DOSSIER · 13F-HR · Q2 2026

Edgemoor Investment Advisors, Inc.

$1.5B in tracked AUM across 188 positions as of Q2 2026.

EI
CIK 0001313792 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
188
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Edgemoor Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$106M147K7.2%
02
AAPL
APPLE INC
$99M341K6.7%
03
URI
UNITED RENTALS INC
$79M69K5.4%
04
MSFT
MICROSOFT CORP
$78M210K5.3%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$75M150K5.1%
06
GOOG
ALPHABET INC
$71M202K4.9%
07
AVGO
BROADCOM INC
$63M166K4.3%
08
GOOGL
ALPHABET INC
$55M155K3.8%
09
LOW
LOWES COS INC
$44M199K3.0%
10
AMZN
AMAZON COM INC
$43M181K3.0%

Filing history

2026Q2Jun 30
$1.5B 15.3%
188 positionsView →
2026Q1Mar 31
$1.3B 1.4%
170 positionsView →
2025Q4Dec 31
$1.3B 0.6%
175 positionsView →
2025Q3Sep 30
$1.3B 11.9%
190 positionsView →
2025Q2Jun 30
$1.2B 6.5%
170 positionsLocked
2025Q1Mar 31
$1.1B 4.2%
161 positionsLocked
2024Q4Dec 31
$1.1B 1.3%
168 positionsLocked
2024Q3Sep 30
$1.2B 7.0%
165 positionsLocked
2024Q2Jun 30
$1.1B 1.6%
161 positionsLocked
2024Q1Mar 31
$1.1B 10.6%
165 positionsLocked
2023Q4Dec 31
$956M 13.0%
160 positionsLocked
2023Q3Sep 30
$846M 4.5%
156 positionsLocked
Showing 12 of 83