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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
40
4
3
2
4
0
28
5
2
EDGEMOOR INVESTMENT ADVISORS INC

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)670,207
Activities
New3

Increased28

Unchanged30

Decreased67

Sold Out13

Top 10 Stock Holdingstotal 37.66%
BRK.B6.94

MSFT6.13

AAPL4.63

LOW4.59

GOOG3.11

 
BA2.62

PNC2.6

NVS2.59

MMM2.31

GM2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
6.94%
CL B NEW
MSFT
6.13%
COM
AAPL
4.63%
COM
LOW
4.59%
COM
GOOG
3.11%
CAP STK CL C
BA
2.62%
COM
PNC
2.6%
COM
NVS
2.59%
SPONSORED ADR
MMM
2.31%
COM
GM
2.14%
COM
CCI
2.09%
COM
BXMT
1.88%
COM CL A
VZ
1.85%
COM
AGG
1.85%
CORE TOTUSBD ETF
URI
1.79%
COM
FDC
1.74%
CL A
COF
1.72%
COM
GOOGL
1.63%
CAP STK CL A
O
1.58%
COM
ARCC
1.58%
COM
LEN
1.51%
CL A
LUV
1.51%
COM
GD
1.45%
COM
DIS
1.43%
COM DISNEY
BKNG
1.4%
COM
ENB
1.38%
COM
ICSH
1.38%
LIQUID INC ETF
AEP
1.36%
COM
V
1.32%
COM CL A
BLK
1.25%
COM
LAMR
1.16%
CL A
NEE
1.14%
COM
MDT
1.12%
SHS
EPD
1.11%
COM
BTZ
1.04%
COM
FCT
1.02%
COM
JNJ
1.01%
COM
WSM
0.99%
COM
EMN
0.89%
COM
SO
0.83%
COM
KRE
0.79%
S&P REGL BKG
UPS
0.69%
CL B
WFC/PL
0.69%
PERP PFD CNV A
BX
0.69%
COM UNIT LTD
CNP
0.65%
COM
EVRG
0.65%
COM
KMI
0.62%
COM
AMAT
0.62%
COM
PBA
0.61%
COM
AVGO
0.6%
COM
D
0.59%
COM
RLJ/PA
0.55%
CUM CONV PFD A
SCZ
0.53%
EAFE SML CP ETF
AMG
0.51%
COM
ATO
0.51%
COM
MMP
0.51%
COM UNIT RP LP
ORAN
0.5%
SPONSORED ADR
LEMB
0.5%
EM MKTS CURR ETF
EQC/PD
0.47%
CUM PFD S D 6.5%
DCUD
0.47%
UNIT 08/15/2019
BAC/PL
0.46%
7.25%CNV PFD L
BABA
0.44%
SPONSORED ADS
FB
0.44%
CL A
T
0.42%
COM
GBDC
0.35%
COM
CI
0.33%
COM
XEL
0.32%
COM
IJR
0.31%
CORE S&P SCP ETF
WY
0.28%
COM
BAC
0.28%
COM
HCN
0.27%
COM
EZU
0.26%
EMU ETF
APU
0.26%
UNIT L P INT
BRK.A
0.23%
CL A
XOM
0.22%
COM
ES
0.21%
COM
VTR
0.17%
COM
INTC
0.14%
COM
MRK
0.14%
COM
BK
0.13%
COM
NEAR
0.13%
SHT MAT BD ETF
PFE
0.13%
COM
DHR
0.12%
COM
PEP
0.12%
COM
WMT
0.12%
COM
JFR
0.12%
COM
OKE
0.11%
COM
AMZN
0.1%
COM
CVX
0.09%
COM
ETE
0.09%
COM UT LTD PTN
ORLY
0.09%
COM
PPL
0.08%
COM
BCE
0.08%
COM NEW
NSC
0.08%
COM
CSX
0.07%
COM
ORCL
0.07%
COM
JPM
0.06%
COM
ADP
0.06%
COM
CSJ
0.05%
1-3 YR CR BD ETF
MKL
0.05%
COM
BBN
0.05%
SHS
WFC
0.05%
COM
IEMG
0.05%
CORE MSCI EMKT
PG
0.05%
COM
WBA
0.05%
COM
ISRG
0.05%
COM NEW
BBT
0.04%
COM
AZO
0.04%
COM
ACN
0.04%
SHS CLASS A
PAA
0.04%
UNIT LTD PARTN
DUK
0.04%
COM NEW
HON
0.04%
COM
BIIB
0.04%
COM
AMGN
0.04%
COM
ABBV
0.04%
COM
CSCO
0.04%
COM
NTCT
0.04%
COM
COP
0.03%
COM
ECL
0.03%
COM
WEC
0.03%
COM
UTX
0.03%
COM
ABT
0.03%
COM
FTV
0.03%
COM
IEFA
0.03%
CORE MSCI EAFE
SYK
0.03%
COM
UBSI
0.03%
COM
PDT
0.02%
COM SH BEN INT
TEVA PHA...
0.01%
DBCV 0.250% 2/2026
ESRX
2.03%
COM
CI
0.15%
COM
LMT
0.03%
COM
PSX
0.03%
COM
GILD
0.03%
COM
ITB
0.03%
US HOME CONS ETF
MIC
0.03%
MEMBERSHIP INT
BMY
0.03%
COM
RDS/B
0.03%
SPON ADR B
HD
0.03%
COM
PX
0.03%
COM
OGS
0.03%
COM
DLS
0.02%
INTL SMCAP DIV