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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 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WFC WELLS FARGO & CO Financial Services 2,922.0 $233K 0.02% $79.61 -2.6%
162 WEC WEC ENERGY GROUP INC Utilities 1,952.0 $226K 0.02% $115.77 -2.4%
163 PAYX PAYCHEX INC Industrials 2,389.0 $220K 0.02% -36.0 -1.5% $92.16 +2.5%
164 IVW ISHARES TR 1,944.0 $220K 0.02% -209.0 -9.7% $113.11 +22.3%
165 CEG CONSTELLATION ENERGY CORP Utilities 772.0 $216K 0.02% +12.0 +1.6% $279.25 +3.4%
166 VLTO VERALTO CORP Industrials 2,413.0 $213K 0.02% $88.42 -4.5%
167 RSP INVESCO EXCHANGE TRADED FD T 1,107.0 $212K 0.02% $191.92 +8.1%
168 VEA VANGUARD TAX-MANAGED FDS 3,234.0 $207K 0.02% $64.09 +11.4%
169 HON HONEYWELL INTL INC Industrials 915.0 $207K 0.02% NEW $226.03 +2.4%
170 AZO AUTOZONE INC Consumer Cyclical 60.0 $203K 0.02% $3377.78 -10.4%
Page 9 of 9  ·  170 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%