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.
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 |