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Portfolio (Quarterly) Guide ↗

Edgemoor Investment Advisors, Inc.

· CIK 0001313792
13F Portfolio $1.3B AUM 170 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 56 Added 30 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 9,213.0 $4.0M 0.31% NEW $430.34 -5.1%
2 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,217.0 $261K 0.02% NEW $11.23 +1.6%
3 VCIT VANGUARD SCOTTSDALE FDS 2,952.0 $244K 0.02% NEW $82.77 -0.2%
4 HON HONEYWELL INTL INC Industrials 915.0 $207K 0.02% NEW $226.03 +2.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Consumer Cyclical 12.7%
Financial Services 12.5%
Industrials 11.7%
Communication Services 11.3%
Utilities 6.1%
Healthcare 6.0%
Real Estate 5.0%
Energy 4.3%
Consumer Defensive 0.6%