§ 13F · FUND PROFILE
Eastover Investment Advisors LLC.
AUM · $254M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | 43K | $16M | 6.5% | −12% |
| 2 | URI | UNITED RENTALS INC | 13K | $15M | 5.8% | −1% |
| 3 | AVGO | BROADCOM INC | 38K | $14M | 5.7% | −4% |
| 4 | AAPL | APPLE INC | 47K | $14M | 5.3% | −5% |
| 5 | GOOG | ALPHABET INC | 36K | $13M | 5.0% | −12% |
| 6 | NVDA | NVIDIA CORPORATION | 63K | $13M | 4.9% | −3% |
| 7 | C | CITIGROUP INC | 76K | $11M | 4.2% | −9% |
| 8 | RTX | RTX CORPORATION | 52K | $10M | 3.9% | −2% |
| 9 | AMZN | AMAZON COM INC | 40K | $10M | 3.8% | −4% |
| 10 | JNJ | JOHNSON & JOHNSON | 37K | $10M | 3.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EASTOVER SIGNAL
AC read
Eastover Investment Advisors LLC is a Other fund managing $254 million in assets. The fund runs a portfolio of 49 positions.
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