The Analysis of Edgemoor Investment Advisors, Inc.'s Holdings

Currently, Edgemoor Investment Advisors, Inc. holds 175 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in GIS (+45.3K shares, valued at $2.1M), NFLX (+13.3K shares, valued at $1.2M), FRA (+94.9K shares, valued at $1.1M); decreased their positions in N/A (-11.2K shares, valued at $3.5M), KO (-41.4K shares, valued at $2.9M), MSFT (-4.5K shares, valued at $2.2M); initiated new positions in GIS (+45.3K shares, valued at $2.1M), VEA (+3.2K shares, valued at $202.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP207.9K shares-2.10%2025-12-312026-02-10

AAPL APPLE INC341.5K shares-1.69%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL150.8K shares-2.01%2025-12-312026-02-10

ALPHABET INC ALPHABET INC206.9K shares-5.15%2025-12-312026-02-10

BROADCOM INC BROADCOM INC166.0K shares-2.35%2025-12-312026-02-10

URI UNITED RENTALS INC70.1K shares-1.11%2025-12-312026-02-10

ALPHABET INC ALPHABET INC153.3K shares-0.89%2025-12-312026-02-10

LOW LOWES COS INC198.5K shares-0.46%2025-12-312026-02-10

Sponsored

AMZN AMAZON COM INC180.1K shares-0.80%2025-12-312026-02-10

AMAT APPLIED MATLS INC149.8K shares-0.69%2025-12-312026-02-10

NVDA NVIDIA CORPORATION174.7K shares0.21%2025-12-312026-02-10

WSM WILLIAMS SONOMA INC173.9K shares-1.90%2025-12-312026-02-10

VRTX VERTEX PHARMACEUTICALS INC54.8K shares-0.64%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC153.9K shares1.04%2025-12-312026-02-10

JCI JOHNSON CTLS INTL PLC184.7K shares-1.42%2025-12-312026-02-10

V VISA INC61.0K shares0.24%2025-12-312026-02-10

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD68.7K shares0.49%2025-12-312026-02-10

LEN LENNAR CORP201.6K shares-0.45%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC18.4K shares0.58%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP56.9K shares1.05%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP186.4K shares3.51%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC143.8K shares0.25%2025-12-312026-02-10

NVS NOVARTIS AG108.3K shares-0.65%2025-12-312026-02-10

ICSH ISHARES TR283.4K shares-2.85%2025-12-312026-02-10

Sponsored

ARCC ARES CAPITAL CORP705.0K shares0.13%2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC122.7K shares0.16%2025-12-312026-02-10

SPG SIMON PPTY GROUP INC NEW69.5K shares-0.40%2025-12-312026-02-10

DE DEERE & CO26.0K shares-0.46%2025-12-312026-02-10

O REALTY INCOME CORP205.4K shares6.03%2025-12-312026-02-10

SHEL SHELL PLC157.5K shares-2.19%2025-12-312026-02-10

ETR ENTERGY CORP NEW118.1K shares-0.74%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC17.3K shares-0.18%2025-12-312026-02-10

Sponsored

EPD ENTERPRISE PRODS PARTNERS L297.5K shares-1.92%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F161.4K shares6.47%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC207.1K shares-8.65%2025-12-312026-02-10

NEE NEXTERA ENERGY INC103.9K shares-0.97%2025-12-312026-02-10

CROWN CASTLE INC CROWN CASTLE INC93.7K shares1.04%2025-12-312026-02-10

T AT&T INC325.6K shares1.15%2025-12-312026-02-10

PSA PUBLIC STORAGE OPER CO28.7K shares0.59%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO44.7K shares7.69%2025-12-312026-02-10

Sponsored

CWEN.A CLEARWAY ENERGY INC213.2K shares0.19%2025-12-312026-02-10

PFE PFIZER INC267.9K shares5.32%2025-12-312026-02-10

SO SOUTHERN CO76.0K shares-0.09%2025-12-312026-02-10

EVRG EVERGY INC90.6K shares2.78%2025-12-312026-02-10

CNP CENTERPOINT ENERGY INC169.5K shares-1.74%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC1.2K shares6.15%2025-12-312026-02-10

DLR DIGITAL RLTY TR INC39.1K shares-3.18%2025-12-312026-02-10

ES EVERSOURCE ENERGY75.9K shares4.37%2025-12-312026-02-10

Sponsored

IVV ISHARES TR7.3K shares-22.58%2025-12-312026-02-10

FCT FIRST TR SR FLTG RATE INCOME490.0K shares-18.41%2025-12-312026-02-10

USB US BANCORP DEL84.2K shares24.18%2025-12-312026-02-10

KMI KINDER MORGAN INC DEL163.3K shares-0.85%2025-12-312026-02-10

ATO ATMOS ENERGY CORP26.5K shares-1.49%2025-12-312026-02-10

WFC-PL WELLS FARGO CO NEW3.0K shares-0.56%2025-12-312026-02-10

STWD STARWOOD PPTY TR INC194.5K shares-2.48%2025-12-312026-02-10

FRA BLACKROCK FLOATING RATE INCO296.2K shares47.11%2025-12-312026-02-10

Sponsored

EMO CLEARBRIDGE ENERGY MIDSTRM O73.9K shares36.85%2025-12-312026-02-10

PBA PEMBINA PIPELINE CORP86.5K shares-0.87%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC39.1K shares25.84%2025-12-312026-02-10

OKE ONEOK INC NEW43.5K shares-3.45%2025-12-312026-02-10

NZF NUVEEN MUNICIPAL CREDIT INC245.9K shares10.61%2025-12-312026-02-10

BTZ BLACKROCK CR ALLOCATION INCO260.3K shares-2.23%2025-12-312026-02-10

SLB SLB LIMITED70.0K shares11.88%2025-12-312026-02-10

WELL WELLTOWER INC14.4K shares-9.35%2025-12-312026-02-10

Sponsored

UPS UNITED PARCEL SERVICE INC26.2K shares27.11%2025-12-312026-02-10

XEL XCEL ENERGY INC34.3K shares-0.87%2025-12-312026-02-10

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP62.6K shares8.09%2025-12-312026-02-10

MRP MILLROSE PPTYS INC77.2K shares-7.20%2025-12-312026-02-10

KYN KAYNE ANDERSON ENERGY INFRST184.4K shares2.22%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.7.0K shares-17.91%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-10

INTU INTUIT3.3K shares65.47%2025-12-312026-02-10

Sponsored

BK BANK NEW YORK MELLON CORP18.7K shares0.00%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON10.4K shares-3.76%2025-12-312026-02-10

GIS GENERAL MLS INC45.3K sharesnew addition2025-12-312026-02-10

FSLR FIRST SOLAR INC7.8K shares41.43%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares-0.43%2025-12-312026-02-10

BAC-PL BANK AMERICA CORP1.6K shares-0.63%2025-12-312026-02-10

IWF ISHARES TR3.8K shares-36.39%2025-12-312026-02-10

ORCL ORACLE CORP9.0K shares0.20%2025-12-312026-02-10

Sponsored

AGG ISHARES TR16.9K shares7.25%2025-12-312026-02-10

DHR DANAHER CORPORATION7.3K shares0.00%2025-12-312026-02-10

RLJ-PA RLJ LODGING TR66.5K shares-9.34%2025-12-312026-02-10

CPRT COPART INC40.7K shares9.40%2025-12-312026-02-10

BEP BROOKFIELD RENEWABLE PARTNER58.7K shares-17.74%2025-12-312026-02-10

THE CIGNA GROUP THE CIGNA GROUP5.7K shares-0.56%2025-12-312026-02-10

ADBE ADOBE INC4.5K shares55.03%2025-12-312026-02-10

WMT WALMART INC12.6K shares-0.57%2025-12-312026-02-10

Sponsored

XOM EXXON MOBIL CORP11.6K shares-13.64%2025-12-312026-02-10

NFLX NETFLIX INC13.5K shares7203.78%2025-12-312026-02-10

SHV ISHARES TR10.7K shares-3.56%2025-12-312026-02-10

IJH ISHARES TR16.7K shares-2.90%2025-12-312026-02-10

LLY ELI LILLY & CO1.0K shares-56.49%2025-12-312026-02-10

SUB ISHARES TR9.5K shares19.68%2025-12-312026-02-10

CSX CSX CORP27.8K shares0.00%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC9.8K shares-0.03%2025-12-312026-02-10

Sponsored

HD HOME DEPOT INC2.8K shares-1.88%2025-12-312026-02-10

IJR ISHARES TR7.5K shares-17.26%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-13.98%2025-12-312026-02-10

GBDC GOLUB CAP BDC INC63.8K shares-6.28%2025-12-312026-02-10

CVX CHEVRON CORP NEW5.6K shares-10.41%2025-12-312026-02-10

RTX RTX CORPORATION4.5K shares-4.23%2025-12-312026-02-10

MUB ISHARES TR7.5K shares6.22%2025-12-312026-02-10

CSCO CISCO SYS INC9.9K shares-4.21%2025-12-312026-02-10

Sponsored

USIG ISHARES TR13.6K shares0.00%2025-12-312026-02-10

META META PLATFORMS INC1.0K shares-0.38%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW785 shares-3.33%2025-12-312026-02-10

IVE ISHARES TR3.2K shares0.00%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.00%2025-12-312026-02-10

STLD STEEL DYNAMICS INC3.9K shares0.00%2025-12-312026-02-10

AMGN AMGEN INC1.9K shares-8.52%2025-12-312026-02-10

KKR & CO INC KKR & CO INC4.9K shares0.00%2025-12-312026-02-10

Sponsored

PG PROCTER AND GAMBLE CO4.3K shares-7.47%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP1.3K shares-30.62%2025-12-312026-02-10

ORLY OREILLY AUTOMOTIVE INC6.7K shares0.00%2025-12-312026-02-10

BAC BANK AMERICA CORP10.9K shares-3.32%2025-12-312026-02-10

PEP PEPSICO INC4.2K shares-19.73%2025-12-312026-02-10

WY WEYERHAEUSER CO MTN BE24.4K shares-10.42%2025-12-312026-02-10

IWR ISHARES TR6.0K shares-37.00%2025-12-312026-02-10

ABBV ABBVIE INC2.4K shares-47.19%2025-12-312026-02-10

Sponsored

JFR NUVEEN FLOATING RATE INCOME68.4K shares0.00%2025-12-312026-02-10

IWD ISHARES TR2.5K shares-36.57%2025-12-312026-02-10

SYK STRYKER CORPORATION1.4K shares0.00%2025-12-312026-02-10

EMR EMERSON ELEC CO3.6K shares-6.06%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC516 shares0.00%2025-12-312026-02-10

MCD MCDONALDS CORP1.5K shares-1.95%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC2.7K shares0.00%2025-12-312026-02-10

KO COCA COLA CO5.9K shares-87.46%2025-12-312026-02-10

Sponsored

ABT ABBOTT LABS3.3K shares0.03%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR657 shares0.00%2025-12-312026-02-10

VTR VENTAS INC5.1K shares-0.49%2025-12-312026-02-10

IPAC ISHARES TR5.3K shares0.00%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC1.4K shares0.00%2025-12-312026-02-10

QCOM QUALCOMM INC2.2K shares-1.33%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR503 shares-11.29%2025-12-312026-02-10

ET ENERGY TRANSFER L P20.6K shares-1.90%2025-12-312026-02-10

Sponsored

AXP AMERICAN EXPRESS CO907 shares0.00%2025-12-312026-02-10

TXN TEXAS INSTRS INC1.9K shares-9.56%2025-12-312026-02-10

PFF ISHARES TR10.6K shares-1.72%2025-12-312026-02-10

MO ALTRIA GROUP INC5.6K shares0.00%2025-12-312026-02-10

VO VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-10

IGSB ISHARES TR5.9K shares-14.04%2025-12-312026-02-10

SPYM SPDR SERIES TRUST3.8K shares0.00%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC2.8K shares-39.65%2025-12-312026-02-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS989 shares-5.72%2025-12-312026-02-10

YUM YUM BRANDS INC1.9K shares0.00%2025-12-312026-02-10

IEFA ISHARES TR3.1K shares-5.77%2025-12-312026-02-10

IEMG ISHARES INC4.1K shares0.00%2025-12-312026-02-10

WFC WELLS FARGO CO NEW2.9K shares-12.96%2025-12-312026-02-10

PAYX PAYCHEX INC2.4K shares-8.53%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC852 shares0.00%2025-12-312026-02-10

NTCT NETSCOUT SYS INC10.0K shares0.00%2025-12-312026-02-10

Sponsored

CEG CONSTELLATION ENERGY CORP760 shares-0.39%2025-12-312026-02-10

IVW ISHARES TR2.2K shares0.00%2025-12-312026-02-10

NOW SERVICENOW INC1.7K shares287.58%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR1.8K shares98.88%2025-12-312026-02-10

CAT CATERPILLAR INC443 shares-18.42%2025-12-312026-02-10

IWS ISHARES TR1.8K shares0.00%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR1.6K shares0.00%2025-12-312026-02-10

VLTO VERALTO CORP2.4K shares0.00%2025-12-312026-02-10

Sponsored

SMMD ISHARES TR3.2K shares0.00%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW765 shares-7.27%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC1.2K shares0.00%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC1.2K shares-8.18%2025-12-312026-02-10

COP CONOCOPHILLIPS2.3K shares-13.90%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC460 shares-0.86%2025-12-312026-02-10

IGM ISHARES TR1.6K shares0.00%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.91%2025-12-312026-02-10

Sponsored

ALPS ETF TR ALPS ETF TR4.5K shares-1.11%2025-12-312026-02-10

IWP ISHARES TR1.5K shares-37.58%2025-12-312026-02-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares0.00%2025-12-312026-02-10

MKL MARKEL GROUP INC95 shares-13.64%2025-12-312026-02-10

AZO AUTOZONE INC60 shares0.00%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS3.2K sharesnew addition2025-12-312026-02-10

GLW CORNING INC2.3K shares-11.39%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available