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The Analysis of Eastover Investment Advisors LLC's Holdings & P&L

Currently, Eastover Investment Advisors LLC holds 50 types of securities in its portfolio with a total value $233.4M. In the most recent quarter, they have increased their positions in PGR (+36.1K shares, valued at $7.2M), URI (+4.2K shares, valued at $3.1M), UCB (+42.7K shares, valued at $1.3M); decreased their positions in JBL (-2.1K shares, valued at $556.5K), N/A (-1.6K shares, valued at $495.8K), N/A (-1.5K shares, valued at $436.0K); initiated new positions in PGR (+36.1K shares, valued at $7.2M), UCB (+42.7K shares, valued at $1.3M), APP (+562 shares, valued at $223.7K).

1M P&L

+879.0K+0.42%

3M P&L

+2.3M+1.13%

HY P&L

+11.1M+5.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General20.7M

10.8%

2Electronic Components13.0M

6.8%

3Consumer Electronics12.5M

6.5%

Top Industries by Stock Count

1N/A9 stocks

20.5%

2Drug Manufacturers - General3 stocks

6.8%

3Banks - Regional3 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JBL JABIL INC48.8K shares-4.12%2026-03-312026-04-08

AAPL APPLE INC49.2K shares-0.77%2026-03-312026-04-08

BROADCOM INC BROADCOM INC39.4K shares-3.91%2026-03-312026-04-08

ALPHABET INC ALPHABET INC40.8K shares-3.59%2026-03-312026-04-08

NVDA NVIDIA CORPORATION64.3K shares-0.50%2026-03-312026-04-08

RTX RTX CORPORATION52.7K shares-2.07%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON40.8K shares-1.41%2026-03-312026-04-08

URI UNITED RENTALS INC13.0K shares48.33%2026-03-312026-04-08

Sponsored

CITIGROUP INC CITIGROUP INC83.2K shares-0.92%2026-03-312026-04-08

SHEL SHELL PLC98.2K shares-3.21%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC68.2K shares0.49%2026-03-312026-04-08

AMZN AMAZON COM INC41.8K shares0.87%2026-03-312026-04-08

MSFT MICROSOFT CORP22.3K shares2.44%2026-03-312026-04-08

COST COSTCO WHSL CORP NEW7.9K shares1.26%2026-03-312026-04-08

ABBV ABBVIE INC35.6K shares1.19%2026-03-312026-04-08

PGR PROGRESSIVE CORP36.1K sharesnew addition2026-03-312026-04-08

Sponsored

EATON CORP PLC EATON CORP PLC19.4K shares3.17%2026-03-312026-04-08

RSG REPUBLIC SVCS INC31.5K shares1.29%2026-03-312026-04-08

LOW LOWES COS INC28.9K shares-0.37%2026-03-312026-04-08

DHI D R HORTON INC49.3K shares1.98%2026-03-312026-04-08

PG PROCTER AND GAMBLE CO44.6K shares2.56%2026-03-312026-04-08

V VISA INC20.9K shares3.30%2026-03-312026-04-08

PSA PUBLIC STORAGE OPER CO23.0K shares2.40%2026-03-312026-04-08

FNF FIDELITY NATIONAL FINANCIAL130.6K shares7.56%2026-03-312026-04-08

Sponsored

ISRG INTUITIVE SURGICAL INC13.1K shares2.72%2026-03-312026-04-08

CRM SALESFORCE INC24.4K shares5.67%2026-03-312026-04-08

NVO NOVO-NORDISK A S82.1K shares31.43%2026-03-312026-04-08

UCB UNITED CMNTY BKS BLAIRSVLE G42.7K sharesnew addition2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-3.28%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST18.8K shares0.00%2026-03-312026-04-08

TFC TRUIST FINL CORP13.5K shares0.00%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST17.6K shares0.00%2026-03-312026-04-08

Sponsored

SPY SPDR S&P 500 ETF TR845 shares-2.54%2026-03-312026-04-08

SO SOUTHERN CO5.2K shares0.00%2026-03-312026-04-08

FNB F N B CORP29.2K shares1.82%2026-03-312026-04-08

SON SONOCO PRODS CO8.8K shares0.00%2026-03-312026-04-08

EMBJ EMBRAER S.A.5.3K shares27.75%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO.1.1K shares3.33%2026-03-312026-04-08

DGRO ISHARES TR4.4K shares-6.15%2026-03-312026-04-08

VUG VANGUARD INDEX FDS685 shares10.66%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL620 shares4.03%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC1.7K shares-2.58%2026-03-312026-04-08

IWF ISHARES TR652 shares0.00%2026-03-312026-04-08

INDA ISHARES TR5.6K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS4.0K shares0.00%2026-03-312026-04-08

APP APPLOVIN CORP562 sharesnew addition2026-03-312026-04-08

BAC BANK AMERICA CORP4.5K shares0.00%2026-03-312026-04-08

WM WASTE MGMT INC DEL925 sharesnew addition2026-03-312026-04-08

Sponsored

GS GOLDMAN SACHS GROUP INC245 shares-3.92%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS2.1K sharesnew addition2026-03-312026-04-08

JBL

JABIL INC

-4.12%

Shares48.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.77%

Shares49.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-3.91%

Shares39.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.59%

Shares40.8K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.50%

Shares64.3K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-2.07%

Shares52.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-1.41%

Shares40.8K

Event2026-03-31

Filed2026-04-08

URI

UNITED RENTALS INC

48.33%

Shares13.0K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

-0.92%

Shares83.2K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

-3.21%

Shares98.2K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

0.49%

Shares68.2K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.87%

Shares41.8K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.44%

Shares22.3K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHSL CORP NEW

1.26%

Shares7.9K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

1.19%

Shares35.6K

Event2026-03-31

Filed2026-04-08

PGR

PROGRESSIVE CORP

New

Shares36.1K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

3.17%

Shares19.4K

Event2026-03-31

Filed2026-04-08

RSG

REPUBLIC SVCS INC

1.29%

Shares31.5K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-0.37%

Shares28.9K

Event2026-03-31

Filed2026-04-08

DHI

D R HORTON INC

1.98%

Shares49.3K

Event2026-03-31

Filed2026-04-08

PROCTER AND GAMBLE CO

2.56%

Shares44.6K

Event2026-03-31

Filed2026-04-08

VISA INC

3.30%

Shares20.9K

Event2026-03-31

Filed2026-04-08

PSA

PUBLIC STORAGE OPER CO

2.40%

Shares23.0K

Event2026-03-31

Filed2026-04-08

FNF

FIDELITY NATIONAL FINANCIAL

7.56%

Shares130.6K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

2.72%

Shares13.1K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

5.67%

Shares24.4K

Event2026-03-31

Filed2026-04-08

NVO

NOVO-NORDISK A S

31.43%

Shares82.1K

Event2026-03-31

Filed2026-04-08

UCB

UNITED CMNTY BKS BLAIRSVLE G

New

Shares42.7K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-3.28%

Shares1.5K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares18.8K

Event2026-03-31

Filed2026-04-08

TFC

TRUIST FINL CORP

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-08

SPY

SPDR S&P 500 ETF TR

-2.54%

Shares845

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

FNB

F N B CORP

1.82%

Shares29.2K

Event2026-03-31

Filed2026-04-08

SON

SONOCO PRODS CO

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-08

EMBJ

EMBRAER S.A.

27.75%

Shares5.3K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO.

3.33%

Shares1.1K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

-6.15%

Shares4.4K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

10.66%

Shares685

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

4.03%

Shares620

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-2.58%

Shares1.7K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares652

Event2026-03-31

Filed2026-04-08

INDA

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

APP

APPLOVIN CORP

New

Shares562

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

New

Shares925

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

-3.92%

Shares245

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.1K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available