You're signed outSign in or to get full access.
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC is an investment advisory firm headquartered in Charlotte, North Carolina. Founded in 2009, the firm provides investment management services primarily for individuals, families, and possibly institutional clients, focusing on long-term wealth management and financial planning. The firm operates with a small team and focuses on personalized service tailored to client goals.
Investment Strategy
Eastover Investment Advisors LLC pursues a fundamental, long-only investment strategy, managing diversified portfolios with significant allocations to large-cap U.S. equities. Their holdings indicate a focus on prominent technology, industrial, and financial sector companies, reflecting a core, growth-oriented approach. The firm emphasizes a research-driven process and diversified risk management to deliver consistent results for clients.
Latest 13F Filing Activity
Eastover Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $230M. The fund increased holdings in Novo-nordisk A S, Alphabet Inc., Chipotle Mexican Grill Inc. among other positions. Eastover Investment Advisors LLC reduced exposure to RTX Corporation, Jabil Inc., Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.59% | $15.2M | 45,945 | $64.53 | $329.91 | -$220.8K |
A AAPL | APPLE INC | 5.62% | $12.9M | 50,747 | $80.61 | $254.63 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 5.59% | $12.8M | 68,853 | $58.60 | $186.58 | +$69.5K |
G GOOG | ALPHABET INC | 4.98% | $11.4M | 46,988 | $107.93 | $243.55 | +$2.5M |
M MSFT | MICROSOFT CORP | 4.96% | $11.4M | 22,036 | $171.18 | $517.95 | -$586.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more