1y return+24.5%S&P 500 +20.9%
3y return+66.5%S&P 500 +68.5%
5y return+66.6%S&P 500 +74.5%
10y return+205.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $305 against $357 in the S&P 500.2
Edgemoor Investment Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMATApplied Matls Inc | $106.1M | 7.2% | −1.9% |
| AAPLApple Inc | $98.7M | 6.7% | |
| URIUnited Rentals Inc | $78.7M | 5.4% | |
| MSFTMicrosoft Corp | $78.2M | 5.3% | |
| BRK/BBerkshire Hathaway Inc Del | $75.2M | 5.1% | |
| GOOGAlphabet Inc | $71.4M | 4.9% | −1.1% |
| AVGOBroadcom Inc | $62.7M | 4.3% | |
| GOOGLAlphabet Inc | $55.3M | 3.8% | |
| LOWLowes Cos Inc | $43.9M | 3.0% | |
| AMZNAmazon Com Inc | $43.2M | 3.0% | |
| WSMWilliams Sonoma Inc | $39.8M | 2.7% | |
| NVDANvidia Corporation | $35.8M | 2.4% | +1.8% |
| TSMTaiwan Semiconductor Manufac | $33.2M | 2.3% | |
| VRTXVertex Pharmaceuticals Inc | $27.3M | 1.9% | |
| Johnson Controls InternationCUSIP G51502105 | $26.9M | 1.8% | |
| VVisa Inc | $21.2M | 1.4% | |
| CCitigroup Inc | $20.7M | 1.4% | |
| GDGeneral Dynamics Corp | $20.4M | 1.4% | |
| BXBlackstone Inc | $18.7M | 1.3% | +1.7% |
| BLKBlackrock Inc | $17.9M | 1.2% | |
| SCHWSchwab Charles Corp | $17.9M | 1.2% | +2.3% |
| LENLennar Corp | $17.9M | 1.2% | −2.5% |
| AEPAmerican Elec Pwr Co Inc | $16.9M | 1.2% | |
| DEDeere & Co | $16.8M | 1.1% | |
| SPGSimon Ppty Group Inc New | $15.5M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $62.7M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $106.1M |
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $35.8M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $78.7M |
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $13.2M |
| WSMWilliams Sonoma Inc | June 30, 2020 | +468.5% | $39.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $55.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $71.4M |
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $33.2M |
| Johnson Controls InternationCUSIP G51502105 | June 30, 2020 | +328.0% | $26.9M |
Sold off last quarter
- Clearway Energy IncCUSIP 18539C105 was $8.4M
- INTUIntuit was $1.9M
- CPRTCopart Inc was $1.7M
- VCITVanguard Scottsdale Fds was $244K
- PAYXPaychex Inc was $220K
- CEGConstellation Energy Corp was $216K
- Honeywell Intl IncCUSIP 438516106 was $207K
- AZOAutozone Inc was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.6% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +13.0% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Edgemoor Investment Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1313792&type=13F-HR&dateb=&owner=include&count=40CIK 1313792
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1313792/000139834426013761/Filed August 7, 2026 · accession 0001398344-26-013761