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 NZF
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,469,874 | 284,883 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,093,975 | 245,944 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,792,803 | 222,357 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,382,593 | 199,882 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,327,393 | 190,302 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,864,869 | 153,235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,472,479 | 112,403 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,047,045 | 84,781 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $370,810 | 30,295 | Shares | Sole | 2024-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||