0001140361-13-031002.txt : 20130808 0001140361-13-031002.hdr.sgml : 20130808 20130808102417 ACCESSION NUMBER: 0001140361-13-031002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130808 DATE AS OF CHANGE: 20130808 EFFECTIVENESS DATE: 20130808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Edgemoor Investment Advisors, Inc. CENTRAL INDEX KEY: 0001313792 IRS NUMBER: 522202829 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11064 FILM NUMBER: 131020361 BUSINESS ADDRESS: STREET 1: 7250 WOODMONT AVENUE STREET 2: SUITE 315 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-543-8881 MAIL ADDRESS: STREET 1: 7250 WOODMONT AVENUE STREET 2: SUITE 315 CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: Edgemoor Capital Management, Inc. DATE OF NAME CHANGE: 20050107 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001313792 XXXXXXXX 06-30-2013 06-30-2013 Edgemoor Investment Advisors, Inc.
7250 WOODMONT AVENUE SUITE 315 BETHESDA MD 20814
13F HOLDINGS REPORT 028-11064 N
Paul P. Meehan Compliance Officer 301-543-8881 /s/ Paul P. Meehan Bethesda MD 08-08-2013 0 136 564124 false
INFORMATION TABLE 2 form13fInfoTable.xml 3M Co. COM 88579Y101 12386 113265 SH SOLE 113265 0 0 AES Trust III PFD 00808N202 1785 35349 SH SOLE 35349 0 0 AGL Resources COM 001204106 824 19220 SH SOLE 19220 0 0 AT&T Inc. COM 00206r102 517 14616 SH SOLE 14616 0 0 Aberdeen Global Income Fund Inc. COM 003013109 115 10450 SH SOLE 10450 0 0 Aflac Inc. COM 001055102 11671 200814 SH SOLE 200814 0 0 Amer Electric Power Co. COM 025537101 1569 35039 SH SOLE 35039 0 0 American Express Co. COM 025816109 8410 112487 SH SOLE 112487 0 0 American Intl. Group Inc. COM 026874784 9048 202425 SH SOLE 202425 0 0 Amerigas Partners LP COM 030975106 2576 52110 SH SOLE 52110 0 0 Apache Corporation Convertible PFD 037411808 2048 42895 SH SOLE 42895 0 0 Apple Computer Inc. COM 037833100 9752 24594 SH SOLE 24594 0 0 ArcelorMittal COM L0302D178 5777 307770 SH SOLE 307770 0 0 Ares Capital Corporation COM 04010L103 8238 478973 SH SOLE 478973 0 0 Atmos Energy Corp. COM 049560105 2083 50742 SH SOLE 50742 0 0 Automatic Data Process. COM 053015103 14744 214119 SH SOLE 214119 0 0 BCE Inc. COM 05534B760 770 18777 SH SOLE 18777 0 0 Bank of America Corp. Preferred L PFD 060505682 3802 3428 SH SOLE 3428 0 0 Bank of New York COM 064058100 459 16358 SH SOLE 16358 0 0 Becton Dickinson Co COM 075887109 390 3951 SH SOLE 3951 0 0 Berkshire Hathaway Inc. - A COM 084670108 337 2 SH SOLE 2 0 0 Berkshire Hathaway Inc. - B COM 084670702 21667 193590 SH SOLE 193590 0 0 BioMed Realty Trust Inc. COM 09063H107 1339 66185 SH SOLE 66185 0 0 Biogen Idec Inc. COM 09062X103 231 1075 SH SOLE 1075 0 0 Black Rock Build America Bond Trust COM 09248X100 2743 135788 SH SOLE 135788 0 0 Boardwalk Pipeline Partners, LP COM 096627104 294 9750 SH SOLE 9750 0 0 Buckeye Partners LP COM 118230101 1534 21865 SH SOLE 21865 0 0 CSX Corp. COM 126408103 215 9279 SH SOLE 9279 0 0 Canadian Natural Resources Ltd. COM 136385101 1093 38682 SH SOLE 38682 0 0 Carlyle Group LP COM 14309L102 3628 141570 SH SOLE 141570 0 0 CenterPoint Energy COM 15189T107 789 33589 SH SOLE 33589 0 0 Chevrontexaco Corp. COM 166764100 971 8207 SH SOLE 8207 0 0 Cigna Corp. COM 125509109 505 6967 SH SOLE 6967 0 0 Cisco Systems Inc. COM 17275r102 11034 453404 SH SOLE 453404 0 0 Coca Cola Company COM 191216100 281 7000 SH SOLE 7000 0 0 CommonWealth Reit Pref D PFD 203233408 1933 83847 SH SOLE 83847 0 0 Commonwealth Reit Preferred P PFD 203233606 2187 87146 SH SOLE 87146 0 0 Compass Minerals International COM 20451N101 5393 63805 SH SOLE 63805 0 0 ConocoPhillips COM 20825C104 497 8211 SH SOLE 8211 0 0 Cross Timbers Royalty Trust COM 22757R109 577 21290 SH SOLE 21290 0 0 Danaher Corp. Del COM 235851102 799 12618 SH SOLE 12618 0 0 Devon Energy Corp. COM 25179M103 6699 129124 SH SOLE 129124 0 0 Digital Realty Trust, Inc. Pfd Ser F PFD 253868806 498 19970 SH SOLE 19970 0 0 Dominion Resources Inc. COM 25746U109 3258 57337 SH SOLE 57337 0 0 Duke Energy Corp. COM 26441C204 2594 38427 SH SOLE 38427 0 0 Enbridge Energy Mgmt COM 29250X103 5316 175547 SH SOLE 175547 0 0 Enbridge Energy Ptrs. LP COM 29250R106 1367 44842 SH SOLE 44842 0 0 Energy Transfer Equity L.P. COM 29273V100 1276 21325 SH SOLE 21325 0 0 Energy Transfer Partners COM 29273R109 5766 114095 SH SOLE 114095 0 0 Enerplus Corporation COM 292766102 1724 116590 SH SOLE 116590 0 0 Enterprise Products Pptns Lp COM 293792107 4056 65267 SH SOLE 65267 0 0 Express Scripts Holding Company COM 30219G108 2047 33149 SH SOLE 33149 0 0 ExxonMobil Corp. COM 30231G102 15580 172437 SH SOLE 172437 0 0 Felcor Lodging Trust Inc. Pfd. A PFD 31430F200 4500 182920 SH SOLE 182920 0 0 Felcor Lodging Trust Inc. Pfd. C PFD 31430F507 1352 54327 SH SOLE 54327 0 0 France Telecom ADS COM 35177q105 3108 328891 SH SOLE 328891 0 0 General Dynamics Corp. COM 369550108 6150 78513 SH SOLE 78513 0 0 General Electric Co. COM 369604103 14295 616408 SH SOLE 616408 0 0 General Motors Co. COM 37045V100 2012 60415 SH SOLE 60415 0 0 Gilead Sciences Inc. COM 375558103 497 9700 SH SOLE 9700 0 0 Google Inc. Cl A COM 38259p508 10821 12291 SH SOLE 12291 0 0 HSBC USA Inc. Series G Dep Shares PFD 404288H88 821 34174 SH SOLE 34174 0 0 HSBC USA, Inc. Preferred D PFD 40428H706 1685 67139 SH SOLE 67139 0 0 Health Care REIT Inc. COM 42217K106 1695 25280 SH SOLE 25280 0 0 Horsehead Holding Corp. COM 440694305 1914 149450 SH SOLE 149450 0 0 Intel Corp. COM 458140100 10868 448538 SH SOLE 448538 0 0 International Business Machines Corp. COM 459200101 351 1838 SH SOLE 1838 0 0 Ishares Emerging Markets Fund COM 464287234 399 10367 SH SOLE 10367 0 0 Johnson & Johnson COM 478160104 15786 183854 SH SOLE 183854 0 0 Johnson Controls Inc. COM 478366107 13435 375378 SH SOLE 375378 0 0 Kinder Morgan Energy Ptrs. COM 494550106 4383 51323 SH SOLE 51323 0 0 Kinder Morgan Mgmt. COM 49455U100 11708 140065 SH SOLE 140065 0 0 Kohls COM 500255104 8693 172106 SH SOLE 172106 0 0 Linn Energy, LLC COM 536020100 332 10000 SH SOLE 10000 0 0 Lowe's Companies Inc. COM 548661107 17722 433312 SH SOLE 433312 0 0 Macquarie Infrastructure Company COM 55608B105 267 5000 SH SOLE 5000 0 0 Magellan Midstream Partners LP COM COM 559080106 452 8300 SH SOLE 8300 0 0 Markel Corp. COM 570535104 419 795 SH SOLE 795 0 0 Methanex Corp. COM 59151K108 1194 27875 SH SOLE 27875 0 0 Microsoft Corp. COM 594918104 15348 444285 SH SOLE 444285 0 0 Morgan Stanley Prd A COM 61747S504 3107 144828 SH SOLE 144828 0 0 National Grid PLC ADR COM 636274300 7366 129986 SH SOLE 129986 0 0 National Oilwell Varco, Inc. COM 637071101 7151 103783 SH SOLE 103783 0 0 NextEra Energy Convertible COM 65339F507 2877 47356 SH SOLE 47356 0 0 Nextera Energy Corp COM 65339F101 2004 24595 SH SOLE 24595 0 0 Noble Corp. COM H5833N103 4524 120396 SH SOLE 120396 0 0 Norfolk Southern Corp. COM 655844108 203 2794 SH SOLE 2794 0 0 Northeast Utilities COM 664397106 1134 26997 SH SOLE 26997 0 0 Novartis AG ADR COM 66987V109 18031 254993 SH SOLE 254993 0 0 Nustar Energy LP COM 67058H102 1635 35826 SH SOLE 35826 0 0 Nuveen Build America Bond Opportunity Fund COM 67074Q102 350 17517 SH SOLE 17517 0 0 Nuveen Floating Rate Income Fund COM 67072T108 1045 82942 SH SOLE 82942 0 0 Occidental Pete Corp. COM 674599105 210 2350 SH SOLE 2350 0 0 Oneok Inc. COM 682680103 500 12103 SH SOLE 12103 0 0 PNC Financial Services Group COM 693475105 10730 147142 SH SOLE 147142 0 0 PPL Corp. COM 69351T106 879 29052 SH SOLE 29052 0 0 Pembina Pipeline Corp. COM 706327103 5214 170281 SH SOLE 170281 0 0 Penn West Energy Trust COM 707887105 604 57131 SH SOLE 57131 0 0 Pepsico Inc. COM 713448108 651 7957 SH SOLE 7957 0 0 Pfizer Inc. COM 717081103 12287 438666 SH SOLE 438666 0 0 Philip Morris International COM 718172109 287 3314 SH SOLE 3314 0 0 Phillips 66 COM 718546104 232 3930 SH SOLE 3930 0 0 Plains All American Pipeline Lp COM 726503105 505 9050 SH SOLE 9050 0 0 Potomac Electric Pwr Co. COM 713291102 356 17634 SH SOLE 17634 0 0 Rogers Communications Inc. COM 775109200 2996 76440 SH SOLE 76440 0 0 Royal Dutch Shell B COM 780259107 291 4391 SH SOLE 4391 0 0 SPDR Barclays Capital High Yield Bond COM 78464A417 1324 33535 SH SOLE 33535 0 0 Schlumberger Ltd. COM 806857108 247 3442 SH SOLE 3442 0 0 Spectra Energy COM 847560109 8564 248533 SH SOLE 248533 0 0 Steel Dynamics, Inc. COM 858119100 4198 281561 SH SOLE 281561 0 0 Sun Hydraulics Corp. COM 866942105 201 6425 SH SOLE 6425 0 0 TC Pipelines LP COM 87233Q108 578 11976 SH SOLE 11976 0 0 Thermo Fisher Scientific Inc. COM 883556102 8456 99923 SH SOLE 99923 0 0 Tupperware Corp. COM 899896104 8692 111881 SH SOLE 111881 0 0 United Parcel Service - B COM 911312106 9894 114404 SH SOLE 114404 0 0 United Technologies Corp. Preferred A PFD 913017117 2817 47455 SH SOLE 47455 0 0 Vanguard Emerging Markets Stock ETF COM 922042858 200 5167 SH SOLE 5167 0 0 Verizon Communications COM 92343v104 5024 99799 SH SOLE 99799 0 0 Virginia Commerce Banccorp Inc. COM 92778Q109 251 18000 SH SOLE 18000 0 0 Vodaphone Group ADR COM 92857W209 7200 250483 SH SOLE 250483 0 0 WPX Energy, Inc. COM 98212B103 1672 88256 SH SOLE 88256 0 0 Wal-Mart Stores Inc. COM 931142103 484 6500 SH SOLE 6500 0 0 Walgreen Company COM 931422109 265 6000 SH SOLE 6000 0 0 Weight Watchers Int'l. COM 948626106 3060 66526 SH SOLE 66526 0 0 Wellpoint Inc. COM 94973V107 13354 163177 SH SOLE 163177 0 0 Wells Fargo & Co. COM 949746101 635 15381 SH SOLE 15381 0 0 Wells Fargo & Co. Pfd A PFD 949746804 5022 4206 SH SOLE 4206 0 0 Westar Energy Inc. COM 95709T100 3472 108635 SH SOLE 108635 0 0 Western Union Co. COM 959802109 7527 439910 SH SOLE 439910 0 0 Wisdom Tree Emerging Markets Local Debt COM 97717X867 5493 114351 SH SOLE 114351 0 0 Wisdom Tree Japan Hedged Equity Index COM 97717W851 1656 36305 SH SOLE 36305 0 0 Wisdom Tree Small Cap COM 97717W562 8380 125426 SH SOLE 125426 0 0 WisdomTree Emerging Markets COM 97717W315 12614 261000 SH SOLE 261000 0 0 Xcel Energy Inc. COM 98389B100 1747 61630 SH SOLE 61630 0 0 iShares Barclay 1-3 Year Credit Bond COM 464288646 296 2820 SH SOLE 2820 0 0 iShares TR iBoxx High Yield Corp Bd COM 464288513 229 2516 SH SOLE 2516 0 0