$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -4,874 | -100.0% | -0.03% | – |
| CNPPRB | Exit | CENTERPOINT ENERGY INCdep rp pfd cv b | $0 | – | -31,065 | -100.0% | -0.15% | – |
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 | 45 | Q2 2024 | 9.4% |
| BERKSHIRE HATHAWAY INC DEL CL B | 45 | Q2 2024 | 7.0% |
| APPLE INC | 45 | Q2 2024 | 8.7% |
| LOWES COS INC COM | 45 | Q2 2024 | 6.0% |
| NOVARTIS AG ADR | 45 | Q2 2024 | 3.4% |
| Ares Capital Corporation | 45 | Q2 2024 | 1.7% |
| GENERAL DYNAMICS CORP COM | 45 | Q2 2024 | 1.8% |
| AMERICAN ELEC PWR INC COM | 45 | Q2 2024 | 1.5% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 2.8% |
| NEXTERA ENERGY INC SHS | 45 | Q2 2024 | 1.5% |
View Edgemoor Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-07 |
| 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 |
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.