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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 16, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
267
−4 vs. Q1 2025
Portfolio value
$2.47B
+$41.1M (+1.7%) vs. Q1 2025
Filed
Jul 16, 2025
SEC
Holdings of Eagle Global Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,075,491$220.7M8.9%−12,250−1.1%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,102,436$110.6M4.5%−122,285−2.0%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD1,919,565$98.9M4.0%+23,135+1.2%AddedHistory
HESMHess Midstream LPCL A SHS2,453,834$94.5M3.8%+857,669+53.7%AddedHistory
TRGPTarga Resources Corp.COM502,715$87.5M3.5%+8,355+1.7%AddedHistory
MSFTMicrosoft CorpStock165,918$82.5M3.3%−2,335−1.4%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,925,950$74.5M3.0%−446,480−18.8%ReducedHistory
LNGCheniere Energy, Inc.COM NEW304,080$74.0M3.0%−200−0.1%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN3,876,656$71.0M2.9%−361,593−8.5%ReducedHistory
EPDEnterprise Products Partners L.P.Stock2,060,949$63.9M2.6%−42,965−2.0%ReducedHistory
NVDANVIDIA CorpStock333,582$52.7M2.1%−4,020−1.2%ReducedHistory
AMZNAmazon Com IncStock236,860$52.0M2.1%−1,944−0.8%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK464,395$51.0M2.1%−21,070−4.3%ReducedHistory
JPMJPMorgan Chase & CoStock173,204$50.2M2.0%−2,075−1.2%ReducedHistory
WMBWilliams Companies, Inc.COM733,741$46.1M1.9%−23,106−3.1%ReducedHistory
OKEONEOK IncCOM540,517$44.1M1.8%−16,553−3.0%ReducedHistory
TTTrane Technologies plcSHS90,518$39.6M1.6%−1,617−1.8%ReducedHistory
GOOGAlphabet Inc.Stock215,017$38.1M1.5%−5,295−2.4%ReducedHistory
GOOGLAlphabet Inc.Stock180,397$31.8M1.3%−1,855−1.0%ReducedHistory
PMPhilip Morris International Inc.Stock167,884$30.6M1.2%−200−0.1%ReducedHistory
KMIKinder Morgan, Inc.Stock966,150$28.4M1.1%−50,340−5.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF43,731$24.1M1.0%+630+1.5%Added–
VVisa Inc.Stock64,309$22.8M0.9%−660−1.0%ReducedHistory
HDHome Depot, Inc.Stock61,065$22.4M0.9%−1,618−2.6%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A1,124,400$21.8M0.9%−228,745−16.9%ReducedHistory
MAMastercard IncStock38,654$21.7M0.9%−705−1.8%ReducedHistory
METAMeta Platforms, Inc.Stock28,955$21.4M0.9%+8,527+41.7%AddedHistory
NEENextera Energy IncStock298,036$20.7M0.8%−7,846−2.6%ReducedHistory
AXPAmerican Express CoStock64,486$20.6M0.8%−865−1.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM186,584$20.1M0.8%−11,034−5.6%ReducedHistory
GEVGE Vernova Inc.Stock37,809$20.0M0.8%−346−0.9%ReducedHistory
HONHoneywell International IncCOM79,430$18.5M0.7%−1,062−1.3%ReducedHistory
CWCurtiss Wright CorpStock36,124$17.6M0.7%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock16,518$17.3M0.7%−185−1.1%ReducedHistory
BKNGBooking Holdings Inc.Stock2,926$16.9M0.7%−48−1.6%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock85,246$15.6M0.6%−1,263−1.5%ReducedHistory
UNHUnitedHealth Group IncStock49,479$15.4M0.6%+12,262+32.9%AddedHistory
ABBVAbbVie Inc.Stock80,111$14.9M0.6%−665−0.8%ReducedHistory
LNTHLantheus Holdings, Inc.Stock181,150$14.8M0.6%+85,970+90.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock36,369$14.7M0.6%+14,870+69.2%AddedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM335,416$14.6M0.6%−2,120−0.6%Reduced–
PANWPalo Alto Networks IncStock69,633$14.2M0.6%−825−1.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock28,803$14.0M0.6%−840−2.8%ReducedHistory
JNJJohnson & JohnsonStock90,868$13.9M0.6%−1,640−1.8%ReducedHistory
ELVElevance Health, Inc.Stock34,012$13.2M0.5%−19,236−36.1%ReducedHistory
HEHawaiian Electric Industries IncCOM1,244,076$13.2M0.5%−7,828−0.6%ReducedHistory
LINLinde PLCStock28,087$13.2M0.5%−385−1.4%ReducedHistory
CVXChevron CorpStock90,771$13.0M0.5%−1,517−1.6%ReducedHistory
UBERUber Technologies, IncStock135,730$12.7M0.5%+1,475+1.1%AddedHistory
NBISNebius Group N.V.Stock218,895$12.1M0.5%−4,160−1.9%ReducedHistory
CATCaterpillar IncStock31,127$12.1M0.5%−895−2.8%ReducedHistory
MRKMerck & Co., Inc.Stock151,806$12.0M0.5%−5,000−3.2%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A263,536$11.6M0.5%+130,899+98.7%AddedHistory
PGRProgressive CorpStock43,475$11.6M0.5%−450−1.0%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR50,686$11.5M0.5%+55+0.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock142,216$10.6M0.4%−2,150−1.5%ReducedHistory
TRPTC Energy CorpCOM212,300$10.4M0.4%−37,050−14.9%ReducedHistory
KMPRKEMPER CorpCOM159,060$10.3M0.4%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM127,859$10.1M0.4%−4,170−3.2%ReducedHistory
GSGoldman Sachs Group IncStock13,838$9.79M0.4%+13,838NewHistory
TMUST-Mobile US, Inc.Stock40,709$9.70M0.4%−290−0.7%ReducedHistory
ACNAccenture plcStock31,991$9.56M0.4%−1,660−4.9%ReducedHistory
ALCAlcon IncStock106,193$9.37M0.4%+110+0.1%AddedHistory
CRHCRH Public Ltd CoORD100,165$9.20M0.4%+420+0.4%AddedHistory
SPGIS&P Global Inc.Stock16,492$8.70M0.4%00.0%UnchangedHistory
KOCoca Cola CoStock121,008$8.56M0.3%00.0%UnchangedHistory
UNPUnion Pacific CorpStock36,604$8.42M0.3%−770−2.1%ReducedHistory
QCOMQualcomm IncStock52,514$8.36M0.3%−685−1.3%ReducedHistory
PCGPG&E CorpStock582,883$8.13M0.3%−17,884−3.0%ReducedHistory
PGProcter & Gamble CoStock50,974$8.12M0.3%−250.0%ReducedHistory
SBUXStarbucks CorpStock84,222$7.72M0.3%−4,533−5.1%ReducedHistory
ESLTElbit Systems LtdStock17,101$7.69M0.3%00.0%UnchangedHistory
NVONovo Nordisk A SADR105,308$7.27M0.3%−1,040−1.0%ReducedHistory
IXOrix CorpSPONSORED ADR313,165$7.05M0.3%−84,335−21.2%ReducedHistory
SHELShell plcADR99,789$7.03M0.3%+730+0.7%AddedHistory
SONYSony Group CorpSPONSORED ADR264,690$6.89M0.3%+470+0.2%AddedHistory
PEPPepsiCo IncStock48,415$6.39M0.3%−701−1.4%ReducedHistory
NVMINova Ltd.COM23,000$6.33M0.3%+2,000+9.5%AddedHistory
MOAltria Group, Inc.Stock107,556$6.31M0.3%+100+0.1%AddedHistory
MELIMercadolibre IncCOM2,233$5.84M0.2%+15+0.7%AddedHistory
BLDRBuilders FirstSource, Inc.Stock48,450$5.65M0.2%−1,805−3.6%ReducedHistory
DISWalt Disney CoStock45,501$5.64M0.2%−834−1.8%ReducedHistory
Cyberark Software LtdM2682V108SHS13,400$5.45M0.2%00.0%Unchanged–
ASMLASML Holding NVADR6,323$5.07M0.2%−20.0%ReducedHistory
SAPSAP SEADR16,542$5.03M0.2%+265+1.6%AddedHistory
NWGNatWest Group plcSPONS ADR352,625$4.99M0.2%+158,610+81.8%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS359,934$4.94M0.2%+4,500+1.3%AddedHistory
SMCSummit Midstream CorpCOM195,297$4.79M0.2%+7,031+3.7%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS61,995$4.75M0.2%+135+0.2%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR311,000$4.70M0.2%00.0%UnchangedHistory
DRSLeonardo DRS, Inc.Stock97,000$4.51M0.2%00.0%UnchangedHistory
CNQCanadian Natural Resources LtdCOM142,600$4.48M0.2%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS210,295$4.34M0.2%+1,000+0.5%AddedHistory
AMAntero Midstream CorpStock223,914$4.24M0.2%−16,826−7.0%ReducedHistory
SUSuncor Energy IncStock108,964$4.09M0.2%−250.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF6,553$4.05M0.2%−380−5.5%ReducedHistory
SPDR Series Trust78468R200ST STR RATE ETF127,647$3.94M0.2%−3,220−2.5%Reduced–
RYAAYRyanair Holdings PLCSPONSORED ADR68,000$3.92M0.2%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR34,573$3.92M0.2%+40+0.1%AddedHistory
INGING Groep NVSPONSORED ADR179,056$3.92M0.2%+1,420+0.8%AddedHistory

Sold out since Q1 2025 (12)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
LEALear CorpCOM NEW75,531$6.66M0.3%History
SYYSysco CorpStock82,912$6.22M0.3%History
DEODiageo PLCSPON ADR NEW20,955$2.20M0.1%History
ICLRIcon PLCCOM12,224$2.14M0.1%History
DUKDuke Energy CORPStock11,190$1.36M0.1%History
DDominion Energy, IncStock19,745$1.11M<0.1%History
Listed FD Tr53656G571TRUESHARES EAGLE46,700$1.03M<0.1%–
MGAMagna International IncCOM29,380$998.6K<0.1%History
VGVenture Global, Inc.COM CL A80,000$824.0K<0.1%History
INMDInMode Ltd.SHS23,000$408.0K<0.1%History
STZConstellation Brands, Inc.Stock2,201$403.9K<0.1%History
WLKWestlake CorpCOM2,066$206.7K<0.1%History