Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eastover Investment Advisors LLC (CIK 1472800) reported $253.9M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JBL ($16.5M, 6.49%), URI ($14.6M, 5.75%), AVGO ($14.3M, 5.65%), AAPL ($13.5M, 5.33%), GOOG ($12.6M, 4.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | $16.5M | 6.49% | 42,773 | Trimmed |
| 2 | URI | UNITED RENTALS INC | $14.6M | 5.75% | 12,890 | Trimmed |
| 3 | AVGO | BROADCOM INC | $14.3M | 5.65% | 37,979 | Trimmed |
| 4 | AAPL | APPLE INC | $13.5M | 5.33% | 46,809 | Trimmed |
| 5 | GOOG | ALPHABET INC | $12.6M | 4.96% | 35,671 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $12.5M | 4.94% | 62,667 | Trimmed |
| 7 | C | CITIGROUP INC | $10.6M | 4.19% | 76,061 | Trimmed |
| 8 | RTX | RTX CORPORATION | $9.8M | 3.86% | 51,649 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $9.6M | 3.78% | 40,262 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $9.5M | 3.74% | 37,416 | Trimmed |
| 11 | ABBV | ABBVIE INC | $9.1M | 3.57% | 35,999 | Added |
| 12 | AEP | AMERICAN ELEC PWR CO INC | $9.1M | 3.57% | 66,182 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $8.9M | 3.51% | 23,870 | Added |
| 14 | ETN | EATON CORP PLC | $8.4M | 3.31% | 19,696 | Added |
| 15 | DHI | D R HORTON INC | $8.3M | 3.26% | 50,775 | Added |
| 16 | PGR | PROGRESSIVE CORP | $8.0M | 3.14% | 36,541 | Added |
| 17 | SHEL | SHELL PLC | $7.7M | 3.03% | 99,175 | Added |
| 18 | V | VISA INC | $7.6M | 2.97% | 22,014 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $7.5M | 2.95% | 8,007 | Added |
| 20 | PSA | PUBLIC STORAGE OPER CO | $7.5M | 2.94% | 23,416 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $7.0M | 2.75% | 47,687 | Added |
| 22 | RSG | REPUBLIC SVCS INC | $7.0M | 2.74% | 32,671 | Added |
| 23 | LOW | LOWES COS INC | $6.9M | 2.73% | 31,455 | Added |
| 24 | FNF | FIDELITY NATL FINL INC | $6.4M | 2.51% | 134,955 | Added |
| 25 | ISRG | INTUITIVE SURGICAL INC | $6.0M | 2.36% | 15,099 | Added |
Source: SEC Form 13F filings · as of 2026-06-30