Eastover Investment Advisors LLC
Filing Date
Global Rank
#4,002
/ 8,586
▲ 185
Top Industry
Semiconductors
10.8%
3Y Alpha vs SPY
-5.7%
Period ended 3 months ago
Filed Apr 8, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.0%
SPY
+78.1%
Annualised alpha
-5.7%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.9%
−0.8 pts
Top 5
27.0%
−2.3 pts
Top 10
48.4%
−2.5 pts
HHI
392
Diversified−23
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.2% | $61,696,649 |
| Industrials | 15.6% | $34,023,828 |
| Financial Services | 14.8% | $32,441,787 |
| Healthcare | 12.2% | $26,768,055 |
| Consumer Cyclical | 10.4% | $22,790,028 |
| Consumer Defensive | 6.7% | $14,626,235 |
| Utilities | 4.3% | $9,444,306 |
| Energy | 4.2% | $9,134,181 |
| Real Estate | 2.8% | $6,217,237 |
| Unclassified | 0.6% | $1,400,877 |
| Communication Services | 0.1% | $223,676 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A S | +19,629 | 82,082 | $3,016,513 | |
| FNF | Fidelity National Financial, Inc. | +9,174 | 130,575 | $6,056,068 | |
| URI | United Rentals, Inc. | +4,238 | 13,007 | $9,476,379 | |
| CRM | Salesforce, Inc. | +1,312 | 24,440 | $4,562,214 | |
| EMBJ | Embraer S.A. | +1,148 | 5,285 | $313,611 | |
| PG | PROCTER & GAMBLE Co | +1,114 | 44,610 | $6,443,468 | |
| DHI | Horton D R Inc /De/ | +957 | 49,348 | $6,771,532 | |
| V | Visa Inc. | +668 | 20,885 | $6,312,282 | |
| ETN | Eaton Corp plc | +598 | 19,442 | $6,953,820 | |
| PSA | Public Storage | +539 | 22,952 | $6,217,237 | |
| MSFT | Microsoft Corp | +532 | 22,338 | $8,268,857 | |
| FNB | Fnb Corp/Pa/ | +523 | 29,239 | $488,876 | |
| ABBV | AbbVie Inc. | +417 | 35,563 | $7,734,596 | |
| RSG | Republic Services, Inc. | +400 | 31,522 | $6,903,948 | |
| AMZN | Amazon Com Inc | +362 | 41,839 | $8,713,808 | |
| ISRG | Intuitive Surgical Inc | +347 | 13,111 | $6,044,039 | |
| AEP | American Electric Power Co Inc | +335 | 68,232 | $8,943,850 | |
| COST | Costco Wholesale Corp /New | +99 | 7,930 | $7,901,689 | |
| JPM | Jpmorgan Chase & Co | +34 | 1,056 | $310,632 | |
| BRK-B | Berkshire Hathaway Inc | +24 | 620 | $297,104 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHEL | Shell plc | −3,261 | 98,217 | $9,134,181 | |
| JBL | Jabil Inc | −2,095 | 48,806 | $12,964,337 | |
| AVGO | Broadcom Inc. | −1,602 | 39,395 | $12,193,146 | |
| RTX | RTX Corp | −1,115 | 52,688 | $10,163,515 | |
| C | Citigroup Inc | −771 | 83,187 | $9,434,237 | |
| JNJ | Johnson & Johnson | −584 | 40,799 | $9,972,907 | |
| AAPL | Apple Inc. | −381 | 49,218 | $12,491,036 | |
| NVDA | Nvidia Corp | −324 | 64,318 | $11,217,059 | |
| LOW | Lowes Companies Inc | −108 | 28,894 | $6,827,074 | |
| QQQ | Invesco Qqq Trust, Series 1 | −50 | 1,475 | $851,340 | |
| PM | Philip Morris International Inc. | −45 | 1,700 | $281,078 | |
| SPY | Spdr S&P 500 ETF Trust | −22 | 845 | $549,537 | |
| GS | Goldman Sachs Group Inc | −10 | 245 | $207,267 | |
| No positions match the current search. | |||||
2 positions ·
$9,444,306 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 68,232 | $8,943,850 | 94.70% | |
| SO |
Southern Co
Utilities
|
Held | 5,185 | $500,456 | 5.30% |