0001398344-22-009353.txt : 20220512
0001398344-22-009353.hdr.sgml : 20220512
20220512111510
ACCESSION NUMBER: 0001398344-22-009353
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220512
DATE AS OF CHANGE: 20220512
EFFECTIVENESS DATE: 20220512
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: 22916462
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
03-31-2022
03-31-2022
false
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
05-12-2022
0
153
948428
INFORMATION TABLE
2
fp0075322_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
11039
74145
SH
SOLE
74145
0
0
ABBOTT LABS
COM
002824100
476
4024
SH
SOLE
4024
0
0
ABBVIE INC
COM
00287Y109
432
2667
SH
SOLE
2667
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
263
780
SH
SOLE
780
0
0
AES CORP
UNIT 99/99/9999
00130H204
8039
81263
SH
SOLE
81263
0
0
ALPHABET INC
CAP STK CL C
02079K107
39704
14215
SH
SOLE
14215
0
0
ALPHABET INC
CAP STK CL A
02079K305
20774
7469
SH
SOLE
7469
0
0
ALTRIA GROUP INC
COM
02209S103
340
6505
SH
SOLE
6505
0
0
AMAZON COM INC
COM
023135106
24430
7494
SH
SOLE
7494
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
11534
115602
SH
SOLE
115602
0
0
AMGEN INC
COM
031162100
463
1915
SH
SOLE
1915
0
0
APPLE INC
COM
037833100
72430
414808
SH
SOLE
414808
0
0
APPLIED MATLS INC
COM
038222105
22020
167070
SH
SOLE
167070
0
0
ARES CAPITAL CORP
COM
04010L103
14335
684257
SH
SOLE
684257
0
0
AT&T INC
COM
00206R102
5442
230293
SH
SOLE
230293
0
0
ATMOS ENERGY CORP
COM
049560105
4071
34072
SH
SOLE
34072
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
595
2617
SH
SOLE
2617
0
0
BANK NEW YORK MELLON CORP
COM
064058100
929
18718
SH
SOLE
18718
0
0
BCE INC
COM NEW
05534B760
5481
98835
SH
SOLE
98835
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2116
4
SH
SOLE
4
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
60332
170955
SH
SOLE
170955
0
0
BK OF AMERICA CORP
COM
060505104
11992
290930
SH
SOLE
290930
0
0
BLACKROCK CR ALLOCATION INCO
COM
092508100
4805
382530
SH
SOLE
382530
0
0
BLACKROCK INC
COM
09247X101
14229
18620
SH
SOLE
18620
0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
294
13330
SH
SOLE
13330
0
0
BLACKSTONE INC
COM
09260D107
18572
146304
SH
SOLE
146304
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
11978
376793
SH
SOLE
376793
0
0
BOSTON BEER INC
CL A
100557107
5672
14600
SH
SOLE
14600
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1544
21145
SH
SOLE
21145
0
0
BROADCOM INC
COM
11135F101
12195
19367
SH
SOLE
19367
0
0
BROOKFIELD RENEWABLE CORP
CL A SUB VTG
11284V105
577
13180
SH
SOLE
13180
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
1953
47556
SH
SOLE
47556
0
0
CARMAX INC
COM
143130102
727
7532
SH
SOLE
7532
0
0
CENTERPOINT ENERGY INC
COM
15189T107
7069
230710
SH
SOLE
230710
0
0
CHEVRON CORP NEW
COM
166764100
887
5449
SH
SOLE
5449
0
0
CIGNA CORP NEW
COM
125523100
1366
5699
SH
SOLE
5699
0
0
CISCO SYS INC
COM
17275R102
314
5630
SH
SOLE
5630
0
0
CITIGROUP INC
COM NEW
172967424
1391
26056
SH
SOLE
26056
0
0
CLEARBRIDGE MLP AND MIDSTRM
COM
184692200
1026
30415
SH
SOLE
30415
0
0
CLEARWAY ENERGY INC
CL A
18539C105
6863
205979
SH
SOLE
205979
0
0
COCA COLA CO
COM
191216100
213
3434
SH
SOLE
3434
0
0
COMPASS MINERALS INTL INC
COM
20451N101
6230
99213
SH
SOLE
99213
0
0
CONOCOPHILLIPS
COM
20825C104
256
2557
SH
SOLE
2557
0
0
CONSOLIDATED EDISON INC
COM
209115104
955
10086
SH
SOLE
10086
0
0
COSTCO WHSL CORP NEW
COM
22160K105
370
643
SH
SOLE
643
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
18216
98679
SH
SOLE
98679
0
0
CSX CORP
COM
126408103
856
22869
SH
SOLE
22869
0
0
CVS HEALTH CORP
COM
126650100
27463
271347
SH
SOLE
271347
0
0
DANAHER CORPORATION
COM
235851102
2086
7110
SH
SOLE
7110
0
0
DIGITAL RLTY TR INC
COM
253868103
4317
30447
SH
SOLE
30447
0
0
DISNEY WALT CO
COM
254687106
9139
66627
SH
SOLE
66627
0
0
DOMINION ENERGY INC
COM
25746U109
10879
128038
SH
SOLE
128038
0
0
DOW INC
COM
260557103
330
5178
SH
SOLE
5178
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
243
2174
SH
SOLE
2174
0
0
DUPONT DE NEMOURS INC
COM
26614N102
229
3113
SH
SOLE
3113
0
0
EMERSON ELEC CO
COM
291011104
238
2428
SH
SOLE
2428
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
230
20540
SH
SOLE
20540
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
8088
313383
SH
SOLE
313383
0
0
EQUITY COMWLTH
6.5% CNV PFD D
294628201
2691
97669
SH
SOLE
97669
0
0
EVERGY INC
COM
30034W106
4282
62664
SH
SOLE
62664
0
0
EVERSOURCE ENERGY
COM
30040W108
1711
19398
SH
SOLE
19398
0
0
EXXON MOBIL CORP
COM
30231G102
971
11760
SH
SOLE
11760
0
0
FIRST TR SR FLTG RATE INCOME
COM
33733U108
10576
841342
SH
SOLE
841342
0
0
FISERV INC
COM
337738108
1121
11051
SH
SOLE
11051
0
0
GENERAL DYNAMICS CORP
COM
369550108
12973
53787
SH
SOLE
53787
0
0
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
341
11770
SH
SOLE
11770
0
0
GOLUB CAP BDC INC
COM
38173M102
1686
110843
SH
SOLE
110843
0
0
HANCOCK JOHN PREM DIVID FD
COM SH BEN INT
41013T105
164
10000
SH
SOLE
10000
0
0
HOME DEPOT INC
COM
437076102
365
1219
SH
SOLE
1219
0
0
HONEYWELL INTL INC
COM
438516106
241
1239
SH
SOLE
1239
0
0
IDEXX LABS INC
COM
45168D104
369
675
SH
SOLE
675
0
0
INTEL CORP
COM
458140100
492
9919
SH
SOLE
9919
0
0
ISHARES INC
JP MORGAN EM ETF
464286517
900
24371
SH
SOLE
24371
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
7061
127117
SH
SOLE
127117
0
0
ISHARES TR
CORE S&P500 ETF
464287200
426
940
SH
SOLE
940
0
0
ISHARES TR
CORE US AGGBD ET
464287226
484
4520
SH
SOLE
4520
0
0
ISHARES TR
RUS MID CAP ETF
464287499
465
5960
SH
SOLE
5960
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
695
2590
SH
SOLE
2590
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
250
1506
SH
SOLE
1506
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1018
3667
SH
SOLE
3667
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
7734
71686
SH
SOLE
71686
0
0
ISHARES TR
USD INV GRDE ETF
464288620
317
5755
SH
SOLE
5755
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
251
4850
SH
SOLE
4850
0
0
ISHARES TR
CUR HD EURZN ETF
46434V639
308
9000
SH
SOLE
9000
0
0
ISHARES TR
CORE MSCI PAC
46434V696
895
14690
SH
SOLE
14690
0
0
ISHARES TR
CORE MSCI EURO
46434V738
1068
20001
SH
SOLE
20001
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
10270
204780
SH
SOLE
204780
0
0
JACOBS ENGR GROUP INC
COM
469814107
3978
28867
SH
SOLE
28867
0
0
JOHNSON & JOHNSON
COM
478160104
2335
13175
SH
SOLE
13175
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
11364
173312
SH
SOLE
173312
0
0
JPMORGAN CHASE & CO
COM
46625H100
730
5355
SH
SOLE
5355
0
0
KAYNE ANDERSON ENERGY INFRST
COM
486606106
1022
110890
SH
SOLE
110890
0
0
KELLOGG CO
COM
487836108
249
3860
SH
SOLE
3860
0
0
KINDER MORGAN INC DEL
COM
49456B101
3928
207734
SH
SOLE
207734
0
0
KKR & CO INC
COM
48251W104
322
5500
SH
SOLE
5500
0
0
LENNAR CORP
CL A
526057104
19845
244481
SH
SOLE
244481
0
0
LILLY ELI & CO
COM
532457108
404
1411
SH
SOLE
1411
0
0
LOCKHEED MARTIN CORP
COM
539830109
615
1393
SH
SOLE
1393
0
0
LOWES COS INC
COM
548661107
45531
225188
SH
SOLE
225188
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
3095
63071
SH
SOLE
63071
0
0
MALIBU BOATS INC
COM CL A
56117J100
4234
72986
SH
SOLE
72986
0
0
MARKEL CORP
COM
570535104
264
179
SH
SOLE
179
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1109
6509
SH
SOLE
6509
0
0
MEDTRONIC PLC
SHS
G5960L103
8315
74945
SH
SOLE
74945
0
0
MERCK & CO INC
COM
58933Y105
4971
60587
SH
SOLE
60587
0
0
META PLATFORMS INC
CL A
30303M102
5821
26176
SH
SOLE
26176
0
0
MICRON TECHNOLOGY INC
COM
595112103
2824
36262
SH
SOLE
36262
0
0
MICROSOFT CORP
COM
594918104
75143
243724
SH
SOLE
243724
0
0
NETSCOUT SYS INC
COM
64115T104
321
10011
SH
SOLE
10011
0
0
NEXTERA ENERGY INC
COM
65339F101
10555
124600
SH
SOLE
124600
0
0
NIKE INC
CL B
654106103
405
3011
SH
SOLE
3011
0
0
NORFOLK SOUTHN CORP
COM
655844108
975
3419
SH
SOLE
3419
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
12918
147217
SH
SOLE
147217
0
0
NUVEEN FLOATING RATE INCOME
COM
67072T108
699
69819
SH
SOLE
69819
0
0
NVIDIA CORPORATION
COM
67066G104
606
2220
SH
SOLE
2220
0
0
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
1001
23290
SH
SOLE
23290
0
0
ONEOK INC NEW
COM
682680103
670
9480
SH
SOLE
9480
0
0
ORACLE CORP
COM
68389X105
735
8885
SH
SOLE
8885
0
0
ORANGE
SPONSORED ADR
684060106
1829
154775
SH
SOLE
154775
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
386
563
SH
SOLE
563
0
0
ORION OFFICE REIT INC
COM
68629Y103
171
12180
SH
SOLE
12180
0
0
PEMBINA PIPELINE CORP
COM
706327103
4233
112592
SH
SOLE
112592
0
0
PEPSICO INC
COM
713448108
1171
6994
SH
SOLE
6994
0
0
PFIZER INC
COM
717081103
1429
27608
SH
SOLE
27608
0
0
PHILIP MORRIS INTL INC
COM
718172109
276
2940
SH
SOLE
2940
0
0
PNC FINL SVCS GROUP INC
COM
693475105
404
2188
SH
SOLE
2188
0
0
PPL CORP
COM
69351T106
443
15506
SH
SOLE
15506
0
0
PROCTER AND GAMBLE CO
COM
742718109
624
4087
SH
SOLE
4087
0
0
QUALCOMM INC
COM
747525103
257
1681
SH
SOLE
1681
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
394
3977
SH
SOLE
3977
0
0
REALTY INCOME CORP
COM
756109104
9613
138715
SH
SOLE
138715
0
0
RLJ LODGING TR
CUM CONV PFD A
74965L200
2967
107703
SH
SOLE
107703
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
5835
44355
SH
SOLE
44355
0
0
SOUTHERN CO
COM
842587107
7218
99544
SH
SOLE
99544
0
0
SPLUNK INC
COM
848637104
5931
39910
SH
SOLE
39910
0
0
STANLEY BLACK & DECKER INC
COM
854502101
5920
42350
SH
SOLE
42350
0
0
STARWOOD PPTY TR INC
COM
85571B105
3502
144894
SH
SOLE
144894
0
0
STRYKER CORPORATION
COM
863667101
307
1149
SH
SOLE
1149
0
0
TEXAS INSTRS INC
COM
882508104
310
1691
SH
SOLE
1691
0
0
UGI CORP NEW
COM
902681105
696
19216
SH
SOLE
19216
0
0
UNITED RENTALS INC
COM
911363109
28745
80924
SH
SOLE
80924
0
0
VENTAS INC
COM
92276F100
1019
16498
SH
SOLE
16498
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
12501
245413
SH
SOLE
245413
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
14393
55153
SH
SOLE
55153
0
0
VISA INC
COM CL A
92826C839
12169
54870
SH
SOLE
54870
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
4203
252914
SH
SOLE
252914
0
0
WALMART INC
COM
931142103
565
3793
SH
SOLE
3793
0
0
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
4566
3446
SH
SOLE
3446
0
0
WELLTOWER INC
COM
95040Q104
1957
20359
SH
SOLE
20359
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
2535
66892
SH
SOLE
66892
0
0
WILLIAMS SONOMA INC
COM
969904101
14491
99938
SH
SOLE
99938
0
0
XCEL ENERGY INC
COM
98389B100
2959
40998
SH
SOLE
40998
0
0
YUM BRANDS INC
COM
988498101
260
2195
SH
SOLE
2195
0
0