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Portfolio (Quarterly) Guide ↗

Edgemoor Investment Advisors, Inc.

· CIK 0001313792
13F Portfolio $1.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New
Page 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JFR NUVEEN FLOATING RATE INCOME Financial Services 68,421.0 $536K 0.04% NEW $7.83 -2.6%
122 IWD ISHARES TR 2,506.0 $527K 0.04% NEW $210.34 +13.5%
123 SYK STRYKER CORPORATION Healthcare 1,442.0 $507K 0.04% NEW $351.47 -12.9%
124 EMR EMERSON ELEC CO Industrials 3,567.0 $473K 0.04% NEW $132.72 +7.3%
125 GS GOLDMAN SACHS GROUP INC Financial Services 516.0 $454K 0.04% NEW $879.00 +14.5%
126 MCD MCDONALDS CORP Consumer Cyclical 1,461.0 $447K 0.04% NEW $305.67 -9.1%
127 PM PHILIP MORRIS INTL INC Consumer Defensive 2,661.0 $427K 0.03% NEW $160.44 +12.0%
128 KO COCA COLA CO Consumer Defensive 5,932.0 $415K 0.03% NEW $69.91 +15.2%
129 ABT ABBOTT LABS Healthcare 3,268.0 $409K 0.03% NEW $125.29 -31.5%
130 QQQ INVESCO QQQ TR Financial Services 657.0 $404K 0.03% NEW $614.31 +19.8%
131 VTR VENTAS INC Real Estate 5,080.0 $393K 0.03% NEW $77.38 +12.6%
132 IPAC ISHARES TR 5,310.0 $389K 0.03% NEW $73.21 +13.1%
133 MU MICRON TECHNOLOGY INC Technology 1,356.0 $387K 0.03% NEW $285.41 +231.6%
134 QCOM QUALCOMM INC Technology 2,230.0 $381K 0.03% NEW $171.05 +45.4%
135 SPY SPDR S&P 500 ETF TR Financial Services 503.0 $343K 0.03% NEW $682.57 +10.5%
136 ET ENERGY TRANSFER L P Energy 20,620.0 $340K 0.03% NEW $16.49 +17.9%
137 AXP AMERICAN EXPRESS CO Financial Services 907.0 $336K 0.03% NEW $369.95 -15.4%
138 TXN TEXAS INSTRS INC Technology 1,892.0 $328K 0.03% NEW $173.49 +84.0%
139 PFF ISHARES TR 10,598.0 $328K 0.03% NEW $30.96 +1.7%
140 MO ALTRIA GROUP INC Consumer Defensive 5,626.0 $324K 0.03% NEW $57.66 +24.9%
Page 7 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Consumer Cyclical 13.2%
Financial Services 13.0%
Communication Services 11.6%
Industrials 11.1%
Healthcare 5.7%
Utilities 5.3%
Real Estate 4.7%
Energy 3.5%
Consumer Defensive 0.6%