0001398344-20-021782.txt : 20201110 0001398344-20-021782.hdr.sgml : 20201110 20201110124526 ACCESSION NUMBER: 0001398344-20-021782 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201110 DATE AS OF CHANGE: 20201110 EFFECTIVENESS DATE: 20201110 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: 201300371 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 false false 0001313792 XXXXXXXX 09-30-2020 09-30-2020 false Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE SUITE 315 BETHESDA MD 20814

13F HOLDINGS REPORT 028-11064 N Paul P. Meehan 301-543-8881 /s/ Paul P. Meehan Bethesda MD 11-10-2020 0 126 808552 INFORMATION TABLE 2 fp0058416_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 13400 83655 SH SOLE 83655 0 0 ABBOTT LABS COM 002824100 400 3673 SH SOLE 3673 0 0 ABBVIE INC COM 00287Y109 201 2298 SH SOLE 2298 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 491 2174 SH SOLE 2174 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15001 51028 SH SOLE 51028 0 0 ALPHABET INC CAP STK CL C 02079K107 27363 18620 SH SOLE 18620 0 0 ALPHABET INC CAP STK CL A 02079K305 12830 8754 SH SOLE 8754 0 0 ALTRIA GROUP INC COM 02209S103 226 5836 SH SOLE 5836 0 0 AMAZON COM INC COM 023135106 23518 7469 SH SOLE 7469 0 0 AMERICAN ELEC PWR CO INC COM 025537101 9145 111894 SH SOLE 111894 0 0 AMGEN INC COM 031162100 346 1361 SH SOLE 1361 0 0 APPLE INC COM 037833100 63754 550503 SH SOLE 550503 0 0 APPLIED MATLS INC COM 038222105 12857 216259 SH SOLE 216259 0 0 ARES CAPITAL CORP COM 04010L103 9357 670778 SH SOLE 670778 0 0 AT&T INC COM 00206R102 5628 197387 SH SOLE 197387 0 0 ATMOS ENERGY CORP COM 049560105 3471 36311 SH SOLE 36311 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 344 2463 SH SOLE 2463 0 0 AUTOZONE INC COM 053332102 409 347 SH SOLE 347 0 0 BANK NEW YORK MELLON CORP COM 064058100 587 17108 SH SOLE 17108 0 0 BCE INC COM NEW 05534B760 589 14202 SH SOLE 14202 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1600 5 SH SOLE 5 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43770 205551 SH SOLE 205551 0 0 BK OF AMERICA CORP COM 060505104 7685 319024 SH SOLE 319024 0 0 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 3664 2462 SH SOLE 2462 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 6098 428799 SH SOLE 428799 0 0 BLACKROCK INC COM 09247X101 12327 21874 SH SOLE 21874 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 361 13930 SH SOLE 13930 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 9072 173800 SH SOLE 173800 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 8566 389900 SH SOLE 389900 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 11192 185655 SH SOLE 185655 0 0 BROADCOM INC COM 11135F101 9729 26705 SH SOLE 26705 0 0 CENTERPOINT ENERGY INC COM 15189T107 2543 131415 SH SOLE 131415 0 0 CHEVRON CORP NEW COM 166764100 422 5864 SH SOLE 5864 0 0 CIGNA CORP NEW COM 125523100 1052 6209 SH SOLE 6209 0 0 CISCO SYS INC COM 17275R102 223 5673 SH SOLE 5673 0 0 COLGATE PALMOLIVE CO COM 194162103 202 2623 SH SOLE 2623 0 0 COMPASS MINERALS INTL INC COM 20451N101 5811 97916 SH SOLE 97916 0 0 CONSOLIDATED EDISON INC COM 209115104 816 10487 SH SOLE 10487 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 19130 114894 SH SOLE 114894 0 0 CSX CORP COM 126408103 597 7683 SH SOLE 7683 0 0 CVS HEALTH CORP COM 126650100 17873 306052 SH SOLE 306052 0 0 DANAHER CORPORATION COM 235851102 1520 7059 SH SOLE 7059 0 0 DIGITAL RLTY TR INC COM 253868103 217 1481 SH SOLE 1481 0 0 DISNEY WALT CO COM DISNEY 254687106 10995 88610 SH SOLE 88610 0 0 DOMINION ENERGY INC COM 25746U109 9555 121061 SH SOLE 121061 0 0 DOW INC COM 260557103 248 5261 SH SOLE 5261 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 314 3542 SH SOLE 3542 0 0 EASTMAN CHEM CO COM 277432100 4955 63423 SH SOLE 63423 0 0 ECOLAB INC COM 278865100 316 1581 SH SOLE 1581 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 166 30645 SH SOLE 30645 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 5189 328614 SH SOLE 328614 0 0 EQUITY COMWLTH CUM PFD S D 6.5% 294628201 3245 111712 SH SOLE 111712 0 0 EVERGY INC COM 30034W106 3477 68416 SH SOLE 68416 0 0 EVERSOURCE ENERGY COM 30040W108 1645 19692 SH SOLE 19692 0 0 EXXON MOBIL CORP COM 30231G102 709 20659 SH SOLE 20659 0 0 FACEBOOK INC CL A 30303M102 11022 42085 SH SOLE 42085 0 0 FIRST TR SR FLG RTE INCM FD COM 33733U108 8368 762884 SH SOLE 762884 0 0 FISERV INC COM 337738108 552 5354 SH SOLE 5354 0 0 FORTIVE CORP COM 34959J108 232 3049 SH SOLE 3049 0 0 GENERAL DYNAMICS CORP COM 369550108 9205 66496 SH SOLE 66496 0 0 GOLUB CAP BDC INC COM 38173M102 1814 137017 SH SOLE 137017 0 0 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 125 10000 SH SOLE 10000 0 0 HOME DEPOT INC COM 437076102 427 1536 SH SOLE 1536 0 0 HONEYWELL INTL INC COM 438516106 227 1380 SH SOLE 1380 0 0 IDEXX LABS INC COM 45168D104 334 850 SH SOLE 850 0 0 INTEL CORP COM 458140100 4621 89252 SH SOLE 89252 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 213 300 SH SOLE 300 0 0 ISHARES INC JP MORGAN EM ETF 464286517 1430 34182 SH SOLE 34182 0 0 ISHARES TR CORE S&P500 ETF 464287200 265 788 SH SOLE 788 0 0 ISHARES TR CORE US AGGBD ET 464287226 20740 175680 SH SOLE 175680 0 0 ISHARES TR EAFE SML CP ETF 464288273 261 4425 SH SOLE 4425 0 0 ISHARES TR USD INV GRDE ETF 464288620 9002 148115 SH SOLE 148115 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 384 6985 SH SOLE 6985 0 0 ISHARES TR CORE MSCI PAC 46434V696 827 14690 SH SOLE 14690 0 0 ISHARES TR ULTR SH TRM BD 46434V878 12772 252554 SH SOLE 252554 0 0 JOHNSON & JOHNSON COM 478160104 1806 12129 SH SOLE 12129 0 0 JOHNSON CTLS INTL PLC SHS G51502105 5817 142398 SH SOLE 142398 0 0 JPMORGAN CHASE & CO COM 46625H100 410 4262 SH SOLE 4262 0 0 KELLOGG CO COM 487836108 8488 131416 SH SOLE 131416 0 0 KINDER MORGAN INC DEL COM 49456B101 3079 249750 SH SOLE 249750 0 0 LENNAR CORP CL A 526057104 24797 303585 SH SOLE 303585 0 0 LOCKHEED MARTIN CORP COM 539830109 291 759 SH SOLE 759 0 0 LOWES COS INC COM 548661107 46673 281399 SH SOLE 281399 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2391 69913 SH SOLE 69913 0 0 MARKEL CORP COM 570535104 331 340 SH SOLE 340 0 0 MARSH & MCLENNAN COS INC COM 571748102 520 4534 SH SOLE 4534 0 0 MASTERCARD INCORPORATED CL A 57636Q104 253 747 SH SOLE 747 0 0 MEDTRONIC PLC SHS G5960L103 10220 98349 SH SOLE 98349 0 0 MERCK & CO. INC COM 58933Y105 2975 35866 SH SOLE 35866 0 0 MICROSOFT CORP COM 594918104 66503 316185 SH SOLE 316185 0 0 NETSCOUT SYS INC COM 64115T104 219 10011 SH SOLE 10011 0 0 NEXTERA ENERGY INC COM 65339F101 10780 38839 SH SOLE 38839 0 0 NIKE INC CL B 654106103 331 2637 SH SOLE 2637 0 0 NORFOLK SOUTHN CORP COM 655844108 732 3419 SH SOLE 3419 0 0 NOVARTIS AG SPONSORED ADR 66987V109 16439 189039 SH SOLE 189039 0 0 NUVEEN FLOATING RATE INCOME COM 67072T108 689 82862 SH SOLE 82862 0 0 ONEOK INC NEW COM 682680103 320 12336 SH SOLE 12336 0 0 ORACLE CORP COM 68389X105 537 8999 SH SOLE 8999 0 0 ORANGE SPONSORED ADR 684060106 1865 179657 SH SOLE 179657 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 772 1675 SH SOLE 1675 0 0 PAYPAL HLDGS INC COM 70450Y103 266 1349 SH SOLE 1349 0 0 PEMBINA PIPELINE CORP COM 706327103 2672 125863 SH SOLE 125863 0 0 PEPSICO INC COM 713448108 869 6271 SH SOLE 6271 0 0 PFIZER INC COM 717081103 1222 33298 SH SOLE 33298 0 0 PNC FINL SVCS GROUP INC COM 693475105 13919 126641 SH SOLE 126641 0 0 PPL CORP COM 69351T106 475 17461 SH SOLE 17461 0 0 PROCTER AND GAMBLE CO COM 742718109 558 4012 SH SOLE 4012 0 0 REALTY INCOME CORP COM 756109104 9328 153549 SH SOLE 153549 0 0 RLJ LODGING TR CUM CONV PFD A 74965L200 2873 125278 SH SOLE 125278 0 0 SOUTHERN CO COM 842587107 6483 119568 SH SOLE 119568 0 0 STRYKER CORPORATION COM 863667101 281 1349 SH SOLE 1349 0 0 TEVA PHARMACEUTICAL FIN LLC DBCV 0.250% 2/0 88163VAE9 57 58000 PRN SOLE 58000 0 0 TEXAS INSTRS INC COM 882508104 207 1449 SH SOLE 1449 0 0 TRUIST FINL CORP COM 89832Q109 320 8417 SH SOLE 8417 0 0 UGI CORP NEW COM 902681105 799 24220 SH SOLE 24220 0 0 UNITED RENTALS INC COM 911363109 19779 113348 SH SOLE 113348 0 0 VENTAS INC COM 92276F100 736 17537 SH SOLE 17537 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 13679 229945 SH SOLE 229945 0 0 VISA INC COM CL A 92826C839 13826 69137 SH SOLE 69137 0 0 WALMART INC COM 931142103 1203 8597 SH SOLE 8597 0 0 WEC ENERGY GROUP INC COM 92939U106 323 3335 SH SOLE 3335 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 4850 3614 SH SOLE 3614 0 0 WELLTOWER INC COM 95040Q104 1232 22356 SH SOLE 22356 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 2198 77086 SH SOLE 77086 0 0 WILLIAMS SONOMA INC COM 969904101 12192 134809 SH SOLE 134809 0 0 XCEL ENERGY INC COM 98389B100 2944 42658 SH SOLE 42658 0 0