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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.

Institution overview
Positions
249
No 13F data for Q4 2020
Portfolio value
$1.35B
No 13F data for Q4 2020
Filed
May 7, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Eagle Global Advisors LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock573,633$70.1M5.2%––History
MSFTMicrosoft CorpStock181,384$42.8M3.2%––History
METAMeta Platforms, Inc.Stock143,762$42.3M3.1%––History
AMZNAmazon Com IncStock13,647$42.2M3.1%––History
MPLXMPLX LPCOM UNIT REP LTD1,638,416$42.0M3.1%––History
EPDEnterprise Products Partners L.P.Stock1,842,451$40.6M3.0%––History
GOOGLAlphabet Inc.Stock16,642$34.3M2.5%––History
TRGPTarga Resources Corp.COM1,046,870$33.2M2.5%––History
PAAPlains All American Pipeline LPUNIT LTD PARTN3,601,402$32.8M2.4%––History
JPMJPMorgan Chase & CoStock203,962$31.0M2.3%––History
WESWestern Midstream Partners, LPCOM UNIT LP INT1,650,614$30.7M2.3%––History
Invesco QQQ Trust Series I46090E103ETF81,635$26.1M1.9%–––
GOOGAlphabet Inc.Stock12,285$25.4M1.9%––History
ENBEnbridge IncStock670,797$24.4M1.8%––History
WMBWilliams Companies, Inc.COM952,816$22.6M1.7%––History
ELVElevance Health, Inc.Stock60,546$21.7M1.6%––History
PYPLPayPal Holdings, Inc.Stock83,767$20.3M1.5%––History
TFCTruist Financial CorpCOM346,831$20.2M1.5%––History
HONHoneywell International IncCOM89,658$19.5M1.4%––History
HDHome Depot, Inc.Stock63,054$19.2M1.4%––History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP434,884$18.9M1.4%––History
ICEIntercontinental Exchange, Inc.Stock155,582$17.4M1.3%––History
TTTrane Technologies plcSHS104,328$17.3M1.3%––History
OKEONEOK IncCOM304,807$15.4M1.1%––History
MAMastercard IncStock42,908$15.3M1.1%––History
ETEnergy Transfer LPCOM UT LTD PTN1,966,505$15.1M1.1%––History
LMTLockheed Martin CorpStock40,379$14.9M1.1%––History
UNHUnitedHealth Group IncStock37,593$14.0M1.0%––History
VVisa Inc.Stock62,863$13.3M1.0%––History
AMGNAmgen IncStock51,083$12.7M0.9%––History
NEENextera Energy IncStock165,508$12.5M0.9%––History
CRMSalesforce, Inc.Stock58,935$12.5M0.9%––History
LEALear CorpCOM NEW68,187$12.4M0.9%––History
NSNuStar Energy L.P.UNIT COM700,764$12.0M0.9%––History
LNGCheniere Energy, Inc.COM NEW162,213$11.7M0.9%––History
MRKMerck & Co., Inc.Stock150,455$11.6M0.9%––History
CSCOCisco Systems, Inc.Stock222,525$11.5M0.8%––History
CPCanadian Pacific Kansas City LtdCOM30,131$11.4M0.8%––History
MGAMagna International IncCOM129,215$11.4M0.8%––History
NICENICE Ltd.SPONSORED ADR50,180$10.9M0.8%––History
DISWalt Disney CoStock58,037$10.7M0.8%––History
UBERUber Technologies, IncStock194,948$10.6M0.8%––History
JNJJohnson & JohnsonStock64,184$10.5M0.8%––History
AXPAmerican Express CoStock71,433$10.1M0.7%––History
BRK.BBerkshire Hathaway IncStock34,144$8.72M0.6%––History
PAGPPlains GP Holdings LPLTD PARTNR INT A907,701$8.53M0.6%––History
PBAPembina Pipeline CorpCOM295,620$8.53M0.6%––History
ASMLASML Holding NVADR13,622$8.41M0.6%––History
BABoeing CoStock32,067$8.17M0.6%––History
CVXChevron CorpStock77,723$8.14M0.6%––History
WFCWells Fargo & CompanyStock197,356$7.71M0.6%––History
DCPDCP Midstream, LPCOM UT LTD PTN353,030$7.65M0.6%––History
HESMHess Midstream LPCL A SHS333,460$7.48M0.6%––History
PANWPalo Alto Networks IncStock22,285$7.18M0.5%––History
TMOThermo Fisher Scientific Inc.Stock14,636$6.68M0.5%––History
AMTAmerican Tower CorpREIT27,905$6.67M0.5%––History
SONYSony Group CorpSPONSORED ADR62,766$6.65M0.5%––History
TAT&T Inc.Stock218,817$6.62M0.5%––History
PMPhilip Morris International Inc.Stock73,304$6.50M0.5%––History
CATCaterpillar IncStock27,423$6.36M0.5%––History
FISFidelity National Information Services, Inc.Stock44,410$6.24M0.5%––History
ALLEAllegion plcORD SHS49,698$6.24M0.5%––History
Schwab U.S. REIT ETF808524847ETF144,199$5.92M0.4%–––
WMTWalmart Inc.Stock43,513$5.91M0.4%––History
NBISNebius Group N.V.Stock90,100$5.77M0.4%––History
NVONovo Nordisk A SADR81,482$5.49M0.4%––History
IXOrix CorpSPONSORED ADR62,529$5.30M0.4%––History
DUKDuke Energy CORPStock52,012$5.02M0.4%––History
BABAAlibaba Group Holding LtdADR22,142$5.02M0.4%––History
AMAntero Midstream CorpStock552,110$4.99M0.4%––History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN67,503$4.92M0.4%––History
XOMExxonMobil Holdings CorpCOM87,438$4.88M0.4%––History
RIORio Tinto PLCADR62,649$4.87M0.4%––History
ALCAlcon IncStock69,310$4.86M0.4%––History
PEPPepsiCo IncStock33,153$4.69M0.3%––History
HDBHDFC Bank LtdSPONSORED ADS59,030$4.59M0.3%––History
Vanguard Intermediate-Term Bond ETF921937819ETF49,778$4.42M0.3%–––
iShares Tr464288638ISHS 5-10YR INVT74,121$4.39M0.3%–––
KMIKinder Morgan, Inc.Stock261,919$4.36M0.3%––History
RTLRRattler Midstream LPCOM UNITS365,340$3.88M0.3%––History
NVMINova Ltd.COM40,000$3.64M0.3%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF115,845$3.63M0.3%–––
MELIMercadolibre IncCOM2,411$3.55M0.3%––History
INGING Groep NVSPONSORED ADR273,079$3.34M0.2%––History
SPDR Series Trust78468R200ST STR RATE ETF108,615$3.33M0.2%–––
Vanguard Mun BD FDS922907746TAX EXEMPT BD57,841$3.16M0.2%–––
WPPWPP plcADR48,237$3.08M0.2%––History
SAPSAP SEADR24,419$3.00M0.2%––History
Enable Midstream Partners, LP292480100COM UNIT RP IN449,800$2.92M0.2%–––
TAKTakeda Pharmaceutical Co LtdADR156,897$2.87M0.2%––History
SPDR Series Trust78468R739ST NUVE TERM ETF57,447$2.85M0.2%–––
iShares Tr4642874571 3 YR TREAS BD30,764$2.65M0.2%–––
EQNREquinor ASASPONSORED ADR136,000$2.65M0.2%––History
NVSNovartis AGADR30,799$2.63M0.2%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD31,683$2.61M0.2%–––
RETAReata Pharmaceuticals IncCL A25,805$2.57M0.2%––History
SWBKSwitchback II CorpCOM CL A261,005$2.57M0.2%––History
Northern Genesis Acquisition66516U101COMMON STOCK256,500$2.54M0.2%–––
Royal Dutch Shell PLC780259206SPONS ADR A64,322$2.52M0.2%–––
ESLTElbit Systems LtdStock17,601$2.52M0.2%––History