Filed: 2/10/2026ACC: 0001398344-26-002566
📋 What this filing means
EDGEMOOR INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$1.29B
Total AUM (reported)
10.64M
Total Shares
Allocation by class
COM$878.12M68.2%
CL B NEW$75.79M5.9%
CAP STK CL C$64.92M5.0%
CAP STK CL A$47.97M3.7%
CL A$31.05M2.4%
COM CL A$30.93M2.4%
SHS$22.39M1.7%
Portfolio Concentration
Top 3$269.14M20.9%
4–10$355.04M27.6%
11–25$315.12M24.5%
Rest$349.05M27.1%
Top 3 weight
20.9%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 10.64M
Sole
Full voting authority
10.64M
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)
Sole175
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings175
Rows:
MICROSOFT CORP
SOLEShares207.86K
TypeSH
Market value$100.52M
7.80%
Sole
207.86K
Shared
0.00
None
0.00
APPLE INC
SOLEShares341.45K
TypeSH
Market value$92.83M
7.21%
Sole
341.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares150.78K
TypeSH
Market value$75.79M
5.88%
Sole
150.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares206.88K
TypeSH
Market value$64.92M
5.04%
Sole
206.88K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares166.05K
TypeSH
Market value$57.47M
4.46%
Sole
166.05K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares70.11K
TypeSH
Market value$56.74M
4.40%
Sole
70.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares153.27K
TypeSH
Market value$47.97M
3.72%
Sole
153.27K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares198.53K
TypeSH
Market value$47.88M
3.72%
Sole
198.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares180.06K
TypeSH
Market value$41.56M
3.23%
Sole
180.06K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares149.78K
TypeSH
Market value$38.49M
2.99%
Sole
149.78K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares174.73K
TypeSH
Market value$32.59M
2.53%
Sole
174.73K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares173.91K
TypeSH
Market value$31.06M
2.41%
Sole
173.91K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares54.84K
TypeSH
Market value$24.86M
1.93%
Sole
54.84K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares153.85K
TypeSH
Market value$23.71M
1.84%
Sole
153.85K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares184.74K
TypeSH
Market value$22.12M
1.72%
Sole
184.74K
Shared
0.00
None
0.00
VISA INC
SOLEShares60.95K
TypeSH
Market value$21.38M
1.66%
Sole
60.95K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares68.71K
TypeSH
Market value$20.88M
1.62%
Sole
68.71K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares201.58K
TypeSH
Market value$20.72M
1.61%
Sole
201.58K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.42K
TypeSH
Market value$19.71M
1.53%
Sole
18.42K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares56.90K
TypeSH
Market value$19.16M
1.49%
Sole
56.90K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares186.37K
TypeSH
Market value$18.62M
1.45%
Sole
186.37K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares143.79K
TypeSH
Market value$16.78M
1.30%
Sole
143.79K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares108.33K
TypeSH
Market value$14.94M
1.16%
Sole
108.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares283.35K
TypeSH
Market value$14.33M
1.11%
Sole
283.35K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares704.97K
TypeSH
Market value$14.26M
1.11%
Sole
704.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 207.86K | SH | $100.52M 7.80% | 207.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 341.45K | SH | $92.83M 7.21% | 341.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 150.78K | SH | $75.79M 5.88% | 150.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 206.88K | SH | $64.92M 5.04% | 206.88K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 166.05K | SH | $57.47M 4.46% | 166.05K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 70.11K | SH | $56.74M 4.40% | 70.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 153.27K | SH | $47.97M 3.72% | 153.27K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 198.53K | SH | $47.88M 3.72% | 198.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 180.06K | SH | $41.56M 3.23% | 180.06K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 149.78K | SH | $38.49M 2.99% | 149.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 174.73K | SH | $32.59M 2.53% | 174.73K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 173.91K | SH | $31.06M 2.41% | 173.91K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 54.84K | SH | $24.86M 1.93% | 54.84K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 153.85K | SH | $23.71M 1.84% | 153.85K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 184.74K | SH | $22.12M 1.72% | 184.74K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.95K | SH | $21.38M 1.66% | 60.95K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 68.71K | SH | $20.88M 1.62% | 68.71K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 201.58K | SH | $20.72M 1.61% | 201.58K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.42K | SH | $19.71M 1.53% | 18.42K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 56.90K | SH | $19.16M 1.49% | 56.90K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 186.37K | SH | $18.62M 1.45% | 186.37K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 143.79K | SH | $16.78M 1.30% | 143.79K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 108.33K | SH | $14.94M 1.16% | 108.33K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 283.35K | SH | $14.33M 1.11% | 283.35K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 704.97K | SH | $14.26M 1.11% | 704.97K | 0.00 | 0.00 |
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