DOSSIER · 13F-HR · Q1 2026

Edgemoor Investment Advisors, Inc.

$1.3B in tracked AUM across 170 positions as of Q1 2026.

EI
CIK 0001313792 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
170
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Edgemoor Investment Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$87M341K6.8%
02
MSFT
MICROSOFT CORP
$77M209K6.1%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$72M151K5.7%
04
GOOG
ALPHABET INC
$59M204K4.6%
05
AVGO
BROADCOM INC
$51M166K4.0%
06
AMAT
APPLIED MATLS INC
$51M150K4.0%
07
URI
UNITED RENTALS INC
$51M70K4.0%
08
LOW
LOWES COS INC
$47M199K3.7%
09
GOOGL
ALPHABET INC
$44M154K3.5%
10
AMZN
AMAZON COM INC
$38M183K3.0%

Filing history

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
2023Q2Jun 30
$886M 7.6%
158 positionsLocked
Showing 12 of 82