Filed: 5/5/2025ACC: 0001398344-25-008646
📋 What this filing means
EDGEMOOR INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$1.09B
Total AUM (reported)
10.47M
Total Shares
Allocation by class
COM$764.40M70.3%
CL B NEW$84.40M7.8%
CAP STK CL C$35.90M3.3%
CL A$32.62M3.0%
COM CL A$24.52M2.3%
CAP STK CL A$24.10M2.2%
SHS$16.14M1.5%
Portfolio Concentration
Top 3$245.47M22.6%
4–10$249.77M23.0%
11–25$261.62M24.1%
Rest$330.61M30.4%
Top 3 weight
22.6%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 10.47M
Sole
Full voting authority
10.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares158.47K
TypeSH
Market value$84.40M
7.76%
Sole
158.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares215.64K
TypeSH
Market value$80.95M
7.44%
Sole
215.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares360.66K
TypeSH
Market value$80.11M
7.37%
Sole
360.66K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares201.76K
TypeSH
Market value$47.06M
4.33%
Sole
201.76K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares73.67K
TypeSH
Market value$46.17M
4.25%
Sole
73.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares229.82K
TypeSH
Market value$35.90M
3.30%
Sole
229.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares182K
TypeSH
Market value$34.63M
3.18%
Sole
182K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares185.36K
TypeSH
Market value$29.31M
2.69%
Sole
185.36K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares174.21K
TypeSH
Market value$29.17M
2.68%
Sole
174.21K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares56.80K
TypeSH
Market value$27.54M
2.53%
Sole
56.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares155.85K
TypeSH
Market value$24.10M
2.22%
Sole
155.85K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares206.90K
TypeSH
Market value$23.75M
2.18%
Sole
206.90K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares153.39K
TypeSH
Market value$22.26M
2.05%
Sole
153.39K
Shared
0.00
None
0.00
VISA INC
SOLEShares61.88K
TypeSH
Market value$21.69M
1.99%
Sole
61.88K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares152.67K
TypeSH
Market value$21.34M
1.96%
Sole
152.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares171.27K
TypeSH
Market value$18.56M
1.71%
Sole
171.27K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares19.37K
TypeSH
Market value$18.33M
1.69%
Sole
19.37K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares722.74K
TypeSH
Market value$16.02M
1.47%
Sole
722.74K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares198.59K
TypeSH
Market value$15.91M
1.46%
Sole
198.59K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares58.09K
TypeSH
Market value$15.83M
1.46%
Sole
58.09K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares178.21K
TypeSH
Market value$13.95M
1.28%
Sole
178.21K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares126.86K
TypeSH
Market value$13.86M
1.27%
Sole
126.86K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares112.33K
TypeSH
Market value$12.52M
1.15%
Sole
112.33K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.17K
TypeSH
Market value$11.81M
1.09%
Sole
25.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares230.34K
TypeSH
Market value$11.68M
1.07%
Sole
230.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 158.47K | SH | $84.40M 7.76% | 158.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 215.64K | SH | $80.95M 7.44% | 215.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 360.66K | SH | $80.11M 7.37% | 360.66K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 201.76K | SH | $47.06M 4.33% | 201.76K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 73.67K | SH | $46.17M 4.25% | 73.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 229.82K | SH | $35.90M 3.30% | 229.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 182K | SH | $34.63M 3.18% | 182K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 185.36K | SH | $29.31M 2.69% | 185.36K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 174.21K | SH | $29.17M 2.68% | 174.21K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 56.80K | SH | $27.54M 2.53% | 56.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 155.85K | SH | $24.10M 2.22% | 155.85K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 206.90K | SH | $23.75M 2.18% | 206.90K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 153.39K | SH | $22.26M 2.05% | 153.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 61.88K | SH | $21.69M 1.99% | 61.88K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 152.67K | SH | $21.34M 1.96% | 152.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 171.27K | SH | $18.56M 1.71% | 171.27K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 19.37K | SH | $18.33M 1.69% | 19.37K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 722.74K | SH | $16.02M 1.47% | 722.74K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 198.59K | SH | $15.91M 1.46% | 198.59K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 58.09K | SH | $15.83M 1.46% | 58.09K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 178.21K | SH | $13.95M 1.28% | 178.21K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 126.86K | SH | $13.86M 1.27% | 126.86K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 112.33K | SH | $12.52M 1.15% | 112.33K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.17K | SH | $11.81M 1.09% | 25.17K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT-TERM | 230.34K | SH | $11.68M 1.07% | 230.34K | 0.00 | 0.00 |
Page 1 of 7
…