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Anna Jackson

Eastover Investment Advisors Llc

Assets Managed
$253.895M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.79%(2Q avg: 5.71%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Eastover Investment Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 253.895M in assets, with a quarterly growth rate of 8.79% and a 2-quarter average growth rate of 5.71%. The portfolio is managed by Anna Jackson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JBL
Jabil Inc
Recent Activity
Decreased -12.36%
6.5%
$16.488M
42,773 shares@ $385.48 avg price
URI
United Rentals Inc
Recent Activity
Decreased -0.89%
5.76%
$14.603M
12,890 shares@ $1132.89 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.59%
5.66%
$14.347M
37,979 shares@ $377.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.89%
5.34%
$13.545M
46,809 shares@ $289.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -12.49%
4.97%
$12.604M
35,671 shares@ $353.34 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.56%
4.94%
$12.539M
62,667 shares@ $200.09 avg price
C
Citigroup Inc
Recent Activity
Decreased -8.56%
4.2%
$10.646M
76,061 shares@ $139.97 avg price
RTX
Rtx Corp
Recent Activity
Decreased -1.97%
3.86%
$9.799M
51,649 shares@ $189.74 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.76%
3.78%
$9.596M
40,262 shares@ $238.35 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -8.29%
3.75%
$9.503M
37,416 shares@ $253.98 avg price

1-10 of 49