Edgemoor Investment Advisors, Inc. quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Edgemoor Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1313792): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HARBOR INVESTMENT ADVISORY, LLC | United States | $1.271B | 1,233 |
| RMR Wealth Builders | United States | $1.270B | 277 |
| Summit Financial Strategies, Inc. | United States | $1.269B | 170 |
| COZAD ASSET MANAGEMENT INC | United States | $1.273B | 421 |
| P/E Global LLC | United States | $1.269B | 7 |
| PPSC Investment Service Corp | Japan | $1.268B | 8 |
| Fort Baker Capital Management LP | United States | $1.274B | 121 |
| Sovran Advisors, LLC | United States | $1.275B | 649 |
| CGN Advisors LLC | United States | $1.266B | 317 |
| Gemmer Asset Management LLC | United States | $1.265B | 172 |