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Investing in Giants: Edgemoor's Q3 vs. Q4 2022 Holdings Comparison

Ava Hoppe | 2 May, 2023

As an investor, it is always beneficial to analyze the holdings of successful and reputable funds to gain insight into their investment strategies. Edgemoor Investment Advisors, Inc. recently released its Q3 vs. Q4 2022 13F Holdings Comparison report, and the results offer valuable information on their investment decisions. In this article, we will take a deep dive into Edgemoor's changes in holdings and explore the implications for investors.

Microsoft Corp (MSFT) remained Edgemoor's largest holding, with a slight decrease in shares from 245,518 in Q3 to 244,994 in Q4. However, with an increase in value from $57,181,000 to $58,754,000, the tech giant accounts for a larger percentage of the fund's portfolio. This shows Edgemoor's continued confidence in Microsoft's growth potential.

Berkshire Hathaway Inc Del (BRK-B) also saw an increase in shares from 170,360 in Q3 to 172,702 in Q4. With a surge in value from $45,490,000 to $53,347,000, this investment accounts for 17.3% of the fund's portfolio. The increase in shares and value indicates that Edgemoor believes that Warren Buffet's company will continue to be a solid investment in the coming years.

Apple Inc (AAPL) witnessed a decrease in shares from 411,161 in Q3 to 404,559 in Q4, with a drop in value from $56,823,000 to $52,564,000. This low on a once market leader indicates Edgemoor might not see Apple's future growth potential as favorably as before.

United Rentals Inc (URI) is one of the most significant movers in Edgemoor's portfolio, with a substantial increase in shares from 81,118 in Q3 to 79,898 in Q4 and a spike in value from $21,912,000 to $28,397,000. This sizable investment depicts Edgemoor's bullish stance on the rental equipment company, which may stem from the company's role in the construction industry's recovery amid an economic expansion.

In contrast, Alphabet Inc (GOOG, GOOGL) underperformed in Edgemoor's portfolio. The company saw a decrease in shares from 277,603 in Q3 to 266,331 in Q4. Along with a decline in value from $26,692,000 to $23,631,000, it suggests the fund might have lost its confidence in this internet giant.

BlackRock Inc (BLK) and Ares Capital Corp (ARCC) saw an increase in shares and value, indicating a promising investment strategy for Edgemoor in asset management and finance. However, Inc (AMZN) took a beating with a decrease in shares from 161,961 in Q3 to 168,182 in Q4, and a significant decline in value from $18,302,000 to $14,127,000. This sudden drop might have caused Edgemoor to rethink their investment plan, given the intense competition in the tech and retail sectors.

In summary, this recent Edgemoor report shows that the fund's investments are complex and diverse, with compelling additions and disposals. While some favorites like MSFT and BRK-B remain, some holdings experienced a shakeup, including AAPL and AMZN's disappointing performance. Nonetheless, investors might cherry-pick on to Edgemoor's investment approach in URI and financial companies like BLK and ARCC. It is important to note that Edgemoor's portfolio decisions could be solely based on its specific portfolio's risk, return concerns, or benchmarks. Nonetheless, keeping a close eye on market leaders' portfolio moves like Edgemoor's can still provide useful insights.

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