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Edgemoor Investment Advisors, Inc.

Q3 2025 · 13F-HR

Edgemoor Investment Advisors, Inc.holdings as filed

Filed 2025-11-06 · accession 0001398344-25-020409

$1.30B
Reported value
190
Positions
2025-09-30
Period end
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The Brief · Edgemoor Investment Advisors, Inc. · Q3 2025

AI · grounded in 13F

Edgemoor Investment Advisors, Inc. established a new position in MSFT valued at $109.97M. The fund also initiated new stakes in AAPL for $88.44M and BRK/B for $77.36M. Other new additions include URI at $67.68M, AVGO at $56.10M, and GOOG at $53.12M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$110.0M8.48%212,314CommonSOLE
037833100AAPLAPPLE INC$88.4M6.82%347,332CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$77.4M5.97%153,879CommonSOLE
911363109URIUNITED RENTALS INC$67.7M5.22%70,899CommonSOLE
11135F101AVGOBROADCOM INC$56.1M4.33%170,041CommonSOLE
02079K107GOOGALPHABET INC$53.1M4.10%218,112CommonSOLE
548661107LOWLOWES COS INC$50.1M3.87%199,436CommonSOLE
023135106AMZNAMAZON COM INC$39.9M3.08%181,520CommonSOLE
02079K305GOOGLALPHABET INC$37.6M2.90%154,644CommonSOLE
969904101WSMWILLIAMS SONOMA INC$34.6M2.67%177,267CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.5M2.51%174,364CommonSOLE
038222105AMATAPPLIED MATLS INC$30.9M2.38%150,824CommonSOLE
09260D107BXBLACKSTONE INC$26.0M2.01%152,274CommonSOLE
526057104LENLENNAR CORP$25.5M1.97%202,503CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$21.6M1.67%55,194CommonSOLE
09290D101BLKBLACKROCK INC$21.3M1.65%18,311CommonSOLE
92826C839VVISA INC$20.8M1.60%60,810CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$20.6M1.59%187,401CommonSOLE
369550108GDGENERAL DYNAMICS CORP$19.2M1.48%56,308CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19.1M1.47%68,377CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17.2M1.33%180,055CommonSOLE
46434V878ICSHISHARES TR$14.8M1.14%291,680CommonSOLE
172967424CCITIGROUP INC$14.6M1.12%143,436CommonSOLE
04010L103ARCCARES CAPITAL CORP$14.4M1.11%704,039CommonSOLE
66987V109NVSNOVARTIS AG$14.0M1.08%109,040CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$13.8M1.06%122,533CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13.1M1.01%69,821CommonSOLE
244199105DEDEERE & CO$11.9M0.92%26,098CommonSOLE
756109104OREALTY INCOME CORP$11.8M0.91%193,718CommonSOLE
780259305SHELSHELL PLC$11.5M0.89%161,029CommonSOLE
29364G103ETRENTERGY CORP NEW$11.1M0.86%118,967CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$10.0M0.77%226,735CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$9.5M0.73%303,337CommonSOLE
00206R102TAT&T INC$9.1M0.70%321,946CommonSOLE
22822V101CCICROWN CASTLE INC$9.0M0.69%92,769CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.7M0.67%151,636CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.4M0.65%17,303CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.2M0.64%28,496CommonSOLE
65339F101NEENEXTERA ENERGY INC$7.9M0.61%104,896CommonSOLE
842587107SOSOUTHERN CO$7.2M0.56%76,046CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.0M0.54%40,354CommonSOLE
30034W106EVRGEVERGY INC$6.7M0.52%88,139CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$6.7M0.52%172,530CommonSOLE
337738108FISVFISERV INC$6.7M0.51%51,594CommonSOLE
717081103PFEPFIZER INC$6.5M0.50%254,401CommonSOLE
464287200IVVISHARES TR$6.3M0.49%9,468CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.3M0.48%41,551CommonSOLE
33733U108FCTFIRST TR SR FLTG RATE INCOME$6.0M0.46%600,577CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.0M0.46%1,106CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$5.7M0.44%212,776CommonSOLE
30040W108ESEVERSOURCE ENERGY$5.2M0.40%72,758CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.7M0.36%164,731CommonSOLE
049560105ATOATMOS ENERGY CORP$4.6M0.35%26,866CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$3.9M0.30%199,463CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$3.7M0.29%3,034CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$3.5M0.27%42,555CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$3.5M0.27%87,253CommonSOLE
682680103OKEONEOK INC NEW$3.3M0.25%45,004CommonSOLE
902973304USBUS BANCORP DEL$3.3M0.25%67,832CommonSOLE
191216100KOCOCA COLA CO$3.1M0.24%47,311CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.0M0.23%31,076CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$2.9M0.23%266,253CommonSOLE
95040Q104WELLWELLTOWER INC$2.8M0.22%15,885CommonSOLE
601137102MRPMILLROSE PPTYS INC$2.8M0.22%83,205CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$2.8M0.22%222,357CommonSOLE
98389B100XELXCEL ENERGY INC$2.8M0.22%34,568CommonSOLE
464287614IWFISHARES TR$2.8M0.21%5,914CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.7M0.21%8,583CommonSOLE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$2.6M0.20%201,353CommonSOLE
68389X105ORCLORACLE CORP$2.5M0.19%8,981CommonSOLE
18469P209EMOCLEARBRIDGE ENERGY MIDSTRM O$2.4M0.19%54,007CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.17%3CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$2.2M0.17%180,380CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.1M0.17%62,533CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.0M0.16%18,718CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$2.0M0.16%1,591CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.0M0.16%10,845CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.0M0.15%57,946CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.0M0.15%3,243CommonSOLE
74965L200RLJ 1.95 PERP ARLJ LODGING TR$1.9M0.14%73,353CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.8M0.14%71,406CommonSOLE
532457108LLYELI LILLY & CO$1.8M0.14%2,328CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.13%20,592CommonSOLE
217204106CPRTCOPART INC$1.7M0.13%37,171CommonSOLE
125523100CITHE CIGNA GROUP$1.6M0.13%5,715CommonSOLE
464287226AGGISHARES TR$1.6M0.12%15,717CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.5M0.12%13,429CommonSOLE
235851102DHRDANAHER CORPORATION$1.5M0.11%7,346CommonSOLE
461202103INTUINTUIT$1.4M0.11%2,007CommonSOLE
931142103WMTWALMART INC$1.3M0.10%12,686CommonSOLE
464288679SHVISHARES TR$1.2M0.09%11,105CommonSOLE
336433107FSLRFIRST SOLAR INC$1.2M0.09%5,520CommonSOLE
148929102CAVACAVA GROUP INC$1.2M0.09%19,984CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.09%2,820CommonSOLE
464287507IJHISHARES TR$1.1M0.09%17,229CommonSOLE
464287804IJRISHARES TR$1.1M0.08%9,009CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.08%4,607CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.1M0.08%23,199CommonSOLE
00724F101ADBEADOBE INC$1.0M0.08%2,871CommonSOLE
126408103CSXCSX CORP$985,4030.08%27,750CommonSOLE
209115104EDCONSOLIDATED EDISON INC$983,2820.08%9,781CommonSOLE
166764100CVXCHEVRON CORP NEW$966,3700.07%6,223CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$945,4640.07%3,834CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$931,3440.07%68,031CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$919,5450.07%1,842CommonSOLE
464287499IWRISHARES TR$913,3630.07%9,460CommonSOLE
464288158SUBISHARES TR$849,2210.07%7,953CommonSOLE
464287598IWDISHARES TR$804,3840.06%3,951CommonSOLE
75513E101RTXRTX CORPORATION$791,1360.06%4,728CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$769,5570.06%2,622CommonSOLE
30303M102METAMETA PLATFORMS INC$768,1620.06%1,046CommonSOLE
464288414MUBISHARES TR$753,2040.06%7,073CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$752,2290.06%812CommonSOLE
713448108PEPPEPSICO INC$730,1480.06%5,199CommonSOLE
742718109PGPROCTER AND GAMBLE CO$720,3110.06%4,688CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$718,0150.06%6,660CommonSOLE
17275R102CSCOCISCO SYS INC$707,9420.05%10,347CommonSOLE
464288620USIGISHARES TR$707,8420.05%13,555CommonSOLE
464287721IYWISHARES TR$705,0960.05%3,600CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$674,3130.05%27,201CommonSOLE
464287408IVEISHARES TR$659,3860.05%3,193CommonSOLE
48251W104KKRKKR & CO INC$634,9360.05%4,886CommonSOLE
031162100AMGNAMGEN INC$589,5160.05%2,089CommonSOLE
060505104BACBANK AMERICA CORP$583,2940.05%11,306CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$559,6860.04%68,421CommonSOLE
858119100STLDSTEEL DYNAMICS INC$544,4590.04%3,904CommonSOLE
863667101SYKSTRYKER CORPORATION$533,0640.04%1,442CommonSOLE
291011104EMREMERSON ELEC CO$498,0900.04%3,797CommonSOLE
580135101MCDMCDONALDS CORP$453,0810.03%1,490CommonSOLE
002824100ABTABBOTT LABS$437,6070.03%3,267CommonSOLE
718172109PMPHILIP MORRIS INTL INC$431,7340.03%2,661CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$427,8030.03%11,497CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$410,9170.03%516CommonSOLE
81762P102NOWSERVICENOW INC$408,2980.03%443CommonSOLE
46090E103QQQINVESCO QQQ TR$394,4430.03%657CommonSOLE
46434V696IPACISHARES TR$389,9130.03%5,310CommonSOLE
58933Y105MRKMERCK & CO INC$387,5890.03%4,618CommonSOLE
882508104TXNTEXAS INSTRS INC$384,3630.03%2,092CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$380,0630.03%15,052CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$378,2930.03%567CommonSOLE
747525103QCOMQUALCOMM INC$375,9740.03%2,260CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$375,1140.03%1,866CommonSOLE
02209S103MOALTRIA GROUP INC$371,6540.03%5,626CommonSOLE
464288646IGSBISHARES TR$366,4370.03%6,910CommonSOLE
29273V100ETENERGY TRANSFER L P$360,7030.03%21,020CommonSOLE
92276F100VTRVENTAS INC$357,2990.03%5,105CommonSOLE
464287481IWPISHARES TR$344,4900.03%2,419CommonSOLE
464288687PFFISHARES TR$340,9580.03%10,783CommonSOLE
704326107PAYXPAYCHEX INC$336,1570.03%2,651CommonSOLE
922908629VOVANGUARD INDEX FDS$320,1770.02%1,090CommonSOLE
G29183103ETNEATON CORP PLC$318,8610.02%852CommonSOLE
78464A854SPYMSPDR SERIES TRUST$301,3740.02%3,847CommonSOLE
025816109AXPAMERICAN EXPRESS CO$301,2690.02%907CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$295,9860.02%1,049CommonSOLE
46432F842IEFAISHARES TR$291,7900.02%3,342CommonSOLE
988498101YUMYUM BRANDS INC$291,0800.02%1,915CommonSOLE
949746101WMT2WELLS FARGO CO NEW$281,3840.02%3,357CommonSOLE
464287630IWNISHARES TR$280,2440.02%1,585CommonSOLE
78464A763SDYSPDR SERIES TRUST$280,1000.02%2,000CommonSOLE
14316J108CGCARLYLE GROUP INC$276,7580.02%4,414CommonSOLE
94106L109WMWASTE MGMT INC DEL$270,9580.02%1,227CommonSOLE
46434G103IEMGISHARES INC$267,2400.02%4,054CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$263,0930.02%2,126CommonSOLE
464287309IVWISHARES TR$259,9100.02%2,153CommonSOLE
149123101CATCATERPILLAR INC$259,0930.02%543CommonSOLE
64115T104NTCTNETSCOUT SYS INC$258,5840.02%10,011CommonSOLE
053332102AZOAUTOZONE INC$257,4140.02%60CommonSOLE
92338C103VLTOVERALTO CORP$257,2500.02%2,413CommonSOLE
20825C104COPCONOCOPHILLIPS$255,1090.02%2,697CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$252,2650.02%895CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$251,0800.02%763CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$250,6560.02%1,231CommonSOLE
464287473IWSISHARES TR$247,3390.02%1,770CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$246,4860.02%820CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$245,3550.02%1,345CommonSOLE
46435G268SMMDISHARES TR$235,9360.02%3,200CommonSOLE
871829107SYYSYSCO CORP$234,5040.02%2,848CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$227,5360.02%464CommonSOLE
595112103MUMICRON TECHNOLOGY INC$226,8860.02%1,356CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$225,3650.02%2,893CommonSOLE
92939U106WECWEC ENERGY GROUP INC$223,6800.02%1,952CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$222,6720.02%1,600CommonSOLE
64110L106NFLXNETFLIX INC$222,6000.02%185CommonSOLE
464287655IWMISHARES TR$218,9740.02%905CommonSOLE
571903202MARMARRIOTT INTL INC NEW$214,8630.02%825CommonSOLE
219350105GLWCORNING INC$213,1470.02%2,598CommonSOLE
00162Q452AMLPALPS ETF TR$211,1850.02%4,500CommonSOLE
570535104MKLMARKEL GROUP INC$210,2500.02%110CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$208,1010.02%1,097CommonSOLE
464287549IGMISHARES TR$207,8180.02%1,650CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.