Eastover Investment Advisors LLC
Top Portfolio Positions
40 positions ·
$218,469,755 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JBL |
Jabil Inc
Technology
|
48,806 | $12,964,337 | 5.93% |
| AAPL |
Apple Inc.
Technology
|
49,218 | $12,491,036 | 5.72% |
| AVGO |
Broadcom Inc.
Technology
|
39,395 | $12,193,146 | 5.58% |
| NVDA |
Nvidia Corp
Technology
|
64,318 | $11,217,059 | 5.13% |
| RTX |
RTX Corp
Industrials
|
52,688 | $10,163,515 | 4.65% |
| JNJ |
Johnson & Johnson
Healthcare
|
40,799 | $9,972,907 | 4.56% |
| URI |
United Rentals, Inc.
Industrials
|
13,007 | $9,476,379 | 4.34% |
| C |
Citigroup Inc
Financial Services
|
83,187 | $9,434,237 | 4.32% |
| SHEL |
Shell plc
Energy
|
98,217 | $9,134,181 | 4.18% |
| AEP |
American Electric Power Co Inc
Utilities
|
68,232 | $8,943,850 | 4.09% |
Holdings in AEP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,943,850 | 68,232 | Shares | Sole | 2026-04-08 | |
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