Edgemoor-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "BEP", "BEPC", "PBA", "BCE", "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "JFR", "T", "BLK", "AVGO", "LOW", "ARCC", "BTZ", "EMO", "CCI", "NTCT", "FRA", "FCT", "GD", "HON", "HD", "MCD", "QCOM", "LEN", "AMAT", "EMR", "BKNG", null, "MUB", "META", null, null, "IJH", null, null, "KMI", "IWS", "MMC", "MSFT", "EVRG", "FTV", "NVS", null, "ORLY", "BX", "IJR", "KKR", "IWD", "ORCL", "OKE", "PAYX", null, null, null, "IWF", "PEP", "IEMG", null, "GBDC", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "IEFA", "NOW", "SLB", "SPG", "O", "SHEL", "RTX", "SPLG", "IBM", "SYK", "CI", "TXN", "TMO", "UBER", "VO", "SCHW", "KYN", "WY", "TSM", null, "ETR", "VTR", "DD", "VRTX", "VRT", "ATO", "ARE", "STWD", "FI", "WEC", "IWR", "AEP", "ES", "NVO", "AMZN", "IVE", null, "VOO", "VLTO", "V", "WMT", null, "WFC", "WELL", "WSM", "XEL", "YUM", null, "ET", "JCI", "NZF", "MKL", "SO", "SYY", "PSA", "ADP", "AZO", "BK", "BRK-A", "BRK-B", "CARR", "CNP", "CVX", "CSCO", "C", "CWEN-A", "KO", "COP", "ED", "COST", "CSX", "DHR", "DE", "DLR", null, "NEE", "EPD", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "URI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 161
- Total Value
- 1087461515
- Accession Number
- 0001398344-25-008646
- Form Type
- 13F-HR
- Manager Name
- Edgemoor-Investment-Advisors
Data Enrichment
91% identified146 identified15 unidentified
Holdings
161 positions
Manager:
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46434V878
Shares:230.3K
Value:$11.7M
46641Q332
Shares:137.6K
Value:$7.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
178.2K | All Managers (Combined) | $14.0M | |||
126.9K | All Managers (Combined) | $13.9M | |||
NOVARTIS AG(NVScusip66987V109) | 112.3K | All Managers (Combined) | $12.5M | ||
DEERE & CO(DEcusip244199105) | 25.2K | QoQ -1.74% (-448)YoY +1.67% (+414) | All Managers (Combined) | $11.8M | |
(cusip46434V878)✕ | 230.3K | All Managers (Combined) | $11.7M | ||
158.0K | All Managers (Combined) | $11.6M | |||
69.6K | All Managers (Combined) | $11.6M | |||
67.4K | All Managers (Combined) | $11.2M | |||
310.7K | All Managers (Combined) | $10.6M | |||
123.8K | All Managers (Combined) | $10.6M | |||
REALTY INCOME CORP(Ocusip756109104) | 177.5K | All Managers (Combined) | $10.3M | ||
CITIGROUP INC(Ccusip172967424) | 143.9K | All Managers (Combined) | $10.2M | ||
222.1K | All Managers (Combined) | $10.1M | |||
89.0K | All Managers (Combined) | $9.3M | |||
FISERV INC(FIcusip337738108) | 41.8K | All Managers (Combined) | $9.2M | ||
18.2K | QoQ -0.91% (-169)YoY +2.46% (-438) | All Managers (Combined) | $9.1M | ||
Public Storage(PSAcusip74460D109) | 28.1K | All Managers (Combined) | $8.4M | ||
296.7K | All Managers (Combined) | $8.4M | |||
SOUTHERN CO(SOcusip842587107) | 86.4K | All Managers (Combined) | $7.9M | ||
(cusip46641Q332)✕ | 137.6K | All Managers (Combined) | $7.9M |