account_balance

Investment manager · 13F filer · SEC CIK 1313792

Edgemoor Investment Advisors, Inc.

Reported value$1.43Bas of Sep 30, 2026
Positions245 67 new, 10 sold out
Top 10 weight48.7%AAPL alone is 8%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 7.8% HeldMSFT Microsoft Corp 7.4% HeldAMAT Applied Materials Inc 5.2% HeldBRK-B Berkshire Hathaway Inc 5.2% HeldURI United Rentals, Inc. 4.7% Trimmed −3%GOOG Alphabet Inc. 4.7% Trimmed −2%AVGO Broadcom Inc. 4.0% HeldGOOGL Alphabet Inc. 3.6% Trimmed −2%AMZN Amazon.com Inc 3.1% HeldNVDA NVIDIA Corp 2.9% HeldWSM Williams Sonoma Inc 2.6% Trimmed −3%LOW Lowe's Companies Inc 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • FRA −10%
  • Wells Fargo & Co −6%
  • CCI −3%
  • WSM −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist