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CIK: 0001472800
Total reported value
$253.9M
$253.9M
47 檔
19.6%
According to the latest 13F quarterly dataset, Eastover Investment Advisors LLC managed an equity portfolio of $253.9M at the end of Q1 2025, spanning 47 distinct U.S. exchange-listed positions.
In Q1 2025, Eastover Investment Advisors LLC displayed an active expansion posture, initiating 47 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.71% | -0.02% | -4.41% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.05% | +0.43% | -6.06% | |
| 3 | JBL | Jabil Inc | Stock-Tech | 4.54% | +0.94% | -4.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.03% | -2.85% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.25% | +0.13% | -1.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.22% | +0.05% | -2.12% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 3.94% | -0.49% | -1.60% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.90% | +0.27% | -2.29% | |
| 9 | FNF | Fidelity National Financial | Stock-Financials | 3.89% | -0.08% | -1.12% | |
| 10 | RSG | Republic Services Inc | Stock-Industrials | 3.84% | -0.22% | -0.82% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 3.78% | -0.26% | -0.80% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.78% | -0.05% | +0.05% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 3.75% | +0.26% | -0.88% | |
| 14 | SHEL | Shell Plc-adr | Stock-Energy | 3.71% | -0.88% | -0.26% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.54% | -0.01% | -0.70% | |
| 16 | C | Citigroup Inc | Stock-Financials | 3.41% | +0.15% | -1.28% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.41% | -0.53% | -0.21% | |
| 18 | PSA | Public Storage | Stock-Real Estate | 3.22% | +0.28% | -0.41% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.22% | -0.20% | -0.08% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 3.02% | -1.95% | EXIT | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.99% | +0.36% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.83% | — | +1.11% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 2.82% | +1.69% | +0.73% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.66% | — | -0.11% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 2.54% | +0.33% | +4.13% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.44% | +1.15% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.22% | +1.08% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.77% | — | +4.63% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.69% | — | +4.23% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | — | +4.46% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.07% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 0.27% | -0.01% | -21.04% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.24% | -0.01% | +1.96% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.01% | — | |
| 36 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.20% | — | — | |
| 37 | FNB | Fnb CORP | Stock-Financials | 0.19% | +0.01% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.03% | — | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.17% | -0.01% | +0.31% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.16% | — | -40.50% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | -7.13% | |
| 42 | INDA | Ishares Msci India ETF | ETF-Other | 0.14% | +0.01% | +16.93% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | -5.68% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.12% | — | +0.02% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | +0.01% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.02% | -3.24% | |
| 47 | AVDX | Avidxchange Holdings Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | JBL | Jabil Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | RTX | Rtx CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | FNF | Fidelity National Financial | — | NEW | New buy |
| 10 | RSG | Republic Services Inc | — | NEW | New buy |
| 11 | AEP | American Electric Power | — | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 13 | ABBV | Abbvie Inc | — | NEW | New buy |
| 14 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | C | Citigroup Inc | — | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 18 | PSA | Public Storage | — | NEW | New buy |
| 19 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 20 | CRM | Salesforce Inc | — | NEW | New buy |
| 21 | DHI | Dr Horton Inc | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | URI | United Rentals Inc | — | NEW | New buy |
| 24 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 25 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 26 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 27 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 28 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | DHR | Danaher CORP | — | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 33 | TFC | Truist Financial CORP | — | NEW | New buy |
| 34 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 35 | SO | Southern Co/the | — | NEW | New buy |
| 36 | SON | Sonoco Products Co | — | NEW | New buy |
| 37 | FNB | Fnb CORP | — | NEW | New buy |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | DFAI | Dimensional International Co | — | NEW | New buy |
| 40 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 41 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 42 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 43 | PM | Philip Morris International | — | NEW | New buy |
| 44 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 45 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 46 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 47 | AVDX | Avidxchange Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Eastover Investment Advisors LLC reported a total U.S. public equity portfolio value of $253.9M across 47 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, AVGO, JBL) accounted for 19.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $11.8M
During Q1 2025, Eastover Investment Advisors LLC's top holdings by market value included AAPL (5.7%)、AVGO (5.0%)、JBL (4.5%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2025, Eastover Investment Advisors LLC made 47 total portfolio adjustments, initiating 47 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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