Portfolio (Quarterly)
Guide ↗
Edgemoor Investment Advisors, Inc.
· CIK 0001313792| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | Technology | 4,451 | $1.6M | 0.12% | SOLD |
| 2 | ACN | ACCENTURE PLC IRELAND | Technology | 3,298 | $885K | 0.07% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 1,717 | $263K | 0.02% | SOLD |
| 4 | XLV | SELECT SECTOR SPDR TR | — | 1,600 | $248K | 0.02% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,235 | $220K | 0.02% | SOLD |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 460 | $216K | 0.02% | SOLD |
| 7 | IGM | ISHARES TR | — | 1,650 | $213K | 0.02% | SOLD |
| 8 | IWP | ISHARES TR | — | 1,510 | $207K | 0.02% | SOLD |
| 9 | MKL | MARKEL GROUP INC | Financial Services | 95 | $204K | 0.02% | SOLD |
Sector Allocation
Technology
29.8%
Consumer Cyclical
12.7%
Financial Services
12.5%
Industrials
11.7%
Communication Services
11.3%
Utilities
6.1%
Healthcare
6.0%
Real Estate
5.0%
Energy
4.3%
Consumer Defensive
0.6%