Edgemoor Investment Advisors, Inc. Portfolio Holdings
Edgemoor Investment Advisors, Inc.
- $1.1 Billion
- Q4 2024
Edgemoor Investment Advisors, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91M, Apple Inc. with a value of $90.5M, Berkshire Hathaway Inc Class B with a value of $71.6M, United Rentals, Inc. with a value of $52.1M, and Lowes Companies Inc with a value of $49.6M.
Examining the 13F form we can see an decrease of $34.3M in the current position value, from $1.14B to 1.1B.
Below you can find more details about Edgemoor Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.1 Billion
Technology: $295 Million
Financial Services: $183 Million
Consumer Cyclical: $160 Million
Industrials: $101 Million
Communication Services: $92 Million
Real Estate: $62.2 Million
Utilities: $59.8 Million
Healthcare: $58.7 Million
Other: $84.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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