Edgemoor Investment Advisors
Edgemoor Investment Advisors reported 188 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AMAT (7.2%), AAPL (6.7%) and URI (5.4%). Compared with Q1 2026, the fund opened new positions in CWEN, BA and DXJ, added to MSFT, GOOGL and NVDA, trimmed AMAT, URI and BRK.B and sold out of CWEN, INTU and CPRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $106M | 7.2% | 147K | −2,813 (−2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $98.7M | 6.7% | 341K | No change | 8 of 8 | |
| 3 |  URI United Rentals Inc | $78.7M | 5.4% | 69K | −684 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $78.2M | 5.3% | 210K | +608 (+0%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $75.2M | 5.1% | 150K | −797 (−1%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $71.4M | 4.9% | 202K | −2,332 (−1%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $62.7M | 4.3% | 166K | −175 (−0%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $55.3M | 3.8% | 155K | +478 (+0%) | 8 of 8 | |
| 9 |  LOW Lowes Cos Inc | $43.9M | 3.0% | 199K | No change | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $43.2M | 3.0% | 181K | −1,101 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CWEN Clearway Energy Inc | $8.4M | 216K |
 INTU Intuit | $1.9M | 4,494 |
 CPRT Copart Inc | $1.7M | 52K |
 VCIT Vanguard Scottsdale Fds | $244K | 2,952 |
 PAYX Paychex Inc | $220K | 2,389 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Edgemoor Investment Advisors 13F FAQ
What does Edgemoor Investment Advisors own?
Edgemoor Investment Advisors reported 188 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AMAT (7.2%), AAPL (6.7%) and URI (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Edgemoor Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 50 added to, 64 trimmed and 8 sold out. New positions include CWEN, BA and DXJ. It sold all of CWEN, INTU and CPRT.
When will Edgemoor Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Edgemoor Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.