Investor Details
| Filer Name: | EDGEMOOR INVESTMENT ADVISORS, INC. |
|---|---|
| CIK: | 1313792 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 168 |
| Portfolio Value: | $1.14B |
Edgemoor Investment Advisors, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 215,855 | $91M | 8.02% | -2.0% | - |
| AAPL | US | APPLE INC | 361,437 | $91M | 7.97% | -3.0% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 158,063 | $72M | 6.31% | -2.4% | - |
| URI | US | UNITED RENTALS INC | 73,941 | $52M | 4.59% | -2.7% | - |
| LOW | US | LOWE'S COS INC | 200,959 | $50M | 4.37% | -1.1% | - |
| GOOG | US | ALPHABET INC-CL C | 232,395 | $44M | 3.90% | -3.1% | - |
| AVGO | US | BROADCOM INC | 175,441 | $41M | 3.58% | -2.7% | - |
| AMZN | US | AMAZON.COM INC | 180,863 | $40M | 3.50% | -1.0% | - |
| WSM | US | WILLIAMS-SONOMA INC | 186,696 | $35M | 3.05% | -3.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 156,252 | $30M | 2.61% | -2.8% | - |
| LEN | US | LENNAR CORP-A | 208,871 | $28M | 2.51% | -0.4% | - |
| BX | US | BLACKSTONE INC | 152,523 | $26M | 2.32% | -0.7% | - |
| AMAT | US | APPLIED MATERIALS INC | 153,781 | $25M | 2.20% | 0.7% | - |
| VRTX | US | VERTEX PHARMACEUTICALS INC | 57,097 | $23M | 2.03% | 0.2% | - |
| NVDA | US | NVIDIA CORP | 169,995 | $23M | 2.01% | 0.1% | - |
| BLK | US | BLACKROCK INC | 19,726 | $20M | 1.78% | 100.0% | - |
| V | US | VISA INC-CLASS A SHARES | 60,567 | $19M | 1.69% | 0.2% | - |
| ARCC | US | ARES CAPITAL CORP | 727,922 | $16M | 1.40% | -0.4% | - |
| JCI | US | JOHNSON CONTROLS INTERNATION | 197,677 | $16M | 1.37% | -0.5% | - |
| GD | US | GENERAL DYNAMICS CORP | 56,964 | $15M | 1.32% | 0.7% | - |