Edgemoor Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Edgemoor Investment Advisors, Inc. reported 167 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Berkshire Hathaway Class B (BRK.B, 5.7%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 67 and reduced 42. The biggest buy was Vertiv Class A (VRT, shares +3%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001313792
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001398344-26-009044 ↗ filed May 13, 2026
Holdings Value
Holdings 167 stocks · $1.3B
| AAPL Apple Inc. | 6.85% | 341,350 | $86.6M | Reduce -0.0% |
| MSFT Microsoft Corp. | 6.12% | 209,133 | $77.4M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.73% | 151,123 | $72.4M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 4.64% | 204,298 | $58.6M | Reduce -1.3% |
| AVGO Broadcom Inc. | 4.07% | 166,276 | $51.5M | Add +0.1% |
| AMAT Applied Materials Inc. | 4.04% | 149,533 | $51.1M | Reduce -0.2% |
| URI United Rentals Inc. | 4.04% | 70,115 | $51.1M | Add +0.0% |
| LOW Lowe's Cos Inc. | 3.72% | 198,790 | $47.0M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.51% | 154,362 | $44.4M | Add +0.7% |
| AMZN Amazon.com Inc. | 3.01% | 182,558 | $38.0M | Add +1.4% |
| WSM Williams-Sonoma Inc. | 2.48% | 171,742 | $31.3M | Reduce -1.2% |
| NVDA Nvidia Corp. | 2.42% | 175,610 | $30.6M | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 1.96% | 55,415 | $24.7M | Add +1.1% |
| JCI Johnson Controls Internation | 1.91% | 184,518 | $24.2M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.87% | 69,777 | $23.6M | Add +1.6% |
| GD General Dynamics Corp. | 1.57% | 57,867 | $19.9M | Add +1.7% |
| V Visa Inc. Class A | 1.48% | 61,699 | $18.6M | Add +1.2% |
| BX Blackstone Inc. | 1.42% | 156,613 | $18.0M | Add +1.8% |
| BLK BlackRock Inc. | 1.41% | 18,520 | $17.8M | Add +0.6% |
| SCHW Schwab (charles) Corp. | 1.41% | 189,484 | $17.8M | Add +1.7% |
| LEN Lennar Corp. Class A | 1.39% | 202,731 | $17.6M | Add +0.6% |
| C Citigroup Inc. | 1.32% | 146,793 | $16.6M | Add +2.1% |
| NVS Novartis AG-Sponsored ADR | 1.31% | 108,581 | $16.6M | Add +0.2% |
| AEP American Electric Power | 1.28% | 123,350 | $16.2M | Add +0.5% |
| DE Deere & Co. | 1.18% | 26,369 | $14.9M | Add +1.5% |
| SHEL Shell PLC-ADR | 1.15% | 156,690 | $14.6M | Reduce -0.5% |
| ICSH iShares Ultra Short Duration | 1.12% | 279,754 | $14.2M | Reduce -1.3% |
| ETR Entergy Corp. | 1.05% | 118,544 | $13.3M | Add +0.4% |
| SPG Simon Property Group Inc. | 1.03% | 69,576 | $13.0M | Add +0.1% |
| O Realty Income Corp. | 1.02% | 211,044 | $12.9M | Add +2.8% |
| ARCC Ares Capital Corp. | 1.02% | 715,985 | $12.9M | Add +1.6% |
| VRT Vertiv Holdings Co. Class A | 0.91% | 46,149 | $11.6M | Add +3.1% |
| EPD Enterprise Products Partners | 0.88% | 294,522 | $11.1M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.87% | 219,659 | $11.0M | Add +6.0% |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 170,927 | $9.7M | Add +5.9% |
| NEE Nextera Energy Inc. | 0.75% | 102,342 | $9.5M | Reduce -1.5% |
| T AT&T Inc. | 0.74% | 324,456 | $9.4M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 18,085 | $8.9M | Add +4.7% |
| CWEN.A Clearway Energy Inc. Class A | 0.67% | 215,549 | $8.4M | Add +1.1% |
| PFE Pfizer Inc. | 0.63% | 282,832 | $7.9M | Add +5.6% |
| PSA Public Storage | 0.62% | 28,924 | $7.8M | Add +0.9% |
| CCI Crown Castle Inc. | 0.62% | 95,803 | $7.8M | Add +2.2% |
| EVRG Evergy Inc. | 0.61% | 93,923 | $7.7M | Add +3.7% |
| SO The Southern Co. | 0.58% | 75,874 | $7.3M | Reduce -0.1% |
| CNP Centerpoint Energy Inc. | 0.57% | 168,145 | $7.3M | Reduce -0.8% |
| DLR Digital Realty Trust Inc. | 0.55% | 38,875 | $7.0M | Reduce -0.5% |
| ES Eversource Energy | 0.45% | 82,511 | $5.7M | Add +8.7% |
| KMI Kinder Morgan Inc. | 0.43% | 162,594 | $5.5M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 0.41% | 1,246 | $5.2M | Add +6.1% |
| IVV iShares Core S&P 500 ETF | 0.38% | 7,338 | $4.8M | Add +0.1% |
| ATO Atmos Energy Corp. | 0.37% | 25,552 | $4.7M | Reduce -3.5% |
| FCT First Trust SNR FL RT Inc. II | 0.37% | 487,589 | $4.7M | Reduce -0.5% |
| USB US Bancorp | 0.37% | 89,846 | $4.7M | Add +6.7% |
| EMO Clearbridge Energy Midstream | 0.32% | 77,738 | $4.1M | Add +5.2% |
| GLD SPDR Gold Shares | 0.31% | 9,213 | $4.0M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 0.31% | 76,237 | $3.9M | Add +9.0% |
| OKE Oneok Inc. | 0.31% | 42,839 | $3.9M | Reduce -1.4% |
| PBA Pembina Pipeline Corp. | 0.30% | 86,088 | $3.9M | Reduce -0.5% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.29% | 328,384 | $3.6M | Add +10.9% |
| STWD Starwood Property Trust Inc. | 0.28% | 206,984 | $3.6M | Add +6.4% |
| NZF Nuveen Municipal Credit Inc. | 0.27% | 284,883 | $3.5M | Add +15.8% |
| UBER Uber Technologies Inc. | 0.27% | 46,739 | $3.4M | Add +19.5% |
| UPS United Parcel Service Class B | 0.23% | 29,611 | $2.9M | Add +13.1% |
| PANW Palo Alto Networks Inc. | 0.23% | 17,759 | $2.8M | Add +1342.7% |
| WELL Welltower Inc. | 0.23% | 14,385 | $2.8M | Reduce -0.1% |
| KYN Kayne Anderson Energy Infra | 0.22% | 194,896 | $2.8M | Add +5.7% |
| XEL Xcel Energy Inc. | 0.21% | 34,118 | $2.7M | Reduce -0.4% |
| BEPC Brookfield Renewable Corp. | 0.21% | 66,191 | $2.6M | Add +5.7% |
| BTZ BlackRock Credit Allocation | 0.21% | 257,803 | $2.6M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.20% | 10,596 | $2.6M | Add +1.5% |
| BEP Brookfield Renewable Partner | 0.20% | 77,112 | $2.5M | Add +31.3% |
| GIS General Mills Inc. | 0.19% | 63,174 | $2.4M | Add +39.6% |
| AGG iShares Core U.S. Aggregate | 0.18% | 22,836 | $2.3M | Add +35.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 18,610 | $2.2M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 3 | $2.2M | No change |
| MRP Millrose Properties | 0.17% | 76,202 | $2.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.17% | 7,144 | $2.1M | Add +1.4% |
| FSLR First Solar Inc. | 0.16% | 10,420 | $2.1M | Add +33.5% |
| NFLX Netflix Inc. | 0.16% | 21,100 | $2.0M | Add +56.2% |
| XOM Exxon Mobil Corp. | 0.16% | 11,591 | $2.0M | Reduce -0.1% |
| INTU Intuit Inc. | 0.15% | 4,494 | $1.9M | Add +35.3% |
| VOO Vanguard S&P 500 ETF | 0.15% | 3,219 | $1.9M | Reduce -0.3% |
| CPRT Copart Inc. | 0.14% | 51,743 | $1.7M | Add +27.2% |
| IWF iShares Russell 1000 Growth | 0.13% | 3,762 | $1.6M | No change |
| WMT Walmart Inc. | 0.12% | 12,615 | $1.6M | Add +0.0% |
| CI The Cigna Group | 0.12% | 5,633 | $1.5M | Reduce -0.9% |
| DHR Danaher Corp. | 0.11% | 7,346 | $1.4M | No change |
| ORCL Oracle Corp. | 0.10% | 8,999 | $1.3M | No change |
| IJH iShares Core S&P Midcap ETF | 0.09% | 17,382 | $1.2M | Add +3.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 10,510 | $1.2M | Reduce -1.9% |
| CVX Chevron Corp. | 0.09% | 5,575 | $1.2M | No change |
| CSX CSX Corp. | 0.09% | 27,750 | $1.1M | No change |
| ED Consolidated Edison Inc. | 0.09% | 9,778 | $1.1M | No change |
| SUB iShares Short-Term National | 0.09% | 10,173 | $1.1M | Add +6.9% |
| MUB iShares National Muni Bond E | 0.07% | 8,813 | $936K | Add +17.3% |
| LLY Eli Lilly & Co. | 0.07% | 1,013 | $932K | No change |
| IJR iShares Core S&P Small-Cap E | 0.07% | 7,454 | $927K | No change |
| HD Home Depot Inc. | 0.07% | 2,731 | $898K | Reduce -1.3% |
| RTX RTX Corp. | 0.07% | 4,528 | $873K | No change |
| COST Costco Wholesale Corp. | 0.06% | 785 | $783K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $6.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2,937 | $3.4M | Reduce -2.6% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,569 | $1.9M | Reduce -0.8% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 66,203 | $1.6M | Reduce -0.5% |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 4.64% | −0.43 |
| AAPL Apple Inc. | Reduce -0.0% | 6.85% | −0.39 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.12 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -26.5% | 0.03% | −0.02 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.02 |
| BTZ BlackRock Credit Allocation | Reduce -1.0% | 0.21% | −0.01 |
| KO The Coca-Cola Co. | Reduce -46.5% | 0.02% | −0.01 |
| FCT First Trust SNR FL RT Inc. II | Reduce -0.5% | 0.37% | −0.01 |
| MRP Millrose Properties | Reduce -1.3% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -8.6% | 0.04% | −0.01 |
| GBDC Golub Capital BDC Inc. | Reduce -3.8% | 0.06% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.15% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.5% | 0.02% | −0.00 |
| HD Home Depot Inc. | Reduce -1.3% | 0.07% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.7% | 0.02% | −0.00 |
| CI The Cigna Group | Reduce -0.9% | 0.12% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.5% | 0.02% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -3.6% | 0.05% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.9% | 0.09% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.7% | 0.02% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -1.3% | 1.12% | +0.00 |
| VTR Ventas Inc. | Reduce -1.7% | 0.03% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -2.6% | 0.03% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -2.1% | 0.03% | +0.00 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.05% | +0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -0.6% | 0.17% | +0.01 |
| COP Conocophillips | Reduce -1.1% | 0.02% | +0.01 |
| WELL Welltower Inc. | Reduce -0.1% | 0.23% | +0.02 |
| XEL Xcel Energy Inc. | Reduce -0.4% | 0.21% | +0.02 |
| ATO Atmos Energy Corp. | Reduce -3.5% | 0.37% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.16% | +0.05 |
| PBA Pembina Pipeline Corp. | Reduce -0.5% | 0.30% | +0.05 |
| WSM Williams-Sonoma Inc. | Reduce -1.2% | 2.48% | +0.05 |
| OKE Oneok Inc. | Reduce -1.4% | 0.31% | +0.06 |
| SO The Southern Co. | Reduce -0.1% | 0.58% | +0.06 |
| CNP Centerpoint Energy Inc. | Reduce -0.8% | 0.57% | +0.07 |
| KMI Kinder Morgan Inc. | Reduce -0.5% | 0.43% | +0.08 |
| DLR Digital Realty Trust Inc. | Reduce -0.5% | 0.55% | +0.08 |
| NEE Nextera Energy Inc. | Reduce -1.5% | 0.75% | +0.10 |
| T AT&T Inc. | Reduce -0.4% | 0.74% | +0.11 |
| EPD Enterprise Products Partners | Reduce -1.0% | 0.88% | +0.14 |
| JCI Johnson Controls Internation | Reduce -0.1% | 1.91% | +0.18 |
| SHEL Shell PLC-ADR | Reduce -0.5% | 1.15% | +0.25 |
Portfolio Buys Q4 2025 → Q1 2026
| VRT Vertiv Holdings Co. Class A | Add +3.1% | 0.91% | +0.35 |
| GLD SPDR Gold Shares | New | 0.31% | +0.31 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.6% | 1.87% | +0.24 |
| DE Deere & Co. | Add +1.5% | 1.18% | +0.23 |
| VZ Verizon Communications Inc. | Add +6.0% | 0.87% | +0.21 |
| PANW Palo Alto Networks Inc. | Add +1342.7% | 0.23% | +0.21 |
| ETR Entergy Corp. | Add +0.4% | 1.05% | +0.20 |
| AEP American Electric Power | Add +0.5% | 1.28% | +0.17 |
| NVS Novartis AG-Sponsored ADR | Add +0.2% | 1.31% | +0.15 |
| CWEN.A Clearway Energy Inc. Class A | Add +1.1% | 0.67% | +0.15 |
| O Realty Income Corp. | Add +2.8% | 1.02% | +0.12 |
| PFE Pfizer Inc. | Add +5.6% | 0.63% | +0.11 |
| SLB SLB Ltd. | Add +9.0% | 0.31% | +0.10 |
| EVRG Evergy Inc. | Add +3.7% | 0.61% | +0.10 |
| GD General Dynamics Corp. | Add +1.7% | 1.57% | +0.08 |
| BEP Brookfield Renewable Partner | Add +31.3% | 0.20% | +0.08 |
| EMO Clearbridge Energy Midstream | Add +5.2% | 0.32% | +0.07 |
| NFLX Netflix Inc. | Add +56.2% | 0.16% | +0.06 |
| ES Eversource Energy | Add +8.7% | 0.45% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +35.5% | 0.18% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +5.9% | 0.77% | +0.05 |
| KYN Kayne Anderson Energy Infra | Add +5.7% | 0.22% | +0.04 |
| PSA Public Storage | Add +0.9% | 0.62% | +0.04 |
| JNJ Johnson & Johnson | Add +1.5% | 0.20% | +0.04 |
| NZF Nuveen Municipal Credit Inc. | Add +15.8% | 0.27% | +0.03 |
| UPS United Parcel Service Class B | Add +13.1% | 0.23% | +0.03 |
| SPG Simon Property Group Inc. | Add +0.1% | 1.03% | +0.02 |
| GIS General Mills Inc. | Add +39.6% | 0.19% | +0.02 |
| BEPC Brookfield Renewable Corp. | Add +5.7% | 0.21% | +0.02 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | New | 0.02% | +0.02 |
| USB US Bancorp | Add +6.7% | 0.37% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.1% | 1.96% | +0.02 |
| UBER Uber Technologies Inc. | Add +19.5% | 0.27% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.0% | 0.12% | +0.01 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +10.9% | 0.29% | +0.01 |
| CPRT Copart Inc. | Add +27.2% | 0.14% | +0.01 |
| MUB iShares National Muni Bond E | Add +17.3% | 0.07% | +0.01 |
| GLW Corning Inc. | Add +1.6% | 0.03% | +0.01 |
| STWD Starwood Property Trust Inc. | Add +6.4% | 0.28% | +0.01 |
| C Citigroup Inc. | Add +2.1% | 1.32% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +3.9% | 0.09% | +0.01 |
| SUB iShares Short-Term National | Add +6.9% | 0.09% | +0.01 |
| MO Altria Group Inc. | Add +3.3% | 0.03% | +0.01 |
| FSLR First Solar Inc. | Add +33.5% | 0.16% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +4.8% | 0.03% | +0.00 |
| PFF iShares Preferred & Income S | Add +0.6% | 0.03% | 0.00 |
| ABBV Abbvie Inc. | Add +0.1% | 0.04% | −0.00 |
| CEG Constellation Energy | Add +1.6% | 0.02% | −0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -2.6% | 2,937 | $3.4M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.8% | 1,569 | $1.9M |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Reduce -0.5% | 66,203 | $1.6M |
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 |