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Disclosed positions
Edgemoor Investment Advisors, Inc.: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- APPLIED MATLS INC
- Ticker
- AMAT
- Class
- COM
- Reported value
- $106,079,015
- Reported amount
- 146,720
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-013761Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLIED MATLS INC | AMAT | COM | $106,079,015 | 146,720 | SH | None |
| APPLE INC | AAPL | COM | $98,740,332 | 341,236 | SH | None |
| UNITED RENTALS INC | URI | COM | $78,657,686 | 69,431 | SH | None |
| MICROSOFT CORP | MSFT | COM | $78,237,663 | 209,741 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $75,221,801 | 150,326 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $71,360,744 | 201,966 | SH | None |
| BROADCOM INC | AVGO | COM | $62,744,750 | 166,101 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $55,335,315 | 154,840 | SH | None |
| LOWES COS INC | LOW | COM | $43,862,315 | 198,931 | SH | None |
| AMAZON COM INC | AMZN | COM | $43,248,464 | 181,457 | SH | None |
| WILLIAMS SONOMA INC | WSM | COM | $39,758,795 | 170,565 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $35,769,030 | 178,764 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $33,168,034 | 69,451 | SH | None |
| VERTEX PHARMACEUTICALS INC | VRTX | COM | $27,330,505 | 55,020 | SH | None |
| JOHNSON CONTROLS INTERNATION | JCI | SHS | $26,860,332 | 183,836 | SH | None |
| VISA INC | V | COM CL A | $21,203,045 | 61,800 | SH | None |
| CITIGROUP INC | C | COM NEW | $20,680,436 | 147,759 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $20,444,873 | 57,714 | SH | None |
| BLACKSTONE INC | BX | COM | $18,744,028 | 159,293 | SH | None |
| BLACKROCK INC | BLK | COM | $17,904,949 | 18,620 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $17,883,700 | 193,819 | SH | None |
| LENNAR CORP | LEN | CL A | $17,883,028 | 197,624 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COM | $16,875,407 | 123,349 | SH | None |
| DEERE & CO | DE | COM | $16,750,328 | 26,406 | SH | None |
| SIMON PPTY GROUP INC NEW | SPG | COM | $15,450,489 | 69,083 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $15,405,403 | 46,011 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $14,403,266 | 284,762 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $13,476,066 | 117,326 | SH | None |
| REALTY INCOME CORP | O | COM | $13,381,402 | 215,968 | SH | None |
| ARES CAPITAL CORP | ARCC | COM | $13,346,251 | 720,251 | SH | None |
| ELI LILLY & CO | LLY | COM | $13,232,802 | 11,032 | SH | None |
| SHELL PLC | SHEL | SPON ADS | $12,352,074 | 159,299 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $10,613,249 | 288,717 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $10,024,035 | 177,479 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $9,296,056 | 219,557 | SH | None |
| PUBLIC STORAGE | PSA | COM | $9,219,531 | 28,964 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $8,870,163 | 17,692 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $8,809,972 | 100,375 | SH | None |
| NOVARTIS AG | NVS | SPONSORED ADR | $8,278,682 | 52,824 | SH | None |
| EVERGY INC | EVRG | COM | $8,183,452 | 94,683 | SH | None |
| CENTERPOINT ENERGY INC | CNP | COM | $7,368,156 | 167,306 | SH | None |
| CLEARWAY ENERGY INC | CWEN | CL C | $7,245,905 | 211,992 | SH | None |
| SOUTHERN CO | SO | COM | $7,197,586 | 75,202 | SH | None |
| CROWN CASTLE INC | CCI | COM | $7,168,156 | 94,654 | SH | None |
| PFIZER INC | PFE | COM | $7,037,549 | 292,257 | SH | None |
| DIGITAL RLTY TR INC | DLR | COM | $6,962,647 | 38,771 | SH | None |
| AT&T INC | T | COM | $6,796,421 | 328,329 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $6,476,993 | 18,993 | SH | None |
| EVERSOURCE ENERGY | ES | COM | $6,231,698 | 86,228 | SH | None |
| US BANCORP | USB | COM NEW | $5,931,522 | 98,204 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.