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

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 Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.3B $1.3B Q1 2026 Q2 2026: $1.5B Q2 2026

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
GBDC Golub Capital BDC Inc. 0.06% 61,309 $776K Reduce -3.8%
LMT Lockheed Martin Corp. 0.06% 1,278 $772K No change
CSCO Cisco Systems Inc. 0.06% 9,911 $769K No change
STLD Steel Dynamics Inc. 0.06% 3,904 $703K No change
USIG iShares Broad Usd Investment 0.05% 13,555 $694K No change
AMGN Amgen Inc. 0.05% 1,910 $672K Reduce -0.1%
IVE iShares S&P 500 Value ETF 0.05% 3,079 $650K Reduce -3.6%
PEP Pepsico Inc. 0.05% 4,173 $648K No change
PG The Procter & Gamble Co. 0.05% 4,338 $627K No change
ORLY O'reilly Automotive Inc. 0.05% 6,660 $615K No change
WY Weyerhaeuser Co. 0.05% 24,367 $595K No change
IWR iShares Russell Mid-Cap ETF 0.05% 5,960 $579K No change
META Meta Platforms Inc. Class A 0.04% 952 $545K Reduce -8.6%
IWD iShares Russell 1000 Value E 0.04% 2,506 $535K No change
ADP Automatic Data Processing 0.04% 2,622 $533K No change
ABBV Abbvie Inc. 0.04% 2,435 $530K Add +0.1%
JFR Nuveen Floating Rate Income 0.04% 68,421 $515K No change
SYK Stryker Corp. 0.04% 1,442 $474K No change
EMR Emerson Electric Co. 0.04% 3,567 $467K No change
MU Micron Technology Inc. 0.04% 1,356 $458K No change
MCD McDonald's Corp. 0.04% 1,461 $454K No change
KKR KKR & Co. Inc. 0.04% 4,886 $452K No change
PM Philip Morris International 0.03% 2,661 $440K No change
GS Goldman Sachs Group Inc. 0.03% 516 $437K No change
VTR Ventas Inc. 0.03% 4,995 $408K Reduce -1.7%
IPAC iShares Core MSCI Pacific Et 0.03% 5,310 $406K No change
ET Energy Transfer LP 0.03% 20,620 $398K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 8,031 $392K Reduce -26.5%
MO Altria Group Inc. 0.03% 5,809 $383K Add +3.3%
QQQ Invesco QQQ Trust Series 1 0.03% 657 $379K No change
TXN Texas Instruments Inc. 0.03% 1,843 $358K Reduce -2.6%
ABT Abbott Laboratories 0.03% 3,269 $336K Add +0.0%
MRK Merck & Co. Inc. 0.03% 2,727 $328K Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 503 $328K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 6,223 $327K Add +4.8%
PFF iShares Preferred & Income S 0.03% 10,663 $323K Add +0.6%
NTCT Netscout Systems Inc. 0.03% 10,011 $318K No change
GLW Corning Inc. 0.03% 2,339 $318K Add +1.6%
CAT Caterpillar Inc. 0.02% 443 $314K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 1,090 $313K No change
ETN Eaton Corp. PLC 0.02% 852 $305K No change
COP Conocophillips 0.02% 2,297 $303K Reduce -1.1%
YUM Yum! Brands Inc. 0.02% 1,915 $298K No change
QCOM Qualcomm Inc. 0.02% 2,230 $287K No change
IEFA iShares Core MSCI Eafe ETF 0.02% 3,149 $285K No change
IEMG iShares Core MSCI Emerging 0.02% 4,054 $283K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.02% 3,674 $281K Reduce -4.5%
AXP American Express Co. 0.02% 907 $274K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.02% 23,217 $261K New
MAR Marriott International Class A 0.02% 765 $250K No change
VCIT Vanguard Int-Term Corporate 0.02% 2,952 $244K New
SMMD iShares Russell 2500 ETF 0.02% 3,200 $244K No change
IWS iShares Russell Mid-Cap Valu 0.02% 1,670 $244K Reduce -5.7%
KO The Coca-Cola Co. 0.02% 3,173 $241K Reduce -46.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 989 $240K No change
XLK SS Technology Select Sector 0.02% 1,780 $237K No change
AMLP Alerian MLP ETF 0.02% 4,450 $234K No change
WFC Wells Fargo & Co. 0.02% 2,922 $233K No change
WEC WEC Energy Group Inc. 0.02% 1,952 $226K No change
PAYX Paychex Inc. 0.02% 2,389 $220K Reduce -1.5%
IVW iShares S&P 500 Growth ETF 0.02% 1,944 $220K Reduce -9.7%
CEG Constellation Energy 0.02% 772 $216K Add +1.6%
VLTO Veralto Corp. 0.02% 2,413 $213K No change
RSP Invesco S&P 500 Equal Weight 0.02% 1,107 $212K No change
VEA Vanguard Ftse Developed ETF 0.02% 3,234 $207K No change
HON Honeywell International Inc. 0.02% 915 $207K New
AZO AutoZone Inc. 0.02% 60 $203K No change
Other holdings (3): bonds, preferreds, convertibles and warrants · $6.9M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,937$3.4MReduce -2.6%
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 1,569$1.9MReduce -0.8%
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 66,203$1.6MReduce -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

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