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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 $1,288,358,060
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 207,857 $100,524,285 7.8%
2.
Apple Inc.
 AAPL 341,455 $92,828,035 7.21%
3.
Berkshire Hathaway Inc
 BRK.A 150,785 $75,792,255 5.88%
4.
Alphabet Inc.
 GOOGL 206,881 $64,919,399 5.04%
5.
Broadcom Inc.
 AVGO 166,046 $57,468,573 4.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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