Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDGEMOOR INVESTMENT ADVISORS INC | 02-07-2024 | 12-31-2023 | 160 | 956,010,292 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $87,085,094 | 231,584 | 0.01 | 0.01 | -3,739 | -1.59 | 12-31-2023 |
| APPLE INC | COM | 2 | $73,987,764 | 384,292 | 0.01 | 0.01 | -6,437 | -1.65 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $60,307,638 | 169,089 | 0.01 | 0.01 | 263 | 0.16 | 12-31-2023 |
| LOWES COS INC | COM | 4 | $46,550,215 | 209,167 | 0.00 | 0.01 | 294 | 0.14 | 12-31-2023 |
