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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
AVGOBroadcom Inc
Recent Activity
Decreased -3.7%
7.21%
$15.396M
66,406 shares@ $231.85 avg price
AAPLApple Inc
Recent Activity
Decreased -1.95%
6.53%
$13.938M
55,660 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.65%
5.21%
$11.115M
82,767 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.88%
5.06%
$10.795M
25,612 shares@ $421.5 avg price
JBLJabil Inc
Recent Activity
Decreased -3.09%
4.89%
$10.434M
72,506 shares@ $143.9 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.78%
4.81%
$10.276M
46,837 shares@ $219.4 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.65%
4.46%
$9.53M
50,040 shares@ $190.45 avg price
CRMSalesforce Inc
Recent Activity
Decreased -2.73%
3.68%
$7.861M
23,512 shares@ $334.34 avg price
VVisa Inc
Recent Activity
Decreased -2.43%
3.49%
$7.456M
23,591 shares@ $316.05 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.03%
3.4%
$7.264M
43,328 shares@ $167.65 avg price