Arkolith/Funds/Eagle Global Advisors LLC

Eagle Global Advisors LLC

CIK 1130787
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Eagle Global Advisors LLC holds a diversified book of 276 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Brookfield Renewable Partner and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book.

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Use Arkolith to show EAGLE GLOBAL ADVISORS LLC's latest
holdings, largest changes, and filing provenance.
Opened
20
new positions
Added to
72
existing
Trimmed
104
reduced
Sold out
20
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Utilities
33%
Information Technology
26%
Industrials
12%
Financials
9%
Energy
5%
ETF / fund or unclassified
4%
Health Care
4%
Consumer Discretionary
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

276 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$271.1M1.07M
9.8%
−0.2%
Reduced · −2K sh
2Targa Res Corp
COM
$135.5M540.6K
4.9%
−5.3%
Reduced · −30K sh
3Enterprise Prods Partners L
COM
$125.8M3.33M
4.5%
+14%
Added · +396K sh
4Energy Transfer L P
COM UT LTD PTN
$124.7M6.46M
4.5%
−0.8%
Reduced · −52K sh
5MPLX LP
COM UNIT REP LTD
$103.0M1.81M
3.7%
−4.2%
Reduced · −79K sh
6DT Midstream Inc
COMMON STOCK
$84.2M625.1K
3.0%
+26%
Added · +131K sh
7Williams Cos Inc
COM
$72.1M991.0K
2.6%
+38%
Added · +271K sh
8Nvidia Corporation
COM
$64.0M366.9K
2.3%
+11%
Added · +36K sh
9Cheniere Energy Inc
COM NEW
$63.2M222.8K
2.3%
−32%
Reduced · −103K sh
10Microsoft Corp
COM
$60.3M163.0K
2.2%
−0.3%
Reduced · −535 sh
11Kodiak Gas Svcs Inc
COM
$54.3M930.8K
2.0%
−12%
Reduced · −132K sh
12Plains All Amern Pipeline L
UNIT LTD PARTN
$50.6M2.27M
1.8%
−38%
Reduced · −1.4M sh
13Alphabet Inc
CAP STK CL A
$50.6M175.9K
1.8%
−1.3%
Reduced · −2K sh
14JPMorgan Chase & Co
COM
$50.1M170.4K
1.8%
−0.5%
Reduced · −865 sh
15Amazon Com Inc
COM
$49.0M235.3K
1.8%
+0.3%
Added · +595 sh
16Kinder Morgan Inc Del
COM
$48.3M1.44M
1.7%
+5.0%
Added · +69K sh
17Alphabet Inc
CAP STK CL C
$47.6M166.1K
1.7%
−2.3%
Reduced · −4K sh
18Western Midstream Partners L
COM UNIT LP INT
$43.8M1.06M
1.6%
−15%
Reduced · −187K sh
19Antero Midstream Corp
COM
$40.9M1.79M
1.5%
+295%
Added · +1.3M sh
20Oneok Inc New
COM
$39.6M437.8K
1.4%
−12%
Reduced · −58K sh
21Hess Midstream LP
CL A SHS
$33.3M857.6K
1.2%
−49%
Reduced · −815K sh
22Trane Technologies PLC
SHS
$30.7M73.7K
1.1%
−0.9%
Reduced · −645 sh
23Philip Morris Intl Inc
COM
$27.9M168.8K
1.0%
+0.4%
Added · +660 sh
24Ge Vernova Inc
COM
$26.1M29.9K
0.9%
−21%
Reduced · −8K sh
25Curtiss Wright Corp
COM
$24.6M36.1K
0.9%
Held
26Exxon Mobil Corp
COM
$24.4M144.0K
0.9%
−2.8%
Reduced · −4K sh
27Invesco QQQ TR
UNIT SER 1
$24.1M41.7K
0.9%
−4.0%
Reduced · −2K sh
28NextEra Energy Inc
COM
$23.6M254.0K
0.9%
+3.0%
Added · +8K sh
29Caterpillar Inc
COM
$22.4M31.6K
0.8%
+1.8%
Added · +569 sh
30Johnson & Johnson
COM
$21.8M89.0K
0.8%
−1.1%
Reduced · −984 sh
31Invesco Exch Traded FD TR II
INVESCO PHLX SM
$19.8M332.5K
0.7%
+0.2%
Added · +734 sh
32Visa Inc
COM CL A
$19.2M63.6K
0.7%
−0.1%
Reduced · −85 sh
33Home Depot Inc
COM
$19.2M58.3K
0.7%
−1.6%
Reduced · −950 sh
34Boeing Co
COM
$19.2M96.2K
0.7%
+90%
Added · +46K sh
35PNC Finl Svcs Group Inc
COM
$19.1M92.0K
0.7%
+0.4%
Added · +345 sh
36American Express Co
COM
$19.1M63.1K
0.7%
~0%
Reduced · −12 sh
37Kinetik Holdings Inc
COM NEW CL A
$18.7M386.1K
0.7%
−42%
Reduced · −283K sh
38Chevron Corporation
COM
$18.6M89.7K
0.7%
−0.1%
Reduced · −71 sh
39Mastercard Incorporated
CL A
$18.5M37.1K
0.7%
−2.5%
Reduced · −970 sh
40Taiwan Semiconductor Manufac
SPONSORED ADS
$18.5M54.7K
0.7%
−1.6%
Reduced · −920 sh
41Broadcom Inc
COM
$18.2M58.8K
0.7%
+96%
Added · +29K sh
42Honeywell Intl Inc
COM
$17.7M78.3K
0.6%
−0.6%
Reduced · −450 sh
43Abbvie Inc
COM
$17.3M79.6K
0.6%
~0%
Added · +25 sh
44Merck & Co Inc
COM
$16.5M136.9K
0.6%
−1.2%
Reduced · −2K sh
45BlackRock Inc
COM
$15.9M16.6K
0.6%
+0.9%
Added · +143 sh
46Meta Platforms Inc
CL A
$15.9M27.9K
0.6%
−0.8%
Reduced · −221 sh
47Freeport McMoran Inc
CL B
$15.9M270.9K
0.6%
12×
Added · +248K sh
48Palo Alto Networks Inc
COM
$15.8M98.4K
0.6%
+43%
Added · +30K sh
49Elbit Sys Ltd
ORD
$14.5M17.1K
0.5%
Held
50Thermo Fisher Scientific Inc
COM
$13.7M27.9K
0.5%
−23%
Reduced · −8K sh
Showing 50 of 276 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026276$2.8B13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026277$2.7B13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025275$2.6B13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025267$2.5B13F-HR
Q1 2025Mar 31, 2025May 12, 2025271$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025265$2.4B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024239$2.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024233$1.9B13F-HR
Q1 2024Mar 31, 2024May 15, 2024237$1.8B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024235$1.7B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023224$1.5B13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023222$1.5B13F-HR
Q1 2023Mar 31, 2023May 8, 2023220$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023216$1.5B13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022215$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022222$1.4B13F-HR
Q1 2022Mar 31, 2022Apr 20, 2022240$1.6B13F-HR
Q4 2021Dec 31, 2021Feb 1, 2022262$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021269$1.5B13F-HR
Q2 2021Jun 30, 2021Jul 15, 2021257$1.5B13F-HR
Q1 2021Mar 31, 2021May 7, 2021249$1.4B13F-HR
Q4 2020Dec 31, 2020Feb 1, 2021213$1.3B13F-HR
Q3 2020Sep 30, 2020Oct 22, 2020205$1.1B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020201$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.