Eastover Investment Advisors LLC Top Holdings and 13F Report (2025) About Eastover Investment Advisors LLCInvestment ActivityEastover Investment Advisors LLC has $206.88 million in total holdings as of March 31, 2025.Eastover Investment Advisors LLC owns shares of 47 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Eastover Investment Advisors LLC has purchased 47 new stocks and bought additional shares in 13 stocks.Eastover Investment Advisors LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $11,818,438Broadcom $10,444,467Jabil $9,400,532Microsoft $9,340,079NVIDIA $8,801,819 Largest New Holdings this Quarter 23331A109 - D.R. Horton $6,179,154 Holding05368X102 - AvidXchange $90,236 Holding Largest Purchases this Quarter D.R. Horton 48,605 shares (about $6.18M)Eaton 767 shares (about $208.49K)AvidXchange 10,641 shares (about $90.24K)Chipotle Mexican Grill 1,405 shares (about $70.55K)PepsiCo 429 shares (about $64.32K) Largest Sales this Quarter Broadcom 4,025 shares (about $673.91K)Apple 2,455 shares (about $545.33K)Jabil 3,420 shares (about $465.36K)Microsoft 731 shares (about $274.41K)iShares Core Dividend Growth ETF 3,695 shares (about $228.28K) 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 PortfolioSectorAAPLApple$11,818,438$545,330 ▼-4.4%53,2055.7%Computer and TechnologyAVGOBroadcom$10,444,467$673,907 ▼-6.1%62,3815.0%Computer and TechnologyJBLJabil$9,400,532$465,359 ▼-4.7%69,0864.5%Computer and TechnologyMSFTMicrosoft$9,340,079$274,410 ▼-2.9%24,8814.5%Computer and TechnologyNVDANVIDIA$8,801,819$168,422 ▼-1.9%81,2134.3%Computer and TechnologyAMZNAmazon.com$8,721,899$189,309 ▼-2.1%45,8424.2%Retail/WholesaleRTXRTX$8,160,463$132,725 ▼-1.6%61,6073.9%AerospaceVVisa$8,078,453$189,248 ▼-2.3%23,0513.9%Business ServicesFNFFidelity National Financial$8,039,530$91,372 ▼-1.1%123,5333.9%FinanceRSGRepublic Services$7,940,426$65,868 ▼-0.8%32,7903.8%Business ServicesAEPAmerican Electric Power$7,830,288$63,377 ▼-0.8%71,6603.8%UtilitiesGOOGAlphabet$7,821,967$4,218 ▲0.1%50,0673.8%Computer and TechnologyABBVAbbVie$7,761,878$68,932 ▼-0.9%37,0463.8%MedicalSHELShell$7,672,050$19,859 ▼-0.3%104,6953.7%EnergyPGProcter & Gamble$7,331,980$51,978 ▼-0.7%43,0233.5%Consumer StaplesCCitigroup$7,060,881$91,506 ▼-1.3%99,4633.4%FinanceJNJJohnson & Johnson$7,050,190$15,091 ▼-0.2%42,5123.4%MedicalPSAPublic Storage$6,664,590$27,235 ▼-0.4%22,2683.2%FinanceLOWLowe's Companies$6,661,982$5,598 ▼-0.1%28,5643.2%Retail/WholesaleCRMSalesforce$6,239,907$69,774 ▼-1.1%23,2523.0%Computer and TechnologyDHID.R. Horton$6,179,154$6,179,154 ▲New Holding48,6053.0%ConstructionPEPPepsiCo$5,854,407$64,324 ▲1.1%39,0452.8%Consumer StaplesURIUnited Rentals$5,826,430$41,989 ▲0.7%9,2972.8%ConstructionBDXBecton, Dickinson and Company$5,497,440$6,185 ▼-0.1%24,0002.7%MedicalETNEaton$5,259,639$208,494 ▲4.1%19,3492.5%IndustrialsCOSTCostco Wholesale$2,421,197$27,428 ▲1.1%2,5601.2%Retail/WholesaleISRGIntuitive Surgical$2,139,071$22,782 ▲1.1%4,3191.0%MedicalCMGChipotle Mexican Grill$1,595,423$70,545 ▲4.6%31,7750.8%Retail/WholesaleADBEAdobe$1,418,294$57,530 ▲4.2%3,6980.7%Computer and TechnologyDHRDanaher$1,378,420$58,835 ▲4.5%6,7240.7%MedicalQQQInvesco QQQ$833,7400.0%1,7780.4%FinanceSPYSPDR S&P 500 ETF Trust$573,3750.0%1,0250.3%FinanceTFCTruist Financial$554,743$147,852 ▼-21.0%13,4810.3%FinanceDFAEDimensional Emerging Core Equity Market ETF$504,078$9,709 ▲2.0%19,4700.2%ETFSOSouthern$476,7610.0%5,1850.2%UtilitiesSONSonoco Products$422,7980.0%8,9500.2%IndustrialsFNBF.N.B.$386,2300.0%28,7160.2%FinanceBRK.BBerkshire Hathaway$378,6640.0%7110.2%FinanceDFAIDimensional International Core Equity Market ETF$345,997$1,062 ▲0.3%11,0790.2%ETFDGROiShares Core Dividend Growth ETF$335,342$228,277 ▼-40.5%5,4280.2%ETFVUGVanguard Growth ETF$313,714$24,103 ▼-7.1%8460.2%ETFINDAiShares MSCI India ETF$289,781$41,956 ▲16.9%5,6290.1%ETFPMPhilip Morris International$276,984$16,667 ▼-5.7%1,7450.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$248,559$51 ▲0.0%4,8900.1%ETFIWFiShares Russell 1000 Growth ETF$235,4310.0%6520.1%ETFJPMJPMorgan Chase & Co.$204,826$6,868 ▼-3.2%8350.1%FinanceAVDXAvidXchange$90,236$90,236 ▲New Holding10,6410.0%Computer and TechnologyMUMicron Technology$0$1,442,923 ▼-100.0%00.0%Computer and TechnologyBACBank of America$0$229,551 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.