Eastover Investment Advisors LLC Top Holdings and 13F Report (2025) About Eastover Investment Advisors LLCInvestment ActivityEastover Investment Advisors LLC has $222.99 million in total holdings as of June 30, 2025.Eastover Investment Advisors LLC owns shares of 44 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.24% of the portfolio was purchased this quarter.About 8.49% of the portfolio was sold this quarter.This quarter, Eastover Investment Advisors LLC has purchased 47 new stocks and bought additional shares in 23 stocks.Eastover Investment Advisors LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Broadcom $15,378,540Jabil $13,466,803NVIDIA $12,777,058Microsoft $11,999,958Apple $10,933,951 Largest New Holdings this Quarter 060505104 - Bank of America $211,520 Holding Largest Purchases this Quarter Intuitive Surgical 8,844 shares (about $4.81M)Costco Wholesale 4,813 shares (about $4.76M)D.R. Horton 2,371 shares (about $305.67K)Bank of America 4,470 shares (about $211.52K)United Rentals 276 shares (about $207.94K) Largest Sales this Quarter Broadcom 6,591 shares (about $1.82M)Jabil 7,340 shares (about $1.60M)Visa 1,769 shares (about $628.08K)Microsoft 756 shares (about $376.04K)Amazon.com 548 shares (about $120.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEastover Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$15,378,540$1,816,812 ▼-10.6%55,7906.9%Computer and TechnologyJBLJabil$13,466,803$1,600,854 ▼-10.6%61,7466.0%Computer and TechnologyNVDANVIDIA$12,777,058$53,716 ▼-0.4%80,8735.7%Computer and TechnologyMSFTMicrosoft$11,999,958$376,040 ▼-3.0%24,1255.4%Computer and TechnologyAAPLApple$10,933,951$17,850 ▲0.2%53,2924.9%Computer and TechnologyAMZNAmazon.com$9,937,051$120,226 ▼-1.2%45,2944.5%Retail/WholesaleRTXRTX$8,958,327$37,527 ▼-0.4%61,3504.0%AerospaceGOOGAlphabet$8,935,349$53,927 ▲0.6%50,3714.0%Computer and TechnologyCCitigroup$8,468,078$1,788 ▲0.0%99,4843.8%Financial ServicesRSGRepublic Services$8,111,989$25,647 ▲0.3%32,8943.6%Business ServicesVVisa$7,556,174$628,083 ▼-7.7%21,2823.4%Business ServicesAEPAmerican Electric Power$7,525,713$90,271 ▲1.2%72,5303.4%UtilitiesSHELShell$7,470,290$98,715 ▲1.3%106,0973.4%EnergyCOSTCostco Wholesale$7,298,828$4,764,581 ▲188.0%7,3733.3%Retail/WholesaleURIUnited Rentals$7,212,298$207,938 ▲3.0%9,5733.2%ConstructionISRGIntuitive Surgical$7,152,906$4,805,918 ▲204.8%13,1633.2%MedicalETNEaton$7,063,761$156,362 ▲2.3%19,7873.2%IndustrialsFNFFidelity National Financial$6,963,719$38,457 ▲0.6%124,2193.1%FinanceABBVAbbVie$6,951,283$74,805 ▲1.1%37,4493.1%MedicalPGProcter & Gamble$6,942,369$87,945 ▲1.3%43,5753.1%Consumer StaplesPSAPublic Storage$6,654,766$120,889 ▲1.9%22,6803.0%FinanceJNJJohnson & Johnson$6,618,963$125,255 ▲1.9%43,3323.0%MedicalDHID.R. Horton$6,571,826$305,669 ▲4.9%50,9762.9%ConstructionLOWLowe's Companies$6,513,438$175,943 ▲2.8%29,3572.9%Retail/WholesaleCRMSalesforce$6,425,940$85,352 ▲1.3%23,5652.9%Computer and TechnologyCMGChipotle Mexican Grill$1,966,485$182,319 ▲10.2%35,0220.9%Retail/WholesaleQQQInvesco QQQ$887,037$93,779 ▼-9.6%1,6080.4%FinanceSPYSPDR S&P 500 ETF Trust$598,964$34,615 ▼-5.5%9690.3%FinanceTFCTruist Financial$579,5480.0%13,4810.3%FinanceDFAEDimensional Emerging Core Equity Market ETF$563,6570.0%19,4700.3%ETFSOSouthern$476,1390.0%5,1850.2%UtilitiesFNBF.N.B.$418,6790.0%28,7160.2%FinanceSONSonoco Products$389,8620.0%8,9500.2%IndustrialsDFAIDimensional International Core Equity Market ETF$383,174$173 ▲0.0%11,0840.2%ETFVUGVanguard Growth ETF$353,789$17,098 ▼-4.6%8070.2%ETFBRK.BBerkshire Hathaway$347,811$2,429 ▲0.7%7160.2%FinanceDGROiShares Core Dividend Growth ETF$347,0790.0%5,4280.2%ETFPMPhilip Morris International$317,8170.0%1,7450.1%Consumer StaplesINDAiShares MSCI India ETF$313,478$56 ▲0.0%5,6300.1%ETFJPMJPMorgan Chase & Co.$287,881$45,806 ▲18.9%9930.1%FinanceVEAVanguard FTSE Developed Markets ETF$278,7790.0%4,8900.1%ETFIWFiShares Russell 1000 Growth ETF$276,8260.0%6520.1%ETFBACBank of America$211,520$211,520 ▲New Holding4,4700.1%FinanceAVDXAvidXchange$104,1750.0%10,6410.0%Computer and TechnologyPEPPepsiCo$0$5,854,407 ▼-100.0%00.0%Consumer StaplesBDXBecton, Dickinson and Company$0$5,497,440 ▼-100.0%00.0%MedicalADBEAdobe$0$1,418,294 ▼-100.0%00.0%Computer and TechnologyDHRDanaher$0$1,378,420 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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