Arkolith/Funds/Eagle Global Advisors LLC

Eagle Global Advisors LLC

CIK 1130787
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Eagle Global Advisors LLC holds a diversified book of 277 stocks worth $3.0B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Targa Resources Corp. Their largest long position is Apple Inc at 10% of the equity book.

Opened
45
bought for the first time
Added to
99
already held, bought more
Trimmed
88
sold some, still holds it
Sold out
25
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
38%
Top 20 holdings
55%

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

Direct sector allocation

95% mapped to company sectors

Utilities
31%
Information Technology
28%
Industrials
11%
Financials
10%
ETF / fund or unclassified
5%
Health Care
5%
Energy
3%
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

Funds with the most overlap

Other tracked managers holding the same core names as Eagle Global Advisors LLC

Manager / fundShared namesTheir $ in those
Integrated Wealth Concepts LLC78 / 80$2.4B
MORGAN STANLEY77 / 80$535.3B
BANK OF AMERICA CORP /DE/77 / 80$325.9B
UBS Group AG77 / 80$142.0B
RAYMOND JAMES FINANCIAL INC77 / 80$74.4B
Steward Partners Investment Advisory, LLC77 / 80$5.5B
Arax Advisory Partners77 / 80$3.1B
BlackRock, Inc.76 / 80$2.3T

Ranked by the share of each fund's own book sitting in the names it shares with Eagle Global Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

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

277 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$309.4M1.07M
10.2%
+0.1%
Added · +851 sh
2Targa Res Corp
COM
$135.7M506.2K
4.5%
−6.3%
Reduced · −34K sh
3Energy Transfer L P
COM UT LTD PTN
$121.9M6.38M
4.0%
−1.3%
Reduced · −82K sh
4Enterprise Prods Partners L
COM
$120.8M3.29M
4.0%
−1.2%
Reduced · −40K sh
5MPLX LP
COM UNIT REP LTD
$101.0M1.79M
3.3%
−0.6%
Reduced · −12K sh
6DT Midstream Inc
COMMON STOCK
$91.8M625.9K
3.0%
+0.1%
Added · +800 sh
7Nvidia Corporation
COM
$75.9M379.3K
2.5%
+3.4%
Added · +12K sh
8Williams Cos Inc
COM
$73.7M991.9K
2.4%
+0.1%
Added · +930 sh
9Kodiak Gas Svcs Inc
COM
$66.3M882.4K
2.2%
−5.2%
Reduced · −48K sh
10Alphabet Inc
CAP STK CL A
$63.0M176.3K
2.1%
+0.2%
Added · +370 sh
11Microsoft Corp
COM
$61.3M164.3K
2.0%
+0.8%
Added · +1K sh
12Alphabet Inc
CAP STK CL C
$58.5M165.5K
1.9%
−0.3%
Reduced · −524 sh
13Amazon Com Inc
COM
$56.1M235.2K
1.9%
−0.1%
Reduced · −138 sh
14JPMorgan Chase & Co
COM
$55.8M170.4K
1.8%
~0%
Reduced · −69 sh
15Cheniere Energy Inc
COM NEW
$51.6M215.9K
1.7%
−3.1%
Reduced · −7K sh
16Plains All Amern Pipeline L
UNIT LTD PARTN
$49.0M2.20M
1.6%
−2.9%
Reduced · −66K sh
17Kinder Morgan Inc Del
COM
$46.4M1.45M
1.5%
+0.8%
Added · +12K sh
18Western Midstream Partners L
COM UNIT LP INT
$45.6M1.04M
1.5%
−2.1%
Reduced · −23K sh
19Antero Midstream Corp
COM
$41.0M1.80M
1.4%
+0.6%
Added · +11K sh
20Oneok Inc New
COM
$38.7M445.0K
1.3%
+1.6%
Added · +7K sh
21Invesco Exch Traded FD TR II
INVESCO PHLX SM
$37.6M335.5K
1.2%
+0.9%
Added · +3K sh
22Trane Technologies PLC
SHS
$36.3M73.8K
1.2%
+0.2%
Added · +132 sh
23Ge Vernova Inc
COM
$34.8M29.7K
1.2%
−0.7%
Reduced · −196 sh
24Caterpillar Inc
COM
$33.6M31.6K
1.1%
~0%
Reduced · −7 sh
25Hess Midstream LP
CL A SHS
$32.3M858.6K
1.1%
+0.1%
Added · +1K sh
26Palo Alto Networks Inc
COM
$31.5M92.4K
1.0%
−6.1%
Reduced · −6K sh
27Philip Morris Intl Inc
COM
$30.5M168.8K
1.0%
~0%
Added · +27 sh
28Invesco QQQ TR
UNIT SER 1
$29.7M40.3K
1.0%
−3.2%
Reduced · −1K sh
29Curtiss Wright Corp
COM
$27.4M36.2K
0.9%
+0.2%
Added · +72 sh
30Taiwan Semiconductor Manufac
SPONSORED ADS
$25.7M53.9K
0.9%
−1.6%
Reduced · −873 sh
31Johnson & Johnson
COM
$22.6M89.2K
0.7%
+0.2%
Added · +189 sh
32PNC Finl Svcs Group Inc
COM
$22.6M91.6K
0.7%
−0.5%
Reduced · −420 sh
33Broadcom Inc
COM
$22.4M59.2K
0.7%
+0.8%
Added · +450 sh
34NextEra Energy Inc
COM
$22.3M253.8K
0.7%
−0.1%
Reduced · −204 sh
35Visa Inc
COM CL A
$21.7M63.3K
0.7%
−0.4%
Reduced · −277 sh
36Eli Lilly & Co
COM
$21.5M17.9K
0.7%
New
New position
37American Express Co
COM
$21.4M63.3K
0.7%
+0.3%
Added · +224 sh
38Boeing Co
COM
$20.7M95.4K
0.7%
−0.8%
Reduced · −776 sh
39Nebius Group N.V.
SHS CLASS A
$20.6M74.8K
0.7%
+1.5%
Added · +1K sh
40Home Depot Inc
COM
$20.2M57.3K
0.7%
−1.8%
Reduced · −1K sh
41Abbvie Inc
COM
$19.9M79.2K
0.7%
−0.5%
Reduced · −422 sh
42Mastercard Incorporated
CL A
$19.1M37.2K
0.6%
+0.3%
Added · +124 sh
43Exxon Mobil Corp
COM
$19.0M139.3K
0.6%
−3.2%
Reduced · −5K sh
44Kinetik Holdings Inc
COM NEW CL A
$18.7M386.7K
0.6%
+0.1%
Added · +570 sh
45Merck & Co Inc
COM
$17.7M138.1K
0.6%
+0.9%
Added · +1K sh
46Unitedhealth Group Inc
COM
$17.3M41.7K
0.6%
−2.5%
Reduced · −1K sh
47Freeport McMoran Inc
CL B
$17.0M270.1K
0.6%
−0.3%
Reduced · −738 sh
48Goldman Sachs Group Inc
COM
$16.3M16.1K
0.5%
+1.8%
Added · +286 sh
49BlackRock Inc
COM
$16.0M16.6K
0.5%
+0.2%
Added · +38 sh
50Tower Semiconductor Ltd
SHS NEW
$15.7M60.3K
0.5%
Held
Showing 50 of 277 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026277$3.0B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.