MondegarAI
Edgemoor Investment Advisors, Inc.

Q1 2026 · 13F-HR

Edgemoor Investment Advisors, Inc.holdings as filed

Filed 2026-05-13 · accession 0001398344-26-009044

$1.27B
Reported value
170
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Edgemoor Investment Advisors, Inc. · Q1 2026

AI · grounded in 13F

Edgemoor Investment Advisors, Inc. established a new position in GLD valued at $3.96M. The fund also accumulated shares in VRT, increasing its position by 3.13%. Other additions included TSM and DE, which saw share increases of 1.55% and 1.51% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$86.6M6.82%341,350CommonSOLE
594918104MSFTMICROSOFT CORP$77.4M6.09%209,133CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$72.4M5.70%151,123CommonSOLE
02079K107GOOGALPHABET INC$58.6M4.61%204,298CommonSOLE
11135F101AVGOBROADCOM INC$51.5M4.05%166,276CommonSOLE
038222105AMATAPPLIED MATLS INC$51.1M4.02%149,533CommonSOLE
911363109URIUNITED RENTALS INC$51.1M4.02%70,115CommonSOLE
548661107LOWLOWES COS INC$47.0M3.70%198,790CommonSOLE
02079K305GOOGLALPHABET INC$44.4M3.49%154,362CommonSOLE
023135106AMZNAMAZON COM INC$38.0M2.99%182,558CommonSOLE
969904101WSMWILLIAMS SONOMA INC$31.3M2.46%171,742CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.6M2.41%175,610CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24.7M1.95%55,415CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$24.2M1.90%184,518CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$23.6M1.86%69,777CommonSOLE
369550108GDGENERAL DYNAMICS CORP$19.9M1.56%57,867CommonSOLE
92826C839VVISA INC$18.6M1.47%61,699CommonSOLE
09260D107BXBLACKSTONE INC$18.0M1.42%156,613CommonSOLE
09290D101BLKBLACKROCK INC$17.8M1.40%18,520CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17.8M1.40%189,484CommonSOLE
526057104LENLENNAR CORP$17.6M1.39%202,731CommonSOLE
172967424CCITIGROUP INC$16.6M1.31%146,793CommonSOLE
66987V109NVSNOVARTIS AG$16.6M1.31%108,581CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$16.2M1.27%123,350CommonSOLE
244199105DEDEERE & CO$14.9M1.17%26,369CommonSOLE
780259305SHELSHELL PLC$14.6M1.15%156,690CommonSOLE
46434V878ICSHISHARES TR$14.2M1.11%279,754CommonSOLE
29364G103ETRENTERGY CORP NEW$13.3M1.05%118,544CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13.0M1.02%69,576CommonSOLE
756109104OREALTY INCOME CORP$12.9M1.02%211,044CommonSOLE
04010L103ARCCARES CAPITAL CORP$12.9M1.02%715,985CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11.6M0.91%46,149CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$11.1M0.88%294,522CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$11.0M0.87%219,659CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$9.7M0.76%170,927CommonSOLE
65339F101NEENEXTERA ENERGY INC$9.5M0.75%102,342CommonSOLE
00206R102TAT&T INC$9.4M0.74%324,456CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.9M0.70%18,085CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$8.4M0.66%215,549CommonSOLE
717081103PFEPFIZER INC$7.9M0.62%282,832CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.8M0.62%28,924CommonSOLE
22822V101CCICROWN CASTLE INC$7.8M0.61%95,803CommonSOLE
30034W106EVRGEVERGY INC$7.7M0.61%93,923CommonSOLE
842587107SOSOUTHERN CO$7.3M0.58%75,874CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$7.3M0.57%168,145CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.0M0.55%38,875CommonSOLE
30040W108ESEVERSOURCE ENERGY$5.7M0.45%82,511CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.5M0.43%162,594CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.2M0.41%1,246CommonSOLE
464287200IVVISHARES TR$4.8M0.38%7,338CommonSOLE
049560105ATOATMOS ENERGY CORP$4.7M0.37%25,552CommonSOLE
33733U108FCTFIRST TR SR FLTG RATE INCOME$4.7M0.37%487,589CommonSOLE
902973304USBUS BANCORP$4.7M0.37%89,846CommonSOLE
18469P209EMOCLEARBRIDGE ENERGY MIDSTREAM$4.1M0.32%77,738CommonSOLE
78463V107GLDSPDR GOLD TR$4.0M0.31%9,213CommonSOLE
806857108SLBSLB LIMITED$3.9M0.31%76,237CommonSOLE
682680103OKEONEOK INC NEW$3.9M0.30%42,839CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$3.9M0.30%86,088CommonSOLE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$3.6M0.28%328,384CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$3.6M0.28%206,984CommonSOLE
67070X101NZFNUVEEN MUN CR INCOME FD$3.5M0.27%284,883CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$3.4M0.27%2,937CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.4M0.26%46,739CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$2.9M0.23%29,611CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.8M0.22%17,759CommonSOLE
95040Q104WELLWELLTOWER INC$2.8M0.22%14,385CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$2.8M0.22%194,896CommonSOLE
98389B100XELXCEL ENERGY INC$2.7M0.21%34,118CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.6M0.21%66,191CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION$2.6M0.20%257,803CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.6M0.20%10,596CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$2.5M0.20%77,112CommonSOLE
370334104GISGENERAL MILLS INC$2.4M0.19%63,174CommonSOLE
464287226AGGISHARES TR$2.3M0.18%22,836CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.2M0.17%18,610CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.17%3CommonSOLE
601137102MRPMILLROSE PPTYS INC$2.1M0.17%76,202CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.1M0.17%7,144CommonSOLE
336433107FSLRFIRST SOLAR INC$2.1M0.16%10,420CommonSOLE
64110L106NFLXNETFLIX INC.$2.0M0.16%21,100CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.15%11,591CommonSOLE
461202103INTUINTUIT$1.9M0.15%4,494CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.15%3,219CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$1.9M0.15%1,569CommonSOLE
217204106CPRTCOPART INC$1.7M0.14%51,743CommonSOLE
464287614IWFISHARES TR$1.6M0.13%3,762CommonSOLE
74965L200RLJ 1.95 PERP ARLJ LODGING TR$1.6M0.13%66,203CommonSOLE
931142103WMTWALMART INC$1.6M0.12%12,615CommonSOLE
125523100CITHE CIGNA GROUP$1.5M0.12%5,633CommonSOLE
235851102DHRDANAHER CORP DEL$1.4M0.11%7,346CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.10%8,999CommonSOLE
464287507IJHISHARES TR$1.2M0.09%17,382CommonSOLE
464288679SHVISHARES TR$1.2M0.09%10,510CommonSOLE
166764100CVXCHEVRON CORPORATION$1.2M0.09%5,575CommonSOLE
126408103CSXCSX CORP$1.1M0.09%27,750CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.09%9,778CommonSOLE
464288158SUBISHARES TR$1.1M0.09%10,173CommonSOLE
464288414MUBISHARES TR$935,5000.07%8,813CommonSOLE
532457108LLYELI LILLY & CO$932,2560.07%1,013CommonSOLE
464287804IJRISHARES TR$926,6070.07%7,454CommonSOLE
437076102HDHOME DEPOT INC$898,1990.07%2,731CommonSOLE
75513E101RTXRTX CORPORATION$873,4510.07%4,528CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$782,8620.06%785CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$776,1720.06%61,309CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$772,4100.06%1,278CommonSOLE
17275R102CSCOCISCO SYS INC$768,9940.06%9,911CommonSOLE
858119100STLDSTEEL DYNAMICS INC$702,8930.06%3,904CommonSOLE
464288620USIGISHARES TR$694,4230.05%13,555CommonSOLE
031162100AMGNAMGEN INC$672,0340.05%1,910CommonSOLE
464287408IVEISHARES TR$650,1310.05%3,079CommonSOLE
713448108PEPPEPSICO INC$648,0250.05%4,173CommonSOLE
742718109PGPROCTER & GAMBLE CO$626,5810.05%4,338CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$614,7850.05%6,660CommonSOLE
962166104WYWEYERHAEUSER CO$595,2860.05%24,367CommonSOLE
464287499IWRISHARES TR$579,4910.05%5,960CommonSOLE
30303M102METAMETA PLATFORMS INC$544,7070.04%952CommonSOLE
464287598IWDISHARES TR$535,4570.04%2,506CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$532,7380.04%2,622CommonSOLE
00287Y109ABBVABBVIE INC$529,6590.04%2,435CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$514,5280.04%68,421CommonSOLE
863667101SYKSTRYKER CORPORATION$473,8270.04%1,442CommonSOLE
291011104EMREMERSON ELEC CO$467,3480.04%3,567CommonSOLE
595112103MUMICRON TECHNOLOGY INC$458,1110.04%1,356CommonSOLE
580135101MCDMCDONALDS CORP$454,1910.04%1,461CommonSOLE
48251W104KKRKKR & CO INC$451,9550.04%4,886CommonSOLE
718172109PMPHILIP MORRIS INTL INC$440,0920.03%2,661CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$436,5320.03%516CommonSOLE
92276F100VTRVENTAS INC$408,4910.03%4,995CommonSOLE
46434V696IPACISHARES TR$406,2680.03%5,310CommonSOLE
29273V100ETENERGY TRANSFER L P$397,9660.03%20,620CommonSOLE
060505104BACBANK AMERICA CORP$391,5280.03%8,031CommonSOLE
02209S103MOALTRIA GROUP INC$383,3360.03%5,809CommonSOLE
46090E103QQQINVESCO QQQ TR$379,2070.03%657CommonSOLE
882508104TXNTEXAS INSTRS INC$357,8000.03%1,843CommonSOLE
002824100ABTABBOTT LABORATORIES$335,6370.03%3,269CommonSOLE
58933Y105MRKMERCK & CO INC$328,0310.03%2,727CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$327,5510.03%503CommonSOLE
464288646IGSBISHARES TR$327,0810.03%6,223CommonSOLE
464288687PFFISHARES TR$323,3020.03%10,663CommonSOLE
64115T104NTCTNETSCOUT SYS INC$318,2500.03%10,011CommonSOLE
219350105GLWCORNING INC$318,1070.03%2,339CommonSOLE
149123101CATCATERPILLAR INC$313,8480.02%443CommonSOLE
922908629VOVANGUARD INDEX FDS$313,0260.02%1,090CommonSOLE
G29183103ETNEATON CORP PLC$304,7350.02%852CommonSOLE
20825C104COPCONOCOPHILLIPS$303,2040.02%2,297CommonSOLE
988498101YUMYUM BRANDS INC$297,7440.02%1,915CommonSOLE
747525103QCOMQUALCOMM INC$287,1790.02%2,230CommonSOLE
46432F842IEFAISHARES TR$285,0790.02%3,149CommonSOLE
46434G103IEMGISHARES INC$282,7670.02%4,054CommonSOLE
78464A854SPYMSPDR SERIES TRUST$281,2080.02%3,674CommonSOLE
025816109AXPAMERICAN EXPRESS CO$274,3490.02%907CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$260,7270.02%23,217CommonSOLE
571903202MARMARRIOTT INTL INC NEW$250,2090.02%765CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$244,3400.02%2,952CommonSOLE
46435G268SMMDISHARES TR$244,3200.02%3,200CommonSOLE
464287473IWSISHARES TR$243,5140.02%1,670CommonSOLE
191216100KOCOCA COLA CO$241,3070.02%3,173CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$239,7240.02%989CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$236,5620.02%1,780CommonSOLE
00162Q452AMLPALPS ETF TR$234,2480.02%4,450CommonSOLE
949746101WMT2WELLS FARGO & CO$232,6200.02%2,922CommonSOLE
92939U106WECWEC ENERGY GROUP INC$225,9830.02%1,952CommonSOLE
704326107PAYXPAYCHEX INC$220,1590.02%2,389CommonSOLE
464287309IVWISHARES TR$219,8860.02%1,944CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$215,5810.02%772CommonSOLE
92338C103VLTOVERALTO CORP$213,3570.02%2,413CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$212,4550.02%1,107CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$207,2570.02%3,234CommonSOLE
438516106HONHONEYWELL INTL INC$206,8170.02%915CommonSOLE
053332102AZOAUTOZONE INC$202,6670.02%60CommonSOLE

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.