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 $233.4M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBL ($13.0M, 5.55%), AAPL ($12.5M, 5.35%), AVGO ($12.2M, 5.22%), GOOG ($11.7M, 5.01%), NVDA ($11.2M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | $13.0M | 5.55% | 48,806 | Trimmed |
| 2 | AAPL | APPLE INC | $12.5M | 5.35% | 49,218 | Trimmed |
| 3 | AVGO | BROADCOM INC | $12.2M | 5.22% | 39,395 | Trimmed |
| 4 | GOOG | ALPHABET INC | $11.7M | 5.01% | 40,766 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $11.2M | 4.81% | 64,318 | Trimmed |
| 6 | RTX | RTX CORPORATION | $10.2M | 4.35% | 52,688 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $10.0M | 4.27% | 40,799 | Trimmed |
| 8 | URI | UNITED RENTALS INC | $9.5M | 4.06% | 13,007 | Added |
| 9 | C | CITIGROUP INC | $9.4M | 4.04% | 83,187 | Trimmed |
| 10 | SHEL | SHELL PLC | $9.1M | 3.91% | 98,217 | Trimmed |
| 11 | AEP | AMERICAN ELEC PWR CO INC | $8.9M | 3.83% | 68,232 | Added |
| 12 | AMZN | AMAZON COM INC | $8.7M | 3.73% | 41,839 | Added |
| 13 | MSFT | MICROSOFT CORP | $8.3M | 3.54% | 22,338 | Added |
| 14 | COST | COSTCO WHSL CORP NEW | $7.9M | 3.39% | 7,930 | Added |
| 15 | ABBV | ABBVIE INC | $7.7M | 3.31% | 35,563 | Added |
| 16 | PGR | PROGRESSIVE CORP | $7.2M | 3.06% | 36,080 | New |
| 17 | ETN | EATON CORP PLC | $7.0M | 2.98% | 19,442 | Added |
| 18 | RSG | REPUBLIC SVCS INC | $6.9M | 2.96% | 31,522 | Added |
| 19 | LOW | LOWES COS INC | $6.8M | 2.93% | 28,894 | Trimmed |
| 20 | DHI | D R HORTON INC | $6.8M | 2.90% | 49,348 | Added |
| 21 | PG | PROCTER AND GAMBLE CO | $6.4M | 2.76% | 44,610 | Added |
| 22 | V | VISA INC | $6.3M | 2.70% | 20,885 | Added |
| 23 | PSA | PUBLIC STORAGE OPER CO | $6.2M | 2.66% | 22,952 | Added |
| 24 | FNF | FIDELITY NATIONAL FINANCIAL | $6.1M | 2.59% | 130,575 | Added |
| 25 | ISRG | INTUITIVE SURGICAL INC | $6.0M | 2.59% | 13,111 | Added |
Source: SEC Form 13F filings · as of 2026-03-31