Institutions / Eastover Investment Advisors LLC

Eastover Investment Advisors LLC

CIK 1472800 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$227.40M
Positions
47
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Broadcom Inc.โ€”$14.19M40,9976.2%
Apple Inc.โ€”$13.48M49,5995.9%
Alphabet Inc.โ€”$13.27M42,2865.8%
NVIDIA Corpโ€”$12.06M64,6425.3%
Jabil Incโ€”$11.61M50,9015.1%
Microsoft Corpโ€”$10.55M21,8064.6%
RTX Corpโ€”$9.87M53,8034.3%
Citigroup Incโ€”$9.80M83,9584.3%
Amazon.com Incโ€”$9.57M41,4774.2%
Johnson & Johnsonโ€”$8.56M41,3833.8%
AbbVie Inc.โ€”$8.03M35,1463.5%
American Electric Power Co Incโ€”$7.83M67,8973.4%
Shell PLCโ€”$7.46M101,4783.3%
Intuitive Surgical Incโ€”$7.23M12,7643.2%
United Rentals Incโ€”$7.10M8,7693.1%
Visa Incโ€”$7.09M20,2173.1%
Lowes Companies Incโ€”$6.99M29,0023.1%
Horton D R Inc /Deโ€”$6.97M48,3913.1%
Costco Wholesale Corp /Newโ€”$6.75M7,8313.0%
Fidelity National Financial Incโ€”$6.63M121,4012.9%
Republic Services, Inc.โ€”$6.60M31,1222.9%
PROCTER & GAMBLE Coโ€”$6.23M43,4962.7%
Salesforce Incโ€”$6.13M23,1282.7%
Eaton Corp plcโ€”$6.00M18,8442.6%
Public Storageโ€”$5.82M22,4132.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.