Edgemoor Investment Advisors, Inc. Q4 2019 Filing

Filed February 4, 2020

Portfolio Value

$876.8B

Holdings

133

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
330,331$52.1B5.94%
2
AAPLAPPLE INC
174,089$51.1B5.83%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
197,101$44.6B5.09%
4
LOWLOWES COS INC
285,366$34.2B3.90%
5
GOOGALPHABET INC
19,274$25.8B2.94%
6
SCZISHARES TR
338,551$21.1B2.40%
7
PNCPNC FINL SVCS GROUP INC
131,075$20.9B2.39%
8
URIUNITED RENTALS INC
117,712$19.6B2.24%
9
CVSCVS HEALTH CORP
256,017$19.0B2.17%
10
NVSNNOVARTIS A G
193,074$18.3B2.08%
11
AGGISHARES TR
153,676$17.3B1.97%
12
LENLENNAR CORP
305,796$17.1B1.95%
13
8CWCROWN CASTLE INTL CORP NEW
118,904$16.9B1.93%
14
BXMTBLACKSTONE MTG TR INC
417,308$15.5B1.77%
15
GMGENERAL MTRS CO
423,122$15.5B1.77%
16
COFCAPITAL ONE FINL CORP
147,752$15.2B1.73%
17
ENBENBRIDGE INC
353,182$14.0B1.60%
18
BABOEING CO
43,053$14.0B1.60%
19
BACVERIZON COMMUNICATIONS INC
219,875$13.5B1.54%
20
ARCCARES CAP CORP
720,351$13.4B1.53%
21
DALDELTA AIR LINES INC DEL
228,212$13.3B1.52%
22
VVISA INC
70,325$13.2B1.51%
23
MMM3M CO
74,017$13.1B1.49%
24
BKNGBOOKING HLDGS INC
6,336$13.0B1.48%
25
DISDISNEY WALT CO
88,732$12.8B1.46%
26
GOOGLALPHABET INC
8,931$12.0B1.36%
27
OREALTY INCOME CORP
159,589$11.8B1.34%
28
ICSHISHARES TR
221,656$11.2B1.27%
29
BMYBRISTOL MYERS SQUIBB CO
171,998$11.0B1.26%
30
AEPAMERICAN ELEC PWR CO INC
115,862$10.9B1.25%
31
BLKCHFBLACKROCK INC
21,653$10.9B1.24%
32
AMATAPPLIED MATLS INC
176,822$10.8B1.23%
33
BACBANK AMER CORP
304,910$10.7B1.22%
34
GDGENERAL DYNAMICS CORP
60,187$10.6B1.21%
35
WSMWILLIAMS SONOMA INC
141,411$10.4B1.18%
36
MDTMEDTRONIC PLC
88,277$10.0B1.14%
37
DDOMINION ENERGY INC
120,034$9.9B1.13%
38
NEENEXTERA ENERGY INC
40,728$9.9B1.12%
39
FCTFIRST TR SR FLG RTE INCM FD
783,916$9.8B1.12%
40
BXBLACKSTONE GROUP INC
173,580$9.7B1.11%
41
LAMRLAMAR ADVERTISING CO NEW
105,995$9.5B1.08%
42
BABAALIBABA GROUP HLDG LTD
42,871$9.1B1.04%
43
EPDENTERPRISE PRODS PARTNERS L
317,284$8.9B1.02%
44
BTZBLACKROCK CR ALLCTN INC TR
596,348$8.3B0.95%
45
SPGSIMON PPTY GROUP INC NEW
54,255$8.1B0.92%
46
SOSOUTHERN CO
122,207$7.8B0.89%
47
METAFACEBOOK INC
37,867$7.8B0.89%
48
KELKELLOGG CO
108,315$7.5B0.85%
49
AVGOBROADCOM INC
23,100$7.3B0.83%
50
EMNEASTMAN CHEMICAL CO
83,224$6.6B0.75%
51
LVLNSPDR SERIES TRUST
98,520$5.7B0.65%
52
KMIKINDER MORGAN INC DEL
261,877$5.5B0.63%
53
CMPCOMPASS MINERALS INTL INC
90,879$5.5B0.63%
54
WFC 7.5 PERP LWELLS FARGO CO NEW
3,558$5.2B0.59%
55
PPLPEMBINA PIPELINE CORP
130,863$4.8B0.55%
56
TAT&T INC
118,997$4.7B0.53%
57
EVRGEVERGY INC
70,997$4.6B0.53%
58
WEPMAGELLAN MIDSTREAM PRTNRS LP
66,026$4.2B0.47%
59
ATOATMOS ENERGY CORP
36,691$4.1B0.47%
60
RLJ 1.95 PERP ARLJ LODGING TR
138,078$4.0B0.45%
61
CNPCENTERPOINT ENERGY INC
141,528$3.9B0.44%
62
BAC 7.25 PERP LBANK AMER CORP
2,513$3.6B0.42%
63
EQC 6.5 PERP DEQUITY COMWLTH
117,918$3.3B0.38%
64
LEMBISHARES INC
73,244$3.2B0.37%
65
ORANYORANGE
192,307$2.8B0.32%
66
XELXCEL ENERGY INC
42,958$2.7B0.31%
67
WYWEYERHAEUSER CO
80,305$2.4B0.28%
68
GBDCGOLUB CAP BDC INC
118,111$2.2B0.25%
69
WELLWELLTOWER INC
25,308$2.1B0.24%
70
JNJJOHNSON & JOHNSON
12,474$1.8B0.21%
71
BRK-BBERKSHIRE HATHAWAY INC DEL
5$1.7B0.19%
72
ESEVERSOURCE ENERGY
19,692$1.7B0.19%
73
XOMEXXON MOBIL CORP
21,057$1.5B0.17%
74
INTCINTEL CORP
22,302$1.3B0.15%
75
CICIGNA CORP NEW
6,209$1.3B0.14%
76
UGIUGI CORP NEW
26,603$1.2B0.14%
77
VENVENTAS INC
18,862$1.1B0.12%
78
DHRDANAHER CORPORATION
7,046$1.1B0.12%
79
WMTWALMART INC
8,597$1.0B0.12%
80
OKEONEOK INC NEW
12,736$964.0M0.11%
81
BKBANK NEW YORK MELLON CORP
19,108$962.0M0.11%
82
AMZNAMAZON COM INC
482$891.0M0.10%
83
JFRNUVEEN FLOATING RATE INCOME
85,312$874.0M0.10%
84
PEPPEPSICO INC
6,325$864.0M0.10%
85
IPACISHARES TR
14,690$858.0M0.10%
86
EZUISHARES INC
20,460$858.0M0.10%
87
ORLYO REILLY AUTOMOTIVE INC NEW
1,675$734.0M0.08%
88
CVXCHEVRON CORP NEW
5,665$683.0M0.08%
89
PPLPPL CORP
18,641$669.0M0.08%
90
NSCNORFOLK SOUTHERN CORP
3,387$658.0M0.08%
91
BCEBCE INC
14,103$654.0M0.07%
92
FISVFISERV INC
5,354$619.0M0.07%
93
JPMJPMORGAN CHASE & CO
4,331$604.0M0.07%
94
CSXCSX CORP
7,683$556.0M0.06%
95
PFEPFIZER INC
13,163$516.0M0.06%
96
ETENERGY TRANSFER LP
37,720$484.0M0.06%
97
ORCLORACLE CORP
8,998$477.0M0.05%
98
TFCTRUIST FINL CORP
8,417$474.0M0.05%
99
ACNACCENTURE PLC IRELAND
2,174$458.0M0.05%
100
PGPROCTER & GAMBLE CO
3,577$447.0M0.05%
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