Q2 2026 13F · SEC CIK 1313792

Edgemoor Investment Advisors, Inc.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 188
Top holdings a year, 3 yrs: +24.0%
Assets under management: $1.5B

Edgemoor Investment Advisors, Inc. is a wealth manager that reported 188 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Applied Matls Inc (AMAT, 7.2%), Apple Inc (AAPL, 6.7%), United Rentals Inc Com (URI, 5.4%). A portfolio copying its top holdings returned 24.0% a year over the last 3 years, against 20.4% for the S&P 500.

Edgemoor Investment Advisors, Inc. holdings largest 50 of 188 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Edgemoor Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMATApplied Matls Inc	7.2%	4.0%	146,720	-1.9%	$106.1M
AAPLApple Inc	6.7%	6.8%	341,236	-0.0%	$98.7M
URIUnited Rentals Inc Com	5.4%	4.0%	69,431	-1.0%	$78.7M
MSFTMicrosoft Corp	5.3%	6.1%	209,741	+0.3%	$78.2M
BRK-BBerkshire Hathaway Inc Del	5.1%	5.7%	150,326	-0.5%	$75.2M
GOOGAlphabet Inc	4.9%	4.6%	201,966	-1.1%	$71.4M
AVGOBroadcom Inc	4.3%	4.0%	166,101	-0.1%	$62.7M
GOOGLAlphabet Inc	3.8%	3.5%	154,840	+0.3%	$55.3M
LOWLowes Cos Inc	3.0%	3.7%	198,931	+0.1%	$43.9M
AMZNAmazon Com Inc Com	3.0%	3.0%	181,457	-0.6%	$43.2M
WSMWilliams Sonoma Inc	2.7%	2.5%	170,565	-0.7%	$39.8M
NVDANvidia Corporation Com	2.4%	2.4%	178,764	+1.8%	$35.8M
TSMTaiwan Semiconductor Manufac	2.3%	1.9%	69,451	-0.5%	$33.2M
VRTXVertex Pharmaceuticals Inc	1.9%	1.9%	55,020	-0.7%	$27.3M
JCIJohnson Controls Internation	1.8%	1.9%	183,836	-0.4%	$26.9M
VVisa Inc Com Cl A	1.4%	1.5%	61,800	+0.2%	$21.2M
CCitigroup Inc Com New	1.4%	1.3%	147,759	+0.7%	$20.7M
GDGeneral Dynamics Corp	1.4%	1.6%	57,714	-0.3%	$20.4M
BXBlackstone Inc Com	1.3%	1.4%	159,293	+1.7%	$18.7M
BLKBlackrock Inc	1.2%	1.4%	18,620	+0.5%	$17.9M
SCHWSchwab Charles Corp	1.2%	1.4%	193,819	+2.3%	$17.9M
LENLennar Corp A	1.2%	1.4%	197,624	-2.5%	$17.9M
AEPAmerican Elec Pwr Co Inc	1.2%	1.3%	123,349	-0.0%	$16.9M
DEDeere & Co Com	1.1%	1.2%	26,406	+0.1%	$16.8M
SPGSimon Property Group Inc	1.1%	1.0%	69,083	-0.7%	$15.5M
VRTVertiv Holdings Co	1.1%	0.9%	46,011	-0.3%	$15.4M
ICSHIshares Tr	1.0%	1.1%	284,762	+1.8%	$14.4M
ETREntergy Corp.	0.9%	1.0%	117,326	-1.0%	$13.5M
ORealty Income Corp	0.9%	1.0%	215,968	+2.3%	$13.4M
ARCCAres Capital Corp.	0.9%	1.0%	720,251	+0.6%	$13.3M
LLYLilly Eli & Co	0.9%	—	11,032	—	$13.2M
SHELShell PLC	0.8%	1.1%	159,299	+1.7%	$12.4M
EPDEnterprise Prods Partners L	0.7%	0.9%	288,717	-2.0%	$10.6M
JEPIJpmorgan Equity Premium Income ETF	0.7%	0.8%	177,479	+3.8%	$10.0M
VZVerizon Communications Inc Com	0.6%	0.9%	219,557	-0.0%	$9.3M
PSAPublic Storage	0.6%	0.6%	28,964	+0.1%	$9.2M
TMOThermo Fisher Scientific Inc	0.6%	0.7%	17,692	-2.2%	$8.9M
NEENextera Energy Inc Com	0.6%	0.7%	100,375	-1.9%	$8.8M
NVSNovartis AG	0.6%	1.3%	52,824	-51.4%	$8.3M
EVRGEvergy Inc	0.6%	0.6%	94,683	+0.8%	$8.2M
CNPCenterpoint Energy Inc	0.5%	0.6%	167,306	-0.5%	$7.4M
CWENClearway Energy Inc	0.5%	—	211,992	—	$7.2M
SOSouthern Co.	0.5%	0.6%	75,202	-0.9%	$7.2M
CCICrown Castle Inc	0.5%	0.6%	94,654	-1.2%	$7.2M
PFEPfizer Inc	0.5%	0.6%	292,257	+3.3%	$7.0M
DLRDigital Realty Trust Inc	0.5%	0.6%	38,771	-0.3%	$7.0M
TAt&t Inc Com	0.5%	0.7%	328,329	+1.2%	$6.8M
PANWPalo Alto Networks Inc	0.4%	—	18,993	—	$6.5M
ESEversource Energy	0.4%	0.5%	86,228	+4.5%	$6.2M
USBUS Bancorp Del	0.4%	—	98,204	—	$5.9M

What Edgemoor Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

NVS Novartis AG-51.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.9% /yr; S&P 500 +20.1%
3 years: +24.0% /yr; S&P 500 +20.4%
5 years: +14.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	188
Q1 2026	$1.3B	170
Q4 2025	$1.3B	175
Q3 2025	$1.3B	190
Q2 2025	$1.2B	170
Q1 2025	$1.1B	161
Q4 2024	$1.1B	168
Q3 2024	$1.2B	165
Q2 2024	$1.1B	161
Q1 2024	$1.1B	165
Q4 2023	$956.0M	160
Q3 2023	$846.1M	156

Questions about Edgemoor Investment Advisors, Inc.'s portfolio

What stocks does Edgemoor Investment Advisors, Inc. own?

Edgemoor Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 188 positions worth $1.5B. The largest are Applied Matls Inc (AMAT) at 7.2%, Apple Inc (AAPL) at 6.7%, United Rentals Inc Com (URI) at 5.4%, Microsoft Corp (MSFT) at 5.3% and Berkshire Hathaway Inc Del (BRK-B) at 5.1%.

What did Edgemoor Investment Advisors, Inc. buy last quarter?

Edgemoor Investment Advisors, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Edgemoor Investment Advisors, Inc. sell last quarter?

In Q2 2026, Edgemoor Investment Advisors, Inc. cut from its top 50 Clearway Energy Inc (CWEN-A), cut from its top 50 Kinder Morgan Inc Del Com (KMI), cut from its top 50 Booking Holdings Inc Com (BKNG), cut from its top 50 Ishares Core S&p 500 ETF (IVV) and Novartis AG (NVS) (-51.4% shares), compared with its Q1 2026 filing.

How has Edgemoor Investment Advisors, Inc.'s portfolio performed?

A portfolio copying Edgemoor Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.9% against +20.1%. Over 5 years: +14.8% a year against +11.6%.

When is Edgemoor Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Edgemoor Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Edgemoor Investment Advisors, Inc. manage?

Edgemoor Investment Advisors, Inc. reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.