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CIK: 0001313792
Total reported value
$1.5B
$1.5B
170 檔
24.0%
According to the latest 13F quarterly dataset, Edgemoor Investment Advisors, Inc. managed an equity portfolio of $1.5B at the end of Q2 2025, spanning 170 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | 9.06% | -0.75% | -2.15% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.46% | -0.57% | -2.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.19% | -0.08% | -3.06% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 4.66% | +1.35% | -2.75% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.05% | +0.23% | -2.36% | |
| 6 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.82% | -0.71% | -1.07% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.04% | -0.94% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.32% | +0.26% | -5.70% | |
| 9 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.53% | +0.25% | -3.19% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.38% | +3.22% | -1.96% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.29% | -0.37% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | +0.03% | +0.18% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.15% | -0.09% | -1.36% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.96% | -0.14% | -0.54% | |
| 15 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.93% | -0.17% | -2.08% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | -0.02% | -2.49% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.07% | -4.70% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.66% | -0.18% | -5.37% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.43% | -0.17% | -2.50% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.42% | -0.18% | +0.95% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.32% | +0.40% | +0.45% | |
| 22 | ARCC | Ares Capital CORP | Stock-Financials | 1.30% | -0.11% | -5.24% | |
| 23 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.16% | -0.75% | -1.42% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.11% | -0.03% | +0.31% | |
| 25 | AEP | American Electric Power | Stock-Utilities | 1.10% | -0.12% | -3.04% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.06% | +0.10% | -0.23% | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.03% | -0.13% | +1.79% | |
| 28 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.97% | +0.03% | +0.52% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.97% | -0.31% | +1.06% | |
| 30 | O | Realty Income CORP | Stock-Real Estate | 0.90% | -0.11% | +1.97% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 0.87% | -0.13% | -2.38% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.24% | +1.41% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.82% | -0.16% | -1.45% | |
| 34 | CCI | Crown Castle Inc | Stock-Real Estate | 0.81% | -0.12% | +2.36% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.09% | +25.80% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.73% | -0.28% | -1.33% | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.71% | +0.01% | +0.48% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | -0.08% | +3.98% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.65% | — | +4.07% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.15% | -1.53% | |
| 41 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.62% | -0.07% | -2.75% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.61% | -0.09% | -10.65% | |
| 43 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.55% | -0.07% | -1.02% | |
| 44 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.55% | -0.05% | -1.62% | |
| 45 | NY4B | Clearway Energy Inc-a | Stock-Other | 0.54% | -0.66% | EXIT | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | -0.03% | +2.39% | |
| 47 | EVRG | Evergy Inc | Stock-Utilities | 0.51% | -0.05% | +5.30% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.14% | +10.77% | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.44% | +0.14% | +0.32% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.42% | -0.07% | -2.52% |
According to official SEC Form 13F filings, Edgemoor Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 170 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, AAPL) accounted for 24.0% of total reported equity market value during Q2 2025.
During Q2 2025, Edgemoor Investment Advisors, Inc.'s top holdings by market value included MSFT (9.1%)、BRK-B (6.5%)、AAPL (6.2%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q2 2025, 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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