Edgemoor Investment Advisors, Inc. Q3 2021 Filing

Filed November 2, 2021

Portfolio Value

$878.4B

Holdings

136

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (136 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
257,745$72.7B8.27%
2
AAPLAPPLE INC
431,972$61.1B6.96%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
172,675$47.1B5.37%
4
LOWLOWES COS INC
229,385$46.5B5.30%
5
GOOGALPHABET INC
14,757$39.3B4.48%
6
URIUNITED RENTALS INC
84,419$29.6B3.37%
7
CVSCVS HEALTH CORP
267,477$22.7B2.58%
8
LENLENNAR CORP
239,858$22.5B2.56%
9
AMATAPPLIED MATLS INC
167,997$21.6B2.46%
10
AMZNAMAZON COM INC
6,567$21.6B2.46%
11
GOOGLALPHABET INC
7,109$19.0B2.16%
12
BXBLACKSTONE INC
159,511$18.6B2.11%
13
WSMWILLIAMS SONOMA INC
101,075$17.9B2.04%
14
8CWCROWN CASTLE INTL CORP NEW
100,619$17.4B1.99%
15
BLKCHFBLACKROCK INC
18,214$15.3B1.74%
16
AGGISHARES TR
131,011$15.0B1.71%
17
ARCCARES CAPITAL CORP
652,352$13.3B1.51%
18
NVSNNOVARTIS AG
152,833$12.5B1.42%
19
BACBK OF AMERICA CORP
292,930$12.4B1.42%
20
VVISA INC
55,104$12.3B1.40%
21
JCIJOHNSON CTLS INTL PLC
178,846$12.2B1.39%
22
BACVERIZON COMMUNICATIONS INC
224,874$12.1B1.38%
23
MMM3M CO
68,221$12.0B1.36%
24
METAFACEBOOK INC
34,307$11.6B1.33%
25
DISDISNEY WALT CO
66,800$11.3B1.29%
26
BXMTBLACKSTONE MTG TR INC
372,290$11.3B1.29%
27
ICSHISHARES TR
205,663$10.4B1.18%
28
NEENEXTERA ENERGY INC
132,219$10.4B1.18%
29
GDGENERAL DYNAMICS CORP
52,000$10.2B1.16%
30
MDTMEDTRONIC PLC
79,320$9.9B1.13%
31
FCTFIRST TR SR FLTG RATE INCOME
804,947$9.9B1.12%
32
AVGOBROADCOM INC
19,943$9.7B1.10%
33
USIGISHARES TR
158,597$9.5B1.09%
34
OREALTY INCOME CORP
138,795$9.0B1.02%
35
AEPAMERICAN ELEC PWR CO INC
98,962$8.0B0.91%
36
DDOMINION ENERGY INC
109,166$8.0B0.91%
37
IEMGISHARES INC
126,841$7.8B0.89%
38
SAMBOSTON BEER INC
14,853$7.6B0.86%
39
CMPCOMPASS MINERALS INTL INC
106,886$6.9B0.78%
40
IJRISHARES TR
62,960$6.9B0.78%
41
SWKSTANLEY BLACK & DECKER INC
37,211$6.5B0.74%
42
EPDENTERPRISE PRODS PARTNERS L
291,124$6.3B0.72%
43
VRTXVERTEX PHARMACEUTICALS INC
34,674$6.3B0.72%
44
SOSOUTHERN CO
99,240$6.2B0.70%
45
SPLKCHFSPLUNK INC
41,245$6.0B0.68%
46
MRKMERCK & CO INC
78,631$5.9B0.67%
47
BTZBLACKROCK CR ALLOCATION INCO
383,720$5.8B0.66%
48
CNPCENTERPOINT ENERGY INC
236,190$5.8B0.66%
49
TAT&T INC
204,143$5.5B0.63%
50
SPGSIMON PPTY GROUP INC NEW
40,765$5.3B0.60%
51
BCEBCE INC
100,806$5.0B0.57%
52
MBUUMALIBU BOATS INC
67,210$4.7B0.54%
53
EVRGEVERGY INC
62,814$3.9B0.44%
54
PPLPEMBINA PIPELINE CORP
113,357$3.6B0.41%
55
KMIKINDER MORGAN INC DEL
208,952$3.5B0.40%
56
JECUSDJACOBS ENGR GROUP INC
24,785$3.3B0.37%
57
ATOATMOS ENERGY CORP
34,139$3.0B0.34%
58
CWEN/ACLEARWAY ENERGY INC
103,880$2.9B0.33%
59
WEPMAGELLAN MIDSTREAM PRTNRS LP
59,478$2.7B0.31%
60
XELXCEL ENERGY INC
40,798$2.5B0.29%
61
WYWEYERHAEUSER CO MTN BE
66,994$2.4B0.27%
62
DHRDANAHER CORPORATION
7,115$2.2B0.25%
63
JNJJOHNSON & JOHNSON
11,202$1.8B0.21%
64
GBDCGOLUB CAP BDC INC
113,584$1.8B0.20%
65
ORANYORANGE
165,656$1.8B0.20%
66
WELLWELLTOWER INC
19,991$1.6B0.19%
67
BRK-BBERKSHIRE HATHAWAY INC DEL
4$1.6B0.19%
68
ESEVERSOURCE ENERGY
19,268$1.6B0.18%
69
INTCINTEL CORP
26,683$1.4B0.16%
70
KYNKAYNE ANDERSON ENERGY INFRST
175,225$1.4B0.16%
71
BMYBRISTOL-MYERS SQUIBB CO
20,120$1.2B0.14%
72
PFEPFIZER INC
26,786$1.2B0.13%
73
CICIGNA CORP NEW
5,699$1.1B0.13%
74
LEMBISHARES INC
26,790$1.1B0.13%
75
CLEARBRIDGE MLP AND MIDSTRM
40,045$1.1B0.12%
76
BEPBROOKFIELD RENEWABLE PARTNER
27,955$1.0B0.12%
77
ORLYOREILLY AUTOMOTIVE INC
1,688$1.0B0.12%
78
IPACISHARES TR
14,690$984.0M0.11%
79
MRSHMARSH & MCLENNAN COS INC
6,260$948.0M0.11%
80
PEPPEPSICO INC
6,102$918.0M0.10%
81
VENVENTAS INC
16,498$911.0M0.10%
82
BKBANK NEW YORK MELLON CORP
17,108$887.0M0.10%
83
UGIUGI CORP NEW
19,665$838.0M0.10%
84
NSCNORFOLK SOUTHN CORP
3,419$818.0M0.09%
85
ORCLORACLE CORP
8,885$774.0M0.09%
86
EDCONSOLIDATED EDISON INC
10,086$732.0M0.08%
87
JFRNUVEEN FLOATING RATE INCOME
69,919$704.0M0.08%
88
CSXCSX CORP
22,869$680.0M0.08%
89
ACNACCENTURE PLC IRELAND
2,093$670.0M0.08%
90
JPMJPMORGAN CHASE & CO
3,752$614.0M0.07%
91
XOMEXXON MOBIL CORP
10,162$598.0M0.07%
92
OKEONEOK INC NEW
9,480$550.0M0.06%
93
FISVFISERV INC
4,942$536.0M0.06%
94
PGPROCTER AND GAMBLE CO
3,820$534.0M0.06%
95
IDXXIDEXX LABS INC
850$529.0M0.06%
96
WMTWALMART INC
3,597$501.0M0.06%
97
ADPAUTOMATIC DATA PROCESSING IN
2,502$500.0M0.06%
98
IEURISHARES TR
7,940$445.0M0.05%
99
PPLPPL CORP
15,846$442.0M0.05%
100
CVXCHEVRON CORP NEW
4,053$411.0M0.05%
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