Managers / Q3 2020 · view latest →
Edgemoor Investment Advisors, Inc.
CIK 0001313792 · 7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, 20814 · 301-543-8881
Reported Value
$809M
Q3 2020
Positions
126
Filings on Record
30
2019–present window
Filed
Nov 10, 2020
original filing
Summary
Edgemoor Investment Advisors, Inc. reported $809M in U.S.-listed holdings across 126 positions for Q3 2020.
Its largest position, MSFT, represents 8.2% of the portfolio.
Compared with Q2 2020, the fund opened 9 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 170 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 175 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 190 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 170 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 161 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 168 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 165 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 161 | Aug 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 165 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $956M | 160 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $846M | 156 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $886M | 158 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $823M | 155 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $798.5B | 163 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $752M | 145 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $793M | 152 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $948M | 153 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $975M | 145 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $878M | 136 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.1B | 142 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $998M | 134 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $892M | 131 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $809M | 126 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $743M | 119 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $614M | 115 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $877M | 133 | Feb 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $809M | 131 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $792M | 137 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $760M | 136 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $670M | 128 | Jan 31, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.