Edgemoor Investment Advisors, Inc. Q2 2018 Filing

Filed August 2, 2018

Portfolio Value

$748.0B

Holdings

135

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
224,842$42.0B5.61%
2
MSFTMICROSOFT
411,711$40.6B5.43%
3
AAPLAPPLE INC
199,687$37.0B4.94%
4
LOWLOWES COS INC
339,697$32.5B4.34%
5
GOOGALPHABET INC
20,377$22.7B3.04%
6
PNCPNC FINL SVCS GROUP INC
153,054$20.7B2.76%
7
BABOEING CO
56,472$18.9B2.53%
8
URIUNITED RENTALS INC COM
119,221$17.6B2.35%
9
MMM3M CO
85,330$16.8B2.24%
10
LENLENNAR CORP
316,784$16.6B2.22%
11
GMGENERAL MOTORS CORP
417,988$16.5B2.20%
12
NVSNNOVARTIS AG
203,919$15.4B2.06%
13
COFCAPITAL ONE FINANCIAL CORP
166,711$15.3B2.05%
14
FDCFIRST DATA CORP NEW
700,806$14.7B1.96%
15
8CWCROWN CASTLE INTL CORP NEW
131,459$14.2B1.89%
16
EXPRESS SCRIPTS INC
176,688$13.6B1.82%
17
BXMTBLACKSTONE MTG TR INC
393,334$12.4B1.65%
18
GOOGLALPHABET INC
10,786$12.2B1.63%
19
LUVSOUTHWEST AIRLS CO
227,842$11.6B1.55%
20
GDGENERAL DYNAMICS CORP
60,878$11.3B1.52%
21
BACVERIZON COMMUNICATIONS
220,333$11.1B1.48%
22
ARCCARES CAP CORP
665,309$10.9B1.46%
23
AGGISHARES TR
100,349$10.7B1.43%
24
BLKCHFBLACKROCK INC
21,139$10.5B1.41%
25
BKNGBOOKING HLDGS INC
5,150$10.4B1.40%
26
JNJJOHNSON & JOHNSON
76,460$9.3B1.24%
27
DISDISNEY WALT CO
88,402$9.3B1.24%
28
OREALTY INCOME CORP
171,504$9.2B1.23%
29
VVISA INC
67,413$8.9B1.19%
30
UPSUNITED PARCEL SERVICE INC
81,994$8.7B1.16%
31
AEPAMERICAN ELEC PWR INC
124,770$8.6B1.16%
32
EMNEASTMAN CHEM CO
85,641$8.6B1.14%
33
BTZBLACKROCK CR ALLCTN INC TR
705,797$8.5B1.14%
34
WSMWILLIAMS SONOMA INC
136,640$8.4B1.12%
35
EPDENTERPRISE PRODS PARTNERS L P
296,472$8.2B1.10%
36
ENBENBRIDGE INC
229,256$8.2B1.09%
37
AMGAFFILIATED MANAGERS GROUP
52,142$7.8B1.04%
38
NEENEXTERA ENERGY INC
44,629$7.5B1.00%
39
AMATAPPLIED MATLS INC
154,911$7.2B0.96%
40
LAMRLAMAR ADVERTISING CO NEW
104,013$7.1B0.95%
41
APUAMERIGAS PARTNERS LP
161,914$6.8B0.91%
42
MDTMEDTRONIC PLC
78,309$6.7B0.90%
43
MRKMERCK & CO INC
105,542$6.4B0.86%
44
DUKDUKE ENERGY CORP NEW
80,749$6.4B0.85%
45
SOSOUTHERN CO
130,466$6.0B0.81%
46
TAT&T INC
171,156$5.5B0.73%
47
JCIJOHNSON CTLS INC
161,328$5.4B0.72%
48
RLJ 1.95 PERP ARLJ LODGING TR
203,650$5.3B0.71%
49
KMIKINDER MORGAN INC
289,052$5.1B0.68%
50
BXUSDBLACKSTONE GROUP LP
158,648$5.1B0.68%
51
LEMBISHARES INC
111,861$5.0B0.66%
52
FCTFIRST TR SR FLG RTE INCM FD II
384,236$4.9B0.66%
53
PPLPEMBINA PIPELINE CORP
138,075$4.8B0.64%
54
WFC 7.5 PERP LWELLS FARGO CO NEW
3,661$4.6B0.62%
55
WEPMAGELLAN MIDSTREAM PARTNERS LP
65,105$4.5B0.60%
56
CNPCENTERPOINT ENERGY INC
160,000$4.4B0.59%
57
ICSHISHARES TR
85,925$4.3B0.58%
58
WYWEYERHAEUSER CO
114,015$4.2B0.56%
59
DDOMINION RESOURCES INC
54,617$3.7B0.50%
60
ORANYORANGE
214,710$3.6B0.48%
61
ATOATMOS ENERGY CORP
38,685$3.5B0.47%
62
EQC 6.5 PERP DEQUITY COMWLTH
129,704$3.4B0.45%
63
BAC 7.25 PERP LBANK AMER CORP
2,503$3.1B0.42%
64
MGAMAGNA INTL INC
49,867$2.9B0.39%
65
GBDCGOLUB CAP BDC INC COM
149,262$2.7B0.37%
66
DOMINION ENERGY INC
58,551$2.7B0.36%
67
METAFACEBOOK INC
13,910$2.7B0.36%
68
IJRISHARES TR
30,792$2.6B0.34%
69
EZUISHARES INC
50,573$2.1B0.28%
70
IEMGISHARES INC
39,203$2.1B0.28%
71
XELXCEL ENERGY INC
43,998$2.0B0.27%
72
XOMEXXON MOBIL CORP
21,338$1.8B0.24%
73
WELLWELLTOWER INC
27,267$1.7B0.23%
74
BRK-BBERKSHIRE HATHAWAY INC DEL
6$1.7B0.23%
75
VENVENTAS INC
24,122$1.4B0.18%
76
ESEVERSOURCE ENERGY
21,305$1.2B0.17%
77
BKBANK NEW YORK MELLON CORP
19,108$1.0B0.14%
78
CICIGNA CORP
5,967$1.0B0.14%
79
INTCINTEL CORP
20,152$1.0B0.13%
80
JFRNUVEEN FLOATING RATE INCOME
87,712$917.0M0.12%
81
OKEONEOK INC NEW COM
13,106$915.0M0.12%
82
ETENERGY TRANSFER EQUITY L P
48,096$830.0M0.11%
83
DHRDANAHER CORP
8,099$799.0M0.11%
84
LVLNSPDR SERIES TRUST
12,960$791.0M0.11%
85
PEPPEPSICO INC COM
7,214$785.0M0.10%
86
CVXCHEVRON CORP NEW
6,083$769.0M0.10%
87
WMTWALMART INC
8,477$726.0M0.10%
88
PFEPFIZER INC COM
19,458$706.0M0.09%
89
AMZNAMAZON.COM INC
360$612.0M0.08%
90
PPLPPL CORP
21,007$600.0M0.08%
91
ECLECOLAB INC
4,181$587.0M0.08%
92
BCEBCE INC
14,459$585.0M0.08%
93
SCZISHARES TR
8,395$527.0M0.07%
94
CSXCSX CORP
8,183$522.0M0.07%
95
NSCNORFOLK SOUTHERN CRP
3,448$520.0M0.07%
96
MKLMARKEL CORP HOLDING CO
465$504.0M0.07%
97
WFCWELLS FARGO CO NEW
8,810$488.0M0.07%
98
JPMJPMORGAN CHASE & CO
4,539$473.0M0.06%
99
ORCLORACLE CORPORATION
10,439$460.0M0.06%
100
ORLYO REILLY AUTOMOTIVE INC
1,675$458.0M0.06%
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