Edgemoor Investment Advisors, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Edgemoor Investment Advisors, Inc. reported 161 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Apple (AAPL, 7.6%) and Berkshire Hathaway Class B (BRK.B, 6.5%). Compared with Q2 2024, it opened 6 new positions, sold out of 2, added to 65 and reduced 57. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
BETHESDA, MD
CIK
0001313792
Portfolio Value
$1.1B (Q3 2024)
SEC Filing
0001398344-24-020440 ↗ filed Nov 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 161 stocks · $1.1B
MSFT Microsoft Corp. 8.32% 220,253 $94.8M Reduce -3.0%
AAPL Apple Inc. 7.62% 372,556 $86.8M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 6.54% 162,026 $74.6M Reduce -2.2%
URI United Rentals Inc. 5.40% 76,030 $61.6M Reduce -1.3%
LOW Lowe's Cos Inc. 4.83% 203,114 $55.0M Reduce -2.0%
GOOG Alphabet Inc. Class C 3.52% 239,707 $40.1M Reduce -1.9%
LEN Lennar Corp. Class A 3.45% 209,799 $39.3M Reduce -0.7%
AMZN Amazon.com Inc. 2.99% 182,668 $34.0M Add +1.4%
AVGO Broadcom Inc. 2.73% 180,380 $31.1M Reduce -0.3%
AMAT Applied Materials Inc. 2.71% 152,762 $30.9M Add +0.3%
WSM Williams-Sonoma Inc. 2.63% 193,474 $30.0M Reduce -2.0%
GOOGL Alphabet Inc. Class A 2.34% 160,715 $26.7M Add +1.4%
VRTX Vertex Pharmaceuticals Inc. 2.33% 57,005 $26.5M Add +0.2%
BX Blackstone Inc. 2.06% 153,613 $23.5M Reduce -3.3%
NVDA Nvidia Corp. 1.81% 169,764 $20.6M Add +3.0%
BLK BlackRock Finance Inc. 1.66% 19,912 $18.9M Reduce -0.5%
GD General Dynamics Corp. 1.50% 56,540 $17.1M Reduce -1.5%
V Visa Inc. Class A 1.46% 60,452 $16.6M Add +0.7%
JCI Johnson Controls Internation 1.35% 198,656 $15.4M Add +0.5%
ARCC Ares Capital Corp. 1.34% 730,511 $15.3M Add +1.4%
NVS Novartis AG-Sponsored ADR 1.28% 126,444 $14.5M Reduce -2.7%
AEP American Electric Power 1.14% 126,607 $13.0M Reduce -0.5%
SPG Simon Property Group Inc. 1.05% 70,931 $12.0M Add +2.8%
TMO Thermo Fisher Scientific Inc. 1.02% 18,718 $11.6M Add +0.7%
SCHW Schwab (charles) Corp. 0.99% 174,661 $11.3M Reduce -0.3%
TSM Taiwan Semiconductor-SP ADR 0.98% 64,408 $11.2M Add +4.3%
O Realty Income Corp. 0.96% 171,743 $10.9M Add +2.7%
CCI Crown Castle Inc. 0.95% 91,458 $10.8M Reduce -2.2%
DE Deere & Co. 0.95% 25,960 $10.8M Add +0.9%
ICSH iShares Ultra Short Duration 0.92% 207,684 $10.5M Add +2.6%
SHEL Shell PLC-ADR 0.91% 157,789 $10.4M Add +2.1%
VZ Verizon Communications Inc. 0.89% 225,212 $10.1M Add +0.6%
PSA Public Storage 0.82% 25,723 $9.4M Add +3.3%
NEE Nextera Energy Inc. 0.81% 109,167 $9.2M Reduce -1.6%
EPD Enterprise Products Partners 0.78% 307,245 $8.9M Reduce -2.7%
C Citigroup Inc. 0.77% 140,671 $8.8M Add +4.0%
ETR Entergy Corp. 0.73% 62,983 $8.3M Add +2.3%
SO The Southern Co. 0.71% 89,763 $8.1M Reduce -0.5%
ARE Alexandria Real Estate Equit 0.66% 63,695 $7.6M Add +4.1%
FISV Fiserv Inc. 0.65% 41,154 $7.4M Add +3.2%
FCT First Trust SNR FL RT Inc. II 0.64% 703,652 $7.3M Reduce -2.1%
JEPI JPMorgan Equity Premium Inco 0.62% 118,988 $7.1M Add +9.7%
DLR Digital Realty Trust Inc. 0.61% 42,823 $6.9M Add +0.5%
T AT&T Inc. 0.54% 281,484 $6.2M Add +4.0%
CWEN.A Clearway Energy Inc. Class A 0.53% 211,850 $6.0M Add +2.7%
BXMT Blackstone Mortgage Tru Class A 0.52% 310,352 $5.9M Reduce -4.6%
MRK Merck & Co. Inc. 0.50% 50,568 $5.7M Reduce -1.8%
CNP Centerpoint Energy Inc. 0.48% 185,007 $5.4M Reduce -7.8%
AES AES Corp. 0.44% 251,820 $5.1M Reduce -4.1%
OKE Oneok Inc. 0.39% 48,177 $4.4M Reduce -0.8%
IVV iShares Core S&P 500 ETF 0.37% 7,301 $4.2M Add +6.0%
ATO Atmos Energy Corp. 0.36% 29,834 $4.1M Reduce -0.2%
BKNG Booking Holdings Inc. 0.36% 975 $4.1M Add +7.3%
EVRG Evergy Inc. 0.36% 66,182 $4.1M Add +10.3%
KMI Kinder Morgan Inc. 0.36% 183,606 $4.1M Reduce -0.2%
BCE Bce Inc. 0.35% 114,293 $4.0M Reduce -3.7%
PBA Pembina Pipeline Corp. 0.34% 94,662 $3.9M Reduce -1.9%
STWD Starwood Property Trust Inc. 0.34% 189,267 $3.9M Add +1.3%
BTZ BlackRock Credit Allocation 0.28% 281,022 $3.2M Reduce -2.3%
VRT Vertiv Holdings Co. Class A 0.26% 29,482 $2.9M New
XEL Xcel Energy Inc. 0.21% 37,423 $2.4M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.21% 56,393 $2.4M New
WELL Welltower Inc. 0.18% 16,420 $2.1M Reduce -0.5%
BRK.A Berkshire Hathaway Inc. Class A 0.18% 3 $2.1M No change
DHR Danaher Corp. 0.17% 7,114 $2.0M Reduce -1.0%
CI The Cigna Group 0.17% 5,683 $2.0M No change
EMO Clearbridge Energy Midstream 0.17% 45,686 $1.9M Add +1.2%
BEP Brookfield Renewable Partner 0.16% 64,752 $1.8M Add +5.3%
JNJ Johnson & Johnson 0.16% 11,238 $1.8M Reduce -8.9%
ACN Accenture PLC Class A 0.16% 5,042 $1.8M New
SHV iShares 0-1 Year Treasury Bo 0.14% 14,495 $1.6M Reduce -14.4%
KYN Kayne Anderson Energy Infra 0.14% 144,439 $1.6M Add +1.5%
IWF iShares Russell 1000 Growth 0.13% 4,072 $1.5M Add +3.0%
ORCL Oracle Corp. 0.13% 8,885 $1.5M No change
NZF Nuveen Municipal Credit Inc. 0.13% 112,403 $1.5M Add +32.6%
WY Weyerhaeuser Co. 0.13% 42,832 $1.5M Reduce -2.5%
MRSH Marsh & McLennan Cos 0.13% 6,449 $1.4M No change
JPM JPMorgan Chase & Co. 0.13% 6,787 $1.4M Reduce -3.7%
IJR iShares Core S&P Small-Cap E 0.12% 11,834 $1.4M Reduce -16.8%
BEPC Brookfield Renewable Cor-A 0.12% 41,758 $1.4M Add +6.4%
XFRAX BlackRock Fltng RT Inc. Strat 0.12% 103,061 $1.4M Add +59.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.12% 18,718 $1.3M No change
XOM Exxon Mobil Corp. 0.12% 11,333 $1.3M Reduce -18.0%
ES Eversource Energy 0.11% 18,869 $1.3M No change
IJH iShares Core S&P Midcap ETF 0.11% 19,363 $1.2M Add +11.0%
AGG iShares Core U.S. Aggregate 0.10% 11,775 $1.2M Add +32.3%
GBDC Golub Capital BDC Inc. 0.10% 76,667 $1.2M Reduce -7.0%
VOO Vanguard S&P 500 ETF 0.10% 2,132 $1.1M Add +5.1%
LLY Eli Lilly & Co. 0.09% 1,214 $1.1M Add +0.4%
MUB iShares National Muni Bond E 0.09% 9,398 $1.0M Add +59.6%
ED Consolidated Edison Inc. 0.09% 9,781 $1.0M No change
WMT Walmart Inc. 0.09% 12,568 $1.0M Add +0.6%
CVX Chevron Corp. 0.07% 5,805 $855K Reduce -4.3%
HD Home Depot Inc. 0.07% 2,087 $846K Add +7.5%
LMT Lockheed Martin Corp. 0.07% 1,359 $794K No change
PEP Pepsico Inc. 0.07% 4,506 $766K Reduce -33.8%
ADP Automatic Data Processing 0.07% 2,700 $747K No change
PG The Procter & Gamble Co. 0.06% 4,243 $735K Add +0.1%
IPAC iShares Core MSCI Pacific Et 0.06% 10,620 $707K No change
USIG iShares Broad Usd Investment 0.06% 13,305 $700K Add +12.7%
CSX CSX Corp. 0.06% 20,250 $699K No change
BOTZ Global X Robotics & Artifici 0.06% 21,321 $685K Add +0.1%
AMGN Amgen Inc. 0.06% 2,125 $685K Reduce -1.2%
IVE iShares S&P 500 Value ETF 0.06% 3,393 $669K Add +1.6%
KKR KKR & Co. Inc. 0.06% 4,892 $639K Add +1.1%
COST Costco Wholesale Corp. 0.05% 667 $591K Add +2.1%
JFR Nuveen Floating Rate Income 0.05% 64,547 $569K Reduce -2.9%
IWD iShares Russell 1000 Value E 0.05% 2,906 $552K No change
PFE Pfizer Inc. 0.05% 18,720 $542K No change
CSCO Cisco Systems Inc. 0.05% 9,934 $529K Reduce -4.2%
IWR iShares Russell Mid-Cap ETF 0.05% 5,960 $525K No change
ORLY O'reilly Automotive Inc. 0.04% 413 $476K No change
RTX RTX Corp. 0.04% 3,818 $463K Add +1.3%
NOW ServiceNow Inc. 0.04% 492 $440K Add +11.6%
TXN Texas Instruments Inc. 0.04% 2,092 $432K No change
ABBV Abbvie Inc. 0.04% 2,117 $418K Reduce -1.6%
SYK Stryker Corp. 0.04% 1,149 $415K No change
META Meta Platforms Inc. Class A 0.04% 707 $405K Add +1.7%
KO The Coca-Cola Co. 0.03% 5,468 $393K Add +1.6%
EMR Emerson Electric Co. 0.03% 3,542 $387K No change
QCOM Qualcomm Inc. 0.03% 2,249 $382K Add +0.5%
IEMG iShares Core MSCI Emerging 0.03% 6,390 $367K No change
XLK SS Technology Select Sector 0.03% 1,600 $361K Add +78.8%
MCD McDonald's Corp. 0.03% 1,166 $355K Reduce -1.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 5,129 $346K No change
IEFA iShares Core MSCI Eafe ETF 0.03% 4,412 $344K Reduce -2.2%
PFF iShares Preferred & Income S 0.03% 10,145 $337K Add +14.6%
ET Energy Transfer LP 0.03% 20,620 $331K Add +2.4%
VTR Ventas Inc. 0.03% 5,105 $327K No change
ABT Abbott Laboratories 0.03% 2,864 $327K Add +2.3%
PM Philip Morris International 0.03% 2,661 $323K No change
UNH Unitedhealth Group Inc. 0.03% 541 $316K Reduce -13.6%
XLV SS Health Care Select Sector 0.03% 1,989 $306K Add +24.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 1,090 $288K Reduce -27.3%
MO Altria Group Inc. 0.03% 5,626 $287K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 5,410 $285K Add +22.7%
ETN Eaton Corp. PLC 0.02% 835 $277K Add +3.6%
SUB iShares Short-Term National 0.02% 2,585 $275K No change
VLTO Veralto Corp. 0.02% 2,436 $272K Add +0.6%
YUM Yum! Brands Inc. 0.02% 1,941 $271K No change
DD Dupont DE Nemours Inc. 0.02% 3,033 $270K Add +1.6%
DUK Duke Energy Corp. 0.02% 2,334 $269K Reduce -22.6%
COP Conocophillips 0.02% 2,552 $269K Add +2.4%
FTV Fortive Corp. 0.02% 3,303 $261K Add +3.3%
HON Honeywell International Inc. 0.02% 1,239 $256K Reduce -5.7%
DOW Dow Inc. 0.02% 4,675 $255K No change
CARR Carrier Global Corp. 0.02% 3,158 $254K Reduce -4.5%
GS Goldman Sachs Group Inc. 0.02% 510 $253K No change
AXP American Express Co. 0.02% 921 $250K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 2,929 $244K Reduce -4.9%
MKL Markel Group Inc. 0.02% 154 $242K No change
SYY Sysco Corp. 0.02% 3,055 $238K No change
NKE Nike Inc. Class B 0.02% 2,656 $235K Reduce -11.3%
IWS iShares Russell Mid-Cap Valu 0.02% 1,770 $234K Reduce -10.5%
PAYX Paychex Inc. 0.02% 1,738 $233K No change
CL Colgate-Palmolive Co. 0.02% 2,233 $232K Reduce -3.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 989 $219K New
NTCT Netscout Systems Inc. 0.02% 10,011 $218K No change
CVS CVS Health Corp. 0.02% 3,336 $210K Reduce -5.7%
IVW iShares S&P 500 Growth ETF 0.02% 2,153 $206K New
MAR Marriott International Class A 0.02% 825 $205K New
Other holdings (4): bonds, preferreds, convertibles and warrants · $10.6M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,499$4.5MReduce -1.8%
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 82,873$2.2MReduce -6.4%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 1,657$2.1MNo change
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D 73,928$1.9MReduce -1.1%

Total filed on the 13F, all lines: $1.2B.

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -3.0% 8.32% −1.22
GOOG Alphabet Inc. Class C Reduce -1.9% 3.52% −0.69
SCHW Schwab (charles) Corp. Reduce -0.3% 0.99% −0.22
CTVA Corteva Inc. Sold out 0.00% −0.17
CNP Centerpoint Energy Inc. Reduce -7.8% 0.48% −0.11
MRK Merck & Co. Inc. Reduce -1.8% 0.50% −0.09
EPD Enterprise Products Partners Reduce -2.7% 0.78% −0.08
GD General Dynamics Corp. Reduce -1.5% 1.50% −0.06
NSC Norfolk Southern Corp. Sold out 0.00% −0.06
FCT First Trust SNR FL RT Inc. II Reduce -2.1% 0.64% −0.04
PEP Pepsico Inc. Reduce -33.8% 0.07% −0.04
SHV iShares 0-1 Year Treasury Bo Reduce -14.4% 0.14% −0.04
XOM Exxon Mobil Corp. Reduce -18.0% 0.12% −0.03
NVS Novartis AG-Sponsored ADR Reduce -2.7% 1.28% −0.02
IJR iShares Core S&P Small-Cap E Reduce -16.8% 0.12% −0.02
GBDC Golub Capital BDC Inc. Reduce -7.0% 0.10% −0.02
BXMT Blackstone Mortgage Tru Class A Reduce -4.6% 0.52% −0.01
CVX Chevron Corp. Reduce -4.3% 0.07% −0.01
BCE Bce Inc. Reduce -3.7% 0.35% −0.01
BTZ BlackRock Credit Allocation Reduce -2.3% 0.28% −0.01
JNJ Johnson & Johnson Reduce -8.9% 0.16% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -27.3% 0.03% −0.01
JPM JPMorgan Chase & Co. Reduce -3.7% 0.13% −0.01
DUK Duke Energy Corp. Reduce -22.6% 0.02% −0.00
JFR Nuveen Floating Rate Income Reduce -2.9% 0.05% −0.00
HON Honeywell International Inc. Reduce -5.7% 0.02% −0.00
AMGN Amgen Inc. Reduce -1.2% 0.06% −0.00
UNH Unitedhealth Group Inc. Reduce -13.6% 0.03% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -10.5% 0.02% −0.00
CVS CVS Health Corp. Reduce -5.7% 0.02% −0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -4.9% 0.02% −0.00
CL Colgate-Palmolive Co. Reduce -3.7% 0.02% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -2.2% 0.03% −0.00
NKE Nike Inc. Class B Reduce -11.3% 0.02% −0.00
CSCO Cisco Systems Inc. Reduce -4.2% 0.05% +0.00
AVGO Broadcom Inc. Reduce -0.3% 2.73% +0.00
ABBV Abbvie Inc. Reduce -1.6% 0.04% +0.00
CARR Carrier Global Corp. Reduce -4.5% 0.02% +0.00
MCD McDonald's Corp. Reduce -1.7% 0.03% +0.00
DHR Danaher Corp. Reduce -1.0% 0.17% +0.00
PBA Pembina Pipeline Corp. Reduce -1.9% 0.34% +0.01
AES AES Corp. Reduce -4.1% 0.44% +0.01
WY Weyerhaeuser Co. Reduce -2.5% 0.13% +0.01
WSM Williams-Sonoma Inc. Reduce -2.0% 2.63% +0.01
KMI Kinder Morgan Inc. Reduce -0.2% 0.36% +0.01
OKE Oneok Inc. Reduce -0.8% 0.39% +0.01
WELL Welltower Inc. Reduce -0.5% 0.18% +0.02
ATO Atmos Energy Corp. Reduce -0.2% 0.36% +0.04
SO The Southern Co. Reduce -0.5% 0.71% +0.05
NEE Nextera Energy Inc. Reduce -1.6% 0.81% +0.07

Portfolio Buys Q2 2024 → Q3 2024
VRT Vertiv Holdings Co. Class A New 0.26% +0.26
SLB SLB Ltd. New 0.21% +0.21
ACN Accenture PLC Class A New 0.16% +0.16
PSA Public Storage Add +3.3% 0.82% +0.15
O Realty Income Corp. Add +2.7% 0.96% +0.13
JCI Johnson Controls Internation Add +0.5% 1.35% +0.12
ETR Entergy Corp. Add +2.3% 0.73% +0.11
FISV Fiserv Inc. Add +3.2% 0.65% +0.09
CWEN.A Clearway Energy Inc. Class A Add +2.7% 0.53% +0.09
SPG Simon Property Group Inc. Add +2.8% 1.05% +0.07
EVRG Evergy Inc. Add +10.3% 0.36% +0.06
T AT&T Inc. Add +4.0% 0.54% +0.06
TMO Thermo Fisher Scientific Inc. Add +0.7% 1.02% +0.05
DE Deere & Co. Add +0.9% 0.95% +0.05
JEPI JPMorgan Equity Premium Inco Add +9.7% 0.62% +0.04
XFRAX BlackRock Fltng RT Inc. Strat Add +59.4% 0.12% +0.04
NZF Nuveen Municipal Credit Inc. Add +32.6% 0.13% +0.03
MUB iShares National Muni Bond E Add +59.6% 0.09% +0.03
AGG iShares Core U.S. Aggregate Add +32.3% 0.10% +0.02
BKNG Booking Holdings Inc. Add +7.3% 0.36% +0.02
VZ Verizon Communications Inc. Add +0.6% 0.89% +0.02
IBM Intl Business Machines Corp. New 0.02% +0.02
IVW iShares S&P 500 Growth ETF New 0.02% +0.02
MAR Marriott International Class A New 0.02% +0.02
BEP Brookfield Renewable Partner Add +5.3% 0.16% +0.02
IVV iShares Core S&P 500 ETF Add +6.0% 0.37% +0.02
BEPC Brookfield Renewable Cor-A Add +6.4% 0.12% +0.01
XLK SS Technology Select Sector Add +78.8% 0.03% +0.01
HD Home Depot Inc. Add +7.5% 0.07% +0.01
IJH iShares Core S&P Midcap ETF Add +11.0% 0.11% +0.01
WMT Walmart Inc. Add +0.6% 0.09% +0.01
KKR KKR & Co. Inc. Add +1.1% 0.06% +0.01
STWD Starwood Property Trust Inc. Add +1.3% 0.34% +0.01
NOW ServiceNow Inc. Add +11.6% 0.04% +0.01
USIG iShares Broad Usd Investment Add +12.7% 0.06% +0.01
RTX RTX Corp. Add +1.3% 0.04% +0.01
XLV SS Health Care Select Sector Add +24.3% 0.03% +0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +22.7% 0.03% +0.00
VOO Vanguard S&P 500 ETF Add +5.1% 0.10% +0.00
PFF iShares Preferred & Income S Add +14.6% 0.03% +0.00
META Meta Platforms Inc. Class A Add +1.7% 0.04% +0.00
KO The Coca-Cola Co. Add +1.6% 0.03% +0.00
VLTO Veralto Corp. Add +0.6% 0.02% +0.00
IVE iShares S&P 500 Value ETF Add +1.6% 0.06% +0.00
KYN Kayne Anderson Energy Infra Add +1.5% 0.14% +0.00
ABT Abbott Laboratories Add +2.3% 0.03% +0.00
DD Dupont DE Nemours Inc. Add +1.6% 0.02% +0.00
FTV Fortive Corp. Add +3.3% 0.02% +0.00
ETN Eaton Corp. PLC Add +3.6% 0.02% +0.00
COST Costco Wholesale Corp. Add +2.1% 0.05% −0.00

Notes & Other Activity Q2 2024 → Q3 2024
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -1.8% 3,499 $4.5M
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A Reduce -6.4% 82,873 $2.2M
EQUITY COMMONWEALTH (EQC 6.5 PERP D) 6.5% CNV PFD D Reduce -1.1% 73,928 $1.9M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 185$1.5BAMAT, AAPL, URI, MSFT, BRK.B
Q1 2026 167$1.3BAAPL, MSFT, BRK.B, GOOG, AVGO
Q4 2025 172$1.3BMSFT, AAPL, BRK.B, GOOG, AVGO
Q3 2025 187$1.3BMSFT, AAPL, BRK.B, URI, AVGO
Q2 2025 167$1.2BMSFT, BRK.B, AAPL, URI, AVGO
Q1 2025 158$1.1BBRK.B, MSFT, AAPL, LOW, URI
Q4 2024 165$1.1BMSFT, AAPL, BRK.B, URI, LOW
Q3 2024 161$1.1BMSFT, AAPL, BRK.B, URI, LOW
Q2 2024 157$1.1BMSFT, AAPL, BRK.B, URI, LOW
Q1 2024 161$1.0BMSFT, BRK.B, AAPL, URI, LOW