Edgemoor Investment Advisors, Inc.
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,465,842
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 188 | 1,465,842 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q1 2026 | 5/13/2026 | 170 | 1,270,873 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q4 2025 | 2/10/2026 | 175 | 1,288,358 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q3 2025 | 11/6/2025 | 190 | 1,296,118 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q2 2025 | 8/11/2025 | 170 | 1,158,314 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q2 2014 | 8/11/2014 | 138 | 679,104 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q1 2014 | 5/9/2014 | 125 | 633,948 | 13F-HR | Edgemoor Investment Advisors, Inc. |
| Q4 2013 | 2/10/2014 | 128 | 630,797 | 13F-HR | Edgemoor Investment Advisors, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.411 M | 96.3% | 191.5 K | 0 | 191.5 K |
| ETFs | 54.35 K | 3.7% | 3.445 K | 0 | 3.445 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,465,842
Holdings
188
QoQ value change ($000)
194,969
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.