Eastover Investment Advisors LLC

CIK: 1472800SEC EDGAR →

Portfolio Value

$25.6B

Holdings

49

As of

Q2 2026

New Positions

0

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SHELL PLC

99,175$7.7B
30.07%
2

FIDELITY NATL FINL INC

134,955$6.4B
24.89%
3

NOVO-NORDISK A S

84,893$4.1B
15.92%
4

UNITED CMNTY BKS BLAIRSVLE G

42,688$1.5B
5.86%
5

DIMENSIONAL ETF TRUST

18,177$749.8M
2.93%
6

TRUIST FINL CORP

13,481$671.6M
2.63%
7

DIMENSIONAL ETF TRUST

15,150$609.2M
2.38%
8

F N B CORP

29,239$557.9M
2.18%
9

SONOCO PRODS CO

8,830$497.6M
1.95%
10

SOUTHERN CO

5,185$496.3M
1.94%

Quarterly Changes

Top Buys

SHEL↑ Increased
$1.4B
NVO↑ Increased
$1.1B
VUG↑ Increased
$340.0M
FNF↑ Increased
$308.4M
EMBJ↑ Increased
$101.5M

Top Sells

UCB↓ Decreased
$152.7M
VEA↓ Decreased
$26.8M
BAC↓ Decreased
$19.7M
DFAI↓ Decreased
$18.2M
DFAE↓ Decreased
$14.3M

Closed Positions (1)

$4.6M · 24K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services18$12.2B47.7%
Energy1$7.7B30.1%
Healthcare4$4.1B16.0%
Consumer Cyclical4$522.4M2.0%
Utilities2$505.3M2.0%
Industrials6$455.1M1.8%
Technology6$66.2M0.3%
Consumer Defensive2$14.5M0.1%
Communication Services1$12.6M0.0%
Unknown4$12.3M0.0%
Real Estate1$7.5M0.0%