EDGEMOOR INVESTMENT ADVISORS, INC. Information

7250 WOODMONT AVENUE, BETHESDA, Maryland, 20814, (301) 543-8881

Report Date: 03/31/2014

Position Statistics

Total Positions 137
New Positions 4
Increased Positions 45
Decreased Positions 45
Positions with Activity 90
Sold Out Positions 9
Total Mkt Value (in $ millions) 666

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.36%
Capital Goods 5.89%
Conglomerates
Consumer Cyclical 4.3%
Consumer/Non-Cyclical 1.68%
Energy 10.16%
Financial 24.43%
Healthcare 8.65%
Services 16.86%
Technology 11.93%
Transportation 1.84%
Utilities 10.45%

137 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 24,804 258 1.05 193,101
NOVARTIS A G SPONSORED ADR 22,677 126 .56 252,505
JOHNSON CTLS INC COM 19,333 169 .88 383,522
LOWES COS INC COM 18,919 -431 (2.23) 400,823
JOHNSON & JOHNSON COM 18,725 -297 (1.56) 176,987
MICROSOFT CORP COM 18,620 170 .92 446,686
WELLPOINT INC COM 17,252 301 1.77 155,757
APPLE INC COM 17,019 458 2.77 179,081
GENERAL ELECTRIC CO COM 16,528 312 1.93 630,839
3M CO COM 15,732 -150 (0.95) 109,334
INTEL CORP COM 14,600 538 3.82 467,044
PNC FINL SVCS GROUP INC COM 13,183 247 1.91 150,752
PFIZER INC COM 12,939 -26 (0.2) 431,305
AFLAC INC COM 12,403 -139 (1.1) 198,698
CISCO SYS INC COM 12,244 381 3.22 481,302
DEVON ENERGY CORP NEW COM 11,923 1,501 14.41 152,664
SPECTRA ENERGY CORP COM 11,837 474 4.17 277,475
KINDER MORGAN MANAGEMENT LLC SHS 11,837 394 3.45 152,611
AMERICAN INTL GROUP INC COM NEW 11,662 386 3.42 214,052
NATIONAL OILWELL VARCO INC COM 11,658 1,182 11.28 139,857


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