EdgeMarket › What Edgemoor Investment Advisors, Inc. reported owning
What Edgemoor Investment Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
170Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 86.6M | 6.8% | 341.4K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 77.4M | 6.1% | 209.1K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 72.4M | 5.7% | 151.1K | — | — |
| GOOG Alphabet Inc. | 58.6M | 4.6% | 204.3K | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 51.5M | 4.0% | 166.3K | 368.45 | +26.5% |
| AMAT APPLIED MATERIALS INC /DE | 51.1M | 4.0% | 149.5K | 492.32 | +205.9% |
| URI UNITED RENTALS, INC. | 51.1M | 4.0% | 70.1K | 1,098.51 | +21.8% |
| LOW LOWES COMPANIES INC | 47.0M | 3.7% | 198.8K | 216.09 | -16.0% |
| GOOGL Alphabet Inc. | 44.4M | 3.5% | 154.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 38.0M | 3.0% | 182.6K | 258.63 | +15.6% |
| WSM WILLIAMS SONOMA INC | 31.3M | 2.5% | 171.7K | 237.58 | +19.2% |
| NVDA NVIDIA CORP | 30.6M | 2.4% | 175.6K | 214.72 | +22.4% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 24.7M | 1.9% | 55.4K | 548.05 | +39.0% |
| JCI Johnson Controls International plc | 24.2M | 1.9% | 184.5K | 143.05 | +35.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 23.6M | 1.9% | 69.8K | 418.95 | +83.3% |
| GD GENERAL DYNAMICS CORP | 19.9M | 1.6% | 57.9K | 384.29 | +21.0% |
| V VISA INC. | 18.6M | 1.5% | 61.7K | 371.04 | +7.9% |
| BX Blackstone Inc. | 18.0M | 1.4% | 156.6K | 143.38 | -12.8% |
| BLK BlackRock, Inc. | 17.8M | 1.4% | 18.5K | 1,156.55 | +2.5% |
| SCHW SCHWAB CHARLES CORP | 17.8M | 1.4% | 189.5K | 112.30 | +17.6% |
| LEN LENNAR CORP /NEW/ | 17.6M | 1.4% | 202.7K | 87.02 | -33.2% |
| C CITIGROUP INC | 16.6M | 1.3% | 146.8K | 131.65 | +41.3% |
| NVS NOVARTIS AG | 16.6M | 1.3% | 108.6K | 158.86 | +24.8% |
| AEP AMERICAN ELECTRIC POWER CO INC | 16.2M | 1.3% | 123.3K | — | — |
| DE DEERE & CO | 14.9M | 1.2% | 26.4K | 647.47 | +31.4% |
| SHEL Shell plc | 14.6M | 1.1% | 156.7K | 93.33 | +29.5% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 14.2M | 1.1% | 279.8K | 50.53 | -0.3% |
| ETR ENTERGY CORP /DE/ | 13.3M | 1.0% | 118.5K | 104.62 | +16.5% |
| SPG SIMON PROPERTY GROUP INC. | 13.0M | 1.0% | 69.6K | 218.29 | +25.4% |
| O REALTY INCOME CORP | 12.9M | 1.0% | 211.0K | 62.60 | +4.5% |
| ARCC ARES CAPITAL CORP | 12.9M | 1.0% | 716.0K | 19.92 | -10.6% |
| VRT Vertiv Holdings Co | 11.6M | 0.9% | 46.1K | 261.95 | +105.4% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 11.1M | 0.9% | 294.5K | 38.01 | +20.6% |
| VZ VERIZON COMMUNICATIONS INC | 11.0M | 0.9% | 219.7K | 49.45 | +9.7% |
| JEPI JPMorgan Equity Premium Income ETF | 9.7M | 0.8% | 170.9K | 57.92 | +1.4% |
| NEE NEXTERA ENERGY INC | 9.5M | 0.7% | 102.3K | 83.65 | +9.8% |
| T AT&T INC. | 9.4M | 0.7% | 324.5K | 25.29 | -13.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 8.9M | 0.7% | 18.1K | 629.27 | +27.2% |
| unmapped CUSIP 18539C105 | 8.4M | 0.7% | 215.5K | — | — |
| PFE PFIZER INC | 7.9M | 0.6% | 282.8K | 28.07 | +10.6% |
| PSA Public Storage | 7.8M | 0.6% | 28.9K | 322.49 | +12.4% |
| CCI CROWN CASTLE INC. | 7.8M | 0.6% | 95.8K | 75.51 | -26.6% |
| EVRG Evergy, Inc. | 7.7M | 0.6% | 93.9K | 80.92 | +11.5% |
| SO SOUTHERN CO | 7.3M | 0.6% | 75.9K | 88.94 | -6.3% |
| CNP CENTERPOINT ENERGY INC | 7.3M | 0.6% | 168.1K | 38.77 | +0.7% |
| DLR DIGITAL REALTY TRUST, INC. | 7.0M | 0.6% | 38.9K | 190.62 | +15.3% |
| ES EVERSOURCE ENERGY | 5.7M | 0.4% | 82.5K | 70.21 | +6.8% |
| KMI KINDER MORGAN, INC. | 5.5M | 0.4% | 162.6K | 30.98 | +16.6% |
| BKNG Booking Holdings Inc. | 5.2M | 0.4% | 1.2K | 209.62 | -7.1% |
| IVV iShares Core S&P 500 ETF | 4.8M | 0.4% | 7.3K | 769.31 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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