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CIK: 0001130787
Total reported value
$3.0B
$3.0B
271 檔
21.7%
As reported in its official Q1 2025 Form 13F filing, Eagle Global Advisors LLC's tracked investment portfolio stood at $3.0B with 271 total positions.
In Q1 2025, Eagle Global Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.95% | +0.47% | -5.20% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 4.76% | -0.45% | +7.45% | |
| 3 | MPLX | Mplx LP | Stock-Energy | 4.18% | -0.36% | +2.12% | |
| 4 | TRGP | Targa Resources CORP | Stock-Energy | 4.08% | -0.39% | +0.34% | |
| 5 | WES | Western Midstream Partners L | Stock-Energy | 4.00% | -0.07% | -2.53% | |
| 6 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 3.49% | -0.20% | -9.17% | |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 2.96% | -0.53% | -2.89% | |
| 8 | LNG | Cheniere Energy Inc | Stock-Energy | 2.90% | -0.57% | +4.94% | |
| 9 | HESM | Hess Midstream LP - Class A | Stock-Other | 2.78% | -0.13% | +26.12% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.14% | -0.41% | |
| 11 | OKE | Oneok Inc | Stock-Energy | 2.28% | -0.15% | +108.15% | |
| 12 | DTM | Dt Midstream Inc | Stock-Energy | 1.93% | +0.01% | +11.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.09% | +0.43% | |
| 14 | WMB | Williams Cos Inc | Stock-Energy | 1.86% | -0.16% | +7.92% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.04% | -0.00% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.20% | -3.48% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.22% | -1.85% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.28% | +0.09% | -1.08% | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.19% | -0.20% | +15.58% | |
| 20 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.19% | -0.04% | +14.35% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.27% | -0.29% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | — | +1.18% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.25% | -4.18% | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 0.95% | +0.01% | +4.85% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.02% | -1.31% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.03% | -0.90% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.11% | +0.76% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.04% | -0.87% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.11% | -0.97% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.15% | +0.04% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.72% | +0.02% | -1.02% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.64% | EXIT | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.04% | -0.67% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.65% | -0.04% | +36.17% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | -1.61% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.50% | -1.23% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.03% | +0.43% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.61% | -0.02% | EXIT | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | — | +4.80% | |
| 40 | HE | Hawaiian Electric Inds | Stock-Utilities | 0.56% | — | +7.32% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.56% | -0.03% | +0.81% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.55% | -0.02% | +65.92% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.51% | — | -0.53% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.47% | +0.19% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.05% | +304.19% | |
| 46 | TRP | Tc Energy CORP | Stock-Energy | 0.48% | -0.01% | +47.02% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.48% | +0.21% | +42.37% | |
| 48 | CW | Curtiss-wright CORP | Stock-Industrials | 0.47% | +0.02% | — | |
| 49 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.47% | +0.53% | -0.38% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | -0.31% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ET | Energy Transfer LP | — | NEW | New buy |
| 3 | MPLX | Mplx LP | — | NEW | New buy |
| 4 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 5 | WES | Western Midstream Partners L | — | NEW | New buy |
| 6 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 7 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 8 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 9 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | OKE | Oneok Inc | — | NEW | New buy |
| 12 | DTM | Dt Midstream Inc | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | WMB | Williams Cos Inc | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | NVDA | Nvidia CORP | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | TT | Trane Technologies plc | — | NEW | New buy |
| 19 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 20 | PAGP | Plains Gp Holdings Lp-cl A | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | PM | Philip Morris International | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | ELV | Elevance Health Inc | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 27 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 28 | MA | Mastercard Inc - A | — | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 31 | AXP | American Express Co | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | BLK | Blackrock Inc | — | NEW | New buy |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 38 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | HE | Hawaiian Electric Inds | — | NEW | New buy |
| 41 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 42 | LIN | Linde plc | — | NEW | New buy |
| 43 | PGR | Progressive CORP | — | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 46 | TRP | Tc Energy CORP | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 49 | SOXQ | Invesco Phlx Semiconductor | — | NEW | New buy |
| 50 | TMUS | T-mobile US Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Eagle Global Advisors LLC reported a total U.S. public equity portfolio value of $3.0B across 271 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ET, MPLX) accounted for 21.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $241.6M
During Q1 2025, Eagle Global Advisors LLC's top holdings by market value included AAPL (9.9%)、ET (4.8%)、MPLX (4.2%). The largest single position, AAPL, represented 9.9% of total portfolio value.
In Q1 2025, Eagle Global Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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