The Analysis of Edgemoor Investment Advisors, Inc.'s Holdings
Currently, Edgemoor Investment Advisors, Inc. holds 190 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in ICSH (+57.2K shares, valued at $2.9M), USB (+59.6K shares, valued at $2.9M), CPRT (+37.2K shares, valued at $1.7M); decreased their positions in MRK (-39.2K shares, valued at $3.3M), TMO (-5.6K shares, valued at $2.7M), ARE (-9.9K shares, valued at $821.1K); initiated new positions in CPRT (+37.2K shares, valued at $1.7M), INTU (+2.0K shares, valued at $1.4M), CAVA (+20.0K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP212.3K shares0.62%2025-09-302025-11-06
AAPL APPLE INC347.3K shares-0.66%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL153.9K shares-0.12%2025-09-302025-11-06 URI UNITED RENTALS INC70.9K shares-1.04%2025-09-302025-11-06 AVGO BROADCOM INC170.0K shares-0.03%2025-09-302025-11-06 GOOG ALPHABET INC218.1K shares0.64%2025-09-302025-11-06 LOW LOWES COS INC199.4K shares-0.08%2025-09-302025-11-06 AMZN AMAZON COM INC181.5K shares0.68%2025-09-302025-11-06 GOOGL ALPHABET INC154.6K shares-0.41%2025-09-302025-11-06 WSM WILLIAMS SONOMA INC177.3K shares-1.21%2025-09-302025-11-06 NVDA NVIDIA CORPORATION174.4K shares1.62%2025-09-302025-11-06 AMAT APPLIED MATLS INC150.8K shares0.29%2025-09-302025-11-06 BX BLACKSTONE INC152.3K shares0.28%2025-09-302025-11-06 LEN LENNAR CORP202.5K shares-0.05%2025-09-302025-11-06 VRTX VERTEX PHARMACEUTICALS INC55.2K shares-1.48%2025-09-302025-11-06 BLK BLACKROCK INC18.3K shares-0.11%2025-09-302025-11-06 V VISA INC60.8K shares0.78%2025-09-302025-11-06 JCI JOHNSON CTLS INTL PLC187.4K shares-0.98%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP56.3K shares-0.58%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD68.4K shares0.93%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP180.1K shares0.09%2025-09-302025-11-06 ICSH ISHARES TR291.7K shares24.40%2025-09-302025-11-06 C CITIGROUP INC143.4K shares-0.13%2025-09-302025-11-06 ARCC ARES CAPITAL CORP704.0K shares2.80%2025-09-302025-11-06 NVS NOVARTIS AG109.0K shares-1.53%2025-09-302025-11-06 AEP AMERICAN ELEC PWR CO INC122.5K shares-0.38%2025-09-302025-11-06 SPG SIMON PPTY GROUP INC NEW69.8K shares-0.21%2025-09-302025-11-06 DE DEERE & CO26.1K shares3.36%2025-09-302025-11-06 O REALTY INCOME CORP193.7K shares7.03%2025-09-302025-11-06 SHEL SHELL PLC161.0K shares0.86%2025-09-302025-11-06 ETR ENTERGY CORP NEW119.0K shares-1.56%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC226.7K shares0.65%2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L303.3K shares-0.93%2025-09-302025-11-06 T AT&T INC321.9K shares9.99%2025-09-302025-11-06 CCI CROWN CASTLE INC92.8K shares1.77%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F151.6K shares5.98%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC17.3K shares-24.52%2025-09-302025-11-06 PSA PUBLIC STORAGE OPER CO28.5K shares1.01%2025-09-302025-11-06 NEE NEXTERA ENERGY INC104.9K shares-0.51%2025-09-302025-11-06 SO SOUTHERN CO76.0K shares-1.52%2025-09-302025-11-06 DLR DIGITAL RLTY TR INC40.4K shares-1.69%2025-09-302025-11-06 EVRG EVERGY INC88.1K shares3.26%2025-09-302025-11-06 CNP CENTERPOINT ENERGY INC172.5K shares-1.37%2025-09-302025-11-06 FI FISERV INC51.6K shares18.62%2025-09-302025-11-06 PFE PFIZER INC254.4K shares7.54%2025-09-302025-11-06 IVV ISHARES TR9.5K shares29.72%2025-09-302025-11-06 VRT VERTIV HOLDINGS CO41.6K shares5.62%2025-09-302025-11-06 FCT FIRST TR SR FLTG RATE INCOME600.6K shares-4.47%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC1.1K shares3.17%2025-09-302025-11-06 CWEN.A CLEARWAY ENERGY INC212.8K shares2.12%2025-09-302025-11-06 ES EVERSOURCE ENERGY72.8K shares9.61%2025-09-302025-11-06 KMI KINDER MORGAN INC DEL164.7K shares-0.79%2025-09-302025-11-06 ATO ATMOS ENERGY CORP26.9K shares-3.56%2025-09-302025-11-06 STWD STARWOOD PPTY TR INC199.5K shares3.31%2025-09-302025-11-06 WFC-PL WELLS FARGO CO NEW3.0K shares-2.76%2025-09-302025-11-06 ARE ALEXANDRIA REAL ESTATE EQ IN42.6K shares-18.80%2025-09-302025-11-06 PBA PEMBINA PIPELINE CORP87.3K shares-0.19%2025-09-302025-11-06 OKE ONEOK INC NEW45.0K shares-1.30%2025-09-302025-11-06 USB US BANCORP DEL67.8K shares726.11%2025-09-302025-11-06 KO COCA COLA CO47.3K shares0.93%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC31.1K shares23.01%2025-09-302025-11-06 BTZ BLACKROCK CR ALLOCATION INCO266.3K shares-0.08%2025-09-302025-11-06 WELL WELLTOWER INC15.9K shares-1.15%2025-09-302025-11-06 MRP MILLROSE PPTYS INC83.2K shares-4.79%2025-09-302025-11-06 NZF NUVEEN MUNICIPAL CREDIT INC222.4K shares11.24%2025-09-302025-11-06 XEL XCEL ENERGY INC34.6K shares-3.19%2025-09-302025-11-06 IWF ISHARES TR5.9K shares57.20%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.8.6K shares18.32%2025-09-302025-11-06 FRA BLACKROCK FLOATING RATE INCO201.4K shares7.21%2025-09-302025-11-06 ORCL ORACLE CORP9.0K shares-0.28%2025-09-302025-11-06 EMO CLEARBRIDGE ENERGY MIDSTRM O54.0K shares3.16%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-06 KYN KAYNE ANDERSON ENERGY INFRST180.4K shares2.82%2025-09-302025-11-06 SLB SCHLUMBERGER LTD62.5K shares9.22%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP18.7K shares0.00%2025-09-302025-11-06 BAC-PL BANK AMERICA CORP1.6K shares0.00%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON10.8K shares-0.28%2025-09-302025-11-06 BEPC BROOKFIELD RENEWABLE CORP57.9K shares8.47%2025-09-302025-11-06 VOO VANGUARD INDEX FDS3.2K shares56.06%2025-09-302025-11-06 RLJ-PA RLJ LODGING TR73.4K shares-1.32%2025-09-302025-11-06 BEP BROOKFIELD RENEWABLE PARTNER71.4K shares10.86%2025-09-302025-11-06 LLY ELI LILLY & CO2.3K shares124.28%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC20.6K shares236.75%2025-09-302025-11-06 CPRT COPART INC37.2K sharesnew addition2025-09-302025-11-06 CI THE CIGNA GROUP5.7K shares0.00%2025-09-302025-11-06 AGG ISHARES TR15.7K shares-29.97%2025-09-302025-11-06 XOM EXXON MOBIL CORP13.4K shares16.20%2025-09-302025-11-06 DHR DANAHER CORPORATION7.3K shares0.38%2025-09-302025-11-06 INTU INTUIT2.0K sharesnew addition2025-09-302025-11-06 WMT WALMART INC12.7K shares0.58%2025-09-302025-11-06 SHV ISHARES TR11.1K shares-2.63%2025-09-302025-11-06 FSLR FIRST SOLAR INC5.5K shares49.88%2025-09-302025-11-06 CAVA CAVA GROUP INC20.0K sharesnew addition2025-09-302025-11-06 HD HOME DEPOT INC2.8K shares1.15%2025-09-302025-11-06 IJH ISHARES TR17.2K shares-6.13%2025-09-302025-11-06 IJR ISHARES TR9.0K shares28.61%2025-09-302025-11-06 ABBV ABBVIE INC4.6K shares89.59%2025-09-302025-11-06 TFC TRUIST FINL CORP23.2K sharesnew addition2025-09-302025-11-06 ADBE ADOBE INC2.9K shares3.31%2025-09-302025-11-06 CSX CSX CORP27.8K shares0.00%2025-09-302025-11-06 ED CONSOLIDATED EDISON INC9.8K shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW6.2K shares9.31%2025-09-302025-11-06 ACN ACCENTURE PLC IRELAND3.8K shares-39.06%2025-09-302025-11-06 GBDC GOLUB CAP BDC INC68.0K shares-1.71%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP1.8K shares44.13%2025-09-302025-11-06 IWR ISHARES TR9.5K shares58.72%2025-09-302025-11-06 SUB ISHARES TR8.0K shares-10.17%2025-09-302025-11-06 IWD ISHARES TR4.0K shares57.66%2025-09-302025-11-06 RTX RTX CORPORATION4.7K shares4.69%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN2.6K shares-2.49%2025-09-302025-11-06 META META PLATFORMS INC1.0K shares10.22%2025-09-302025-11-06 MUB ISHARES TR7.1K shares-3.94%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW812 shares3.44%2025-09-302025-11-06 PEP PEPSICO INC5.2K shares16.86%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO4.7K shares4.06%2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC6.7K shares0.00%2025-09-302025-11-06 CSCO CISCO SYS INC10.3K shares6.93%2025-09-302025-11-06 USIG ISHARES TR13.6K shares0.00%2025-09-302025-11-06 IYW ISHARES TR3.6K sharesnew addition2025-09-302025-11-06 WY WEYERHAEUSER CO MTN BE27.2K shares-25.96%2025-09-302025-11-06 IVE ISHARES TR3.2K shares-5.89%2025-09-302025-11-06 KKR KKR & CO INC4.9K shares-0.24%2025-09-302025-11-06 AMGN AMGEN INC2.1K shares9.77%2025-09-302025-11-06 BAC BANK AMERICA CORP11.3K sharesnew addition2025-09-302025-11-06 JFR NUVEEN FLOATING RATE INCOME68.4K shares-4.41%2025-09-302025-11-06 STLD STEEL DYNAMICS INC3.9K sharesnew addition2025-09-302025-11-06 SYK STRYKER CORPORATION1.4K shares0.00%2025-09-302025-11-06 EMR EMERSON ELEC CO3.8K shares7.20%2025-09-302025-11-06 MCD MCDONALDS CORP1.5K shares2.48%2025-09-302025-11-06 ABT ABBOTT LABS3.3K shares1.59%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC2.7K shares0.00%2025-09-302025-11-06 UBSI UNITED BANKSHARES INC WEST V11.5K sharesnew addition2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC516 shares0.00%2025-09-302025-11-06 NOW SERVICENOW INC443 shares-3.49%2025-09-302025-11-06 QQQ INVESCO QQQ TR657 shares38.32%2025-09-302025-11-06 IPAC ISHARES TR5.3K shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC4.6K shares-89.46%2025-09-302025-11-06 TXN TEXAS INSTRS INC2.1K shares0.00%2025-09-302025-11-06 FFBC FIRST FINL BANCORP OH15.1K sharesnew addition2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR567 shares12.72%2025-09-302025-11-06 QCOM QUALCOMM INC2.3K shares-0.83%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC1.9K sharesnew addition2025-09-302025-11-06 MO ALTRIA GROUP INC5.6K shares0.00%2025-09-302025-11-06 IGSB ISHARES TR6.9K shares22.08%2025-09-302025-11-06 ET ENERGY TRANSFER L P21.0K shares1.94%2025-09-302025-11-06 VTR VENTAS INC5.1K shares0.00%2025-09-302025-11-06 IWP ISHARES TR2.4K shares60.20%2025-09-302025-11-06 PFF ISHARES TR10.8K shares0.94%2025-09-302025-11-06 PAYX PAYCHEX INC2.7K shares12.19%2025-09-302025-11-06 VO VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-06 ETN EATON CORP PLC852 shares0.00%2025-09-302025-11-06 SPYM SPDR SERIES TRUST3.8K shares-25.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO907 shares-3.30%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS1.0K shares6.07%2025-09-302025-11-06 IEFA ISHARES TR3.3K shares0.66%2025-09-302025-11-06 YUM YUM BRANDS INC1.9K shares0.00%2025-09-302025-11-06 WFC WELLS FARGO CO NEW3.4K shares14.89%2025-09-302025-11-06 IWN ISHARES TR1.6K sharesnew addition2025-09-302025-11-06 SDY SPDR SERIES TRUST2.0K sharesnew addition2025-09-302025-11-06 CG CARLYLE GROUP INC4.4K sharesnew addition2025-09-302025-11-06 WM WASTE MGMT INC DEL1.2K sharesnew addition2025-09-302025-11-06 IEMG ISHARES INC4.1K shares0.00%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW2.1K sharesnew addition2025-09-302025-11-06 IVW ISHARES TR2.2K shares0.00%2025-09-302025-11-06 CAT CATERPILLAR INC543 sharesnew addition2025-09-302025-11-06 NTCT NETSCOUT SYS INC10.0K shares0.00%2025-09-302025-11-06 AZO AUTOZONE INC60 shares0.00%2025-09-302025-11-06 VLTO VERALTO CORP2.4K shares-0.94%2025-09-302025-11-06 COP CONOCOPHILLIPS2.7K shares3.73%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR895 shares0.00%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP763 shares0.39%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC1.2K shares1.74%2025-09-302025-11-06 IWS ISHARES TR1.8K shares0.00%2025-09-302025-11-06 NSC NORFOLK SOUTHN CORP820 sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-06 SMMD ISHARES TR3.2K sharesnew addition2025-09-302025-11-06 SYY SYSCO CORP2.8K shares-0.87%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC464 shares0.87%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-11-06 DD DUPONT DE NEMOURS INC2.9K shares-3.57%2025-09-302025-11-06 WEC WEC ENERGY GROUP INC2.0K shares0.00%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-11-06 NFLX NETFLIX INC185 shares1.65%2025-09-302025-11-06 IWM ISHARES TR905 sharesnew addition2025-09-302025-11-06 MAR MARRIOTT INTL INC NEW825 shares-2.14%2025-09-302025-11-06 GLW CORNING INC2.6K sharesnew addition2025-09-302025-11-06 AMLP ALPS ETF TR4.5K shares1.12%2025-09-302025-11-06 MKL MARKEL GROUP INC110 shares-26.67%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2025-09-302025-11-06 IGM ISHARES TR1.6K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available