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Eastover Investment Advisors Llc

Portfolio Manager
Eastover Investment Advisors LLC
Performance
-2.60% (2026 Q1)
AUM (13F)
$233.40M
# of Holdings
50
Performance Rank
Allocation (Top 20)
79.2%

Eastover Investment Advisors Llc Holdings Map

Top 50 Eastover Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JBL
JABIL INC
5.55%48.8K$13.0M
-4.12%(-2.10K)
2025-Q1: 69.1K shares2025-Q2: 61.7K shares2025-Q3: 51.5K shares2025-Q4: 50.9K shares2026-Q1: 48.8K shares
$66.99(+403.42%)
2026-03-31
AAPL
APPLE INC
5.35%49.2K$12.5M
-0.77%(-381)
2025-Q1: 53.2K shares2025-Q2: 53.3K shares2025-Q3: 50.7K shares2025-Q4: 49.6K shares2026-Q1: 49.2K shares
$85.03(+234.22%)
2026-03-31
AVGO
BROADCOM INC
5.22%39.4K$12.2M
-3.91%(-1.60K)
2025-Q1: 62.4K shares2025-Q2: 55.8K shares2025-Q3: 45.9K shares2025-Q4: 41.0K shares2026-Q1: 39.4K shares
$60.38(+607.77%)
2026-03-31
GOOG
ALPHABET INC
5.01%40.8K$11.7M
-3.59%(-1.52K)
2025-Q1: 50.1K shares2025-Q2: 50.4K shares2025-Q3: 47.0K shares2025-Q4: 42.3K shares2026-Q1: 40.8K shares
$104.36(+268.22%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.81%64.3K$11.2M
-0.50%(-324)
2025-Q1: 81.2K shares2025-Q2: 80.9K shares2025-Q3: 68.9K shares2025-Q4: 64.6K shares2026-Q1: 64.3K shares
$51.66(+280.36%)
2026-03-31
RTX
RTX CORPORATION
4.35%52.7K$10.2M
-2.07%(-1.11K)
2025-Q1: 61.6K shares2025-Q2: 61.4K shares2025-Q3: 0 shares2025-Q4: 53.8K shares2026-Q1: 52.7K shares
$78.38(+120.54%)
2026-03-31
JNJ
JOHNSON & JOHNSON
4.27%40.8K$10.0M
-1.41%(-584)
2025-Q1: 42.5K shares2025-Q2: 43.3K shares2025-Q3: 41.2K shares2025-Q4: 41.4K shares2026-Q1: 40.8K shares
$149.33(+51.04%)
2026-03-31
URI
UNITED RENTALS INC
4.06%13.0K$9.5M
+48.33%(+4.24K)
2025-Q1: 9.3K shares2025-Q2: 9.6K shares2025-Q3: 8.8K shares2025-Q4: 8.8K shares2026-Q1: 13.0K shares
$690.23(+35.31%)
2026-03-31
C
CITIGROUP INC
4.04%83.2K$9.4M
-0.92%(-771)
2025-Q1: 99.5K shares2025-Q2: 99.5K shares2025-Q3: 85.2K shares2025-Q4: 84.0K shares2026-Q1: 83.2K shares
$58.64(+118.29%)
2026-03-31
SHEL
SHELL PLC
3.91%98.2K$9.1M
-3.21%(-3.26K)
2025-Q1: 104.7K shares2025-Q2: 106.1K shares2025-Q3: 100.9K shares2025-Q4: 101.5K shares2026-Q1: 98.2K shares
$48.49(+85.02%)
2026-03-31

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