Advertisement
Screener

Eastover Investment Advisors LLC Last Quarter Change: USA Stocks, Reduced

Eastover Investment Advisors LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Eastover Investment Advisors LLC opened 0 positions, added to 16, reduced 14, sold out of 1 and left 6 unchanged. The largest increase in value was URI (+$5,126,572); the largest decrease was CRM (-$4,562,215).

  • URI: Country of operation United States; Class COM; Shares 2026-03-31 13,007; Shares 2026-06-30 12,890.
  • JBL: Country of operation United States; Class COM; Shares 2026-03-31 48,806; Shares 2026-06-30 42,773.
  • AVGO: Country of operation United States; Class COM; Shares 2026-03-31 39,395; Shares 2026-06-30 37,979.
  • NVDA: Country of operation United States; Class COM; Shares 2026-03-31 64,318; Shares 2026-06-30 62,667.

Two Form 13F-HR filings compared (SEC CIK 1472800): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
URI
UNITED RENTALS INC
United StatesCOM13,00712,890-117$9,476,380$14,602,952+$5,126,572
JBL
JABIL INC
United StatesCOM48,80642,773-6,033$12,964,338$16,488,136+$3,523,798
AVGO
BROADCOM INC
United StatesCOM39,39537,979-1,416$12,193,176$14,346,604+$2,153,428
NVDA
NVIDIA CORPORATION
United StatesCOM64,31862,667-1,651$11,216,985$12,538,955+$1,321,970
C
CITIGROUP INC
United StatesCOM NEW83,18776,061-7,126$9,434,282$10,645,552+$1,211,270
AAPL
APPLE INC
United StatesCOM49,21846,809-2,409$12,491,076$13,544,697+$1,053,621
GOOG
ALPHABET INC
United StatesCAP STK CL C40,76635,671-5,095$11,694,195$12,603,708+$909,513
AMZN
AMAZON COM INC
United StatesCOM41,83940,262-1,577$8,713,809$9,596,046+$882,237
JNJ
JOHNSON & JOHNSON
United StatesCOM40,79937,416-3,383$9,972,908$9,502,542-$470,366
RTX
RTX CORPORATION
United StatesCOM52,68851,649-1,039$10,163,515$9,799,365-$364,150
UCB
UNITED CMNTY BKS BLAIRSVLE G
United StatesCOM42,71842,688-30$1,345,190$1,497,922+$152,732
AEP
AMERICAN ELEC PWR CO INC
United StatesCOM68,23266,182-2,050$8,943,851$9,054,359+$110,508
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW620520-100$297,104$260,203-$36,901
BAC
BANK AMERICA CORP
United StatesCOM4,4704,170-300$217,913$237,607+$19,694

Similar Firms

Firm NameCountry13F ValueHoldings
J.H. Whitney Equity Partners VII, LLCUnited States$0.233B1
Burk Holdings LLCUnited States$0.233B679
Ardent Capital Management, Inc.United States$0.234B47
Accel Leaders 3 Associates L.P.United States$0.234B1
Investmark Advisory Group LLCUnited States$0.234B142
Christensen, King & Associates Investment Services, Inc.United States$0.233B105
Saranac Partners LtdUnited Kingdom$0.234B103
Napean Trading & Investment Co (Singapore) PTE LtdSingapore$0.233B16
CHELSEA COUNSEL COUnited States$0.233B241
Heritage Wealth Management, Inc./TexasUnited States$0.234B41