SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Edgemoor Investment Advisors, Inc.

CIK 0001313792 · 7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, 20814 · 301-543-8881

Reported Value
$948M
Q1 2022
Positions
153
Filings on Record
30
2019–present window
Filed
May 12, 2022
original filing

Summary

Edgemoor Investment Advisors, Inc. reported $948M in U.S.-listed holdings across 153 positions for Q1 2022.

Its largest position, MSFT, represents 7.9% of the portfolio.

Compared with Q4 2021, the fund opened 13 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $670MQ4 ’18Q1 ’19: $760MQ2 ’19: $792MQ3 ’19: $809MQ4 ’19: $877MQ4 ’19Q1 ’20: $614MQ2 ’20: $743MQ3 ’20: $809MQ4 ’20: $892MQ4 ’20Q1 ’21: $998MQ2 ’21: $1.1BQ3 ’21: $878MQ4 ’21: $975MQ4 ’21Q1 ’22: $948MQ2 ’22: $793MQ3 ’22: $752MQ4 ’22: $798.5BQ4 ’22Q1 ’23: $823MQ2 ’23: $886MQ3 ’23: $846MQ4 ’23: $956MQ4 ’23Q1 ’24: $1.1BQ2 ’24: $1.1BQ3 ’24: $1.2BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.2BQ3 ’25: $1.3BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B170May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B175Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B190Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B170Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B161May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B168Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.2B165Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B161Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B165May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$956M160Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$846M156Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$886M158Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$823M155May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$798.5B163Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$752M145Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$793M152Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$948M153May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$975M145Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$878M136Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.1B142Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$998M134May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$892M131Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$809M126Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$743M119Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$614M115May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$877M133Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$809M131Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$792M137Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$760M136May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$670M128Jan 31, 201913F-HRchanges · 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 ↗.