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CIK: 0001313792
Total reported value
$1.5B
$1.5B
165 檔
23.2%
During the Q1 2024 filing period, Edgemoor Investment Advisors, Inc. (CIK: 0001313792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 165 reported positions.
During Q1 2024, Edgemoor Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.10% | -0.75% | -1.24% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.71% | -0.57% | -0.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.17% | -0.08% | -0.91% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 5.20% | +1.35% | -1.85% | |
| 5 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.97% | -0.71% | -1.40% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | +0.26% | -1.55% | |
| 7 | LEN | Lennar Corp-a | Stock-Consumer Disc | 3.44% | -0.17% | +0.78% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | -0.04% | +0.97% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.99% | +3.22% | -1.82% | |
| 10 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.96% | +0.25% | -2.20% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.28% | +0.23% | -2.78% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | +0.29% | +0.97% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.23% | -0.09% | +0.27% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.92% | -0.14% | +0.09% | |
| 15 | CVS | Cvs Health CORP | Stock-Healthcare | 1.79% | — | -5.52% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | -0.02% | +2.02% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.51% | -0.17% | +0.70% | |
| 18 | BLKCHF | Blackrock Inc | Stock-Other | 1.47% | — | -0.39% | |
| 19 | ARCC | Ares Capital CORP | Stock-Financials | 1.40% | -0.11% | +4.38% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.03% | +104.52% | |
| 21 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.22% | -0.75% | -0.98% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.18% | -0.18% | +1.06% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.07% | +3.78% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.01% | +1.36% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.02% | -0.13% | +5.66% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 1.02% | -0.12% | +5.26% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.09% | +13.50% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.96% | -0.03% | +5.14% | |
| 29 | CCI | Crown Castle Inc | Stock-Real Estate | 0.95% | -0.12% | +1.84% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.91% | -0.31% | +5.63% | |
| 31 | EPD | Enterprise Products Partners | Stock-Energy | 0.86% | -0.16% | +2.45% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.24% | +6.50% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.81% | -0.11% | +10.94% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.75% | +0.10% | +2.00% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.75% | +0.40% | +119.18% | |
| 36 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.72% | -0.05% | -1.27% | |
| 37 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.70% | +0.03% | +4.65% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.15% | -1.46% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.01% | -3.43% | |
| 40 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.64% | — | +3.26% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.09% | -1.12% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.60% | +0.01% | +32.06% | |
| 43 | ETR | Entergy CORP | Stock-Utilities | 0.58% | -0.13% | +12.73% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.55% | -0.07% | +10.02% | |
| 45 | FISV | Fiserv Inc | Stock-Other | 0.55% | — | +7.41% | |
| 46 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.54% | -0.07% | -3.26% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.08% | +48.41% | |
| 48 | AES | Aes CORP | Stock-Utilities | 0.50% | — | — | |
| 49 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.44% | -0.04% | +7.28% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.43% | -0.28% | +22.03% |
According to official SEC Form 13F filings, Edgemoor Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 165 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, AAPL) accounted for 23.2% of total reported equity market value during Q1 2024.
During Q1 2024, Edgemoor Investment Advisors, Inc.'s top holdings by market value included MSFT (9.1%)、BRK-B (6.7%)、AAPL (6.2%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q1 2024, Edgemoor Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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