$809 Million is the total value of Edgemoor Investment Advisors, Inc.'s 126 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | New | MERCK & CO. INC | $2,975,000 | – | 35,866 | +100.0% | 0.37% | – |
| ED | New | CONSOLIDATED EDISON INC | $816,000 | – | 10,487 | +100.0% | 0.10% | – |
| DOW | New | DOW INC | $248,000 | – | 5,261 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC | $227,000 | – | 1,380 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $226,000 | – | 5,836 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $207,000 | – | 1,449 | +100.0% | 0.03% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $213,000 | – | 300 | +100.0% | 0.03% | – |
| CL | New | COLGATE PALMOLIVE CO | $202,000 | – | 2,623 | +100.0% | 0.02% | – |
| ABBV | New | ABBVIE INC | $201,000 | – | 2,298 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 9.1% |
| BERKSHIRE HATHAWAY INC DEL CL B | 42 | Q3 2023 | 7.0% |
| APPLE INC | 42 | Q3 2023 | 8.7% |
| LOWES COS INC COM | 42 | Q3 2023 | 6.0% |
| NOVARTIS AG ADR | 42 | Q3 2023 | 3.4% |
| Ares Capital Corporation | 42 | Q3 2023 | 1.7% |
| GENERAL DYNAMICS CORP COM | 42 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.8% |
| AMERICAN ELEC PWR INC COM | 42 | Q3 2023 | 1.5% |
| NEXTERA ENERGY INC SHS | 42 | Q3 2023 | 1.5% |
View Edgemoor Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
View Edgemoor Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.