Edgemoor Investment Advisors, Inc.

BETHESDA, MD · CIK 1313792 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 1999 · corporation

Assets managed$1.5bn
Staff9 · 6 in investment roles
Main clients (by assets)High net worth individuals 74%, Mutual funds and ETFs 12%, Individuals 11%
Websiteedgemoorinv.com
Form ADV · 2026-03-25SEC adviser record

Legal entityEdgemoor Investment Advisors, Inc. (US)

$1.5bn reported value +15.3% vs Q1 2026

188positions

48.7%in top 10

26 new 50 added 70 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	146,720	$106.1m7.24%	7.24%	Reduced -2.8k	-2,813 -1.9%
2	APPLE INC COM AAPL	AAPL	341,236	$98.7m6.74%	6.74%	Reduced -114	-114 -0.0%
3	UNITED RENTALS INC COM URI	URI	69,431	$78.7m5.37%	5.37%	Reduced -684	-684 -1.0%
4	MICROSOFT CORP COM MSFT	MSFT	209,741	$78.2m5.34%	5.34%	Added +608	+608 0.3%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	150,326	$75.2m5.13%	5.13%	Reduced -797	-797 -0.5%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	201,966	$71.4m4.87%	4.87%	Reduced -2.3k	-2,332 -1.1%
7	BROADCOM INC COM AVGO	AVGO	166,101	$62.7m4.28%	4.28%	Reduced -175	-175 -0.1%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	154,840	$55.3m3.77%	3.77%	Added +478	+478 0.3%
9	LOWES COS INC COM LOW	LOW	198,931	$43.9m2.99%	2.99%	Added +141	+141 0.1%
10	AMAZON COM INC COM AMZN	AMZN	181,457	$43.2m2.95%	2.95%	Reduced -1.1k	-1,101 -0.6%
11	WILLIAMS SONOMA INC COM WSM	WSM	170,565	$39.8m2.71%	2.71%	Reduced -1.2k	-1,177 -0.7%
12	NVIDIA CORPORATION COM NVDA	NVDA	178,764	$35.8m2.44%	2.44%	Added +3.2k	+3,154 1.8%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	69,451	$33.2m2.26%	2.26%	Reduced -326	-326 -0.5%
14	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	55,020	$27.3m1.86%	1.86%	Reduced -395	-395 -0.7%
15	JOHNSON CTLS INTL PLC SHS JCI	JCI	183,836	$26.9m1.83%	1.83%	Reduced -682	-682 -0.4%
16	VISA INC COM CL A V	V	61,800	$21.2m1.45%	1.45%	Added +101	+101 0.2%
17	CITIGROUP INC COM NEW C	C	147,759	$20.7m1.41%	1.41%	Added +966	+966 0.7%
18	GENERAL DYNAMICS CORP COM GD	GD	57,714	$20.4m1.39%	1.39%	Reduced -153	-153 -0.3%
19	BLACKSTONE INC COM BX	BX	159,293	$18.7m1.28%	1.28%	Added +2.7k	+2,680 1.7%
20	BLACKROCK INC COM BLK	BLK	18,620	$17.9m1.22%	1.22%	Added +100	+100 0.5%
21	SCHWAB CHARLES CORP COM SCHW	SCHW	193,819	$17.9m1.22%	1.22%	Added +4.3k	+4,335 2.3%
22	LENNAR CORP CL A LEN	LEN	197,624	$17.9m1.22%	1.22%	Reduced -5.1k	-5,107 -2.5%
23	AMERICAN ELEC PWR CO INC COM AEP	AEP	123,349	$16.9m1.15%	1.15%	Reduced -1	-1 0.0%
24	DEERE & CO COM DE	DE	26,406	$16.8m1.14%	1.14%	Added +37	+37 0.1%
25	SIMON PPTY GROUP INC NEW COM SPG	SPG	69,083	$15.5m1.05%	1.05%	Reduced -493	-493 -0.7%
26	VERTIV HOLDINGS CO COM CL A VRT	VRT	46,011	$15.4m1.05%	1.05%	Reduced -138	-138 -0.3%
27	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	284,762	$14.4m0.98%	0.98%	Added +5.0k	+5,008 1.8%
28	ENTERGY CORP NEW COM ETR	ETR	117,326	$13.5m0.92%	0.92%	Reduced -1.2k	-1,218 -1.0%
29	REALTY INCOME CORP COM O	O	215,968	$13.4m0.91%	0.91%	Added +4.9k	+4,924 2.3%
30	ARES CAPITAL CORP COM ARCC	ARCC	720,251	$13.3m0.91%	0.91%	Added +4.3k	+4,266 0.6%
31	ELI LILLY & CO COM LLY	LLY	11,032	$13.2m0.90%	0.90%	Added +10.0k	+10,019 989.0%
32	SHELL PLC SPON ADS SHEL	SHEL	159,299	$12.4m0.84%	0.84%	Added +2.6k	+2,609 1.7%
33	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	288,717	$10.6m0.72%	0.72%	Reduced -5.8k	-5,805 -2.0%
34	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	177,479	$10.0m0.68%	0.68%	Added +6.6k	+6,552 3.8%
35	VERIZON COMMUNICATIONS INC COM VZ	VZ	219,557	$9.3m0.63%	0.63%	Reduced -102	-102 -0.1%
36	PUBLIC STORAGE COM PSA	PSA	28,964	$9.2m0.63%	0.63%	Added +40	+40 0.1%
37	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	17,692	$8.9m0.61%	0.61%	Reduced -393	-393 -2.2%
38	NEXTERA ENERGY INC COM NEE	NEE	100,375	$8.8m0.60%	0.60%	Reduced -2.0k	-1,967 -1.9%
39	NOVARTIS AG SPONSORED ADR NVS	NVS	52,824	$8.3m0.56%	0.56%	Reduced -55.8k	-55,757 -51.4%
40	EVERGY INC COM EVRG	EVRG	94,683	$8.2m0.56%	0.56%	Added +760	+760 0.8%
41	CENTERPOINT ENERGY INC COM CNP	CNP	167,306	$7.4m0.50%	0.50%	Reduced -839	-839 -0.5%
42	CLEARWAY ENERGY INC CL C CWEN	CWEN	211,992	$7.2m0.49%	0.49%	New
43	SOUTHERN CO COM SO	SO	75,202	$7.2m0.49%	0.49%	Reduced -672	-672 -0.9%
44	CROWN CASTLE INC COM CCI	CCI	94,654	$7.2m0.49%	0.49%	Reduced -1.1k	-1,149 -1.2%
45	PFIZER INC COM PFE	PFE	292,257	$7.0m0.48%	0.48%	Added +9.4k	+9,425 3.3%
46	DIGITAL RLTY TR INC COM DLR	DLR	38,771	$7.0m0.47%	0.47%	Reduced -104	-104 -0.3%
47	AT&T INC COM T	T	328,329	$6.8m0.46%	0.46%	Added +3.9k	+3,873 1.2%
48	PALO ALTO NETWORKS INC COM PANW	PANW	18,993	$6.5m0.44%	0.44%	Added +1.2k	+1,234 7.0%
49	EVERSOURCE ENERGY COM ES	ES	86,228	$6.2m0.43%	0.43%	Added +3.7k	+3,717 4.5%
50	US BANCORP DEL COM NEW USB	USB	98,204	$5.9m0.40%	0.40%	Added +8.4k	+8,358 9.3%
51	BOOKING HOLDINGS INC COM BKNG	BKNG	31,100	$5.5m0.38%	0.38%	Reduced -50	-50 -0.2%
52	KINDER MORGAN INC DEL COM KMI	KMI	162,899	$5.2m0.36%	0.36%	Added +305	+305 0.2%
53	ISHARES TR CORE S&P500 ETF IVV	IVV	6,344	$4.8m0.32%	0.32%	Reduced -994	-994 -13.6%
54	FIRST TR SR FLTG RATE INCOME COM COM		481,824	$4.7m0.32%	0.32%	Reduced -5.8k	-5,765 -1.2%
55	ATMOS ENERGY CORP COM ATO	ATO	24,351	$4.2m0.29%	0.29%	Reduced -1.2k	-1,201 -4.7%
56	BLACKROCK FLOATING RATE INCO COM XFRAX	XFRAX	378,838	$4.2m0.28%	0.28%	Added +50.5k	+50,454 15.4%
57	PEMBINA PIPELINE CORP COM PBA	PBA	85,832	$4.0m0.27%	0.27%	Reduced -256	-256 -0.3%
58	CLEARBRIDGE ENERGY MIDSTRM O COM EMO	EMO	77,329	$3.9m0.26%	0.26%	Reduced -409	-409 -0.5%
59	NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT NZF	NZF	303,993	$3.9m0.26%	0.26%	Added +19.1k	+19,110 6.7%
60	STARWOOD PPTY TR INC COM STWD	STWD	229,987	$3.8m0.26%	0.26%	Added +23.0k	+23,003 11.1%
61	ONEOK INC NEW COM OKE	OKE	42,992	$3.7m0.25%	0.25%	Added +153	+153 0.4%
62	UNITED PARCEL SERVICE INC CL B UPS	UPS	34,251	$3.7m0.25%	0.25%	Added +4.6k	+4,640 15.7%
63	SCHLUMBERGER LTD COM STK SLB	SLB	76,935	$3.6m0.24%	0.24%	Added +698	+698 0.9%
64	UBER TECHNOLOGIES INC COM UBER	UBER	48,509	$3.5m0.24%	0.24%	Added +1.8k	+1,770 3.8%
65	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	2,901	$3.4m0.23%	0.23%	Reduced -36	-36 -1.2%
66	WELLTOWER INC COM WELL	WELL	14,360	$3.3m0.22%	0.22%	Reduced -25	-25 -0.2%
67	SPDR GOLD TR GOLD SHS GLD	GLD	8,463	$3.1m0.21%	0.21%	Reduced -750	-750 -8.1%
68	FIRST SOLAR INC COM FSLR	FSLR	12,437	$2.9m0.20%	0.20%	Added +2.0k	+2,017 19.4%
69	BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT BEP	BEP	79,102	$2.7m0.19%	0.19%	Added +2.0k	+1,990 2.6%
70	BANK NEW YORK MELLON CORP COM BNY	BNY	18,610	$2.7m0.18%	0.18%	Unchanged
71	JOHNSON & JOHNSON COM JNJ	JNJ	10,588	$2.7m0.18%	0.18%	Reduced -8	-8 -0.1%
72	XCEL ENERGY INC COM XEL	XEL	32,964	$2.6m0.18%	0.18%	Reduced -1.2k	-1,154 -3.4%
73	KAYNE ANDERSON ENERGY INFRST COM KYN	KYN	186,308	$2.6m0.18%	0.18%	Reduced -8.6k	-8,588 -4.4%
74	BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC	BEPC	68,560	$2.5m0.17%	0.17%	Added +2.4k	+2,369 3.6%
75	BLACKROCK CR ALLOCATION INCO COM BTZ	BTZ	245,206	$2.5m0.17%	0.17%	Reduced -12.6k	-12,597 -4.9%
76	BOEING CO COM BA	BA	11,322	$2.5m0.17%	0.17%	New
77	GENERAL MLS INC COM GIS	GIS	69,529	$2.4m0.17%	0.17%	Added +6.4k	+6,355 10.1%
78	JPMORGAN CHASE & CO COM JPM	JPM	7,132	$2.3m0.16%	0.16%	Reduced -12	-12 -0.2%
79	ISHARES TR CORE US AGGBD ET AGG	AGG	22,941	$2.3m0.15%	0.15%	Added +105	+105 0.5%
80	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.15%	0.15%	Unchanged
81	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,251	$2.2m0.15%	0.15%	Added +32	+32 1.0%
82	MILLROSE PPTYS INC COM CL A MRP	MRP	70,665	$2.1m0.14%	0.14%	Reduced -5.5k	-5,537 -7.3%
83	MICRON TECHNOLOGY INC COM MU	MU	1,838	$2.1m0.14%	0.14%	Added +482	+482 35.5%
84	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	11,655	$2.0m0.14%	0.14%	New
85	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	1,519	$1.9m0.13%	0.13%	Reduced -50	-50 -3.2%
86	ISHARES TR RUS 1000 GRW ETF IWF	IWF	15,048	$1.9m0.13%	0.13%	Unchanged
87	NETFLIX INC COM NFLX	NFLX	24,777	$1.8m0.12%	0.12%	Added +3.7k	+3,677 17.4%
88	RLJ LODGING TR CUM CONV PFD A RLJ 1.95 PERP A	RLJ 1.95 PERP A	64,758	$1.6m0.11%	0.11%	Reduced -1.4k	-1,445 -2.2%
89	EXXON MOBIL CORP COM XOM	XOM	11,579	$1.6m0.11%	0.11%	Reduced -12	-12 -0.1%
90	THE CIGNA GROUP COM CI	CI	5,633	$1.6m0.11%	0.11%	Unchanged
91	WALMART INC COM WMT	WMT	12,598	$1.4m0.10%	0.10%	Reduced -17	-17 -0.1%
92	ORACLE CORP COM ORCL	ORCL	9,562	$1.4m0.10%	0.10%	Added +563	+563 6.3%
93	DANAHER CORPORATION COM DHR	DHR	7,009	$1.3m0.09%	0.09%	Reduced -337	-337 -4.6%
94	CSX CORP COM CSX	CSX	27,750	$1.3m0.09%	0.09%	Unchanged
95	ISHARES TR CORE S&P MCP ETF IJH	IJH	17,103	$1.3m0.09%	0.09%	Reduced -279	-279 -1.6%
96	CISCO SYS INC COM CSCO	CSCO	10,319	$1.2m0.08%	0.08%	Added +408	+408 4.1%
97	ISHARES TR SHORT TREAS BD SHV	SHV	10,260	$1.1m0.08%	0.08%	Reduced -250	-250 -2.4%
98	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,471	$1.1m0.08%	0.08%	Added +17	+17 0.2%
99	ISHARES TR SHRT NAT MUN ETF SUB	SUB	10,174	$1.1m0.07%	0.07%	Added +1	+1 0.0%
100	CONSOLIDATED EDISON INC COM ED	ED	9,778	$1.1m0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CLEARWAY ENERGY INC		215,549	$8.4m215.5k shares
INTUIT INTU	INTU	4,494	$1.9m4.5k shares
COPART INC CPRT	CPRT	51,743	$1.7m51.7k shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	2,952	$244.3k3.0k shares
PAYCHEX INC PAYX	PAYX	2,389	$220.2k2.4k shares
CONSTELLATION ENERGY CORP CEG	CEG	772	$215.6k772 shares
HONEYWELL INTL INC		458	$206.8k458 shares
AUTOZONE INC AZO	AZO	60	$202.7k60 shares