Edgemoor Investment Advisors, Inc.

CIK 0001313792 • 6 13F filings • May 5, 2025 – Aug 7, 2026

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Filer information

Filed by: Edgemoor Investment Advisors, Inc., Chief Compliance Officer
Address: 7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, 20814
Phone: 301-543-8881
AUM: $1.29B

AUM over time

$1.47B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.29B175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$409K	0.0%Prev: 0.0%	3,268 SH	Decreased+1 SH
ABBVIE INC	COM	$556K	0.0%Prev: 0.1%	2,433 SH	Decreased-2,174 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$885K	0.1%Prev: 0.1%	3,298 SH	Decreased-536 SH
ADOBE INC	COM	$1.6M	0.1%Prev: 0.1%	4,451 SH	Increased+1,580 SH
ALPHABET INC	CAP STK CL A	$48.0M	3.7%Prev: 2.9%	153,272 SH	Increased-1,372 SH
ALPHABET INC	CAP STK CL C	$64.9M	5.0%Prev: 4.1%	206,881 SH	Increased-11,231 SH
ALPS ETF TR	ALERIAN MLP	$209K	0.0%Prev: 0.0%	4,450 SH	Decreased-50 SH
ALTRIA GROUP INC	COM	$324K	0.0%Prev: 0.0%	5,626 SH	Decreased
AMAZON COM INC	COM	$41.6M	3.2%Prev: 3.1%	180,064 SH	Increased-1,456 SH
AMERICAN ELEC PWR CO INC	COM	$14.2M	1.1%Prev: 1.1%	122,729 SH	Increased+196 SH
AMERICAN EXPRESS CO	COM	$336K	0.0%Prev: 0.0%	907 SH	Increased
AMGEN INC	COM	$625K	0.0%Prev: 0.0%	1,911 SH	Increased-178 SH
APPLE INC	COM	$92.8M	7.2%Prev: 6.8%	341,455 SH	Increased-5,877 SH
APPLIED MATLS INC	COM	$38.5M	3.0%Prev: 2.4%	149,776 SH	Increased-1,048 SH
ARES CAPITAL CORP	COM	$14.3M	1.1%Prev: 1.1%	704,973 SH	Decreased+934 SH
AT&T INC	COM	$8.1M	0.6%Prev: 0.7%	325,636 SH	Decreased+3,690 SH
ATMOS ENERGY CORP	COM	$4.4M	0.3%Prev: 0.4%	26,466 SH	Decreased-400 SH
AUTOMATIC DATA PROCESSING IN	COM	$674K	0.1%Prev: 0.1%	2,622 SH	Decreased
AUTOZONE INC	COM	$203K	0.0%Prev: 0.0%	60 SH	Decreased
BANK AMERICA CORP	7.25%CNV PFD L	$2.0M	0.2%Prev: 0.2%	1,581 SH	Decreased-10 SH
BANK AMERICA CORP	COM	$601K	0.0%Prev: 0.0%	10,931 SH	Increased-375 SH
BANK NEW YORK MELLON CORP	COM	$2.2M	0.2%Prev: 0.2%	18,718 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.2%Prev: 0.2%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$75.8M	5.9%Prev: 6.0%	150,785 SH	Decreased-3,094 SH
BLACKROCK CR ALLOCATION INCO	COM	$2.8M	0.2%Prev: 0.2%	260,315 SH	Decreased-5,938 SH
BLACKROCK FLOATING RATE INCO	COM	$3.5M	0.3%Prev: 0.2%	296,213 SH	Increased+94,860 SH
BLACKROCK INC	COM	$19.7M	1.5%Prev: 1.6%	18,417 SH	Decreased+106 SH
BLACKSTONE INC	COM	$23.7M	1.8%Prev: 2.0%	153,852 SH	Decreased+1,578 SH
BOOKING HOLDINGS INC	COM	$6.3M	0.5%Prev: 0.5%	1,174 SH	Increased+68 SH
BROADCOM INC	COM	$57.5M	4.5%Prev: 4.3%	166,046 SH	Increased-3,995 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$2.4M	0.2%Prev: 0.2%	62,633 SH	Increased+4,687 SH
BROOKFIELD RENEWABLE PARTNER	PARTNERSHIP UNIT	$1.6M	0.1%Prev: 0.1%	58,741 SH	Decreased-12,665 SH
CATERPILLAR INC	COM	$254K	0.0%Prev: 0.0%	443 SH	Decreased-100 SH
CENTERPOINT ENERGY INC	COM	$6.5M	0.5%Prev: 0.5%	169,526 SH	Decreased-3,004 SH
CHEVRON CORP NEW	COM	$850K	0.1%Prev: 0.1%	5,575 SH	Decreased-648 SH
CISCO SYS INC	COM	$763K	0.1%Prev: 0.1%	9,911 SH	Increased-436 SH
CITIGROUP INC	COM NEW	$16.8M	1.3%Prev: 1.1%	143,794 SH	Increased+358 SH
CLEARBRIDGE ENERGY MIDSTRM O	COM	$3.3M	0.3%Prev: 0.2%	73,906 SH	Increased+19,899 SH
CLEARWAY ENERGY INC	CL A	$6.7M	0.5%Prev: 0.4%	213,181 SH	Increased+405 SH
COCA COLA CO	COM	$415K	0.0%Prev: 0.2%	5,932 SH	Decreased-41,379 SH
CONOCOPHILLIPS	COM	$217K	0.0%Prev: 0.0%	2,322 SH	Decreased-375 SH
CONSOLIDATED EDISON INC	COM	$971K	0.1%Prev: 0.1%	9,778 SH	Decreased-3 SH
CONSTELLATION ENERGY CORP	COM	$268K	0.0%Prev: 0.0%	760 SH	Increased-3 SH
COPART INC	COM	$1.6M	0.1%Prev: 0.1%	40,665 SH	Decreased+3,494 SH
CORNING INC	COM	$202K	0.0%Prev: 0.0%	2,302 SH	Decreased-296 SH
COSTCO WHSL CORP NEW	COM	$678K	0.1%Prev: 0.1%	785 SH	Decreased-27 SH
CROWDSTRIKE HLDGS INC	CL A	$216K	0.0%Prev: 0.0%	460 SH	Decreased-4 SH
CROWN CASTLE INC	COM	$8.3M	0.6%Prev: 0.7%	93,731 SH	Decreased+962 SH
CSX CORP	COM	$1.0M	0.1%Prev: 0.1%	27,750 SH	Increased
DANAHER CORPORATION	COM	$1.7M	0.1%Prev: 0.1%	7,346 SH	Increased
DEERE & CO	COM	$12.1M	0.9%Prev: 0.9%	25,977 SH	Increased-121 SH
DIGITAL RLTY TR INC	COM	$6.0M	0.5%Prev: 0.5%	39,070 SH	Decreased-1,284 SH
EATON CORP PLC	SHS	$271K	0.0%Prev: 0.0%	852 SH	Decreased
ELI LILLY & CO	COM	$1.1M	0.1%Prev: 0.1%	1,013 SH	Decreased-1,315 SH
EMERSON ELEC CO	COM	$473K	0.0%Prev: 0.0%	3,567 SH	Decreased-230 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$340K	0.0%Prev: 0.0%	20,620 SH	Decreased-400 SH
ENTERGY CORP NEW	COM	$10.9M	0.8%Prev: 0.9%	118,082 SH	Decreased-885 SH
ENTERPRISE PRODS PARTNERS L	COM	$9.5M	0.7%Prev: 0.7%	297,525 SH	Increased-5,812 SH
EVERGY INC	COM	$6.6M	0.5%Prev: 0.5%	90,591 SH	Decreased+2,452 SH
EVERSOURCE ENERGY	COM	$5.1M	0.4%Prev: 0.4%	75,937 SH	Decreased+3,179 SH
EXXON MOBIL CORP	COM	$1.4M	0.1%Prev: 0.1%	11,597 SH	Decreased-1,832 SH
FIRST SOLAR INC	COM	$2.0M	0.2%Prev: 0.1%	7,807 SH	Increased+2,287 SH
FIRST TR SR FLTG RATE INCOME	COM	$4.9M	0.4%Prev: 0.5%	490,037 SH	Decreased-110,540 SH
GENERAL DYNAMICS CORP	COM	$19.2M	1.5%Prev: 1.5%	56,902 SH	Decreased+594 SH
GENERAL MLS INC	COM	$2.1M	0.2%	45,251 SH	New
GOLDMAN SACHS GROUP INC	COM	$454K	0.0%Prev: 0.0%	516 SH	Increased
GOLUB CAP BDC INC	COM	$865K	0.1%Prev: 0.1%	63,756 SH	Decreased-4,275 SH
HOME DEPOT INC	COM	$952K	0.1%Prev: 0.1%	2,767 SH	Decreased-53 SH
INTERNATIONAL BUSINESS MACHS	COM	$293K	0.0%Prev: 0.0%	989 SH	Decreased-60 SH
INTUIT	COM	$2.2M	0.2%Prev: 0.1%	3,321 SH	Increased+1,314 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$212K	0.0%Prev: 0.0%	1,107 SH	Increased+10 SH
INVESCO QQQ TR	UNIT SER 1	$404K	0.0%Prev: 0.0%	657 SH	Increased
ISHARES INC	CORE MSCI EMKT	$273K	0.0%Prev: 0.0%	4,054 SH	Increased
ISHARES TR	CORE MSCI EAFE	$282K	0.0%Prev: 0.0%	3,149 SH	Decreased-193 SH
ISHARES TR	CORE MSCI PAC	$389K	0.0%Prev: 0.0%	5,310 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.1%Prev: 0.1%	16,729 SH	Decreased-500 SH
ISHARES TR	CORE S&P SCP ETF	$896K	0.1%Prev: 0.1%	7,454 SH	Decreased-1,555 SH
ISHARES TR	CORE S&P500 ETF	$5.0M	0.4%Prev: 0.5%	7,330 SH	Decreased-2,138 SH
ISHARES TR	CORE US AGGBD ET	$1.7M	0.1%Prev: 0.1%	16,857 SH	Increased+1,140 SH
ISHARES TR	EXPND TEC SC ETF	$213K	0.0%Prev: 0.0%	1,650 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$314K	0.0%Prev: 0.0%	5,940 SH	Decreased-970 SH
ISHARES TR	NATIONAL MUN ETF	$805K	0.1%Prev: 0.1%	7,513 SH	Increased+440 SH
ISHARES TR	PFD AND INCM SEC	$328K	0.0%Prev: 0.0%	10,598 SH	Decreased-185 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.1%Prev: 0.2%	3,762 SH	Decreased-2,152 SH
ISHARES TR	RUS 1000 VAL ETF	$527K	0.0%Prev: 0.1%	2,506 SH	Decreased-1,445 SH
ISHARES TR	RUS MD CP GR ETF	$207K	0.0%Prev: 0.0%	1,510 SH	Decreased-909 SH
ISHARES TR	RUS MDCP VAL ETF	$250K	0.0%Prev: 0.0%	1,770 SH	Increased
ISHARES TR	RUS MID CAP ETF	$574K	0.0%Prev: 0.1%	5,960 SH	Decreased-3,500 SH
ISHARES TR	RUSEL 2500 ETF	$240K	0.0%Prev: 0.0%	3,200 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$265K	0.0%Prev: 0.0%	2,153 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$677K	0.1%Prev: 0.1%	3,193 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$1.0M	0.1%Prev: 0.1%	9,518 SH	Increased+1,565 SH
ISHARES TR	TRUST ISHARE 0-1	$1.2M	0.1%	10,710 SH	New
ISHARES TR	ULTRA SHORT DUR	$14.3M	1.1%Prev: 1.1%	283,353 SH	Decreased-8,327 SH
ISHARES TR	USD INV GRDE ETF	$702K	0.1%Prev: 0.1%	13,555 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$9.2M	0.7%Prev: 0.7%	161,448 SH	Increased+9,812 SH
JOHNSON & JOHNSON	COM	$2.2M	0.2%Prev: 0.2%	10,437 SH	Increased-408 SH
JOHNSON CTLS INTL PLC	SHS	$22.1M	1.7%Prev: 1.6%	184,737 SH	Increased-2,664 SH
JPMORGAN CHASE & CO.	COM	$2.3M	0.2%Prev: 0.2%	7,046 SH	Decreased-1,537 SH
KAYNE ANDERSON ENERGY INFRST	COM	$2.3M	0.2%Prev: 0.2%	184,380 SH	Increased+4,000 SH
KINDER MORGAN INC DEL	COM	$4.5M	0.3%Prev: 0.4%	163,326 SH	Decreased-1,405 SH
KKR & CO INC	COM	$623K	0.0%Prev: 0.0%	4,886 SH	Decreased
LENNAR CORP	CL A	$20.7M	1.6%Prev: 2.0%	201,582 SH	Decreased-921 SH
LOCKHEED MARTIN CORP	COM	$618K	0.0%Prev: 0.1%	1,278 SH	Decreased-564 SH
LOWES COS INC	COM	$47.9M	3.7%Prev: 3.9%	198,526 SH	Decreased-910 SH
MARKEL GROUP INC	COM	$204K	0.0%Prev: 0.0%	95 SH	Decreased-15 SH
MARRIOTT INTL INC NEW	CL A	$237K	0.0%Prev: 0.0%	765 SH	Increased-60 SH
MCDONALDS CORP	COM	$447K	0.0%Prev: 0.0%	1,461 SH	Decreased-29 SH
MERCK & CO INC	COM	$293K	0.0%Prev: 0.0%	2,787 SH	Decreased-1,831 SH
META PLATFORMS INC	CL A	$688K	0.1%Prev: 0.1%	1,042 SH	Decreased-4 SH
MICRON TECHNOLOGY INC	COM	$387K	0.0%Prev: 0.0%	1,356 SH	Increased
MICROSOFT CORP	COM	$100.5M	7.8%Prev: 8.5%	207,857 SH	Decreased-4,457 SH
MILLROSE PPTYS INC	COM CL A	$2.3M	0.2%Prev: 0.2%	77,216 SH	Decreased-5,989 SH
NETFLIX INC	COM	$1.3M	0.1%Prev: 0.0%	13,512 SH	Increased+13,327 SH
NETSCOUT SYS INC	COM	$271K	0.0%Prev: 0.0%	10,011 SH	Increased
NEXTERA ENERGY INC	COM	$8.3M	0.6%Prev: 0.6%	103,879 SH	Increased-1,017 SH
NOVARTIS AG	SPONSORED ADR	$14.9M	1.2%Prev: 1.1%	108,330 SH	Increased-710 SH
NUVEEN FLOATING RATE INCOME	COM	$536K	0.0%Prev: 0.0%	68,421 SH	Decreased
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$3.1M	0.2%Prev: 0.2%	245,944 SH	Increased+23,587 SH
NVIDIA CORPORATION	COM	$32.6M	2.5%Prev: 2.5%	174,732 SH	Increased+368 SH
ONEOK INC NEW	COM	$3.2M	0.2%Prev: 0.3%	43,450 SH	Decreased-1,554 SH
ORACLE CORP	COM	$1.8M	0.1%Prev: 0.2%	8,999 SH	Decreased+18 SH
OREILLY AUTOMOTIVE INC	COM	$607K	0.0%Prev: 0.1%	6,660 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$220K	0.0%Prev: 0.0%	1,235 SH	Decreased-110 SH
PALO ALTO NETWORKS INC	COM	$227K	0.0%Prev: 0.0%	1,231 SH	Decreased
PAYCHEX INC	COM	$272K	0.0%Prev: 0.0%	2,425 SH	Decreased-226 SH
PEMBINA PIPELINE CORP	COM	$3.3M	0.3%Prev: 0.3%	86,490 SH	Decreased-763 SH
PEPSICO INC	COM	$599K	0.0%Prev: 0.1%	4,173 SH	Decreased-1,026 SH
PFIZER INC	COM	$6.7M	0.5%Prev: 0.5%	267,930 SH	Increased+13,529 SH
PHILIP MORRIS INTL INC	COM	$427K	0.0%Prev: 0.0%	2,661 SH	Decreased
PROCTER AND GAMBLE CO	COM	$622K	0.0%Prev: 0.1%	4,338 SH	Decreased-350 SH
PUBLIC STORAGE OPER CO	COM	$7.4M	0.6%Prev: 0.6%	28,665 SH	Decreased+169 SH
QUALCOMM INC	COM	$381K	0.0%Prev: 0.0%	2,230 SH	Increased-30 SH
REALTY INCOME CORP	COM	$11.6M	0.9%Prev: 0.9%	205,392 SH	Decreased+11,674 SH
RLJ LODGING TR	CUM CONV PFD A	$1.7M	0.1%Prev: 0.1%	66,503 SH	Decreased-6,850 SH
RTX CORPORATION	COM	$830K	0.1%Prev: 0.1%	4,528 SH	Increased-200 SH
SCHWAB CHARLES CORP	COM	$18.6M	1.4%Prev: 1.3%	186,367 SH	Increased+6,312 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$248K	0.0%	1,600 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$256K	0.0%	1,780 SH	New
SERVICENOW INC	COM	$263K	0.0%Prev: 0.0%	1,717 SH	Decreased+1,274 SH
SHELL PLC	SPON ADS	$11.6M	0.9%Prev: 0.9%	157,501 SH	Increased-3,528 SH
SIMON PPTY GROUP INC NEW	COM	$12.9M	1.0%Prev: 1.0%	69,541 SH	Decreased-280 SH
SLB LIMITED	COM STK	$2.7M	0.2%	69,963 SH	New
SOUTHERN CO	COM	$6.6M	0.5%Prev: 0.6%	75,974 SH	Decreased-72 SH
SPDR S&P 500 ETF TR	TR UNIT	$343K	0.0%Prev: 0.0%	503 SH	Decreased-64 SH
SPDR SERIES TRUST	STATE STREET SPD	$309K	0.0%	3,847 SH	New
STARWOOD PPTY TR INC	COM	$3.5M	0.3%Prev: 0.3%	194,524 SH	Decreased-4,939 SH
STEEL DYNAMICS INC	COM	$662K	0.1%Prev: 0.0%	3,904 SH	Increased
STRYKER CORPORATION	COM	$507K	0.0%Prev: 0.0%	1,442 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$20.9M	1.6%Prev: 1.5%	68,714 SH	Increased+337 SH
TEXAS INSTRS INC	COM	$328K	0.0%Prev: 0.0%	1,892 SH	Decreased-200 SH
THE CIGNA GROUP	COM	$1.6M	0.1%Prev: 0.1%	5,683 SH	Decreased-32 SH
THERMO FISHER SCIENTIFIC INC	COM	$10.0M	0.8%Prev: 0.6%	17,271 SH	Increased-32 SH
UBER TECHNOLOGIES INC	COM	$3.2M	0.2%Prev: 0.2%	39,105 SH	Increased+8,029 SH
UNITED PARCEL SERVICE INC	CL B	$2.6M	0.2%Prev: 0.1%	26,175 SH	Increased+5,583 SH
UNITED RENTALS INC	COM	$56.7M	4.4%Prev: 5.2%	70,112 SH	Decreased-787 SH
US BANCORP DEL	COM NEW	$4.5M	0.3%Prev: 0.3%	84,231 SH	Increased+16,399 SH
VANGUARD INDEX FDS	MID CAP ETF	$316K	0.0%Prev: 0.0%	1,090 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	0.2%Prev: 0.2%	3,229 SH	Increased-14 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$202K	0.0%	3,234 SH	New
VENTAS INC	COM	$393K	0.0%Prev: 0.0%	5,080 SH	Increased-25 SH
VERALTO CORP	COM SHS	$241K	0.0%Prev: 0.0%	2,413 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$8.4M	0.7%Prev: 0.8%	207,119 SH	Decreased-19,616 SH
VERTEX PHARMACEUTICALS INC	COM	$24.9M	1.9%Prev: 1.7%	54,839 SH	Increased-355 SH
VERTIV HOLDINGS CO	COM CL A	$7.2M	0.6%Prev: 0.5%	44,747 SH	Increased+3,196 SH
VISA INC	COM CL A	$21.4M	1.7%Prev: 1.6%	60,953 SH	Increased+143 SH
WALMART INC	COM	$1.4M	0.1%Prev: 0.1%	12,614 SH	Increased-72 SH
WEC ENERGY GROUP INC	COM	$206K	0.0%Prev: 0.0%	1,952 SH	Decreased
WELLS FARGO CO NEW	COM	$272K	0.0%Prev: 0.0%	2,922 SH	Decreased-435 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$3.7M	0.3%Prev: 0.3%	3,017 SH	Decreased-17 SH
WELLTOWER INC	COM	$2.7M	0.2%Prev: 0.2%	14,400 SH	Decreased-1,485 SH
WEYERHAEUSER CO MTN BE	COM NEW	$577K	0.0%Prev: 0.1%	24,367 SH	Decreased-2,834 SH
WILLIAMS SONOMA INC	COM	$31.1M	2.4%Prev: 2.7%	173,906 SH	Decreased-3,361 SH
XCEL ENERGY INC	COM	$2.5M	0.2%Prev: 0.2%	34,268 SH	Decreased-300 SH
YUM BRANDS INC	COM	$290K	0.0%Prev: 0.0%	1,915 SH	Decreased

Sold (vs prior filing)

ALEXANDRIA REAL ESTATE EQ IN — $3.5M
CARLYLE GROUP INC — $277K
CAVA GROUP INC — $1.2M
DUKE ENERGY CORP NEW — $263K
DUPONT DE NEMOURS INC — $225K
FIRST FINL BANCORP OH — $380K
FISERV INC — $6.7M
ISHARES TR — $280K
ISHARES TR — $219K
ISHARES TR — $1.2M
ISHARES TR — $705K
NORFOLK SOUTHN CORP — $246K
PNC FINL SVCS GROUP INC — $375K
SCHLUMBERGER LTD — $2.1M
SELECT SECTOR SPDR TR — $223K
SELECT SECTOR SPDR TR — $252K
SPDR SERIES TRUST — $301K
SPDR SERIES TRUST — $280K
SYSCO CORP — $235K
TRUIST FINL CORP — $1.1M
… and 2 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001398344-26-002566	$1.29B	View
Nov 6, 2025	Q3 2025	13F-HR	0001398344-25-020409	$1.30B	View
Aug 7, 2026	Q2 2026