Filed: 5/13/2026ACC: 0001398344-26-009044
📋 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 $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
170
Positions
$1.27B
Total AUM (reported)
10.93M
Total Shares
Allocation by class
COM$859.16M67.6%
CL B NEW$72.42M5.7%
CAP STK CL C$58.61M4.6%
CAP STK CL A$44.39M3.5%
COM CL A$32.35M2.5%
CL A$29.00M2.3%
SHS$24.47M1.9%
Portfolio Concentration
Top 3$236.46M18.6%
4–10$341.64M26.9%
11–25$308.43M24.3%
Rest$384.34M30.2%
Top 3 weight
18.6%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 10.93M
Sole
Full voting authority
10.93M
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:
APPLE INC
SOLEShares341.35K
TypeSH
Market value$86.63M
6.82%
Sole
341.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares209.13K
TypeSH
Market value$77.41M
6.09%
Sole
209.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares151.12K
TypeSH
Market value$72.42M
5.70%
Sole
151.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares204.30K
TypeSH
Market value$58.61M
4.61%
Sole
204.30K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares166.28K
TypeSH
Market value$51.46M
4.05%
Sole
166.28K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares149.53K
TypeSH
Market value$51.11M
4.02%
Sole
149.53K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares70.11K
TypeSH
Market value$51.08M
4.02%
Sole
70.11K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares198.79K
TypeSH
Market value$46.97M
3.70%
Sole
198.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.36K
TypeSH
Market value$44.39M
3.49%
Sole
154.36K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares182.56K
TypeSH
Market value$38.02M
2.99%
Sole
182.56K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares171.74K
TypeSH
Market value$31.31M
2.46%
Sole
171.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares175.61K
TypeSH
Market value$30.63M
2.41%
Sole
175.61K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares55.41K
TypeSH
Market value$24.75M
1.95%
Sole
55.41K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares184.52K
TypeSH
Market value$24.16M
1.90%
Sole
184.52K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares69.78K
TypeSH
Market value$23.58M
1.86%
Sole
69.78K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares57.87K
TypeSH
Market value$19.86M
1.56%
Sole
57.87K
Shared
0.00
None
0.00
VISA INC
SOLEShares61.70K
TypeSH
Market value$18.65M
1.47%
Sole
61.70K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares156.61K
TypeSH
Market value$18.01M
1.42%
Sole
156.61K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.52K
TypeSH
Market value$17.81M
1.40%
Sole
18.52K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares189.48K
TypeSH
Market value$17.81M
1.40%
Sole
189.48K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares202.73K
TypeSH
Market value$17.61M
1.39%
Sole
202.73K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares146.79K
TypeSH
Market value$16.65M
1.31%
Sole
146.79K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares108.58K
TypeSH
Market value$16.59M
1.31%
Sole
108.58K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares123.35K
TypeSH
Market value$16.17M
1.27%
Sole
123.35K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares26.37K
TypeSH
Market value$14.85M
1.17%
Sole
26.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 341.35K | SH | $86.63M 6.82% | 341.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 209.13K | SH | $77.41M 6.09% | 209.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 151.12K | SH | $72.42M 5.70% | 151.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 204.30K | SH | $58.61M 4.61% | 204.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 166.28K | SH | $51.46M 4.05% | 166.28K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 149.53K | SH | $51.11M 4.02% | 149.53K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 70.11K | SH | $51.08M 4.02% | 70.11K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 198.79K | SH | $46.97M 3.70% | 198.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.36K | SH | $44.39M 3.49% | 154.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 182.56K | SH | $38.02M 2.99% | 182.56K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 171.74K | SH | $31.31M 2.46% | 171.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 175.61K | SH | $30.63M 2.41% | 175.61K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 55.41K | SH | $24.75M 1.95% | 55.41K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 184.52K | SH | $24.16M 1.90% | 184.52K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.78K | SH | $23.58M 1.86% | 69.78K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 57.87K | SH | $19.86M 1.56% | 57.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 61.70K | SH | $18.65M 1.47% | 61.70K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 156.61K | SH | $18.01M 1.42% | 156.61K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.52K | SH | $17.81M 1.40% | 18.52K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 189.48K | SH | $17.81M 1.40% | 189.48K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 202.73K | SH | $17.61M 1.39% | 202.73K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 146.79K | SH | $16.65M 1.31% | 146.79K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 108.58K | SH | $16.59M 1.31% | 108.58K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 123.35K | SH | $16.17M 1.27% | 123.35K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 26.37K | SH | $14.85M 1.17% | 26.37K | 0.00 | 0.00 |
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