Institutional Fund
Edgemoor Investment Advisors, Inc.
Bethesda, MDCIK 13137925 filings on record
Portfolio Value
$1.27B
Q1 2026
Holdings
170
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.4%
from $1.29B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.8%
- Microsoft Corp6.1%
- Berkshire Hathaway Inc Del5.7%
- Alphabet Inc4.6%
- Broadcom Inc4.0%
- Applied Matls Inc4.0%
- Other68.7%
Portfolio Holdings
170 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 341.4K | $86.63M | 6.8% | −105 | Reduced |
| 2 | Microsoft Corp | 209.1K | $77.41M | 6.1% | +1.3K | Added |
| 3 | Berkshire Hathaway Inc Del | 151.1K | $72.42M | 5.7% | +338 | Added |
| 4 | Alphabet Inc | 204.3K | $58.61M | 4.6% | −2.6K | Reduced |
| 5 | Broadcom Inc | 166.3K | $51.46M | 4.0% | +230 | Added |
| 6 | Applied Matls Inc | 149.5K | $51.11M | 4.0% | −243 | Reduced |
| 7 | United Rentals Inc | 70.1K | $51.08M | 4.0% | +3 | Added |
| 8 | Lowes Cos Inc | 198.8K | $46.97M | 3.7% | +264 | Added |
| 9 | Alphabet Inc | 154.4K | $44.39M | 3.5% | +1.1K | Added |
| 10 | Amazon Com Inc | 182.6K | $38.02M | 3.0% | +2.5K | Added |
160 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio