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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
233
−4 vs. Q1 2024
Portfolio value
$1.89B
+$119.5M (+6.7%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Eagle Global Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRGPTarga Resources Corp.COM681,080$87.7M4.6%−20,310−2.9%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,331,533$86.5M4.6%+76,140+1.4%AddedHistory
AAPLApple Inc.Stock392,469$82.7M4.4%−5,452−1.4%ReducedHistory
MSFTMicrosoft CorpStock166,350$74.4M3.9%−666−0.4%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD1,598,553$68.1M3.6%+54,166+3.5%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN3,746,647$66.9M3.5%+121,310+3.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW360,578$63.0M3.3%+23,113+6.8%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,581,596$62.8M3.3%+33,728+2.2%AddedHistory
EPDEnterprise Products Partners L.P.Stock2,013,081$58.3M3.1%+27,789+1.4%AddedHistory
AMZNAmazon Com IncStock235,094$45.4M2.4%−155−0.1%ReducedHistory
GOOGAlphabet Inc.Stock216,587$39.7M2.1%−1,042−0.5%ReducedHistory
HESMHess Midstream LPCL A SHS1,035,295$37.7M2.0%+37,860+3.8%AddedHistory
OKEONEOK IncCOM462,480$37.7M2.0%+596+0.1%AddedHistory
ENLCEnLink Midstream, LLCCOM UNIT REP LTD2,708,179$37.3M2.0%+560,943+26.1%AddedHistory
NVDANVIDIA CorpStock293,075$36.2M1.9%00.0%UnchangedConverted for a 10-for-1 splitHistory
WMBWilliams Companies, Inc.COM840,047$35.7M1.9%+9,340+1.1%AddedHistory
GOOGLAlphabet Inc.Stock182,189$33.2M1.8%−101−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock160,739$32.5M1.7%−25,166−13.5%ReducedHistory
TTTrane Technologies plcSHS94,250$31.0M1.6%−65−0.1%ReducedHistory
ELVElevance Health, Inc.Stock54,162$29.3M1.6%−384−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM209,524$24.1M1.3%+111,811+114.4%AddedHistory
NEENextera Energy IncStock329,713$23.3M1.2%+38,928+13.4%AddedHistory
HDHome Depot, Inc.Stock63,424$21.8M1.2%−1,035−1.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF43,256$20.7M1.1%−494−1.1%Reduced–
DTMDT Midstream, Inc.COMMON STOCK263,760$18.7M1.0%+17,300+7.0%AddedHistory
ICEIntercontinental Exchange, Inc.Stock135,605$18.6M1.0%−532−0.4%ReducedHistory
UNHUnitedHealth Group IncStock36,122$18.4M1.0%−106−0.3%ReducedHistory
MAMastercard IncStock39,880$17.6M0.9%−46−0.1%ReducedHistory
MRKMerck & Co., Inc.Stock139,756$17.3M0.9%+637+0.5%AddedHistory
HONHoneywell International IncCOM77,956$16.6M0.9%−494−0.6%ReducedHistory
NVONovo Nordisk A SADR110,598$15.8M0.8%−1,259−1.1%ReducedHistory
AXPAmerican Express CoStock65,896$15.3M0.8%−351−0.5%ReducedHistory
VVisa Inc.Stock57,918$15.2M0.8%−315−0.5%ReducedHistory
PYPLPayPal Holdings, Inc.Stock257,038$14.9M0.8%+80.0%AddedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM337,911$14.6M0.8%−1,607−0.5%Reduced–
PAGPPlains GP Holdings LPLTD PARTNR INT A752,110$14.2M0.7%+27,000+3.7%AddedHistory
BRK.BBerkshire Hathaway IncStock30,228$12.3M0.6%−30−0.1%ReducedHistory
CVXChevron CorpStock78,431$12.3M0.6%+1,921+2.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock21,947$12.1M0.6%+92+0.4%AddedHistory
PANWPalo Alto Networks IncStock34,934$11.8M0.6%+305+0.9%AddedHistory
ABBVAbbVie Inc.Stock67,352$11.6M0.6%+771+1.2%AddedHistory
BKNGBooking Holdings Inc.Stock2,840$11.3M0.6%+12+0.4%AddedHistory
WFCWells Fargo & CompanyStock188,855$11.2M0.6%+268+0.1%AddedHistory
DKLDelek Logistics Partners, LPCOM UNT RP INT266,644$10.8M0.6%+20,124+8.2%AddedHistory
LEALear CorpCOM NEW92,638$10.6M0.6%−777−0.8%ReducedHistory
QCOMQualcomm IncStock53,109$10.6M0.6%−55−0.1%ReducedHistory
ADBEAdobe Inc.Stock18,754$10.4M0.6%−591−3.1%ReducedHistory
AMDAdvanced Micro Devices IncStock63,346$10.3M0.5%+103+0.2%AddedHistory
ACNAccenture plcStock33,612$10.2M0.5%+32,756+3,826.6%AddedHistory
CPCanadian Pacific Kansas City LtdCOM128,971$10.2M0.5%+550+0.4%AddedHistory
NICENICE Ltd.SPONSORED ADR58,976$10.1M0.5%+6,365+12.1%AddedHistory
JNJJohnson & JohnsonStock67,538$9.87M0.5%−1,193−1.7%ReducedHistory
CATCaterpillar IncStock29,089$9.69M0.5%+874+3.1%AddedHistory
ALCAlcon IncStock107,377$9.57M0.5%+2,971+2.8%AddedHistory
AMTAmerican Tower CorpREIT47,872$9.31M0.5%−15,615−24.6%ReducedHistory
BLKBlackRock, Inc.COM11,807$9.30M0.5%−154−1.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR51,841$9.01M0.5%+935+1.8%AddedHistory
SHELShell plcADR124,275$8.97M0.5%+4,080+3.4%AddedHistory
IXOrix CorpSPONSORED ADR78,864$8.78M0.5%+605+0.8%AddedHistory
UBERUber Technologies, IncStock116,929$8.50M0.4%+4,093+3.6%AddedHistory
AESAES CorpStock452,297$7.95M0.4%+137,890+43.9%AddedHistory
UNPUnion Pacific CorpStock35,095$7.94M0.4%−246−0.7%ReducedHistory
PGRProgressive CorpStock38,075$7.91M0.4%+38,075NewHistory
CRHCRH Public Ltd CoORD101,991$7.65M0.4%+1,965+2.0%AddedHistory
LINLinde PLCStock16,927$7.43M0.4%+93+0.6%AddedHistory
TMUST-Mobile US, Inc.Stock40,614$7.16M0.4%−32−0.1%ReducedHistory
PMPhilip Morris International Inc.Stock68,661$6.96M0.4%+644+0.9%AddedHistory
ASMLASML Holding NVADR6,759$6.91M0.4%+13+0.2%AddedHistory
SYYSysco CorpStock87,316$6.23M0.3%−2,602−2.9%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS92,310$5.94M0.3%+2,159+2.4%AddedHistory
MDLZMondelez International, Inc.Stock88,666$5.80M0.3%−1,479−1.6%ReducedHistory
SONYSony Group CorpSPONSORED ADR67,389$5.72M0.3%+2,320+3.6%AddedHistory
NVMINova Ltd.COM24,000$5.63M0.3%00.0%UnchangedHistory
LBLandBridge Co LLCCL A240,000$5.56M0.3%+240,000NewHistory
PEPPepsiCo IncStock31,666$5.22M0.3%−600−1.9%ReducedHistory
CNQCanadian Natural Resources LtdCOM137,600$4.90M0.3%+8,400+6.5%AddedConverted for a 2-for-1 splitHistory
AZNAstraZeneca PLCSPONSORED ADR59,836$4.67M0.2%+3,425+6.1%AddedHistory
ICLRIcon PLCCOM14,524$4.55M0.2%00.0%UnchangedHistory
SUSuncor Energy IncStock115,044$4.38M0.2%+2,535+2.3%AddedHistory
SPDR Series Trust78468R200ST STR RATE ETF134,377$4.15M0.2%+10,585+8.6%Added–
MGAMagna International IncCOM98,545$4.13M0.2%+187+0.2%AddedHistory
RIORio Tinto PLCADR60,143$3.97M0.2%+1,295+2.2%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS365,190$3.94M0.2%+14,710+4.2%AddedHistory
EQNREquinor ASASPONSORED ADR135,000$3.86M0.2%−4,000−2.9%ReducedHistory
Cyberark Software LtdM2682V108SHS14,100$3.86M0.2%00.0%Unchanged–
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR282,000$3.78M0.2%+12,000+4.4%AddedHistory
ESLTElbit Systems LtdStock20,701$3.66M0.2%+2,200+11.9%AddedHistory
DISWalt Disney CoStock34,853$3.46M0.2%−210−0.6%ReducedHistory
SAPSAP SEADR16,917$3.41M0.2%+645+4.0%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF113,000$3.36M0.2%00.0%Unchanged–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF35,560$3.26M0.2%−3,925−9.9%Reduced–
IBNIcici Bank LtdADR112,100$3.23M0.2%−8,000−6.7%ReducedHistory
INGING Groep NVSPONSORED ADR184,077$3.16M0.2%+5,721+3.2%AddedHistory
PBAPembina Pipeline CorpCOM84,980$3.15M0.2%−11,125−11.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF5,778$3.14M0.2%−91−1.6%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD38,400$3.14M0.2%+275+0.7%Added–
CAMTCamtek LtdORD24,300$3.04M0.2%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock151,800$3.02M0.2%+37,900+33.3%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF25,244$2.79M0.1%+4,030+19.0%Added–
RELXRELX PLCSPONSORED ADR57,880$2.66M0.1%+2,100+3.8%AddedHistory

Sold out since Q1 2024 (17)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PXDPioneer Natural Resources CoCOM48,678$12.8M0.7%History
ALLEAllegion plcORD SHS43,033$5.80M0.3%History
DEODiageo PLCSPON ADR NEW8,269$1.23M0.1%History
OTEXOpen Text CorpCOM18,640$723.8K<0.1%History
VanEck ETF Trust92189F528VANECK SHRT MUNI28,000$476.6K<0.1%–
LLYEli Lilly & CoStock599$466.0K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,746$286.4K<0.1%History
SLBSLB LimitedStock4,000$219.2K<0.1%History
CCitigroup IncStock3,400$215.0K<0.1%History
iShares Tips Bond ETF464287176ETF2,000$214.8K<0.1%–
iShares Tr464288869MICRO-CAP ETF1,750$212.1K<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF5,056$211.2K<0.1%–
DXCMDexcom IncCOM1,502$208.3K<0.1%History
iShares Tr464288612INTRM GOV CR ETF1,990$206.9K<0.1%–
EMREmerson Electric CoStock1,775$201.3K<0.1%History
GLADGladstone Capital CorpCOM16,120$173.0K<0.1%History
OXSQOxford Square Capital Corp.COM44,815$142.1K<0.1%History