Eastover Investment Advisors Q2 2026: Portfolio Shifts Highlight Tech Sales & Financial Buys
This analysis details observable stock purchases and sales by Eastover Investment Advisors Llc during the second quarter of 2026, based on available disclosures.
Eastover Investment Advisors Llc's portfolio activity for Q2 2026 is detailed in their latest filing. The firm managed its holdings across various sectors while establishing new positions and exiting some stocks.
Tech Sector Focus: Significant Sales Observed
In the Technology sector, Eastover Investment Advisors Llc registered notable share reductions during Q2 2026:
- They sold shares of Jabil Inc (JBL), reducing their position by approximately 12.36%.
- The firm also decreased its stake in Alphabet Inc (GOOG) by about 12.50% during the quarter.
- AAPL saw a reduction of roughly 4.89% in Eastover's position, as indicated by the change percentage from the prior period.
Financial Services: New Position and Continued Holdings
The Financial Services sector witnessed one new holding for Eastover Investment Advisors Llc:
- Fiduciary National Financial Inc (FNF) was added to their portfolio, representing a significant increase of about 3.35% in shares held.
Additionally, the firm maintained its position in CitiGroup Inc (C), although it saw a decrease of roughly 8.57% during Q2 2026.
Healthcare: Mixed Activity
In Healthcare, Eastover Investment Advisors Llc sold shares in Johnson & Johnson (JNJ), reducing their stake by approximately 8.29%. Conversely, they increased their position in Novo Nordisk A/S (NVO) by about 3.42%, adding to a new holding.
Consumer Cyclical: Amazon and Home Depot Activity
In Consumer Cyclical, the investor sold shares of NVIDIA Corporation (NVDA), reducing their position by roughly 2.57%. However, they also increased their stake in Lowe's Cos Inc (LOW) by approximately 8.86%.
Other Sectors and ETFs
In Energy, Eastover Investment Advisors Llc held American Electric Power Co Inc (AEP), although the position decreased slightly during Q2 2026 (-3.0%). The firm also added a small stake in iShares Edge MSCI Japan ESG Future (IWF) and established a new holding with Vanguard Energy Sector ETF (VUG), though the latter's allocation percentage is very low.
Conclusion
Eastover Investment Advisors Llc demonstrated selective activity during Q2 2026, reinforcing their Technology sector exposure while adding to Financial Services and Healthcare. Their portfolio now includes holdings in Jabil Inc (JBL), Fiduciary National Financial Inc (FNF), Novo Nordisk A/S (NVO), Lowe's Cos Inc (LOW), American Electric Power Co Inc (AEP), iShares Edge MSCI Japan ESG Future ETF (IWF), and Vanguard Energy Sector ETF (VUG).