§ 13F · FUND PROFILE
Edgemoor Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 190Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 341K | $87M | 6.8% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 209K | $77M | 6.1% | +1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 151K | $72M | 5.7% | ±0% |
| 4 | GOOG | ALPHABET INC | 204K | $59M | 4.6% | −1% |
| 5 | AVGO | BROADCOM INC | 166K | $51M | 4.0% | ±0% |
| 6 | AMAT | APPLIED MATLS INC | 150K | $51M | 4.0% | ±0% |
| 7 | URI | UNITED RENTALS INC | 70K | $51M | 4.0% | ±0% |
| 8 | LOW | LOWES COS INC | 199K | $47M | 3.7% | ±0% |
| 9 | GOOGL | ALPHABET INC | 154K | $44M | 3.5% | +1% |
| 10 | AMZN | AMAZON COM INC | 183K | $38M | 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 $1.3 billion in assets. The fund runs a portfolio of 190 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed