESDA, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Edgemoor Investment Advisors, Inc. reported 188 positions worth $1.47B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AMAT (7.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.47B
2026 Q2
Positions
188
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.7%
Est. Net Flow (Q)
2026 Q2
10 / 188 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$106.1M7.24%146,720
2AAPLAPPLE INCSH$98.7M6.74%341,236
3URIUNITED RENTALS INCSH$78.7M5.37%69,431
4MSFTMICROSOFT CORPSH$78.2M5.34%209,741
5BRK-BBERKSHIRE HATHAWAY INC DELSH$75.2M5.13%150,326
6GOOGALPHABET INCSH$71.4M4.87%201,966
7AVGOBROADCOM INCSH$62.7M4.28%166,101
8GOOGLALPHABET INCSH$55.3M3.77%154,840
9LOWLOWES COS INCSH$43.9M2.99%198,931
10AMZNAMAZON COM INCSH$43.2M2.95%181,457

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Edgemoor Investment Advisors, Inc. hold as of Q2 2026?

Edgemoor Investment Advisors, Inc. reported 188 positions worth $1.47B in its Q2 2026 13F filing. Largest positions: AMAT (7.2%), AAPL (6.7%), URI (5.4%), MSFT (5.3%) and BRK-B (5.1%).

What did Edgemoor Investment Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Edgemoor Investment Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.