Edgemoor Investment Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Edgemoor Investment Advisors, Inc. reported 167 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 9.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.5%) and Apple (AAPL, 6.2%). Compared with Q1 2025, it opened 13 new positions, sold out of 4, added to 63 and reduced 57. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −3%).

Most Recent 13F
Q2 2026
Location
BETHESDA, MD
CIK
0001313792
Portfolio Value
$1.2B (Q2 2025)
SEC Filing
0001398344-25-014950 ↗ filed Aug 11, 2025

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 Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B $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 167 stocks · $1.2B
MSFT Microsoft Corp. 9.12% 210,998 $105.0M Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 6.50% 154,068 $74.8M Reduce -2.8%
AAPL Apple Inc. 6.23% 349,630 $71.7M Reduce -3.1%
URI United Rentals Inc. 4.69% 71,645 $54.0M Reduce -2.8%
AVGO Broadcom Inc. 4.07% 170,098 $46.9M Reduce -2.4%
LOW Lowe's Cos Inc. 3.85% 199,595 $44.3M Reduce -1.1%
AMZN Amazon.com Inc. 3.44% 180,296 $39.6M Reduce -0.9%
GOOG Alphabet Inc. Class C 3.34% 216,720 $38.4M Reduce -5.7%
WSM Williams-Sonoma Inc. 2.55% 179,439 $29.3M Reduce -3.2%
AMAT Applied Materials Inc. 2.39% 150,385 $27.5M Reduce -2.0%
GOOGL Alphabet Inc. Class A 2.38% 155,274 $27.4M Reduce -0.4%
NVDA Nvidia Corp. 2.36% 171,577 $27.1M Add +0.2%
VRTX Vertex Pharmaceuticals Inc. 2.17% 56,024 $24.9M Reduce -1.4%
BX Blackstone Inc. 1.97% 151,844 $22.7M Reduce -0.5%
LEN Lennar Corp. Class A 1.95% 202,603 $22.4M Reduce -2.1%
V Visa Inc. Class A 1.86% 60,341 $21.4M Reduce -2.5%
JCI Johnson Controls Internation 1.74% 189,252 $20.0M Reduce -4.7%
BLK BlackRock Inc. 1.67% 18,331 $19.2M Reduce -5.4%
GD General Dynamics Corp. 1.44% 56,639 $16.5M Reduce -2.5%
SCHW Schwab (charles) Corp. 1.43% 179,901 $16.4M Add +0.9%
TSM Taiwan Semiconductor-SP ADR 1.33% 67,745 $15.3M Add +0.5%
ARCC Ares Capital Corp. 1.31% 684,870 $15.0M Reduce -5.2%
NVS Novartis AG-Sponsored ADR 1.16% 110,739 $13.4M Reduce -1.4%
DE Deere & Co. 1.12% 25,249 $12.8M Add +0.3%
AEP American Electric Power 1.11% 123,004 $12.8M Reduce -3.0%
C Citigroup Inc. 1.06% 143,617 $12.2M Reduce -0.2%
ICSH iShares Ultra Short Duration 1.03% 234,465 $11.9M Add +1.8%
SPG Simon Property Group Inc. 0.98% 69,967 $11.2M Add +0.5%
SHEL Shell PLC-ADR 0.98% 159,653 $11.2M Add +1.1%
O Realty Income Corp. 0.91% 180,996 $10.4M Add +2.0%
ETR Entergy Corp. 0.87% 120,848 $10.0M Reduce -2.4%
VZ Verizon Communications Inc. 0.85% 225,269 $9.7M Add +1.4%
EPD Enterprise Products Partners 0.82% 306,179 $9.5M Reduce -1.4%
CCI Crown Castle Inc. 0.81% 91,153 $9.4M Add +2.4%
TMO Thermo Fisher Scientific Inc. 0.81% 22,924 $9.3M Add +25.8%
T AT&T Inc. 0.74% 292,709 $8.5M Reduce -1.3%
PSA Public Storage 0.72% 28,210 $8.3M Add +0.5%
JEPI JPMorgan Equity Premium Inco 0.71% 143,084 $8.1M Add +4.0%
FISV Fiserv Inc. 0.65% 43,495 $7.5M Add +4.1%
NEE Nextera Energy Inc. 0.64% 105,431 $7.3M Reduce -1.5%
DLR Digital Realty Trust Inc. 0.62% 41,048 $7.2M Reduce -2.8%
SO The Southern Co. 0.62% 77,216 $7.1M Reduce -10.7%
CNP Centerpoint Energy Inc. 0.56% 174,928 $6.4M Reduce -1.0%
FCT First Trust SNR FL RT Inc. II 0.55% 628,648 $6.4M Reduce -1.6%
CWEN.A Clearway Energy Inc. Class A 0.55% 208,357 $6.3M Reduce -0.2%
BKNG Booking Holdings Inc. 0.54% 1,072 $6.2M Add +2.4%
EVRG Evergy Inc. 0.51% 85,358 $5.9M Add +5.3%
PFE Pfizer Inc. 0.50% 236,569 $5.7M Add +10.8%
VRT Vertiv Holdings Co. Class A 0.44% 39,339 $5.1M Add +0.3%
KMI Kinder Morgan Inc. 0.42% 166,051 $4.9M Reduce -2.5%
IVV iShares Core S&P 500 ETF 0.39% 7,299 $4.5M Add +0.0%
ATO Atmos Energy Corp. 0.37% 27,859 $4.3M Reduce -3.8%
ES Eversource Energy 0.37% 66,378 $4.2M Add +5.0%
STWD Starwood Property Trust Inc. 0.34% 193,077 $3.9M Add +0.8%
ARE Alexandria Real Estate Equit 0.33% 52,408 $3.8M Reduce -10.7%
OKE Oneok Inc. 0.32% 45,598 $3.7M Reduce -1.4%
MRK Merck & Co. Inc. 0.30% 43,807 $3.5M Reduce -6.1%
KO The Coca-Cola Co. 0.29% 46,877 $3.3M Add +1.9%
PBA Pembina Pipeline Corp. 0.28% 87,420 $3.3M Reduce -2.7%
BTZ BlackRock Credit Allocation 0.25% 266,474 $2.9M Reduce -0.8%
EMO Clearbridge Energy Midstream 0.22% 52,355 $2.5M Add +14.0%
MRP Millrose Properties 0.22% 87,392 $2.5M New
WELL Welltower Inc. 0.21% 16,070 $2.5M Reduce -1.9%
XFRAX BlackRock Fltng RT Inc. Strat 0.21% 187,817 $2.5M Add +9.1%
XEL Xcel Energy Inc. 0.21% 35,708 $2.4M Reduce -2.2%
NZF Nuveen Municipal Credit Inc. 0.21% 199,882 $2.4M Add +5.0%
UBER Uber Technologies Inc. 0.20% 25,262 $2.4M Add +75.9%
KYN Kayne Anderson Energy Infra 0.19% 175,428 $2.2M Add +16.0%
AGG iShares Core U.S. Aggregate 0.19% 22,442 $2.2M Reduce -2.7%
BRK.A Berkshire Hathaway Inc. Class A 0.19% 3 $2.2M No change
JPM JPMorgan Chase & Co. 0.18% 7,254 $2.1M Add +3.3%
ORCL Oracle Corp. 0.17% 9,006 $2.0M Add +0.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.17% 57,253 $1.9M Reduce -1.3%
CI The Cigna Group 0.16% 5,715 $1.9M Add +0.6%
ACN Accenture PLC Class A 0.16% 6,291 $1.9M Add +1.6%
BEPC Brookfield Renewable Corp. 0.15% 53,420 $1.8M Add +18.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.15% 18,718 $1.7M No change
JNJ Johnson & Johnson 0.14% 10,875 $1.7M Reduce -1.0%
BEP Brookfield Renewable Partner 0.14% 64,409 $1.6M Reduce -2.5%
IWF iShares Russell 1000 Growth 0.14% 3,762 $1.6M No change
DHR Danaher Corp. 0.13% 7,318 $1.4M Add +1.0%
MRSH Marsh & McLennan Cos 0.12% 6,472 $1.4M Add +0.4%
SHV iShares 0-1 Year Treasury Bo 0.11% 11,405 $1.3M Reduce -16.2%
XOM Exxon Mobil Corp. 0.11% 11,557 $1.2M Add +3.4%
WMT Walmart Inc. 0.11% 12,613 $1.2M Add +0.2%
VOO Vanguard S&P 500 ETF 0.10% 2,078 $1.2M No change
IJH iShares Core S&P Midcap ETF 0.10% 18,354 $1.1M Add +0.6%
ADBE Adobe Inc. 0.09% 2,779 $1.1M Add +10.4%
NVO Novo-Nordisk A/S-Spons ADR 0.09% 15,190 $1.0M Reduce -3.4%
HD Home Depot Inc. 0.09% 2,788 $1.0M Add +11.0%
GBDC Golub Capital BDC Inc. 0.09% 69,215 $1.0M Reduce -1.4%
ED Consolidated Edison Inc. 0.09% 9,781 $982K No change
WY Weyerhaeuser Co. 0.08% 36,736 $944K Reduce -9.3%
SUB iShares Short-Term National 0.08% 8,853 $941K Add +196.6%
CSX CSX Corp. 0.08% 27,750 $905K No change
ADP Automatic Data Processing 0.07% 2,689 $829K Reduce -0.4%
CVX Chevron Corp. 0.07% 5,693 $815K No change
LLY Eli Lilly & Co. 0.07% 1,038 $810K Reduce -9.5%
COST Costco Wholesale Corp. 0.07% 785 $778K Add +16.5%
MUB iShares National Muni Bond E 0.07% 7,363 $769K Reduce -25.4%
IJR iShares Core S&P Small-Cap E 0.07% 7,005 $766K Reduce -14.3%
PG The Procter & Gamble Co. 0.06% 4,505 $718K Add +1.3%
META Meta Platforms Inc. Class A 0.06% 949 $700K Add +2.8%
USIG iShares Broad Usd Investment 0.06% 13,555 $697K Add +1.9%
CSCO Cisco Systems Inc. 0.06% 9,676 $671K Reduce -0.6%
IVE iShares S&P 500 Value ETF 0.06% 3,393 $663K No change
RTX RTX Corp. 0.06% 4,516 $659K Add +1.3%
KKR KKR & Co. Inc. 0.06% 4,898 $652K Add +1.2%
UPS United Parcel Service Class B 0.05% 6,115 $617K New
FSLR First Solar Inc. 0.05% 3,683 $610K New
JFR Nuveen Floating Rate Income 0.05% 71,577 $606K Reduce -4.0%
ORLY O'reilly Automotive Inc. 0.05% 6,660 $600K No change
LMT Lockheed Martin Corp. 0.05% 1,278 $592K Reduce -1.2%
PEP Pepsico Inc. 0.05% 4,449 $587K Add +1.4%
SYK Stryker Corp. 0.05% 1,442 $570K Add +8.9%
IWR iShares Russell Mid-Cap ETF 0.05% 5,960 $548K No change
AMGN Amgen Inc. 0.05% 1,903 $531K Reduce -0.1%
IWD iShares Russell 1000 Value E 0.04% 2,506 $487K No change
PM Philip Morris International 0.04% 2,661 $485K No change
NOW ServiceNow Inc. 0.04% 459 $473K No change
EMR Emerson Electric Co. 0.04% 3,542 $472K No change
ABBV Abbvie Inc. 0.04% 2,430 $451K Add +4.8%
ABT Abbott Laboratories 0.04% 3,216 $437K Add +5.3%
TXN Texas Instruments Inc. 0.04% 2,092 $434K No change
MCD McDonald's Corp. 0.04% 1,454 $425K Add +26.5%
ET Energy Transfer LP 0.03% 20,620 $374K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 5,129 $373K No change
USB US Bancorp 0.03% 8,211 $372K New
GS Goldman Sachs Group Inc. 0.03% 516 $365K No change
IPAC iShares Core MSCI Pacific Et 0.03% 5,310 $365K No change
QCOM Qualcomm Inc. 0.03% 2,279 $363K No change
PAYX Paychex Inc. 0.03% 2,363 $344K Add +5.6%
MO Altria Group Inc. 0.03% 5,626 $330K No change
PFF iShares Preferred & Income S 0.03% 10,683 $328K Add +6.0%
VTR Ventas Inc. 0.03% 5,105 $322K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 503 $311K Add +19.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 1,090 $305K No change
ETN Eaton Corp. PLC 0.03% 852 $304K Add +2.0%
MKL Markel Group Inc. 0.03% 150 $300K No change
AXP American Express Co. 0.03% 938 $299K Add +1.9%
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 5,660 $299K Add +4.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 989 $292K No change
YUM Yum! Brands Inc. 0.02% 1,915 $284K No change
IEFA iShares Core MSCI Eafe ETF 0.02% 3,320 $277K Add +6.0%
QQQ Invesco QQQ Trust Series 1 0.02% 475 $262K New
NTCT Netscout Systems Inc. 0.02% 10,011 $248K No change
PANW Palo Alto Networks Inc. 0.02% 1,210 $248K New
VLTO Veralto Corp. 0.02% 2,436 $246K No change
CEG Constellation Energy 0.02% 760 $245K New
NFLX Netflix Inc. 0.02% 182 $245K New
IEMG iShares Core MSCI Emerging 0.02% 4,054 $243K Add +5.2%
IVW iShares S&P 500 Growth ETF 0.02% 2,153 $237K New
CRWD CrowdStrike Holdings Inc. Class A 0.02% 460 $234K New
WFC Wells Fargo & Co. 0.02% 2,922 $234K Add +0.6%
IWS iShares Russell Mid-Cap Valu 0.02% 1,770 $234K No change
COP Conocophillips 0.02% 2,600 $233K Add +2.5%
CARR Carrier Global Corp. 0.02% 3,158 $231K No change
MAR Marriott International Class A 0.02% 843 $230K New
XLK SS Technology Select Sector 0.02% 895 $227K New
AZO AutoZone Inc. 0.02% 60 $223K No change
SYY Sysco Corp. 0.02% 2,873 $218K Add +0.6%
AMLP Alerian MLP ETF 0.02% 4,450 $217K No change
HON Honeywell International Inc. 0.02% 929 $216K Reduce -25.0%
XLV SS Health Care Select Sector 0.02% 1,600 $216K No change
IWP iShares Russell Mid-Cap Grow 0.02% 1,510 $209K New
DD Dupont DE Nemours Inc. 0.02% 3,000 $206K Add +0.5%
WEC WEC Energy Group Inc. 0.02% 1,952 $203K No change
Other holdings (3): bonds, preferreds, convertibles and warrants · $7.4M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,120$3.7MReduce -3.3%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 1,591$1.9MReduce -0.5%
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 74,333$1.8MNo change

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

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.8% 6.50% −1.31
AAPL Apple Inc. Reduce -3.1% 6.23% −1.19
LOW Lowe's Cos Inc. Reduce -1.1% 3.85% −0.51
VRTX Vertex Pharmaceuticals Inc. Reduce -1.4% 2.17% −0.38
LEN Lennar Corp. Class A Reduce -2.1% 1.95% −0.25
ARCC Ares Capital Corp. Reduce -5.2% 1.31% −0.18
AEP American Electric Power Reduce -3.0% 1.11% −0.17
ARE Alexandria Real Estate Equit Reduce -10.7% 0.33% −0.17
WSM Williams-Sonoma Inc. Reduce -3.2% 2.55% −0.17
EPD Enterprise Products Partners Reduce -1.4% 0.82% −0.16
V Visa Inc. Class A Reduce -2.5% 1.86% −0.15
SO The Southern Co. Reduce -10.7% 0.62% −0.12
BCE Bce Inc. Sold out 0.00% −0.12
ETR Entergy Corp. Reduce -2.4% 0.87% −0.11
OKE Oneok Inc. Reduce -1.4% 0.32% −0.10
MRK Merck & Co. Inc. Reduce -6.1% 0.30% −0.09
NEE Nextera Energy Inc. Reduce -1.5% 0.64% −0.07
SLB SLB Ltd. Reduce -1.3% 0.17% −0.06
PBA Pembina Pipeline Corp. Reduce -2.7% 0.28% −0.05
FCT First Trust SNR FL RT Inc. II Reduce -1.6% 0.55% −0.05
ATO Atmos Energy Corp. Reduce -3.8% 0.37% −0.04
T AT&T Inc. Reduce -1.3% 0.74% −0.04
CNP Centerpoint Energy Inc. Reduce -1.0% 0.56% −0.03
GD General Dynamics Corp. Reduce -2.5% 1.44% −0.03
SHV iShares 0-1 Year Treasury Bo Reduce -16.2% 0.11% −0.03
MUB iShares National Muni Bond E Reduce -25.4% 0.07% −0.03
XEL Xcel Energy Inc. Reduce -2.2% 0.21% −0.03
WY Weyerhaeuser Co. Reduce -9.3% 0.08% −0.03
BLK BlackRock Inc. Reduce -5.4% 1.67% −0.03
BOTZ Global X Robotics & Artifici Sold out 0.00% −0.03
KMI Kinder Morgan Inc. Reduce -2.5% 0.42% −0.03
UNH Unitedhealth Group Inc. Sold out 0.00% −0.03
JNJ Johnson & Johnson Reduce -1.0% 0.14% −0.02
FTV Fortive Corp. Sold out 0.00% −0.02
AGG iShares Core U.S. Aggregate Reduce -2.7% 0.19% −0.02
WELL Welltower Inc. Reduce -1.9% 0.21% −0.02
LLY Eli Lilly & Co. Reduce -9.5% 0.07% −0.02
BTZ BlackRock Credit Allocation Reduce -0.8% 0.25% −0.01
IJR iShares Core S&P Small-Cap E Reduce -14.3% 0.07% −0.01
GBDC Golub Capital BDC Inc. Reduce -1.4% 0.09% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -3.4% 0.09% −0.01
AMGN Amgen Inc. Reduce -0.1% 0.05% −0.01
JFR Nuveen Floating Rate Income Reduce -4.0% 0.05% −0.01
HON Honeywell International Inc. Reduce -25.0% 0.02% −0.01
ADP Automatic Data Processing Reduce -0.4% 0.07% −0.00
BX Blackstone Inc. Reduce -0.5% 1.97% −0.00
CWEN.A Clearway Energy Inc. Class A Reduce -0.2% 0.55% −0.00
LMT Lockheed Martin Corp. Reduce -1.2% 0.05% −0.00
CSCO Cisco Systems Inc. Reduce -0.6% 0.06% +0.00
NVS Novartis AG-Sponsored ADR Reduce -1.4% 1.16% +0.00

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +0.2% 2.36% +0.64
TSM Taiwan Semiconductor-SP ADR Add +0.5% 1.33% +0.30
MRP Millrose Properties New 0.22% +0.22
VRT Vertiv Holdings Co. Class A Add +0.3% 0.44% +0.18
SCHW Schwab (charles) Corp. Add +0.9% 1.43% +0.13
UBER Uber Technologies Inc. Add +75.9% 0.20% +0.11
BKNG Booking Holdings Inc. Add +2.4% 0.54% +0.09
ORCL Oracle Corp. Add +0.8% 0.17% +0.06
UPS United Parcel Service Class B New 0.05% +0.05
FSLR First Solar Inc. New 0.05% +0.05
SUB iShares Short-Term National Add +196.6% 0.08% +0.05
BEPC Brookfield Renewable Corp. Add +18.2% 0.15% +0.04
USB US Bancorp New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +3.3% 0.18% +0.02
QQQ Invesco QQQ Trust Series 1 New 0.02% +0.02
PANW Palo Alto Networks Inc. New 0.02% +0.02
DE Deere & Co. Add +0.3% 1.12% +0.02
CEG Constellation Energy New 0.02% +0.02
NFLX Netflix Inc. New 0.02% +0.02
IVW iShares S&P 500 Growth ETF New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
MAR Marriott International Class A New 0.02% +0.02
XLK SS Technology Select Sector New 0.02% +0.02
IWP iShares Russell Mid-Cap Grow New 0.02% +0.02
KYN Kayne Anderson Energy Infra Add +16.0% 0.19% +0.01
IVV iShares Core S&P 500 ETF Add +0.0% 0.39% +0.01
META Meta Platforms Inc. Class A Add +2.8% 0.06% +0.01
COST Costco Wholesale Corp. Add +16.5% 0.07% +0.01
XFRAX BlackRock Fltng RT Inc. Strat Add +9.1% 0.21% +0.01
EMO Clearbridge Energy Midstream Add +14.0% 0.22% +0.01
ETN Eaton Corp. PLC Add +2.0% 0.03% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +19.5% 0.03% +0.01
KKR KKR & Co. Inc. Add +1.2% 0.06% +0.00
WMT Walmart Inc. Add +0.2% 0.11% +0.00
ADBE Adobe Inc. Add +10.4% 0.09% +0.00
SYK Stryker Corp. Add +8.9% 0.05% +0.00
MCD McDonald's Corp. Add +26.5% 0.04% +0.00
HD Home Depot Inc. Add +11.0% 0.09% +0.00
ES Eversource Energy Add +5.0% 0.37% +0.00
AXP American Express Co. Add +1.9% 0.03% +0.00
RTX RTX Corp. Add +1.3% 0.06% +0.00
IEFA iShares Core MSCI Eafe ETF Add +6.0% 0.02% +0.00
IEMG iShares Core MSCI Emerging Add +5.2% 0.02% +0.00
WFC Wells Fargo & Co. Add +0.6% 0.02% +0.00
ABT Abbott Laboratories Add +5.3% 0.04% +0.00
IJH iShares Core S&P Midcap ETF Add +0.6% 0.10% +0.00
PFF iShares Preferred & Income S Add +6.0% 0.03% −0.00
IGSB iShares 1-5Y Inv Grade Corp. Add +4.6% 0.03% −0.00
SYY Sysco Corp. Add +0.6% 0.02% −0.00
PAYX Paychex Inc. Add +5.6% 0.03% −0.00

Notes & Other Activity Q1 2025 → Q2 2025
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -3.3% 3,120 $3.7M
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Reduce -0.5% 1,591 $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