Filed: 8/7/2026ACC: 0001398344-26-013761
📋 What this filing means
EDGEMOOR INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$1.47B
Total AUM (reported)
11.05M
Total Shares
Allocation by class
COM$1.01B68.7%
CL B NEW$75.22M5.1%
CAP STK CL C$71.36M4.9%
CAP STK CL A$55.34M3.8%
COM CL A$38.73M2.6%
SPONSORED ADS$33.17M2.3%
COM NEW$27.69M1.9%
Portfolio Concentration
Top 3$283.48M19.3%
4–10$430.01M29.3%
11–25$346.71M23.7%
Rest$405.65M27.7%
Top 3 weight
19.3%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 11.05M
Sole
Full voting authority
11.05M
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)
Sole188
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings188
Rows:
APPLIED MATLS INC
SOLEShares146.72K
TypeSH
Market value$106.08M
7.24%
Sole
146.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares341.24K
TypeSH
Market value$98.74M
6.74%
Sole
341.24K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares69.43K
TypeSH
Market value$78.66M
5.37%
Sole
69.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares209.74K
TypeSH
Market value$78.24M
5.34%
Sole
209.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares150.33K
TypeSH
Market value$75.22M
5.13%
Sole
150.33K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares201.97K
TypeSH
Market value$71.36M
4.87%
Sole
201.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares166.10K
TypeSH
Market value$62.74M
4.28%
Sole
166.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.84K
TypeSH
Market value$55.34M
3.77%
Sole
154.84K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares198.93K
TypeSH
Market value$43.86M
2.99%
Sole
198.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares181.46K
TypeSH
Market value$43.25M
2.95%
Sole
181.46K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares170.56K
TypeSH
Market value$39.76M
2.71%
Sole
170.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares178.76K
TypeSH
Market value$35.77M
2.44%
Sole
178.76K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares69.45K
TypeSH
Market value$33.17M
2.26%
Sole
69.45K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares55.02K
TypeSH
Market value$27.33M
1.86%
Sole
55.02K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares183.84K
TypeSH
Market value$26.86M
1.83%
Sole
183.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares61.80K
TypeSH
Market value$21.20M
1.45%
Sole
61.80K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares147.76K
TypeSH
Market value$20.68M
1.41%
Sole
147.76K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares57.71K
TypeSH
Market value$20.44M
1.39%
Sole
57.71K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares159.29K
TypeSH
Market value$18.74M
1.28%
Sole
159.29K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.62K
TypeSH
Market value$17.90M
1.22%
Sole
18.62K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares193.82K
TypeSH
Market value$17.88M
1.22%
Sole
193.82K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares197.62K
TypeSH
Market value$17.88M
1.22%
Sole
197.62K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares123.35K
TypeSH
Market value$16.88M
1.15%
Sole
123.35K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares26.41K
TypeSH
Market value$16.75M
1.14%
Sole
26.41K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares69.08K
TypeSH
Market value$15.45M
1.05%
Sole
69.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCSOLE | COM | 146.72K | SH | $106.08M 7.24% | 146.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 341.24K | SH | $98.74M 6.74% | 341.24K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 69.43K | SH | $78.66M 5.37% | 69.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 209.74K | SH | $78.24M 5.34% | 209.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 150.33K | SH | $75.22M 5.13% | 150.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 201.97K | SH | $71.36M 4.87% | 201.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 166.10K | SH | $62.74M 4.28% | 166.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.84K | SH | $55.34M 3.77% | 154.84K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 198.93K | SH | $43.86M 2.99% | 198.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 181.46K | SH | $43.25M 2.95% | 181.46K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 170.56K | SH | $39.76M 2.71% | 170.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 178.76K | SH | $35.77M 2.44% | 178.76K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.45K | SH | $33.17M 2.26% | 69.45K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 55.02K | SH | $27.33M 1.86% | 55.02K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 183.84K | SH | $26.86M 1.83% | 183.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 61.80K | SH | $21.20M 1.45% | 61.80K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 147.76K | SH | $20.68M 1.41% | 147.76K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 57.71K | SH | $20.44M 1.39% | 57.71K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 159.29K | SH | $18.74M 1.28% | 159.29K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.62K | SH | $17.90M 1.22% | 18.62K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 193.82K | SH | $17.88M 1.22% | 193.82K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 197.62K | SH | $17.88M 1.22% | 197.62K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 123.35K | SH | $16.88M 1.15% | 123.35K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 26.41K | SH | $16.75M 1.14% | 26.41K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 69.08K | SH | $15.45M 1.05% | 69.08K | 0.00 | 0.00 |
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