Edgemoor Investment Advisors, Inc.
Top Portfolio Positions
133 positions ·
$1,076,149,627 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
341,350 | $86,631,216 | 8.05% |
| MSFT |
Microsoft Corp
Technology
|
209,133 | $77,414,762 | 7.19% |
| AVGO |
Broadcom Inc.
Technology
|
166,276 | $51,464,084 | 4.78% |
| AMAT |
Applied Materials Inc /De
Technology
|
149,533 | $51,108,884 | 4.75% |
| URI |
United Rentals, Inc.
Industrials
|
70,115 | $51,082,984 | 4.75% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
198,790 | $46,970,101 | 4.36% |
| GOOGL |
Alphabet Inc.
Communication Services
|
154,362 | $44,388,336 | 4.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
182,558 | $38,021,354 | 3.53% |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
171,742 | $31,313,718 | 2.91% |
| NVDA |
Nvidia Corp
Technology
|
175,610 | $30,626,384 | 2.85% |
Portfolio Trend
Holdings in LEN
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,605,160 | 202,731 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,722,629 | 201,582 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,523,478 | 202,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,409,917 | 202,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,747,522 | 206,896 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,573,791 | 208,871 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,076,588 | 209,799 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,638,044 | 211,177 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $35,199,136 | 211,424 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,267,239 | 209,783 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,053,644 | 212,193 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $26,162,744 | 215,674 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,383,754 | 219,983 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,511,816 | 222,715 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,261,200 | 225,323 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $15,326,741 | 224,352 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,210,583 | 244,481 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $27,002,876 | 240,134 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,752,074 | 239,858 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $29,663,336 | 308,427 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,737,946 | 313,665 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $22,791,228 | 308,846 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,004,678 | 303,585 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $18,297,739 | 306,744 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $11,051,013 | 298,840 | Shares | Sole | 2020-05-06 | |
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