Edgemoor Investment Advisors, Inc.
•CIK: 1313792•Filing: Q4 2025
**Edgemoor Investment Advisors, Inc.** manages $1.3B across a diversified portfolio of 175 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding $100.5M in Microsoft and $92.8M in Apple. Key allocations also include substantial positions in Berkshire Hathaway ($75.8M), Google ($64.9M), and Broadcom ($57.5M). This concentration suggests a core strategy focused on established, market-leading growth and value names.
Total AUM
$1.3B
QoQ Performance
-0.6%
Positions
148
Top 10 Concentration
48.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
BRK/B
GOOG
MSFT7.8%
AAPL7.2%
BRK/B5.9%
GOOG5.0%
AVGO4.5%
URI4.4%
GOOGL3.7%
LOW3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.5%
Technology31.4%
Financial11.7%
Consumer9.6%
Industrial3.0%
Healthcare1.9%
Real Estate1.9%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW2 new positions
↑43 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023