Edgemoor Investment Advisors, Inc. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.2T

Holdings

170

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
210,998$105.0B9.06%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
154,068$74.8B6.46%
3
AAPLAPPLE INC
349,630$71.7B6.19%
4
URIUNITED RENTALS INC
71,645$54.0B4.66%
5
AVGOBROADCOM INC
170,098$46.9B4.05%
6
LOWLOWES COS INC
199,595$44.3B3.82%
7
AMZNAMAZON COM INC
180,296$39.6B3.41%
8
GOOGALPHABET INC
216,720$38.4B3.32%
9
WSMWILLIAMS SONOMA INC
179,439$29.3B2.53%
10
AMATAPPLIED MATLS INC
150,385$27.5B2.38%
11
GOOGLALPHABET INC
155,274$27.4B2.36%
12
NVDANVIDIA CORPORATION
171,577$27.1B2.34%
13
VRTXVERTEX PHARMACEUTICALS INC
56,024$24.9B2.15%
14
BXBLACKSTONE INC
151,844$22.7B1.96%
15
LENLENNAR CORP
202,603$22.4B1.93%
16
VVISA INC
60,341$21.4B1.85%
17
JCIJOHNSON CTLS INTL PLC
189,252$20.0B1.73%
18
BLKBLACKROCK INC
18,331$19.2B1.66%
19
GDGENERAL DYNAMICS CORP
56,639$16.5B1.43%
20
SCHWSCHWAB CHARLES CORP
179,901$16.4B1.42%
21
TSMTAIWAN SEMICONDUCTOR MFG LTD
67,745$15.3B1.32%
22
ARCCARES CAPITAL CORP
684,870$15.0B1.30%
23
NVSNNOVARTIS AG
110,739$13.4B1.16%
24
DEDEERE & CO
25,249$12.8B1.11%
25
AEPAMERICAN ELEC PWR CO INC
123,004$12.8B1.10%
26
TRVCCITIGROUP INC
143,617$12.2B1.06%
27
ICSHISHARES TR
234,465$11.9B1.03%
28
SPGSIMON PPTY GROUP INC NEW
69,967$11.2B0.97%
29
SHELSHELL PLC
159,653$11.2B0.97%
30
OREALTY INCOME CORP
180,996$10.4B0.90%
31
ETRENTERGY CORP NEW
120,848$10.0B0.87%
32
BACVERIZON COMMUNICATIONS INC
225,269$9.7B0.84%
33
EPDENTERPRISE PRODS PARTNERS L
306,179$9.5B0.82%
34
8CWCROWN CASTLE INC
91,153$9.4B0.81%
35
TMOTHERMO FISHER SCIENTIFIC INC
22,924$9.3B0.80%
36
TAT&T INC
292,709$8.5B0.73%
37
PSAPUBLIC STORAGE OPER CO
28,210$8.3B0.71%
38
JEPIJ P MORGAN EXCHANGE TRADED F
143,084$8.1B0.70%
39
FISVFISERV INC
43,495$7.5B0.65%
40
NEENEXTERA ENERGY INC
105,431$7.3B0.63%
41
FQIDIGITAL RLTY TR INC
41,048$7.2B0.62%
42
SOSOUTHERN CO
77,216$7.1B0.61%
43
CNPCENTERPOINT ENERGY INC
174,928$6.4B0.55%
44
FCTFIRST TR SR FLTG RATE INCOME
628,648$6.4B0.55%
45
CWEN/ACLEARWAY ENERGY INC
208,357$6.3B0.54%
46
BKNGBOOKING HOLDINGS INC
1,072$6.2B0.54%
47
EVRGEVERGY INC
85,358$5.9B0.51%
48
PFEPFIZER INC
236,569$5.7B0.50%
49
VRTVERTIV HOLDINGS CO
39,339$5.1B0.44%
50
KMIKINDER MORGAN INC DEL
166,051$4.9B0.42%
51
IVVISHARES TR
7,299$4.5B0.39%
52
ATOATMOS ENERGY CORP
27,859$4.3B0.37%
53
ESEVERSOURCE ENERGY
66,378$4.2B0.36%
54
STWDSTARWOOD PPTY TR INC
193,077$3.9B0.33%
55
AREALEXANDRIA REAL ESTATE EQ IN
52,408$3.8B0.33%
56
OKEONEOK INC NEW
45,598$3.7B0.32%
57
WFC 7.5 PERP LWELLS FARGO CO NEW
3,120$3.7B0.32%
58
MRKMERCK & CO INC
43,807$3.5B0.30%
59
KOCOCA COLA CO
46,877$3.3B0.29%
60
PPLPEMBINA PIPELINE CORP
87,420$3.3B0.28%
61
BTZBLACKROCK CR ALLOCATION INCO
266,474$2.9B0.25%
62
EMOCLEARBRIDGE ENERGY MIDSTRM O
52,355$2.5B0.22%
63
MRPMILLROSE PPTYS INC
87,392$2.5B0.22%
64
WELLWELLTOWER INC
16,070$2.5B0.21%
65
XFRAXBLACKROCK FLOATING RATE INCO
187,817$2.5B0.21%
66
XELXCEL ENERGY INC
35,708$2.4B0.21%
67
NZFNUVEEN MUNICIPAL CREDIT INC
199,882$2.4B0.21%
68
UBERUBER TECHNOLOGIES INC
25,262$2.4B0.20%
69
KYNKAYNE ANDERSON ENERGY INFRST
175,428$2.2B0.19%
70
AGGISHARES TR
22,442$2.2B0.19%
71
BRK-BBERKSHIRE HATHAWAY INC DEL
3$2.2B0.19%
72
JPMJPMORGAN CHASE & CO.
7,254$2.1B0.18%
73
ORCLORACLE CORP
9,006$2.0B0.17%
74
SLBSCHLUMBERGER LTD
57,253$1.9B0.17%
75
BAC 7.25 PERP LBANK AMERICA CORP
1,591$1.9B0.17%
76
CITHE CIGNA GROUP
5,715$1.9B0.16%
77
ACNACCENTURE PLC IRELAND
6,291$1.9B0.16%
78
RLJ 1.95 PERP ARLJ LODGING TR
74,333$1.8B0.15%
79
BEPCBROOKFIELD RENEWABLE CORP
53,420$1.8B0.15%
80
BKBANK NEW YORK MELLON CORP
18,718$1.7B0.15%
81
JNJJOHNSON & JOHNSON
10,875$1.7B0.14%
82
BEPBROOKFIELD RENEWABLE PARTNER
64,409$1.6B0.14%
83
IWFISHARES TR
3,762$1.6B0.14%
84
DHRDANAHER CORPORATION
7,318$1.4B0.12%
85
MRSHMARSH & MCLENNAN COS INC
6,472$1.4B0.12%
86
SHVISHARES TR
11,405$1.3B0.11%
87
XOMEXXON MOBIL CORP
11,557$1.2B0.11%
88
WMTWALMART INC
12,613$1.2B0.11%
89
VOOVANGUARD INDEX FDS
2,078$1.2B0.10%
90
IJHISHARES TR
18,354$1.1B0.10%
91
ADBEADOBE INC
2,779$1.1B0.09%
92
NVONOVO-NORDISK A S
15,190$1.0B0.09%
93
HDHOME DEPOT INC
2,788$1.0B0.09%
94
GBDCGOLUB CAP BDC INC
69,215$1.0B0.09%
95
EDCONSOLIDATED EDISON INC
9,781$981.6M0.08%
96
WYWEYERHAEUSER CO MTN BE
36,736$943.7M0.08%
97
SUBISHARES TR
8,853$941.4M0.08%
98
CSXCSX CORP
27,750$905.5M0.08%
99
ADPAUTOMATIC DATA PROCESSING IN
2,689$829.3M0.07%
100
CVXCHEVRON CORP NEW
5,693$815.2M0.07%
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