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CIK: 0001313792
Total reported value
$1.5B
$1.5B
168 檔
24.2%
During the Q4 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 168 reported positions.
During Q4 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 | 8.02% | -0.75% | -2.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.97% | -0.08% | -2.98% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.31% | -0.57% | -2.45% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 4.59% | +1.35% | -2.75% | |
| 5 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.37% | -0.71% | -1.06% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.90% | +0.26% | -3.05% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.58% | +0.23% | -2.74% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | -0.04% | -0.99% | |
| 9 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 3.05% | +0.25% | -3.50% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.29% | -2.78% | |
| 11 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.51% | -0.17% | -0.44% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 2.32% | -0.14% | -0.71% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 2.20% | +3.22% | +0.67% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.03% | -0.09% | +0.16% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.03% | +0.14% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.78% | -0.18% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | -0.02% | +0.19% | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 1.40% | -0.11% | -0.35% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.07% | -0.49% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.32% | -0.17% | +0.75% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.15% | -0.18% | +0.99% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.40% | +1.98% | |
| 23 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.06% | +0.03% | -1.67% | |
| 24 | AEP | American Electric Power | Stock-Utilities | 1.05% | -0.12% | +1.79% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.03% | -0.75% | -5.35% | |
| 26 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.99% | -0.13% | +7.39% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.96% | -0.03% | -1.32% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.10% | -1.43% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.86% | -0.31% | -1.50% | |
| 30 | EPD | Enterprise Products Partners | Stock-Energy | 0.85% | -0.16% | +0.71% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.09% | -1.75% | |
| 32 | ETR | Entergy CORP | Stock-Utilities | 0.83% | -0.13% | +98.24% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.81% | -0.11% | +0.65% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.24% | -2.58% | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.76% | — | +1.78% | |
| 36 | CCI | Crown Castle Inc | Stock-Real Estate | 0.72% | -0.12% | -1.97% | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.70% | +0.01% | +2.66% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.15% | -1.74% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.08% | +9.34% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.66% | -0.07% | -1.95% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.63% | -0.09% | -3.29% | |
| 42 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.59% | -0.05% | -7.46% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.28% | +3.09% | |
| 44 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.50% | -0.07% | -2.53% | |
| 45 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.50% | — | -9.05% | |
| 46 | NY4B | Clearway Energy Inc-a | Stock-Other | 0.45% | -0.66% | EXIT | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | -0.03% | +2.67% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.01% | -3.23% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.42% | -0.04% | -0.49% | |
| 50 | EVRG | Evergy Inc | Stock-Utilities | 0.42% | -0.05% | +17.97% |
According to official SEC Form 13F filings, Edgemoor Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 168 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 24.2% of total reported equity market value during Q4 2024.
During Q4 2024, Edgemoor Investment Advisors, Inc.'s top holdings by market value included MSFT (8.0%)、AAPL (8.0%)、BRK-B (6.3%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q4 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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