Filed: 8/11/2025ACC: 0001398344-25-014950
📋 What this filing means
EDGEMOOR INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
170
Positions
$1.16B
Total AUM (reported)
10.48M
Total Shares
Allocation by class
COM$822.65M71.0%
CL B NEW$74.84M6.5%
CAP STK CL C$38.44M3.3%
CL A$32.07M2.8%
COM CL A$28.97M2.5%
CAP STK CL A$27.36M2.4%
SHS$20.29M1.8%
Portfolio Concentration
Top 3$251.53M21.7%
4–10$279.99M24.2%
11–25$287.50M24.8%
Rest$339.29M29.3%
Top 3 weight
21.7%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 10.48M
Sole
Full voting authority
10.48M
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)
Sole170
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings170
Rows:
MICROSOFT CORP
SOLEShares211K
TypeSH
Market value$104.95M
9.06%
Sole
211K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares154.07K
TypeSH
Market value$74.84M
6.46%
Sole
154.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares349.63K
TypeSH
Market value$71.73M
6.19%
Sole
349.63K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares71.64K
TypeSH
Market value$53.98M
4.66%
Sole
71.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares170.10K
TypeSH
Market value$46.89M
4.05%
Sole
170.10K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares199.59K
TypeSH
Market value$44.28M
3.82%
Sole
199.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares180.30K
TypeSH
Market value$39.56M
3.41%
Sole
180.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares216.72K
TypeSH
Market value$38.44M
3.32%
Sole
216.72K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares179.44K
TypeSH
Market value$29.32M
2.53%
Sole
179.44K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares150.38K
TypeSH
Market value$27.53M
2.38%
Sole
150.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares155.27K
TypeSH
Market value$27.36M
2.36%
Sole
155.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares171.58K
TypeSH
Market value$27.11M
2.34%
Sole
171.58K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares56.02K
TypeSH
Market value$24.94M
2.15%
Sole
56.02K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares151.84K
TypeSH
Market value$22.71M
1.96%
Sole
151.84K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares202.60K
TypeSH
Market value$22.41M
1.93%
Sole
202.60K
Shared
0.00
None
0.00
VISA INC
SOLEShares60.34K
TypeSH
Market value$21.42M
1.85%
Sole
60.34K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares189.25K
TypeSH
Market value$19.99M
1.73%
Sole
189.25K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.33K
TypeSH
Market value$19.23M
1.66%
Sole
18.33K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares56.64K
TypeSH
Market value$16.52M
1.43%
Sole
56.64K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares179.90K
TypeSH
Market value$16.41M
1.42%
Sole
179.90K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares67.75K
TypeSH
Market value$15.34M
1.32%
Sole
67.75K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares684.87K
TypeSH
Market value$15.04M
1.30%
Sole
684.87K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares110.74K
TypeSH
Market value$13.40M
1.16%
Sole
110.74K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.25K
TypeSH
Market value$12.84M
1.11%
Sole
25.25K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares123K
TypeSH
Market value$12.76M
1.10%
Sole
123K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 211K | SH | $104.95M 9.06% | 211K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 154.07K | SH | $74.84M 6.46% | 154.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 349.63K | SH | $71.73M 6.19% | 349.63K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 71.64K | SH | $53.98M 4.66% | 71.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 170.10K | SH | $46.89M 4.05% | 170.10K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 199.59K | SH | $44.28M 3.82% | 199.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 180.30K | SH | $39.56M 3.41% | 180.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 216.72K | SH | $38.44M 3.32% | 216.72K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 179.44K | SH | $29.32M 2.53% | 179.44K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 150.38K | SH | $27.53M 2.38% | 150.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 155.27K | SH | $27.36M 2.36% | 155.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 171.58K | SH | $27.11M 2.34% | 171.58K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 56.02K | SH | $24.94M 2.15% | 56.02K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 151.84K | SH | $22.71M 1.96% | 151.84K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 202.60K | SH | $22.41M 1.93% | 202.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.34K | SH | $21.42M 1.85% | 60.34K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 189.25K | SH | $19.99M 1.73% | 189.25K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.33K | SH | $19.23M 1.66% | 18.33K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 56.64K | SH | $16.52M 1.43% | 56.64K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 179.90K | SH | $16.41M 1.42% | 179.90K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 67.75K | SH | $15.34M 1.32% | 67.75K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 684.87K | SH | $15.04M 1.30% | 684.87K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 110.74K | SH | $13.40M 1.16% | 110.74K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.25K | SH | $12.84M 1.11% | 25.25K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 123K | SH | $12.76M 1.10% | 123K | 0.00 | 0.00 |
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