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Portfolio (Quarterly) Guide ↗

Edgemoor Investment Advisors, Inc.

· CIK 0001313792
13F Portfolio $1.3B AUM 170 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 56 Added 30 Reduced 9 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTR VENTAS INC Real Estate 4,995.0 $408K 0.03% -85.0 -1.7% $81.78 +7.7%
22 BAC BANK AMERICA CORP Financial Services 8,031.0 $392K 0.03% -3K -26.5% $48.75 +4.8%
23 TXN TEXAS INSTRS INC Technology 1,843.0 $358K 0.03% -49.0 -2.6% $194.14 +63.5%
24 MRK MERCK & CO INC Healthcare 2,727.0 $328K 0.03% -60.0 -2.1% $120.29 -0.0%
25 COP CONOCOPHILLIPS Energy 2,297.0 $303K 0.02% -25.0 -1.1% $132.00 -12.8%
26 SPYM SPDR SERIES TRUST 3,674.0 $281K 0.02% -173.0 -4.5% $76.54 +15.4%
27 IWS ISHARES TR 1,670.0 $244K 0.02% -100.0 -5.7% $145.82 +9.6%
28 KO COCA COLA CO Consumer Defensive 3,173.0 $241K 0.02% -3K -46.5% $76.05 +7.3%
29 PAYX PAYCHEX INC Industrials 2,389.0 $220K 0.02% -36.0 -1.5% $92.16 +2.5%
30 IVW ISHARES TR 1,944.0 $220K 0.02% -209.0 -9.7% $113.11 +22.3%
Page 2 of 2  ·  30 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 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%