Eastover Investment Advisors LLC: 13F holdings
CIK 14728002026Q2
| Positions | 49 |
|---|
| Reported value | $253.9m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 49 (-1 vs prior quarter) |
|---|
| Reported value | $253.9m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JBL JABIL INC | 42,773 | $16.5m | 6.5% |
| URI UNITED RENTALS INC | 12,890 | $14.6m | 5.8% |
| AVGO BROADCOM INC | 37,979 | $14.3m | 5.7% |
| AAPL APPLE INC | 46,809 | $13.5m | 5.3% |
| GOOG ALPHABET INC | 35,671 | $12.6m | 5.0% |
| NVDA NVIDIA CORPORATION | 62,667 | $12.5m | 4.9% |
| C CITIGROUP INC | 76,061 | $10.6m | 4.2% |
| RTX RTX CORPORATION | 51,649 | $9.8m | 3.9% |
| AMZN AMAZON COM INC | 40,262 | $9.6m | 3.8% |
| JNJ JOHNSON & JOHNSON | 37,416 | $9.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1472800")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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