Universe · entity
Edgemoor Investment Advisors, Inc.
Institutional manager (13F) · CIK 1313792
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $87M | 341,350 |
| 2 | MICROSOFT CORP | $77M | 209,133 |
| 3 | BERKSHIRE HATHAWAY INC DEL | $72M | 151,123 |
| 4 | ALPHABET INC | $59M | 204,298 |
| 5 | BROADCOM INC | $51M | 166,276 |
| 6 | APPLIED MATLS INC | $51M | 149,533 |
| 7 | UNITED RENTALS INC | $51M | 70,115 |
| 8 | LOWES COS INC | $47M | 198,790 |
| 9 | ALPHABET INC | $44M | 154,362 |
| 10 | AMAZON COM INC | $38M | 182,558 |
| 11 | WILLIAMS SONOMA INC | $31M | 171,742 |
| 12 | NVIDIA CORPORATION | $31M | 175,610 |
| 13 | VERTEX PHARMACEUTICALS INC | $25M | 55,415 |
| 14 | JOHNSON CONTROLS INTERNATION | $24M | 184,518 |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | $24M | 69,777 |
| 16 | GENERAL DYNAMICS CORP | $20M | 57,867 |
| 17 | VISA INC | $19M | 61,699 |
| 18 | BLACKSTONE INC | $18M | 156,613 |
| 19 | BLACKROCK INC | $18M | 18,520 |
| 20 | SCHWAB CHARLES CORP | $18M | 189,484 |
| 21 | LENNAR CORP | $18M | 202,731 |
| 22 | CITIGROUP INC | $17M | 146,793 |
| 23 | NOVARTIS AG | $17M | 108,581 |
| 24 | AMERICAN ELEC PWR CO INC | $16M | 123,350 |
| 25 | DEERE & CO | $15M | 26,369 |
| 26 | SHELL PLC | $15M | 156,690 |
| 27 | ISHARES TR | $14M | 279,754 |
| 28 | ENTERGY CORP NEW | $13M | 118,544 |
| 29 | SIMON PPTY GROUP INC NEW | $13M | 69,576 |
| 30 | REALTY INCOME CORP | $13M | 211,044 |
| 31 | ARES CAPITAL CORP | $13M | 715,985 |
| 32 | VERTIV HOLDINGS CO | $12M | 46,149 |
| 33 | ENTERPRISE PRODS PARTNERS L | $11M | 294,522 |
| 34 | VERIZON COMMUNICATIONS INC | $11M | 219,659 |
| 35 | J P MORGAN EXCHANGE TRADED F | $10M | 170,927 |
| 36 | NEXTERA ENERGY INC | $10M | 102,342 |
| 37 | AT&T INC | $9M | 324,456 |
| 38 | THERMO FISHER SCIENTIFIC INC | $9M | 18,085 |
| 39 | CLEARWAY ENERGY INC | $8M | 215,549 |
| 40 | PFIZER INC | $8M | 282,832 |
| 41 | PUBLIC STORAGE OPER CO | $8M | 28,924 |
| 42 | CROWN CASTLE INC | $8M | 95,803 |
| 43 | EVERGY INC | $8M | 93,923 |
| 44 | SOUTHERN CO | $7M | 75,874 |
| 45 | CENTERPOINT ENERGY INC | $7M | 168,145 |
| 46 | DIGITAL RLTY TR INC | $7M | 38,875 |
| 47 | EVERSOURCE ENERGY | $6M | 82,511 |
| 48 | KINDER MORGAN INC DEL | $5M | 162,594 |
| 49 | BOOKING HOLDINGS INC | $5M | 1,246 |
| 50 | ISHARES TR | $5M | 7,338 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.