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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 $1,296,117,587
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 212,314 $109,968,512 8.48%
2.
Apple Inc.
 AAPL 347,332 $88,441,158 6.82%
3.
Berkshire Hathaway Inc
 BRK.A 153,879 $77,361,303 5.97%
4.
United Rentals Inc.
 URI 70,899 $67,684,439 5.22%
5.
Broadcom Inc.
 AVGO 170,041 $56,098,276 4.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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