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EIA

Eastover Investment Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 26.53%
This Fund
S&P 500
This Quarter Est. Return
+14.67%
1 Year Est. Return
+26.53%
3 Year Est. Return
+101.82%
5 Year Est. Return
+125.6%
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$20.5M
Cap. Flow
-$8.45M
Cap. Flow %
-3.33%
Top 10 Hldgs %
48.71%
Holding
50
New
–
Increased
20
Reduced
18
Closed
1

Top Buys

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$869K
2
MSFT icon
Microsoft
MSFT
+$620K
3
LOW icon
Lowe's Companies
LOW
+$582K
4
PG icon
Procter & Gamble
PG
+$448K
5
V icon
Visa
V
+$362K

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$4.56M
2
JBL icon
Jabil
JBL
+$2.08M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.82M
4
C icon
Citigroup
C
+$928K
5
JNJ icon
Johnson & Johnson
JNJ
+$788K

Sector Composition

Rank Sector Weight
1 Technology 25.93%
2 Industrials 15.92%
3 Financials 14.34%
4 Healthcare 11.28%
5 Consumer Discretionary 9.96%

No holdings matched the selected filter criteria.

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Eastover Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Eastover Investment Advisors held 50 positions worth $254M, up 8.8% from $233M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Eastover Investment Advisors withdrew a net $8.45M in Q2 2026, closing 1 position and reducing 18 holdings. Its most notable exit was Salesforce, an estimated $4.56M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Industrials and Financials.

Against the trend, Eastover Investment Advisors added an estimated $869K to Intuitive Surgical.

  • Eastover Investment Advisors added most to Intuitive Surgical in Q2 2026, an estimated $869K increase.
  • Eastover Investment Advisors's biggest Q2 2026 reduction was Jabil, cutting an estimated $2.08M.
  • Eastover Investment Advisors fully exited Salesforce in Q2 2026, selling an estimated $4.56M.
  • Eastover Investment Advisors's ten largest holdings make up 49% of its $254M portfolio in Q2 2026.
  • Eastover Investment Advisors opened 0 new positions and closed 1 in Q2 2026.
  • Eastover Investment Advisors's portfolio value rose 8.8% quarter-over-quarter to $254M.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.