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:
Search and click to pin securities to the top
Page 6 of 9
464288620
Shares:13.3K
Value:$679.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.7K | All Managers (Combined) | $824.9K | |||
27.8K | QoQ 0.00% (-0) | All Managers (Combined) | $816.7K | ||
4.4K | QoQ -0.33% (-15)YoY +1.20% (+53) | All Managers (Combined) | $758.0K | ||
(cusip464288620)✕ | 13.3K | QoQ 0.00% (+0) | All Managers (Combined) | $679.6K | |
PEPSICO INC(PEPcusip713448108) | 4.4K | All Managers (Combined) | $657.7K | ||
3.4K | QoQ 0.00% (-0)YoY -5.48% (-197) | All Managers (Combined) | $646.6K | ||
674 | QoQ +0.59% (+4)YoY +5.14% (+33) | All Managers (Combined) | $638.1K | ||
444 | QoQ 0.00% (+0)YoY +7.50% (+31) | All Managers (Combined) | $636.1K | ||
74.5K | All Managers (Combined) | $631.2K | |||
9.7K | QoQ 0.00% (+0)YoY -6.69% (-699) | All Managers (Combined) | $600.7K | ||
1.9K | All Managers (Combined) | $593.5K | |||
4.5K | QoQ 0.00% (+0) | All Managers (Combined) | $590.6K | ||
1.3K | QoQ -1.89% (-25)YoY -4.85% (-66) | All Managers (Combined) | $577.6K | ||
KKR & Co. Inc.(KKRcusip48251W104) | 4.8K | QoQ -1.06% (-52)YoY 0.00% (+0) | All Managers (Combined) | $559.6K | |
923 | All Managers (Combined) | $532.0K | |||
6.0K | All Managers (Combined) | $507.0K | |||
STRYKER CORP(SYKcusip863667101) | 1.3K | QoQ 0.00% (+0) | All Managers (Combined) | $492.9K | |
AbbVie Inc.(ABBVcusip00287Y109) | 2.3K | QoQ +0.04% (+1)YoY +7.91% (+170) | All Managers (Combined) | $486.1K | |
2.5K | All Managers (Combined) | $471.5K | |||
2.7K | QoQ 0.00% (+0)YoY -2.16% (-59) | All Managers (Combined) | $422.5K |