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Home > Institutional Investor > Edgemoor Investment Advisors, Inc. > Profile

Instuitional Investor - Edgemoor Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Edgemoor Investment Advisors, Inc.
Portfolio Value $1,158,313,502
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 210,998 $104,952,674 9.06%
2.
Berkshire Hathaway Inc
 BRK.A 154,068 $74,841,781 6.46%
3.
Apple Inc.
 AAPL 349,630 $71,733,742 6.19%
4.
United Rentals Inc.
 URI 71,645 $53,977,343 4.66%
5.
Broadcom Inc.
 AVGO 170,098 $46,887,738 4.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)