Edgemoor Investment Advisors, Inc.

RIA/Wealth

Edgemoor Investment Advisors, Inc. is a RIA/Wealth based in Bethesda, MD led by Paul Patrick Meehan, reporting $1.3B in AUM as of Q3 2025 with MSFT as the largest holding (9% allocation).

PresidentPaul Patrick Meehan

Portfolio Value: $1.3B
Positions: 188
Top Holding: MSFT at 8.52%
Last Reported: Q3 2025

Address7250 Woodmont Avenue, Suite 315, Bethesda, MD, 20814, United States

Top Holdings

Largest long holdings in Edgemoor Investment Advisors, Inc.'s portfolio (47.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$110.0M	8.52%	+$681.6K Bought	0.00% 212.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$88.4M	6.85%	-$585.1K Sold	0.00% 347.3K shares	≤ Q2 2013 Held for 12y 5m+
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$77.4M	5.99%	-$95.0K Sold	0.01% 153.9K shares	Q4 2019 Held for 5y 11m
4 United Rentals URI	Rental & Leasing Services Industrials	$67.7M	5.24%	-$712.2K Sold	0.11% 70.9K shares	Q2 2015 Held for 10y 5m
5 Broadcom Inc. AVGO	Semiconductors Technology	$56.1M	4.34%	-$18.8K Sold	0.00% 170.0K shares	Q3 2018 Held for 7y 2m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$53.1M	4.11%	+$339.0K Bought	0.00% 218.1K shares	Q2 2014 Held for 11y 5m
7 Lowe's Companies LOW	Home Improvement Consumer Cyclical	$50.1M	3.88%	-$40.0K Sold	0.04% 199.4K shares	≤ Q2 2013 Held for 12y 5m+
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$39.9M	3.09%	+$268.8K Bought	0.00% 181.5K shares	Q3 2017 Held for 8y 2m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$37.6M	2.91%	-$153.2K Sold	0.00% 154.6K shares	≤ Q2 2013 Held for 12y 5m+
10 Williams-Sonoma WSM	Specialty Retail Consumer Cyclical	$34.6M	2.68%	-$424.5K Sold	0.15% 177.3K shares	Q3 2016 Held for 9y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Edgemoor Investment Advisors, Inc.'s latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+11.95%

+$137.8M

Net Flows % of MV

+1.11%

Turnover Ratio

2.06%

New Purchases

11 stocks

$5.7M

Added To

81 stocks

+$25.1M

Sold Out Of

4 stocks

$2.9M

Reduced Holdings

58 stocks

-$13.5M

Increased Positions

Position	Shares Δ	Change
1 Copart CPRT	New	0 → 37.2K +$1.7M
2 Intuit INTU	New	0 → 2.0K +$1.4M
3 iShares U.S. Technology IYW	New	0 → 3.6K +$705.1K
4 iShares Russell 2000 Value IWN	New	0 → 1.6K +$280.2K
5 SDY SPDR S&P Dividend ETF SDY	New	0 → 2.0K +$280.1K

Decreased Positions

Position	Shares Δ	Change
1 Marsh & McLennan Companies MMC	Sold	6.5K → 0 −$1.4M
2 NVO Novo Nordisk NVO	Sold	15.2K → 0 −$1.0M
3 Carrier Global CARR	Sold	3.2K → 0 −$231.1K
4 Honeywell International HON	Sold	929.0 → 0 −$216.3K
5 Merck & Co. MRK	-89.46%	43.8K → 4.6K −$3.3M

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Analytics

Portfolio insights and performance metrics for Edgemoor Investment Advisors, Inc.

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Sector Allocation

Technology

27.60%

Financial Services

16.10%

Consumer Cyclical

12.60%

Industrials

10.30%

Communication Services

8.60%

Utilities

6.00%

Real Estate

4.70%

ETF

3.90%

Healthcare

3.60%

Energy

2.10%

Consumer Defensive

0.60%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

43.08%

Large Cap ($10B - $200B)

46.28%

Mid Cap ($2B - $10B)

1.70%

Small Cap ($300M - $2B)

0.02%

N/A (ETF or Unknown)

8.92%

Portfolio Concentration

Top 10 Holdings %

47.62%

Top 20 Holdings %

66.02%

Top 50 Holdings %

88.46%

Top 100 Holdings %

97.11%