Eastover Investment Advisors LLC — 13F holdings

Eastover Investment Advisors LLC reported 49 holdings worth $257M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

1. AAPL APPLE INC — $14.9M (5.8%)
2. NVDA NVIDIA CORPORATION — $13.9M (5.4%)
3. AVGO BROADCOM INC — $12.9M (5.0%)
4. URI UNITED RENTALS INC — $12.9M (5.0%)
5. MSFT MICROSOFT CORP — $12.2M (4.7%)
6. GOOG ALPHABET INC — $11.9M (4.6%)
7. JBL JABIL INC — $11.8M (4.6%)
8. AMZN AMAZON COM INC — $10.1M (3.9%)
9. C CITIGROUP INC — $9.76M (3.8%)
10. JNJ JOHNSON & JOHNSON — $9.57M (3.7%)