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Eagle Global Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0001130787
Houston 1330 Post Oak Blvd. Suite 3000
Zip Code: 77056
Latest Portfolio Value
$2.78 B
+2.65%
Total Holdings
276
-1
Latest Report Date
Q1 2026
Top 10 Concentration
39.80%

Eagle Global Advisors LLC — Portfolio Overview & Company Profile

Eagle Global Advisors LLC (CIK: 0001130787) is a financial institution headquartered at 1330 Post Oak Blvd., Suite 3000, Houston, Texas 77056. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $2.78 B, comprising 276 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 39.8%. Quarterly turnover: 6.9%. ▲ 18 new, +73 added, −103 reduced, ×20 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+2.69%
$2.77 B 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
-54.89%
$1.01 M 0.04%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
1.07 M $271.14 M 9.77% ▼ 1,755 Reduce -0.2%
540,573 $135.54 M 4.88% ▼ 30,430 Reduce -5.3%
3.33 M $125.83 M 4.53% ▲ 395,624 Add 13.5%
6.46 M $124.67 M 4.49% ▼ 52,307 Reduce -0.8%
1.81 M $103.03 M 3.71% ▼ 79,239 Reduce -4.2%
625,121 $84.19 M 3.03% ▲ 130,710 Add 26.4%
991,008 $72.13 M 2.60% ▲ 271,215 Add 37.7%
366,862 $63.98 M 2.31% ▲ 36,465 Add 11.0%
222,814 $63.23 M 2.28% ▼ 103,375 Reduce -31.7%
162,981 $60.33 M 2.17% ▼ 535 Reduce -0.3%

Historical Portfolio Charts