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CIK: 0001313792
Total reported value
$1.5B
$1.5B
161 檔
23.1%
At the close of Q1 2025, Edgemoor Investment Advisors, Inc. disclosed equity holdings valued at approximately $1.5B, spread across 161 reported holdings.
In Q1 2025, Edgemoor Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $84.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.76% | -0.57% | +0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.44% | -0.75% | -0.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.37% | -0.08% | -0.21% | |
| 4 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.33% | -0.71% | +0.40% | |
| 5 | URI | United Rentals Inc | Stock-Industrials | 4.25% | +1.35% | -0.36% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.30% | +0.26% | -1.11% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | -0.04% | +0.63% | |
| 8 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.69% | +0.25% | -0.72% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.68% | +0.23% | -0.70% | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.53% | -0.09% | -0.53% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.29% | -0.25% | |
| 12 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.18% | -0.17% | -0.95% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 2.05% | +3.22% | -0.26% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.99% | -0.02% | +2.17% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.96% | -0.14% | +0.10% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.03% | +0.75% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.69% | -0.18% | -1.80% | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 1.47% | -0.11% | -0.71% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.07% | +0.46% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.46% | -0.17% | +1.98% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | -0.18% | +1.03% | |
| 22 | AEP | American Electric Power | Stock-Utilities | 1.27% | -0.12% | -1.56% | |
| 23 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.15% | -0.75% | -6.14% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.09% | -0.03% | -1.75% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.07% | -0.13% | +3.28% | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.06% | -0.31% | +1.64% | |
| 27 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.06% | +0.03% | -0.20% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.40% | +2.68% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.98% | -0.16% | +0.41% | |
| 30 | ETR | Entergy CORP | Stock-Utilities | 0.97% | -0.13% | -0.85% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 0.95% | -0.11% | +2.69% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.10% | +3.82% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.24% | +1.25% | |
| 34 | CCI | Crown Castle Inc | Stock-Real Estate | 0.85% | -0.12% | -0.68% | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.85% | — | -0.22% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.83% | -0.09% | -0.92% | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.77% | +0.01% | +6.31% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.77% | -0.28% | +2.23% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.73% | -0.09% | -0.44% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.72% | -0.08% | +5.77% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.15% | -0.19% | |
| 42 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.60% | -0.05% | -1.86% | |
| 43 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.59% | -0.07% | -2.00% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.56% | -0.07% | +0.52% | |
| 45 | NY4B | Clearway Energy Inc-a | Stock-Other | 0.55% | -0.66% | EXIT | |
| 46 | EVRG | Evergy Inc | Stock-Utilities | 0.51% | -0.05% | +3.82% | |
| 47 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.50% | — | +1.31% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.14% | +1040.88% | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.45% | -0.07% | -1.60% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | -0.03% | +4.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 5 | URI | United Rentals Inc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | LEN | Lennar Corp-a | — | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | BX | Blackstone Inc | — | NEW | New buy |
| 16 | NVDA | Nvidia CORP | — | NEW | New buy |
| 17 | BLK | Blackrock Inc | — | NEW | New buy |
| 18 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 19 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 20 | GD | General Dynamics CORP | — | NEW | New buy |
| 21 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 22 | AEP | American Electric Power | — | NEW | New buy |
| 23 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 24 | DE | Deere & Co | — | NEW | New buy |
| 25 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 26 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 27 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 28 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 29 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 30 | ETR | Entergy CORP | — | NEW | New buy |
| 31 | O | Realty Income CORP | — | NEW | New buy |
| 32 | C | Citigroup Inc | — | NEW | New buy |
| 33 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 34 | CCI | Crown Castle Inc | — | NEW | New buy |
| 35 | FISV | Fiserv Inc | — | NEW | New buy |
| 36 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 37 | PSA | Public Storage | — | NEW | New buy |
| 38 | T | At&t Inc | — | NEW | New buy |
| 39 | SO | Southern Co/the | — | NEW | New buy |
| 40 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 41 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 42 | FCT | First Trust Snr Fl Rt Inc Ii | — | NEW | New buy |
| 43 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 44 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 45 | NY4B | Clearway Energy Inc-a | — | NEW | New buy |
| 46 | EVRG | Evergy Inc | — | NEW | New buy |
| 47 | ARE | Alexandria Real Estate Equit | — | NEW | New buy |
| 48 | PFE | Pfizer Inc | — | NEW | New buy |
| 49 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 50 | BKNG | Booking Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Edgemoor Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 161 disclosed positions in Q1 2025.
During Q1 2025, Edgemoor Investment Advisors, Inc.'s top holdings by market value included BRK-B (7.8%)、MSFT (7.4%)、AAPL (7.4%). The largest single position, BRK-B, represented 7.8% of total portfolio value.
In Q1 2025, Edgemoor Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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