Filed: 11/6/2025ACC: 0001398344-25-020409
📋 What this filing means
EDGEMOOR INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$1.30B
Total AUM (reported)
10.83M
Total Shares
Allocation by class
COM$908.29M70.1%
CL B NEW$77.36M6.0%
CAP STK CL C$53.12M4.1%
CAP STK CL A$37.59M2.9%
CL A$34.97M2.7%
COM CL A$29.82M2.3%
SHS$20.92M1.6%
Portfolio Concentration
Top 3$275.77M21.3%
4–10$339.12M26.2%
11–25$312.48M24.1%
Rest$368.74M28.4%
Top 3 weight
21.3%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 10.83M
Sole
Full voting authority
10.83M
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)
Sole190
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings190
Rows:
MICROSOFT CORP
SOLEShares212.31K
TypeSH
Market value$109.97M
8.48%
Sole
212.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares347.33K
TypeSH
Market value$88.44M
6.82%
Sole
347.33K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares153.88K
TypeSH
Market value$77.36M
5.97%
Sole
153.88K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares70.90K
TypeSH
Market value$67.68M
5.22%
Sole
70.90K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares170.04K
TypeSH
Market value$56.10M
4.33%
Sole
170.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares218.11K
TypeSH
Market value$53.12M
4.10%
Sole
218.11K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares199.44K
TypeSH
Market value$50.12M
3.87%
Sole
199.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares181.52K
TypeSH
Market value$39.86M
3.08%
Sole
181.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.64K
TypeSH
Market value$37.59M
2.90%
Sole
154.64K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares177.27K
TypeSH
Market value$34.65M
2.67%
Sole
177.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares174.36K
TypeSH
Market value$32.53M
2.51%
Sole
174.36K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares150.82K
TypeSH
Market value$30.88M
2.38%
Sole
150.82K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares152.27K
TypeSH
Market value$26.02M
2.01%
Sole
152.27K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares202.50K
TypeSH
Market value$25.52M
1.97%
Sole
202.50K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares55.19K
TypeSH
Market value$21.62M
1.67%
Sole
55.19K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.31K
TypeSH
Market value$21.35M
1.65%
Sole
18.31K
Shared
0.00
None
0.00
VISA INC
SOLEShares60.81K
TypeSH
Market value$20.76M
1.60%
Sole
60.81K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares187.40K
TypeSH
Market value$20.60M
1.59%
Sole
187.40K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares56.31K
TypeSH
Market value$19.20M
1.48%
Sole
56.31K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares68.38K
TypeSH
Market value$19.10M
1.47%
Sole
68.38K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares180.06K
TypeSH
Market value$17.19M
1.33%
Sole
180.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares291.68K
TypeSH
Market value$14.80M
1.14%
Sole
291.68K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares143.44K
TypeSH
Market value$14.56M
1.12%
Sole
143.44K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares704.04K
TypeSH
Market value$14.37M
1.11%
Sole
704.04K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares109.04K
TypeSH
Market value$13.98M
1.08%
Sole
109.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 212.31K | SH | $109.97M 8.48% | 212.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 347.33K | SH | $88.44M 6.82% | 347.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 153.88K | SH | $77.36M 5.97% | 153.88K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 70.90K | SH | $67.68M 5.22% | 70.90K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 170.04K | SH | $56.10M 4.33% | 170.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 218.11K | SH | $53.12M 4.10% | 218.11K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 199.44K | SH | $50.12M 3.87% | 199.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 181.52K | SH | $39.86M 3.08% | 181.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.64K | SH | $37.59M 2.90% | 154.64K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 177.27K | SH | $34.65M 2.67% | 177.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 174.36K | SH | $32.53M 2.51% | 174.36K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 150.82K | SH | $30.88M 2.38% | 150.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 152.27K | SH | $26.02M 2.01% | 152.27K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 202.50K | SH | $25.52M 1.97% | 202.50K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 55.19K | SH | $21.62M 1.67% | 55.19K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.31K | SH | $21.35M 1.65% | 18.31K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.81K | SH | $20.76M 1.60% | 60.81K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 187.40K | SH | $20.60M 1.59% | 187.40K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 56.31K | SH | $19.20M 1.48% | 56.31K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 68.38K | SH | $19.10M 1.47% | 68.38K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 180.06K | SH | $17.19M 1.33% | 180.06K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 291.68K | SH | $14.80M 1.14% | 291.68K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 143.44K | SH | $14.56M 1.12% | 143.44K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 704.04K | SH | $14.37M 1.11% | 704.04K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 109.04K | SH | $13.98M 1.08% | 109.04K | 0.00 | 0.00 |
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