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Anna Jackson

@Eastover Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$213.739MTotal holdings47
Assets growth rate0.1%Assets growth rate (2-Q avg)1.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Eastover Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Eastover Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.739M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 1.12%. The portfolio is managed by Anna Jackson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETNEaton Corp Plc
Recent Activity
New Position
2.89%
$6.167M
18,582 shares@ $331.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.18%
2.89%
$6.161M
42,603 shares@ $144.63 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.27%
2.75%
$5.872M
38,616 shares@ $152.07 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -2.44%
2.56%
$5.451M
24,027 shares@ $226.87 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.69%
1.09%
$2.319M
2,531 shares@ $916.27 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -2.33%
1.05%
$2.23M
4,273 shares@ $521.96 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -0.01%
0.86%
$1.831M
30,370 shares@ $60.31 avg price
ADBEAdobe Inc
Recent Activity
Increased 1.73%
0.74%
$1.578M
3,548 shares@ $444.69 avg price
DHRDanaher Corporation
Recent Activity
Increased 3.06%
0.7%
$1.478M
6,437 shares@ $229.55 avg price
MUMicron Technology Inc
Recent Activity
Decreased -0.08%
0.68%
$1.443M
17,145 shares@ $84.16 avg price