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CIK: 0001130787
Total reported value
$3.0B
$3.0B
275 檔
22.1%
According to the latest 13F quarterly dataset, Eagle Global Advisors LLC managed an equity portfolio of $3.0B at the end of Q3 2025, spanning 275 distinct U.S. exchange-listed positions.
Eagle Global Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 23 positions.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.46% | +0.47% | -0.31% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 4.25% | -0.45% | +5.96% | |
| 3 | MPLX | Mplx LP | Stock-Energy | 3.71% | -0.36% | +0.91% | |
| 4 | TRGP | Targa Resources CORP | Stock-Energy | 3.66% | -0.39% | +13.37% | |
| 5 | EPD | Enterprise Products Partners | Stock-Energy | 3.51% | -0.53% | +42.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.14% | -1.34% | |
| 7 | LNG | Cheniere Energy Inc | Stock-Energy | 2.94% | -0.57% | +7.22% | |
| 8 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 2.69% | -0.20% | +6.21% | |
| 9 | HESM | Hess Midstream LP - Class A | Stock-Other | 2.48% | -0.13% | -23.57% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.20% | -0.74% | |
| 11 | DTM | Dt Midstream Inc | Stock-Energy | 2.19% | +0.01% | +8.85% | |
| 12 | WES | Western Midstream Partners L | Stock-Energy | 2.10% | -0.07% | -27.45% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | +0.04% | -0.96% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.09% | -0.86% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 1.91% | -0.16% | +7.40% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.27% | -1.18% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | +0.22% | -20.50% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.59% | -0.15% | +5.15% | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.54% | -0.20% | +47.35% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.20% | +0.09% | -17.88% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.04% | — | +0.07% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.11% | -1.35% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.02% | -2.78% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.89% | +0.21% | -0.44% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.03% | -0.97% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.04% | -1.34% | |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.82% | -0.04% | +3.92% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.81% | +0.02% | -1.30% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.05% | -0.68% | |
| 30 | CW | Curtiss-wright CORP | Stock-Industrials | 0.75% | +0.02% | — | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.04% | +0.23% | |
| 32 | KNTK | Kinetik Holdings Inc | Stock-Other | 0.74% | -0.05% | +70.75% | |
| 33 | NBIS | Nebius Group N.V. | Stock-Other | 0.71% | +0.40% | -24.11% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.04% | -0.81% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.11% | -19.86% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.49% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.25% | -20.37% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.03% | -1.14% | |
| 39 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.64% | +0.53% | -0.99% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.64% | EXIT | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.03% | -0.92% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.18% | +10.57% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.15% | -10.15% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.30% | -1.30% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | -2.60% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.47% | -0.67% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | -0.02% | EXIT | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.50% | -0.60% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.50% | -0.02% | -1.27% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.50% | -0.03% | -0.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -0.74% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | -1.34% | Trim |
| 3 | EPD | Enterprise Products Partners | +0.6% | +42.22% | Add |
| 4 | NBIS | Nebius Group N.V. | +0.5% | -24.11% | Trim |
| 5 | AAPL | Apple Inc | +0.5% | -0.31% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.18% | Trim |
| 7 | KNTK | Kinetik Holdings Inc | +0.5% | +70.75% | Add |
| 8 | GEV | GE Vernova Inc | +0.4% | -0.44% | Trim |
| 9 | AVGO | Broadcom Inc | +0.4% | +960.50% | Add |
| 10 | KMI | Kinder Morgan, Inc. | +0.4% | +47.35% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.3% | -0.68% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | -0.96% | Trim |
| 13 | CW | Curtiss-wright CORP | +0.3% | — | Unchanged |
| 14 | DTM | Dt Midstream Inc | +0.3% | +8.85% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +10.57% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.2% | -1.14% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -20.50% | Trim |
| 18 | SOXQ | Invesco Phlx Semiconductor | +0.2% | -0.99% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.35% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -1.30% | Trim |
| 21 | GMAB | Genmab A/s -sp Adr | +0.1% | +16.25% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | -0.86% | Trim |
| 23 | AXP | American Express Co | +0.1% | -1.30% | Trim |
| 24 | BLK | Blackrock Inc | +0.1% | +0.23% | Trim |
| 25 | WMB | Williams Cos Inc | +0.1% | +7.40% | Add |
| 26 | LNG | Cheniere Energy Inc | 0% | +7.22% | Add |
| 27 | ACN | Accenture plc | -0.2% | -16.42% | Trim |
| 28 | NEE | Nextera Energy Inc | -0.2% | -19.86% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -0.2% | -10.15% | Add |
| 30 | ADBE | Adobe Inc | -0.2% | -8.26% | Trim |
| 31 | XOM | Exxon Mobil CORP | -0.3% | -20.37% | Trim |
| 32 | PYPL | Paypal Holdings Inc | -0.4% | -95.18% | Trim |
| 33 | PAGP | Plains Gp Holdings Lp-cl A | -0.4% | +3.92% | Trim |
| 34 | TRGP | Targa Resources CORP | -0.4% | +13.37% | Add |
| 35 | PGR | Progressive CORP | -0.5% | -85.64% | Trim |
| 36 | MPLX | Mplx LP | -0.5% | +0.91% | Add |
| 37 | ET | Energy Transfer LP | -0.5% | +5.96% | Add |
| 38 | ELV | Elevance Health Inc | -0.6% | -7.44% | Trim |
| 39 | OKE | Oneok Inc | -0.7% | +5.15% | Add |
| 40 | PAA | Plains All Amer Pipeline LP | -0.8% | +6.21% | Trim |
| 41 | WES | Western Midstream Partners L | -1.9% | -27.45% | Trim |
| 42 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 43 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 44 | LNTH | Lantheus Holdings Inc | — | EXIT | Sold out |
| 45 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | BA | Boeing Co/the | — | NEW | New buy |
| 48 | LEA | Lear CORP | — | EXIT | Sold out |
| 49 | SYY | Sysco CORP | — | EXIT | Sold out |
| 50 | WBI | Waterbridge Infrastruc-cl A | — | 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 275 disclosed positions in Q3 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 22.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
GS
市值: $11.9M
Top Position Liquidated / Trimmed
LNTH
前期市值: $9.3M
During Q3 2025, Eagle Global Advisors LLC's top holdings by market value included AAPL (10.5%)、ET (4.3%)、MPLX (3.7%). The largest single position, AAPL, represented 10.5% of total portfolio value.
In Q3 2025, Eagle Global Advisors LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 23 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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