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CIK: 0001313792
Total reported value
$1.5B
$1.5B
190 檔
27.3%
In Q3 2025, Edgemoor Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 190 disclosed stock positions.
Edgemoor Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.48% | -0.75% | +0.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.82% | -0.08% | -0.66% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.97% | -0.57% | -0.12% | |
| 4 | URI | United Rentals Inc | Stock-Industrials | 5.22% | +1.35% | -1.04% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.33% | +0.23% | -0.03% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.10% | +0.26% | +0.64% | |
| 7 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.87% | -0.71% | -0.08% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | -0.04% | +0.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | +0.29% | -0.41% | |
| 10 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.67% | +0.25% | -1.21% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.03% | +1.62% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 2.38% | +3.22% | +0.29% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 2.01% | -0.14% | +0.28% | |
| 14 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.97% | -0.17% | -0.05% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.67% | -0.09% | -1.48% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.65% | -0.18% | -0.11% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | -0.02% | +0.78% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.07% | -0.98% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.48% | -0.17% | -0.58% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.47% | +0.40% | +0.93% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.33% | -0.18% | +0.09% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.14% | -0.13% | +24.40% | |
| 23 | C | Citigroup Inc | Stock-Financials | 1.12% | +0.10% | -0.13% | |
| 24 | ARCC | Ares Capital CORP | Stock-Financials | 1.11% | -0.11% | +2.80% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.08% | -0.75% | -1.53% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 1.06% | -0.12% | -0.38% | |
| 27 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.01% | +0.03% | -0.21% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.92% | -0.03% | +3.36% | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 0.91% | -0.11% | +7.03% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.89% | -0.31% | +0.86% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 0.86% | -0.13% | -1.56% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.24% | +0.65% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.73% | -0.16% | -0.93% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.70% | -0.28% | +9.99% | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 0.69% | -0.12% | +1.77% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.08% | +5.98% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.65% | -0.09% | -24.52% | |
| 38 | PSA | Public Storage | Stock-Real Estate | 0.64% | +0.01% | +1.01% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.15% | -0.51% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.56% | -0.09% | -1.52% | |
| 41 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.54% | -0.07% | -1.69% | |
| 42 | EVRG | Evergy Inc | Stock-Utilities | 0.52% | -0.05% | +3.26% | |
| 43 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.52% | -0.07% | -1.37% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.51% | — | +18.62% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.14% | +7.54% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.06% | +29.72% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.48% | +0.14% | +5.62% | |
| 48 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.46% | -0.05% | -4.47% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.46% | -0.03% | +3.17% | |
| 50 | NY4B | Clearway Energy Inc-a | Stock-Other | 0.44% | -0.66% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -0.03% | Trim |
| 2 | MSFT | Microsoft CORP | +1% | +0.62% | Trim |
| 3 | URI | United Rentals Inc | +1% | -1.04% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +0.64% | Trim |
| 5 | NVDA | Nvidia CORP | +0.8% | +1.62% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.41% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.93% | Add |
| 8 | AMAT | Applied Materials Inc | +0.3% | +0.29% | Trim |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | +5.62% | Add |
| 10 | C | Citigroup Inc | +0.2% | -0.13% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.98% | Trim |
| 12 | UBER | Uber Technologies Inc | +0.1% | +23.01% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +29.72% | Add |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | +57.20% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | -0.28% | Add |
| 16 | ICSH | Ishares Ultra Short Duration | +0.1% | +24.40% | Add |
| 17 | BX | Blackstone Inc | +0.1% | +0.28% | Trim |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | +0.09% | Add |
| 19 | ES | Eversource Energy | 0% | +9.61% | Add |
| 20 | GD | General Dynamics CORP | 0% | -0.58% | Trim |
| 21 | BKNG | Booking Holdings Inc | 0% | +3.17% | Add |
| 22 | EVRG | Evergy Inc | 0% | +3.26% | Add |
| 23 | PFE | Pfizer Inc | — | +7.54% | Add |
| 24 | WSM | Williams-sonoma Inc | 0% | -1.21% | Trim |
| 25 | BLK | Blackrock Inc | 0% | -0.11% | Trim |
| 26 | O | Realty Income CORP | 0% | +7.03% | Add |
| 27 | SPG | Simon Property Group Inc | -0.1% | -0.21% | Add |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.53% | Trim |
| 29 | AMZN | Amazon.com Inc | -0.1% | +0.68% | Trim |
| 30 | OKE | Oneok Inc | -0.2% | -1.30% | Trim |
| 31 | LEN | Lennar Corp-a | -0.2% | -0.05% | Trim |
| 32 | ARE | Alexandria Real Estate Equit | -0.2% | -18.80% | Trim |
| 33 | EPD | Enterprise Products Partners | -0.3% | -0.93% | Trim |
| 34 | FISV | Fiserv Inc | -0.3% | +18.62% | Add |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -89.46% | Trim |
| 36 | ARCC | Ares Capital CORP | -0.4% | +2.80% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.5% | -0.08% | Trim |
| 38 | AAPL | Apple Inc | -0.6% | -0.66% | Trim |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.9% | -1.48% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -1.8% | -0.12% | Trim |
| 41 | USB | US Bancorp | — | NEW | New buy |
| 42 | MRP | Millrose Properties | — | NEW | New buy |
| 43 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 44 | CPRT | Copart Inc | — | NEW | New buy |
| 45 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | BCE | Bce Inc | — | EXIT | Sold out |
| 48 | FSLR | First Solar Inc | — | NEW | New buy |
| 49 | CAVA | Cava Group Inc | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Edgemoor Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 190 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 27.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
USB
市值: $3.3M
Top Position Liquidated / Trimmed
MRSH
前期市值: $1.6M
During Q3 2025, Edgemoor Investment Advisors, Inc.'s top holdings by market value included MSFT (8.5%)、AAPL (6.8%)、BRK-B (6.0%). The largest single position, MSFT, represented 8.5% of total portfolio value.
In Q3 2025, Edgemoor Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 24 holdings, and fully liquidating 3 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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