Edgemoor Investment Advisors, Inc. Q4 2018 Filing

Filed January 31, 2019

Portfolio Value

$670.2B

Holdings

128

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
227,733$46.5B6.94%
2
MSFTMICROSOFT
404,475$41.1B6.13%
3
AAPLAPPLE INC
196,532$31.0B4.63%
4
LOWLOWES COS INC
333,076$30.8B4.59%
5
GOOGALPHABET INC CL C
20,097$20.8B3.11%
6
BABOEING CO
54,368$17.5B2.62%
7
PNCPNC FINL SVCS GROUP INC
148,833$17.4B2.60%
8
NVSNNOVARTIS AG
202,003$17.3B2.59%
9
MMM3M CO
81,083$15.4B2.31%
10
GMGENERAL MOTORS CORP
429,665$14.4B2.14%
11
8CWCROWN CASTLE INTL CORP
129,039$14.0B2.09%
12
BXMTBLACKSTONE MTG TR INC
395,859$12.6B1.88%
13
BACVERIZON COMMUNICATIONS
220,957$12.4B1.85%
14
AGGISHARES AGGREGATE BOND ETF
116,188$12.4B1.85%
15
URIUNITED RENTALS INC
117,298$12.0B1.79%
16
FDCFIRST DATA CORP NEW
689,759$11.7B1.74%
17
COFCAPITAL ONE FINANCIAL CORP
152,703$11.5B1.72%
18
GOOGLALPHABET INC CL A
10,436$10.9B1.63%
19
OREALTY INCOME CORP
168,288$10.6B1.58%
20
ARCCARES CAP CORP
680,217$10.6B1.58%
21
LENLENNAR CORP
259,026$10.1B1.51%
22
LUVSOUTHWEST AIRLS CO
217,754$10.1B1.51%
23
GDGENERAL DYNAMICS CORP
62,020$9.8B1.45%
24
DISDISNEY WALT CO
87,586$9.6B1.43%
25
BKNGBOOKING HLDGS INC
5,437$9.4B1.40%
26
ENBENBRIDGE INC
297,961$9.3B1.38%
27
ICSHISHARES LIQUIDITY INCOME ETF
184,820$9.3B1.38%
28
AEPAMERICAN ELEC PWR INC
122,401$9.1B1.36%
29
VVISA INC
67,255$8.9B1.32%
30
BLKCHFBLACKROCK INC
21,411$8.4B1.25%
31
LAMRLAMAR ADVERTISING CO NEW
112,033$7.8B1.16%
32
NEENEXTERA ENERGY INC
43,821$7.6B1.14%
33
MDTMEDTRONIC PLC
82,784$7.5B1.12%
34
EPDENTERPRISE PRODS PARTNERS L P
303,317$7.5B1.11%
35
BTZBLACKROCK CR ALLCTN INC TR
625,819$7.0B1.04%
36
FCTFIRST TR SR FLG RTE INCM FD II
611,246$6.8B1.02%
37
JNJJOHNSON & JOHNSON
52,703$6.8B1.01%
38
WSMWILLIAMS SONOMA INC
130,907$6.6B0.99%
39
EMNEASTMAN CHEM CO
81,669$6.0B0.89%
40
SOSOUTHERN CO
127,340$5.6B0.83%
41
LVLNSPDR S&P REGIONAL BANKING ETF
112,708$5.3B0.79%
42
UPSUNITED PARCEL SERVICE INC
47,727$4.7B0.69%
43
WFC 7.5 PERP LWELLS FARGO CO NEW
3,646$4.6B0.69%
44
BXUSDBLACKSTONE GROUP LP
154,142$4.6B0.69%
45
CNPCENTERPOINT ENERGY INC
155,435$4.4B0.65%
46
EVRGEVERGY INC
77,017$4.4B0.65%
47
KMIKINDER MORGAN INC
269,930$4.2B0.62%
48
AMATAPPLIED MATLS INC
126,774$4.2B0.62%
49
PPLPEMBINA PIPELINE CORPORATION
136,749$4.1B0.61%
50
AVGOBROADCOM INC
15,846$4.0B0.60%
51
DDOMINION RESOURCES INC
55,257$3.9B0.59%
52
RLJ 1.95 PERP ARLJ LODGING TR
149,250$3.7B0.55%
53
SCZISHARES MSCI EAFE SMALL-CAP ETF
68,180$3.5B0.53%
54
AMGAFFILIATED MANAGERS GROUP
35,264$3.4B0.51%
55
ATOATMOS ENERGY CORP
37,038$3.4B0.51%
56
WEPMAGELLAN MIDSTREAM PARTNERS LP
59,400$3.4B0.51%
57
ORANYORANGE
208,610$3.4B0.50%
58
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
77,415$3.3B0.50%
59
EQC 6.5 PERP DEQUITY COMWLTH
125,059$3.2B0.47%
60
DOMINION ENERGY INC
65,386$3.1B0.47%
61
BAC 7.25 PERP LBANK AMER CORP
2,471$3.1B0.46%
62
BABAALIBABA GROUP HLDG LTD
21,360$2.9B0.44%
63
METAFACEBOOK INC
22,260$2.9B0.44%
64
TAT&T INC
97,509$2.8B0.42%
65
GBDCGOLUB CAP BDC INC
142,455$2.3B0.35%
66
CICIGNA CORP
11,564$2.2B0.33%
67
XELXCEL ENERGY INC
43,998$2.2B0.32%
68
IJRISHARES S&P SMALL-CAP FUND
29,813$2.1B0.31%
69
WYWEYERHAEUSER CO
86,482$1.9B0.28%
70
BACBANK AMER CORP
76,652$1.9B0.28%
71
WELLHEALTH CARE REIT INC
26,279$1.8B0.27%
72
EZUISHARES MSCI EUROZONE ETF
50,273$1.8B0.26%
73
APUAMERIGAS PARTNERS LP
69,635$1.8B0.26%
74
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.5B0.23%
75
XOMEXXON MOBIL CORP
21,328$1.5B0.22%
76
ESEVERSOURCE ENERGY COM
21,305$1.4B0.21%
77
VENVENTAS INC
19,487$1.1B0.17%
78
INTCINTEL CORP
19,802$929.0M0.14%
79
MRKMERCK & CO INC
11,905$910.0M0.14%
80
BKBANK NEW YORK MELLON CORP
19,108$899.0M0.13%
81
NEARISHARES SHORT MATURITY BOND ETF
17,500$872.0M0.13%
82
PFEPFIZER INC
19,774$863.0M0.13%
83
DHRDANAHER CORP
8,099$835.0M0.12%
84
PEPPEPSICO INC
7,214$797.0M0.12%
85
WMTWALMART INC
8,477$790.0M0.12%
86
JFRNUVEEN FLOATING RATEINCOME FD
85,312$787.0M0.12%
87
OKEONEOK INC NEW
13,606$734.0M0.11%
88
AMZNAMAZON.COM INC
460$691.0M0.10%
89
CVXCHEVRON CORP NEW
5,844$636.0M0.09%
90
ETENERGY TRANSFER EQUITY L P
45,880$606.0M0.09%
91
ORLYO REILLY AUTOMOTIVE INC
1,675$577.0M0.09%
92
PPLPPL CORP
20,040$568.0M0.08%
93
BCEBCE INC
14,213$562.0M0.08%
94
NSCNORFOLK SOUTHERN CRP
3,448$516.0M0.08%
95
CSXCSX CORP
7,783$484.0M0.07%
96
ORCLORACLE CORPORATION
10,439$471.0M0.07%
97
JPMJPMORGAN CHASE & CO
4,093$400.0M0.06%
98
ADPAUTOMATIC DATA PROCESSING INC
3,043$399.0M0.06%
99
IGSBISHARES 1-3 YR CREDIT BOND ETF
7,093$366.0M0.05%
100
MKLMARKEL CORP HOLDING CO
340$353.0M0.05%
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