Edgemoor Investment Advisors, Inc. holds a diversified book of 188 stocks worth $1.5B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Clearway Energy Inc-C and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.3 points over this window.
Growth of $10,000 cloning Edgemoor Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Edgemoor Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $477.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $307.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $147.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $133.7B |
| UBS Group AG | 80 / 80 | $126.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $77.4B |
| LPL Financial LLC | 80 / 80 | $51.8B |
| FIFTH THIRD BANCORP | 80 / 80 | $19.6B |
Ranked by how many of Edgemoor Investment Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $106.1M | 146.7K | 7.2% | ▼−1.9% Reduced · −3K sh | |
| 2 | Apple Inc COM | $98.7M | 341.2K | 6.7% | ▼~0% Reduced · −114 sh | |
| 3 | United Rentals Inc COM | $78.7M | 69.4K | 5.4% | ▼−1.0% Reduced · −684 sh | |
| 4 | Microsoft Corp COM | $78.2M | 209.7K | 5.3% | ▲+0.3% Added · +608 sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $75.2M | 150.3K | 5.1% | ▼−0.5% Reduced · −797 sh | |
| 6 | Alphabet Inc CAP STK CL C | $71.4M | 202.0K | 4.9% | ▼−1.1% Reduced · −2K sh | |
| 7 | Broadcom Inc COM | $62.7M | 166.1K | 4.3% | ▼−0.1% Reduced · −175 sh | |
| 8 | Alphabet Inc CAP STK CL A | $55.3M | 154.8K | 3.8% | ▲+0.3% Added · +478 sh | |
| 9 | Lowes Cos Inc COM | $43.9M | 198.9K | 3.0% | ▲+0.1% Added · +141 sh | |
| 10 | Amazon Com Inc COM | $43.2M | 181.5K | 3.0% | ▼−0.6% Reduced · −1K sh | |
| 11 | Williams Sonoma Inc COM | $39.8M | 170.6K | 2.7% | ▼−0.7% Reduced · −1K sh | |
| 12 | Nvidia Corporation COM | $35.8M | 178.8K | 2.4% | ▲+1.8% Added · +3K sh | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $33.2M | 69.5K | 2.3% | ▼−0.5% Reduced · −326 sh | |
| 14 | Vertex Pharmaceuticals Inc COM | $27.3M | 55.0K | 1.9% | ▼−0.7% Reduced · −395 sh | |
| 15 | Johnson Controls Internation SHS | $26.9M | 183.8K | 1.8% | ▼−0.4% Reduced · −682 sh | |
| 16 | Visa Inc COM CL A | $21.2M | 61.8K | 1.4% | ▲+0.2% Added · +101 sh | |
| 17 | Citigroup Inc COM NEW | $20.7M | 147.8K | 1.4% | ▲+0.7% Added · +966 sh | |
| 18 | General Dynamics Corp COM | $20.4M | 57.7K | 1.4% | ▼−0.3% Reduced · −153 sh | |
| 19 | Blackstone Inc COM | $18.7M | 159.3K | 1.3% | ▲+1.7% Added · +3K sh | |
| 20 | BlackRock Inc COM | $17.9M | 18.6K | 1.2% | ▲+0.5% Added · +100 sh | |
| 21 | Schwab Charles Corp COM | $17.9M | 193.8K | 1.2% | ▲+2.3% Added · +4K sh | |
| 22 | Lennar Corp CL A | $17.9M | 197.6K | 1.2% | ▼−2.5% Reduced · −5K sh | |
| 23 | American Elec PWR Co Inc COM | $16.9M | 123.3K | 1.2% | ▼~0% Reduced · −1 sh | |
| 24 | Deere & Co COM | $16.8M | 26.4K | 1.1% | ▲+0.1% Added · +37 sh | |
| 25 | Simon Ppty Group Inc New COM | $15.5M | 69.1K | 1.1% | ▼−0.7% Reduced · −493 sh | |
| 26 | Vertiv Holdings Co COM CL A | $15.4M | 46.0K | 1.1% | ▼−0.3% Reduced · −138 sh | |
| 27 | Ishares TR ULTRA SHORT DUR | $14.4M | 284.8K | 1.0% | ▲+1.8% Added · +5K sh | |
| 28 | Entergy Corp New COM | $13.5M | 117.3K | 0.9% | ▼−1.0% Reduced · −1K sh | |
| 29 | Realty Income Corp COM | $13.4M | 216.0K | 0.9% | ▲+2.3% Added · +5K sh | |
| 30 | Ares Capital Corp COM | $13.3M | 720.3K | 0.9% | ▲+0.6% Added · +4K sh | |
| 31 | Eli Lilly & Co COM | $13.2M | 11.0K | 0.9% | ▲11× Added · +10K sh | |
| 32 | Shell PLC SPON ADS | $12.4M | 159.3K | 0.8% | ▲+1.7% Added · +3K sh | |
| 33 | Enterprise Prods Partners L COM | $10.6M | 288.7K | 0.7% | ▼−2.0% Reduced · −6K sh | |
| 34 | J P Morgan Exchange Traded F EQUITY PREMIUM | $10.0M | 177.5K | 0.7% | ▲+3.8% Added · +7K sh | |
| 35 | Verizon Communications Inc COM | $9.3M | 219.6K | 0.6% | ▼~0% Reduced · −102 sh | |
| 36 | Public Storage COM | $9.2M | 29.0K | 0.6% | ▲+0.1% Added · +40 sh | |
| 37 | Thermo Fisher Scientific Inc COM | $8.9M | 17.7K | 0.6% | ▼−2.2% Reduced · −393 sh | |
| 38 | NextEra Energy Inc COM | $8.8M | 100.4K | 0.6% | ▼−1.9% Reduced · −2K sh | |
| 39 | Novartis AG SPONSORED ADR | $8.3M | 52.8K | 0.6% | ▼−51% Reduced · −56K sh | |
| 40 | Evergy Inc COM | $8.2M | 94.7K | 0.6% | ▲+0.8% Added · +760 sh | |
| 41 | Centerpoint Energy Inc COM | $7.4M | 167.3K | 0.5% | ▼−0.5% Reduced · −839 sh | |
| 42 | Clearway Energy Inc CL C | $7.2M | 212.0K | 0.5% | ▲New New position | |
| 43 | Southern Co COM | $7.2M | 75.2K | 0.5% | ▼−0.9% Reduced · −672 sh | |
| 44 | Crown Castle Inc COM | $7.2M | 94.7K | 0.5% | ▼−1.2% Reduced · −1K sh | |
| 45 | Pfizer Inc COM | $7.0M | 292.3K | 0.5% | ▲+3.3% Added · +9K sh | |
| 46 | Digital Rlty TR Inc COM | $7.0M | 38.8K | 0.5% | ▼−0.3% Reduced · −104 sh | |
| 47 | AT&T Inc COM | $6.8M | 328.3K | 0.5% | ▲+1.2% Added · +4K sh | |
| 48 | Palo Alto Networks Inc COM | $6.5M | 19.0K | 0.4% | ▲+6.9% Added · +1K sh | |
| 49 | Eversource Energy COM | $6.2M | 86.2K | 0.4% | ▲+4.5% Added · +4K sh | |
| 50 | US Bancorp COM NEW | $5.9M | 98.2K | 0.4% | ▲+9.3% Added · +8K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1313792/holdings"
Use Arkolith to show Edgemoor Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 188 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 170 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 175 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 190 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 170 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 161 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 168 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 165 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.