§ 13F · FUND PROFILE
Edgemoor Investment Advisors, Inc..
AUM · $1.5B (13F)Positions · 188Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 147K | $106M | 7.2% | −2% |
| 2 | AAPL | APPLE INC | 341K | $99M | 6.7% | ±0% |
| 3 | URI | UNITED RENTALS INC | 69K | $79M | 5.4% | −1% |
| 4 | MSFT | MICROSOFT CORP | 210K | $78M | 5.3% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 150K | $75M | 5.1% | −1% |
| 6 | GOOG | ALPHABET INC | 202K | $71M | 4.9% | −1% |
| 7 | AVGO | BROADCOM INC | 166K | $63M | 4.3% | ±0% |
| 8 | GOOGL | ALPHABET INC | 155K | $55M | 3.8% | ±0% |
| 9 | LOW | LOWES COS INC | 199K | $44M | 3.0% | ±0% |
| 10 | AMZN | AMAZON COM INC | 181K | $43M | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EDGEMOOR SIGNAL
AC read
Edgemoor Investment Advisors, Inc. is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 188 positions.
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