Edgemoor Investment Advisors, Inc. - Portfolio overview

Edgemoor Investment Advisors, Inc. has 197 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.71%
2. MSFT - MICROSOFT CORP, 5.99%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 5.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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