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Paul P. Meehan

Edgemoor Investment Advisors, Inc.

Assets Managed
$1.271B
Holdings
170
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-1.35%(2Q avg: -0.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Edgemoor Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Edgemoor Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.271B in assets, with a quarterly growth rate of -1.35% and a 2-quarter average growth rate of -0.97%. The portfolio is managed by Paul P. Meehan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.03%
6.82%
$86.631M
341,350 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.62%
6.1%
$77.415M
209,133 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.23%
5.7%
$72.418M
151,123 shares@ $479.21 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.24%
4.62%
$58.605M
204,298 shares@ $286.87 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.14%
4.05%
$51.464M
166,276 shares@ $309.52 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.16%
4.03%
$51.109M
149,533 shares@ $341.8 avg price
URI
United Rentals Inc
Recent Activity
Increased 0.01%
4.02%
$51.083M
70,115 shares@ $728.56 avg price
LOW
Lowe's Cos Inc
Recent Activity
Increased 0.14%
3.7%
$46.97M
198,790 shares@ $236.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.72%
3.5%
$44.388M
154,362 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.39%
3%
$38.021M
182,558 shares@ $208.28 avg price

1-10 of 170