Edgemoor Investment Advisors, Inc. — 13F holdings

Edgemoor Investment Advisors, Inc. reported 188 holdings worth $1.47B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $106M (7.2%)
2. AAPL APPLE INC — $98.7M (6.7%)
3. URI UNITED RENTALS INC — $78.7M (5.4%)
4. MSFT MICROSOFT CORP — $78.2M (5.3%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $75.2M (5.1%)
6. GOOG ALPHABET INC — $71.4M (4.9%)
7. AVGO BROADCOM INC — $62.7M (4.3%)
8. GOOGL ALPHABET INC — $55.3M (3.8%)
9. LOW LOWES COS INC — $43.9M (3.0%)
10. AMZN AMAZON COM INC — $43.2M (3.0%)