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Edgemoor Investment Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,428,181,217
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $112,009,936
- MICROSOFT CORP · COM · 594918104 · shares: $106,031,121
- APPLIED MATLS INC · COM · 038222105 · shares: $73,848,196
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $73,645,982
- UNITED RENTALS INC · COM · 911363109 · shares: $67,596,684
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $67,155,409
- BROADCOM INC · COM · 11135F101 · shares: $57,646,524
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $52,026,455
- AMAZON COM INC · COM · 023135106 · shares: $44,973,322
- NVIDIA CORPORATION · COM · 67066G104 · shares: $40,803,903
Reported holdings
245 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 336,346 shares | $112,009,936 |
| MICROSOFT CORP | COM | 594918104 | — | 206,729 shares | $106,031,121 |
| APPLIED MATLS INC | COM | 038222105 | — | 144,410 shares | $73,848,196 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 147,898 shares | $73,645,982 |
| UNITED RENTALS INC | COM | 911363109 | — | 67,544 shares | $67,596,684 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 197,087 shares | $67,155,409 |
| BROADCOM INC | COM | 11135F101 | — | 164,146 shares | $57,646,524 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 151,205 shares | $52,026,455 |
| AMAZON COM INC | COM | 023135106 | — | 180,507 shares | $44,973,322 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 178,667 shares | $40,803,903 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 165,260 shares | $37,669,456 |
| LOWES COS INC | COM | 548661107 | — | 196,031 shares | $36,126,573 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 69,423 shares | $31,669,927 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 54,831 shares | $28,666,115 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 182,222 shares | $27,087,355 |
| VISA INC | COM CL A | 92826C839 | — | 61,529 shares | $22,109,071 |
| BLACKROCK INC | COM | 09290D101 | — | 18,563 shares | $19,644,752 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 196,337 shares | $19,190,000 |
| CITIGROUP INC | COM NEW | 172967424 | — | 147,673 shares | $19,120,651 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 57,416 shares | $19,052,268 |
| DEERE & CO | COM | 244199105 | — | 26,416 shares | $17,739,887 |
| BLACKSTONE INC | COM | 09260D107 | — | 154,395 shares | $17,306,156 |
| LENNAR CORP | CL A | 526057104 | — | 192,405 shares | $15,698,353 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 307,037 shares | $15,474,669 |
| SHELL PLC | SPON ADS | 780259305 | — | 158,149 shares | $15,032,099 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 121,543 shares | $14,419,888 |
| ELI LILLY & CO | COM | 532457108 | — | 12,137 shares | $14,042,989 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 69,058 shares | $13,864,153 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 721,995 shares | $13,790,105 |
| REALTY INCOME CORP | COM | 756109104 | — | 221,589 shares | $12,032,307 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 17,571 shares | $11,861,441 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 113,848 shares | $11,300,554 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 45,609 shares | $11,005,908 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 186,164 shares | $10,466,161 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 220,798 shares | $10,128,018 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 281,792 shares | $10,034,625 |
| PFIZER INC | COM | 717081103 | — | 302,272 shares | $8,620,797 |
| PUBLIC STORAGE | COM | 74460D109 | — | 28,840 shares | $8,157,106 |
| AT&T INC | COM | 00206R102 | — | 330,935 shares | $8,074,803 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 18,913 shares | $7,514,324 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 52,605 shares | $7,499,847 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 98,528 shares | $7,462,486 |
| EVERGY INC | COM | 30034W106 | — | 93,543 shares | $7,337,513 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 38,199 shares | $6,705,042 |
| CLEARWAY ENERGY INC | CL C | 18539C204 | — | 215,338 shares | $6,302,944 |
| CROWN CASTLE INC | COM | 22822V101 | — | 91,709 shares | $6,112,379 |
| SOUTHERN CO | COM | 842587107 | — | 73,470 shares | $6,089,931 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 163,095 shares | $6,001,896 |
| US BANCORP | COM NEW | 902973304 | — | 100,682 shares | $5,815,392 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 87,917 shares | $5,640,755 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 31,159 shares | $5,076,113 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,346 shares | $4,860,084 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 160,650 shares | $4,843,586 |
| CLEARBRIDGE ENERGY MIDSTREAM | COM | 18469P209 | — | 78,029 shares | $3,910,813 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 24,189 shares | $3,784,127 |
| PEMBINA PIPELINE CORP | COM | 706327103 | — | 84,389 shares | $3,762,049 |
| SLB LIMITED | COM STK | 806857108 | — | 76,763 shares | $3,739,902 |
| ONEOK INC NEW | COM | 30609A109 | — | 42,642 shares | $3,636,083 |
| BLACKROCK FLOATING RATE INCO | COM | 09255X100 | — | 342,117 shares | $3,605,913 |
| BOEING CO | COM | 097023105 | — | 19,070 shares | $3,548,034 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 37,822 shares | $3,534,106 |
| NUVEEN MUN CR INCOME FD | COM SH BEN INT | 67070X101 | — | 317,003 shares | $3,433,142 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 48,480 shares | $3,321,342 |
| WELLTOWER INC | COM | 95040Q104 | — | 14,240 shares | $3,278,502 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 8,464 shares | $3,223,416 |
| WELLS FARGO & CO | PERP PFD CNV A | 949746804 | — | 2,732 shares | $2,947,801 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 10,608 shares | $2,808,274 |
| STARWOOD PPTY TR INC | COM | 85571B105 | — | 203,893 shares | $2,752,559 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 18,610 shares | $2,691,564 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 14,857 shares | $2,682,431 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | — | 188,533 shares | $2,564,051 |
| FIRST SOLAR INC | COM | 336433107 | — | 13,650 shares | $2,390,934 |
| BROOKFIELD RENEWABLE ENERGY | PARTNERSHIP UNIT | G16258108 | — | 84,558 shares | $2,379,462 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 7,138 shares | $2,361,498 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,284 shares | $2,301,348 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 24,336 shares | $2,300,725 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 3 shares | $2,241,015 |
| BLACKROCK CR ALLOCATION | COM | 092508100 | — | 240,616 shares | $2,240,135 |
| GENERAL MILLS INC | COM | 370334104 | — | 68,943 shares | $2,217,202 |
| XCEL ENERGY INC | COM | 98389B100 | — | 31,113 shares | $2,192,813 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 | — | 74,043 shares | $2,089,486 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,857 shares | $1,977,383 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 11,660 shares | $1,897,659 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 15,048 shares | $1,884,912 |
| BANK OF AMER CORP | 7.25%CNV PFD L | 060505682 | — | 1,516 shares | $1,850,975 |
| NETFLIX INC. | COM | 64110L106 | — | 26,505 shares | $1,844,195 |
| MILLROSE PPTYS INC | COM CL A | 601137102 | — | 67,814 shares | $1,761,130 |
| DANAHER CORP DEL | COM | 235851102 | — | 7,011 shares | $1,553,287 |
| RLJ LODGING TR | CUM CONV PFD A | 74965L200 | — | 63,858 shares | $1,535,146 |
| THE CIGNA GROUP | COM | 125523100 | — | 5,635 shares | $1,531,762 |
| WALMART INC | COM | 931142103 | — | 12,582 shares | $1,307,473 |
| CSX CORP | COM | 126408103 | — | 27,795 shares | $1,292,745 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 17,103 shares | $1,230,561 |
| CHEVRON CORPORATION | COM | 166764100 | — | 5,598 shares | $1,143,168 |
| ORACLE CORP | COM | 68389X105 | — | 8,313 shares | $1,141,398 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 10,260 shares | $1,131,883 |
| CISCO SYS INC | COM | 17275R102 | — | 10,511 shares | $1,131,299 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 7,471 shares | $1,016,355 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 9,781 shares | $999,711 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 9,149 shares | $956,436 |