Edgemoor Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Edgemoor Investment Advisors, Inc. reported 172 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 7.2%) and Berkshire Hathaway Class B (BRK.B, 5.9%). Compared with Q3 2025, it opened 2 new positions, sold out of 17, added to 41 and reduced 95. The biggest buy was Citigroup (C, shares +0%) and the biggest sale United Rentals (URI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001313792
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001398344-26-002566 ↗ filed Feb 10, 2026
Holdings Value
Holdings 172 stocks · $1.3B
| MSFT Microsoft Corp. | 7.85% | 207,857 | $100.5M | Reduce -2.1% |
| AAPL Apple Inc. | 7.25% | 341,455 | $92.8M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.92% | 150,785 | $75.8M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 5.07% | 206,881 | $64.9M | Reduce -5.2% |
| AVGO Broadcom Inc. | 4.49% | 166,046 | $57.5M | Reduce -2.4% |
| URI United Rentals Inc. | 4.43% | 70,112 | $56.7M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.74% | 153,272 | $48.0M | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 3.74% | 198,526 | $47.9M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.24% | 180,064 | $41.6M | Reduce -0.8% |
| AMAT Applied Materials Inc. | 3.00% | 149,776 | $38.5M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.54% | 174,732 | $32.6M | Add +0.2% |
| WSM Williams-Sonoma Inc. | 2.42% | 173,906 | $31.1M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.94% | 54,839 | $24.9M | Reduce -0.6% |
| BX Blackstone Inc. | 1.85% | 153,852 | $23.7M | Add +1.0% |
| JCI Johnson Controls Internation | 1.73% | 184,737 | $22.1M | Reduce -1.4% |
| V Visa Inc. Class A | 1.67% | 60,953 | $21.4M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.63% | 68,714 | $20.9M | Add +0.5% |
| LEN Lennar Corp. Class A | 1.62% | 201,582 | $20.7M | Reduce -0.5% |
| BLK BlackRock Inc. | 1.54% | 18,417 | $19.7M | Add +0.6% |
| GD General Dynamics Corp. | 1.50% | 56,902 | $19.2M | Add +1.1% |
| SCHW Schwab (charles) Corp. | 1.45% | 186,367 | $18.6M | Add +3.5% |
| C Citigroup Inc. | 1.31% | 143,794 | $16.8M | Add +0.3% |
| NVS Novartis AG-Sponsored ADR | 1.17% | 108,330 | $14.9M | Reduce -0.7% |
| ICSH iShares Ultra Short Duration | 1.12% | 283,353 | $14.3M | Reduce -2.9% |
| ARCC Ares Capital Corp. | 1.11% | 704,973 | $14.3M | Add +0.1% |
| AEP American Electric Power | 1.10% | 122,729 | $14.2M | Add +0.2% |
| SPG Simon Property Group Inc. | 1.00% | 69,541 | $12.9M | Reduce -0.4% |
| DE Deere & Co. | 0.94% | 25,977 | $12.1M | Reduce -0.5% |
| O Realty Income Corp. | 0.90% | 205,392 | $11.6M | Add +6.0% |
| SHEL Shell PLC-ADR | 0.90% | 157,501 | $11.6M | Reduce -2.2% |
| ETR Entergy Corp. | 0.85% | 118,082 | $10.9M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.78% | 17,271 | $10.0M | Reduce -0.2% |
| EPD Enterprise Products Partners | 0.74% | 297,525 | $9.5M | Reduce -1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.72% | 161,448 | $9.2M | Add +6.5% |
| VZ Verizon Communications Inc. | 0.66% | 207,119 | $8.4M | Reduce -8.7% |
| NEE Nextera Energy Inc. | 0.65% | 103,879 | $8.3M | Reduce -1.0% |
| CCI Crown Castle Inc. | 0.65% | 93,731 | $8.3M | Add +1.0% |
| T AT&T Inc. | 0.63% | 325,636 | $8.1M | Add +1.1% |
| PSA Public Storage | 0.58% | 28,665 | $7.4M | Add +0.6% |
| VRT Vertiv Holdings Co. Class A | 0.57% | 44,747 | $7.2M | Add +7.7% |
| CWEN.A Clearway Energy Inc. Class A | 0.52% | 213,181 | $6.7M | Add +0.2% |
| PFE Pfizer Inc. | 0.52% | 267,930 | $6.7M | Add +5.3% |
| SO The Southern Co. | 0.52% | 75,974 | $6.6M | Reduce -0.1% |
| EVRG Evergy Inc. | 0.51% | 90,591 | $6.6M | Add +2.8% |
| CNP Centerpoint Energy Inc. | 0.51% | 169,526 | $6.5M | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 0.49% | 1,174 | $6.3M | Add +6.2% |
| DLR Digital Realty Trust Inc. | 0.47% | 39,070 | $6.0M | Reduce -3.2% |
| ES Eversource Energy | 0.40% | 75,937 | $5.1M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.39% | 7,330 | $5.0M | Reduce -22.6% |
| FCT First Trust SNR FL RT Inc. II | 0.39% | 490,037 | $4.9M | Reduce -18.4% |
| USB US Bancorp | 0.35% | 84,231 | $4.5M | Add +24.2% |
| KMI Kinder Morgan Inc. | 0.35% | 163,326 | $4.5M | Reduce -0.8% |
| ATO Atmos Energy Corp. | 0.35% | 26,466 | $4.4M | Reduce -1.5% |
| STWD Starwood Property Trust Inc. | 0.27% | 194,524 | $3.5M | Reduce -2.5% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.27% | 296,213 | $3.5M | Add +47.1% |
| EMO Clearbridge Energy Midstream | 0.26% | 73,906 | $3.3M | Add +36.9% |
| PBA Pembina Pipeline Corp. | 0.26% | 86,490 | $3.3M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.25% | 39,105 | $3.2M | Add +25.8% |
| OKE Oneok Inc. | 0.25% | 43,450 | $3.2M | Reduce -3.5% |
| NZF Nuveen Municipal Credit Inc. | 0.24% | 245,944 | $3.1M | Add +10.6% |
| BTZ BlackRock Credit Allocation | 0.22% | 260,315 | $2.8M | Reduce -2.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.21% | 69,963 | $2.7M | Add +11.9% |
| WELL Welltower Inc. | 0.21% | 14,400 | $2.7M | Reduce -9.3% |
| UPS United Parcel Service Class B | 0.20% | 26,175 | $2.6M | Add +27.1% |
| XEL Xcel Energy Inc. | 0.20% | 34,268 | $2.5M | Reduce -0.9% |
| BEPC Brookfield Renewable Corp. | 0.19% | 62,633 | $2.4M | Add +8.1% |
| MRP Millrose Properties | 0.18% | 77,216 | $2.3M | Reduce -7.2% |
| KYN Kayne Anderson Energy Infra | 0.18% | 184,380 | $2.3M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.18% | 7,046 | $2.3M | Reduce -17.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 3 | $2.3M | No change |
| INTU Intuit Inc. | 0.17% | 3,321 | $2.2M | Add +65.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 18,718 | $2.2M | No change |
| JNJ Johnson & Johnson | 0.17% | 10,437 | $2.2M | Reduce -3.8% |
| GIS General Mills Inc. | 0.16% | 45,251 | $2.1M | New |
| FSLR First Solar Inc. | 0.16% | 7,807 | $2.0M | Add +41.4% |
| VOO Vanguard S&P 500 ETF | 0.16% | 3,229 | $2.0M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.14% | 3,762 | $1.8M | Reduce -36.4% |
| ORCL Oracle Corp. | 0.14% | 8,999 | $1.8M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 0.13% | 16,857 | $1.7M | Add +7.3% |
| DHR Danaher Corp. | 0.13% | 7,346 | $1.7M | No change |
| CPRT Copart Inc. | 0.12% | 40,665 | $1.6M | Add +9.4% |
| BEP Brookfield Renewable Partner | 0.12% | 58,741 | $1.6M | Reduce -17.7% |
| CI The Cigna Group | 0.12% | 5,683 | $1.6M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.12% | 4,451 | $1.6M | Add +55.0% |
| WMT Walmart Inc. | 0.11% | 12,614 | $1.4M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.11% | 11,597 | $1.4M | Reduce -13.6% |
| NFLX Netflix Inc. | 0.10% | 13,512 | $1.3M | Add +630.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 10,710 | $1.2M | Reduce -3.6% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 16,729 | $1.1M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.09% | 1,013 | $1.1M | Reduce -56.5% |
| SUB iShares Short-Term National | 0.08% | 9,518 | $1.0M | Add +19.7% |
| CSX CSX Corp. | 0.08% | 27,750 | $1.0M | No change |
| ED Consolidated Edison Inc. | 0.08% | 9,778 | $971K | Reduce -0.0% |
| HD Home Depot Inc. | 0.07% | 2,767 | $952K | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 7,454 | $896K | Reduce -17.3% |
| ACN Accenture PLC Class A | 0.07% | 3,298 | $885K | Reduce -14.0% |
| GBDC Golub Capital BDC Inc. | 0.07% | 63,756 | $865K | Reduce -6.3% |
| CVX Chevron Corp. | 0.07% | 5,575 | $850K | Reduce -10.4% |
| RTX RTX Corp. | 0.06% | 4,528 | $830K | Reduce -4.2% |
| MUB iShares National Muni Bond E | 0.06% | 7,513 | $805K | Add +6.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $7.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,017 | $3.7M | Reduce -0.6% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,581 | $2.0M | Reduce -0.6% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 66,503 | $1.7M | Reduce -9.3% |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q3 2025 → Q4 2025
| URI United Rentals Inc. | Reduce -1.1% | 4.43% | −0.82 |
| MSFT Microsoft Corp. | Reduce -2.1% | 7.85% | −0.69 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.52 |
| LEN Lennar Corp. Class A | Reduce -0.5% | 1.62% | −0.36 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.28 |
| WSM Williams-Sonoma Inc. | Reduce -1.9% | 2.42% | −0.26 |
| KO The Coca-Cola Co. | Reduce -87.5% | 0.03% | −0.21 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 3.74% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -8.7% | 0.66% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -22.6% | 0.39% | −0.10 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 5.92% | −0.09 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.08 |
| FCT First Trust SNR FL RT Inc. II | Reduce -18.4% | 0.39% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -36.4% | 0.14% | −0.08 |
| DLR Digital Realty Trust Inc. | Reduce -3.2% | 0.47% | −0.07 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -56.5% | 0.09% | −0.05 |
| SO The Southern Co. | Reduce -0.1% | 0.52% | −0.04 |
| ABBV Abbvie Inc. | Reduce -47.2% | 0.04% | −0.04 |
| MRP Millrose Properties | Reduce -7.2% | 0.18% | −0.04 |
| UBSI United Bankshares Inc. | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -17.9% | 0.18% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -2.9% | 1.12% | −0.03 |
| FFBC First Financial Bancorp | Sold out | 0.00% | −0.03 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.03 |
| STWD Starwood Property Trust Inc. | Reduce -2.5% | 0.27% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -37.0% | 0.04% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -30.6% | 0.05% | −0.02 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.02 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -36.6% | 0.04% | −0.02 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.02 |
| BEP Brookfield Renewable Partner | Reduce -17.7% | 0.12% | −0.02 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.02 |
| XEL Xcel Energy Inc. | Reduce -0.9% | 0.20% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.02 |
| PBA Pembina Pipeline Corp. | Reduce -0.9% | 0.26% | −0.02 |
| HD Home Depot Inc. | Reduce -1.9% | 0.07% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.3% | 0.07% | −0.01 |
| CNP Centerpoint Energy Inc. | Reduce -1.7% | 0.51% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -0.4% | 1.00% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.8% | 0.35% | −0.01 |
| NOW ServiceNow Inc. | Reduce -22.5% | 0.02% | −0.01 |
| WELL Welltower Inc. | Reduce -9.3% | 0.21% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -37.6% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| C Citigroup Inc. | Add +0.3% | 1.31% | +0.18 |
| GIS General Mills Inc. | New | 0.16% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.5% | 1.63% | +0.15 |
| SCHW Schwab (charles) Corp. | Add +3.5% | 1.45% | +0.12 |
| USB US Bancorp | Add +24.2% | 0.35% | +0.10 |
| NFLX Netflix Inc. | Add +630.4% | 0.10% | +0.08 |
| VRT Vertiv Holdings Co. Class A | Add +7.7% | 0.57% | +0.08 |
| CWEN.A Clearway Energy Inc. Class A | Add +0.2% | 0.52% | +0.08 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +47.1% | 0.27% | +0.07 |
| EMO Clearbridge Energy Midstream | Add +36.9% | 0.26% | +0.07 |
| UPS United Parcel Service Class B | Add +27.1% | 0.20% | +0.07 |
| INTU Intuit Inc. | Add +65.5% | 0.17% | +0.07 |
| FSLR First Solar Inc. | Add +41.4% | 0.16% | +0.06 |
| V Visa Inc. Class A | Add +0.2% | 1.67% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +6.5% | 0.72% | +0.05 |
| ADBE Adobe Inc. | Add +55.0% | 0.12% | +0.04 |
| SLB SLB Ltd. | Add +11.9% | 0.21% | +0.04 |
| AEP American Electric Power | Add +0.2% | 1.10% | +0.03 |
| BEPC Brookfield Renewable Corp. | Add +8.1% | 0.19% | +0.03 |
| BKNG Booking Holdings Inc. | Add +6.2% | 0.49% | +0.03 |
| NZF Nuveen Municipal Credit Inc. | Add +10.6% | 0.24% | +0.02 |
| NVDA Nvidia Corp. | Add +0.2% | 2.54% | +0.02 |
| PFE Pfizer Inc. | Add +5.3% | 0.52% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +19.7% | 0.08% | +0.01 |
| UBER Uber Technologies Inc. | Add +25.8% | 0.25% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +7.3% | 0.13% | +0.01 |
| GD General Dynamics Corp. | Add +1.1% | 1.50% | +0.01 |
| KYN Kayne Anderson Energy Infra | Add +2.2% | 0.18% | +0.01 |
| MUB iShares National Muni Bond E | Add +6.2% | 0.06% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.9% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Add +0.0% | 0.03% | −0.00 |
| ARCC Ares Capital Corp. | Add +0.1% | 1.11% | −0.00 |
| ES Eversource Energy | Add +4.4% | 0.40% | −0.00 |
| CPRT Copart Inc. | Add +9.4% | 0.12% | −0.01 |
| EVRG Evergy Inc. | Add +2.8% | 0.51% | −0.01 |
| O Realty Income Corp. | Add +6.0% | 0.90% | −0.01 |
| CCI Crown Castle Inc. | Add +1.0% | 0.65% | −0.04 |
| PSA Public Storage | Add +0.6% | 0.58% | −0.06 |
| ORCL Oracle Corp. | Add +0.2% | 0.14% | −0.06 |
| T AT&T Inc. | Add +1.1% | 0.63% | −0.07 |
| BLK BlackRock Inc. | Add +0.6% | 1.54% | −0.12 |
| BX Blackstone Inc. | Add +1.0% | 1.85% | −0.17 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.6% | 3,017 | $3.7M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.6% | 1,581 | $2.0M |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Reduce -9.3% | 66,503 | $1.7M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $1.5B | AMAT, AAPL, URI, MSFT, BRK.B |
| Q1 2026 | 167 | $1.3B | AAPL, MSFT, BRK.B, GOOG, AVGO |
| Q4 2025 | 172 | $1.3B | MSFT, AAPL, BRK.B, GOOG, AVGO |
| Q3 2025 | 187 | $1.3B | MSFT, AAPL, BRK.B, URI, AVGO |
| Q2 2025 | 167 | $1.2B | MSFT, BRK.B, AAPL, URI, AVGO |
| Q1 2025 | 158 | $1.1B | BRK.B, MSFT, AAPL, LOW, URI |
| Q4 2024 | 165 | $1.1B | MSFT, AAPL, BRK.B, URI, LOW |
| Q3 2024 | 161 | $1.1B | MSFT, AAPL, BRK.B, URI, LOW |
| Q2 2024 | 157 | $1.1B | MSFT, AAPL, BRK.B, URI, LOW |
| Q1 2024 | 161 | $1.0B | MSFT, BRK.B, AAPL, URI, LOW |