Edgemoor Investment Advisors, Inc.
Top Portfolio Positions
134 positions ·
$1,148,567,768 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
341,350 | $86,631,216 | 7.54% | |
| MSFT |
Microsoft Corp
Technology
|
209,133 | $77,414,762 | 6.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
151,123 | $72,418,141 | 6.31% | |
| AVGO |
Broadcom Inc.
Technology
|
166,276 | $51,464,084 | 4.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
149,533 | $51,108,884 | 4.45% | |
| URI |
United Rentals, Inc.
Industrials
|
70,115 | $51,082,984 | 4.45% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
198,790 | $46,970,101 | 4.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
154,362 | $44,388,336 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
182,558 | $38,021,354 | 3.31% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
171,742 | $31,313,718 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,525 | 68,421 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $535,736 | 68,421 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $559,683 | 68,421 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $606,257 | 71,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $631,158 | 74,517 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $553,905 | 62,097 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $569,304 | 64,547 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $574,766 | 66,447 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $580,082 | 66,447 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $572,268 | 69,619 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $573,213 | 69,819 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $550,871 | 69,819 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $572,515 | 69,819 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $552,966 | 69,819 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $566,232 | 69,819 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $582,290 | 69,819 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $698,888 | 69,819 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $711,076 | 69,919 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $704,084 | 69,919 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $830,277 | 82,862 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $800,446 | 82,862 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $724,213 | 82,862 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $688,583 | 82,862 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $654,609 | 82,862 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $644,105 | 85,312 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||