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CIK: 0001313792
Total reported value
$1.5B
$1.5B
175 檔
26.7%
At the close of Q4 2025, Edgemoor Investment Advisors, Inc. disclosed equity holdings valued at approximately $1.5B, spread across 175 reported holdings.
In Q4 2025, Edgemoor Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.75% | -2.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.21% | -0.08% | -1.69% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.88% | -0.57% | -2.01% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.04% | +0.26% | -5.15% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.46% | +0.23% | -2.35% | |
| 6 | URI | United Rentals Inc | Stock-Industrials | 4.40% | +1.35% | -1.11% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.72% | +0.29% | -0.89% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.72% | -0.71% | -0.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.04% | -0.80% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.99% | +3.22% | -0.69% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.03% | +0.21% | |
| 12 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.41% | +0.25% | -1.90% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.93% | -0.09% | -0.64% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.84% | -0.14% | +1.04% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.07% | -1.42% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -0.02% | +0.24% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.62% | +0.40% | +0.49% | |
| 18 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.61% | -0.17% | -0.45% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.53% | -0.18% | +0.58% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.49% | -0.17% | +1.05% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.45% | -0.18% | +3.51% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.30% | +0.10% | +0.25% | |
| 23 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.16% | -0.75% | -0.65% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.11% | -0.13% | -2.85% | |
| 25 | ARCC | Ares Capital CORP | Stock-Financials | 1.11% | -0.11% | +0.13% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 1.10% | -0.12% | +0.16% | |
| 27 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.00% | +0.03% | -0.40% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.94% | -0.03% | -0.46% | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 0.90% | -0.11% | +6.03% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.90% | -0.31% | -2.19% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 0.85% | -0.13% | -0.74% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.09% | -0.18% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.74% | -0.16% | -1.92% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.72% | -0.08% | +6.47% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.24% | -8.65% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.15% | -0.97% | |
| 37 | CCI | Crown Castle Inc | Stock-Real Estate | 0.65% | -0.12% | +1.04% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.63% | -0.28% | +1.15% | |
| 39 | PSA | Public Storage | Stock-Real Estate | 0.58% | +0.01% | +0.59% | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.56% | +0.14% | +7.69% | |
| 41 | NY4B | Clearway Energy Inc-a | Stock-Other | 0.52% | -0.66% | EXIT | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.14% | +5.32% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.09% | -0.09% | |
| 44 | EVRG | Evergy Inc | Stock-Utilities | 0.51% | -0.05% | +2.78% | |
| 45 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.50% | -0.07% | -1.74% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | -0.03% | +6.15% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.47% | -0.07% | -3.18% | |
| 48 | ES | Eversource Energy | Stock-Utilities | 0.40% | -0.02% | +4.37% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | -22.58% | |
| 50 | FCT | First Trust Snr Fl Rt Inc Ii | Stock-Other | 0.38% | -0.05% | -18.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -5.15% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.89% | Trim |
| 3 | AMAT | Applied Materials Inc | +0.6% | -0.69% | Trim |
| 4 | AAPL | Apple Inc | +0.4% | -1.69% | Trim |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -0.64% | Trim |
| 6 | C | Citigroup Inc | +0.2% | +0.25% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.49% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.80% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.18% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.42% | Trim |
| 11 | AVGO | Broadcom Inc | +0.1% | -2.35% | Trim |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +3.51% | Add |
| 13 | USB | US Bancorp | +0.1% | +24.18% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +7203.78% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +7.69% | Add |
| 16 | NY4B | Clearway Energy Inc-a | +0.1% | +0.19% | Add |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.65% | Trim |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +27.11% | Add |
| 19 | XFRAX | Blackrock Fltng Rt Inc Strat | +0.1% | +47.11% | Add |
| 20 | EMO | Clearbridge Energy Midstream | +0.1% | +36.85% | Add |
| 21 | FSLR | First Solar Inc | +0.1% | +41.43% | Add |
| 22 | INTU | Intuit Inc | +0.1% | +65.47% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +0.24% | Add |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +6.47% | Add |
| 25 | CCI | Crown Castle Inc | 0% | +1.04% | Add |
| 26 | ORCL | Oracle CORP | -0.1% | +0.20% | Add |
| 27 | SO | Southern Co/the | -0.1% | -0.09% | Trim |
| 28 | PSA | Public Storage | -0.1% | +0.59% | Add |
| 29 | LLY | Eli Lilly & Co | -0.1% | -56.49% | Trim |
| 30 | T | At&t Inc | -0.1% | +1.15% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | -0.1% | -36.39% | Trim |
| 32 | DLR | Digital Realty Trust Inc | -0.1% | -3.18% | Trim |
| 33 | FCT | First Trust Snr Fl Rt Inc Ii | -0.1% | -18.41% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.01% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -22.58% | Trim |
| 36 | BLK | Blackrock Inc | -0.1% | +0.58% | Add |
| 37 | VZ | Verizon Communications Inc | -0.1% | -8.65% | Trim |
| 38 | LOW | Lowe's Cos Inc | -0.2% | -0.46% | Trim |
| 39 | BX | Blackstone Inc | -0.2% | +1.04% | Add |
| 40 | KO | Coca-cola Co/the | -0.2% | -87.46% | Trim |
| 41 | WSM | Williams-sonoma Inc | -0.3% | -1.90% | Trim |
| 42 | LEN | Lennar Corp-a | -0.4% | -0.45% | Trim |
| 43 | MSFT | Microsoft CORP | -0.7% | -2.10% | Trim |
| 44 | URI | United Rentals Inc | -0.8% | -1.11% | Trim |
| 45 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 46 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 47 | GIS | General Mills Inc | — | NEW | New buy |
| 48 | CAVA | Cava Group Inc | — | EXIT | Sold out |
| 49 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 50 | IYW | Ishares Ustechnology ETF | — | 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 175 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 26.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GIS
市值: $2.1M
Top Position Liquidated / Trimmed
FISV
前期市值: $6.7M
During Q4 2025, Edgemoor Investment Advisors, Inc.'s top holdings by market value included MSFT (7.8%)、AAPL (7.2%)、BRK-B (5.9%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q4 2025, Edgemoor Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 24 holdings, and fully liquidating 5 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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