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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
275
+8 vs. Q2 2025
Portfolio value
$2.61B
+$138.7M (+5.6%) vs. Q2 2025
Filed
Oct 28, 2025
SEC
Holdings of Eagle Global Advisors LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,072,172$273.0M10.5%−3,319−0.3%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,466,059$111.0M4.3%+363,623+6.0%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD1,937,055$96.8M3.7%+17,490+0.9%AddedHistory
TRGPTarga Resources Corp.COM569,908$95.5M3.7%+67,193+13.4%AddedHistory
EPDEnterprise Products Partners L.P.Stock2,931,052$91.7M3.5%+870,103+42.2%AddedHistory
MSFTMicrosoft CorpStock163,691$84.8M3.2%−2,227−1.3%ReducedHistory
LNGCheniere Energy, Inc.COM NEW326,024$76.6M2.9%+21,944+7.2%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN4,117,370$70.2M2.7%+240,714+6.2%AddedHistory
HESMHess Midstream LPCL A SHS1,875,486$64.8M2.5%−578,348−23.6%ReducedHistory
NVDANVIDIA CorpStock331,098$61.8M2.4%−2,484−0.7%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK505,471$57.1M2.2%+41,076+8.8%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,397,220$54.9M2.1%−528,730−27.5%ReducedHistory
JPMJPMorgan Chase & CoStock171,535$54.1M2.1%−1,669−1.0%ReducedHistory
AMZNAmazon Com IncStock234,828$51.6M2.0%−2,032−0.9%ReducedHistory
WMBWilliams Companies, Inc.COM788,026$49.9M1.9%+54,285+7.4%AddedHistory
GOOGLAlphabet Inc.Stock178,277$43.3M1.7%−2,120−1.2%ReducedHistory
GOOGAlphabet Inc.Stock170,932$41.6M1.6%−44,085−20.5%ReducedHistory
OKEONEOK IncCOM568,367$41.5M1.6%+27,850+5.2%AddedHistory
KMIKinder Morgan, Inc.Stock1,423,609$40.3M1.5%+457,459+47.3%AddedHistory
TTTrane Technologies plcSHS74,333$31.4M1.2%−16,185−17.9%ReducedHistory
PMPhilip Morris International Inc.Stock168,002$27.2M1.0%+118+0.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF43,142$25.9M1.0%−589−1.3%Reduced–
HDHome Depot, Inc.Stock59,370$24.1M0.9%−1,695−2.8%ReducedHistory
GEVGE Vernova Inc.Stock37,642$23.1M0.9%−167−0.4%ReducedHistory
VVisa Inc.Stock63,684$21.7M0.8%−625−1.0%ReducedHistory
MAMastercard IncStock38,136$21.7M0.8%−518−1.3%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A1,168,500$21.3M0.8%+44,100+3.9%AddedHistory
AXPAmerican Express CoStock63,647$21.1M0.8%−839−1.3%ReducedHistory
METAMeta Platforms, Inc.Stock28,757$21.1M0.8%−198−0.7%ReducedHistory
CWCurtiss Wright CorpStock36,124$19.6M0.8%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock16,556$19.3M0.7%+38+0.2%AddedHistory
KNTKKinetik Holdings Inc.COM NEW CL A449,980$19.2M0.7%+186,444+70.7%AddedHistory
NBISNebius Group N.V.Stock166,125$18.7M0.7%−52,770−24.1%ReducedHistory
ABBVAbbVie Inc.Stock79,466$18.4M0.7%−645−0.8%ReducedHistory
NEENextera Energy IncStock238,836$18.0M0.7%−59,200−19.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock35,955$17.4M0.7%−414−1.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM148,579$16.8M0.6%−38,005−20.4%ReducedHistory
JNJJohnson & JohnsonStock89,832$16.7M0.6%−1,036−1.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM332,099$16.6M0.6%−3,317−1.0%Reduced–
HONHoneywell International IncCOM78,749$16.6M0.6%−681−0.9%ReducedHistory
BKNGBooking Holdings Inc.Stock2,899$15.7M0.6%−27−0.9%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR56,043$15.7M0.6%+5,357+10.6%AddedHistory
UNHUnitedHealth Group IncStock44,459$15.4M0.6%−5,020−10.1%ReducedHistory
CATCaterpillar IncStock30,723$14.7M0.6%−404−1.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock28,053$14.1M0.5%−750−2.6%ReducedHistory
PANWPalo Alto Networks IncStock69,165$14.1M0.5%−468−0.7%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock83,471$14.1M0.5%−1,775−2.1%ReducedHistory
CVXChevron CorpStock90,229$14.0M0.5%−542−0.6%ReducedHistory
LINLinde PLCStock27,730$13.2M0.5%−357−1.3%ReducedHistory
UBERUber Technologies, IncStock134,380$13.2M0.5%−1,350−1.0%ReducedHistory
CRHCRH Public Ltd CoORD100,145$12.0M0.5%−200.0%ReducedHistory
GSGoldman Sachs Group IncStock14,931$11.9M0.5%+1,093+7.9%AddedHistory
MRKMerck & Co., Inc.Stock140,076$11.8M0.5%−11,730−7.7%ReducedHistory
TRPTC Energy CorpCOM212,270$11.5M0.4%−300.0%ReducedHistory
HEHawaiian Electric Industries IncCOM1,045,850$11.5M0.4%−198,226−15.9%ReducedHistory
ELVElevance Health, Inc.Stock31,480$10.2M0.4%−2,532−7.4%ReducedHistory
TMUST-Mobile US, Inc.Stock41,298$9.89M0.4%+589+1.4%AddedHistory
AVGOBroadcom Inc.Stock29,800$9.83M0.4%+26,990+960.5%AddedHistory
VEEVVeeva Systems IncStock32,253$9.61M0.4%+32,253NewHistory
CPCanadian Pacific Kansas City LtdCOM126,004$9.39M0.4%−1,855−1.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock46,150$9.27M0.4%+46,150NewHistory
PCGPG&E CorpStock582,883$8.79M0.3%00.0%UnchangedHistory
ESLTElbit Systems LtdStock17,101$8.72M0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock52,049$8.66M0.3%−465−0.9%ReducedHistory
UNPUnion Pacific CorpStock36,054$8.52M0.3%−550−1.5%ReducedHistory
INTUIntuit Inc.Stock12,410$8.47M0.3%+12,410NewHistory
IXOrix CorpSPONSORED ADR314,910$8.23M0.3%+1,745+0.6%AddedHistory
BABoeing CoStock38,100$8.22M0.3%+38,100NewHistory
KMPRKEMPER CorpCOM159,060$8.20M0.3%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock16,492$8.03M0.3%00.0%UnchangedHistory
KOCoca Cola CoStock119,408$7.92M0.3%−1,600−1.3%ReducedHistory
ALCAlcon IncStock106,203$7.91M0.3%+100.0%AddedHistory
PGProcter & Gamble CoStock50,974$7.83M0.3%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR264,510$7.62M0.3%−180−0.1%ReducedHistory
GMABGenmab A/SSPONSORED ADS244,470$7.50M0.3%+34,175+16.3%AddedHistory
NVMINova Ltd.COM22,500$7.19M0.3%−500−2.2%ReducedHistory
SHELShell plcADR100,204$7.17M0.3%+415+0.4%AddedHistory
MOAltria Group, Inc.Stock107,306$7.09M0.3%−250−0.2%ReducedHistory
ACNAccenture plcStock26,737$6.59M0.3%−5,254−16.4%ReducedHistory
SBUXStarbucks CorpStock77,836$6.58M0.3%−6,386−7.6%ReducedHistory
Cyberark Software LtdM2682V108SHS13,400$6.47M0.2%00.0%Unchanged–
SAPSAP SEADR23,812$6.36M0.2%+7,270+43.9%AddedHistory
BABAAlibaba Group Holding LtdADR34,958$6.25M0.2%+385+1.1%AddedHistory
ASMLASML Holding NVADR6,323$6.12M0.2%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS359,244$5.73M0.2%−690−0.2%ReducedHistory
PEPPepsiCo IncStock39,430$5.54M0.2%−8,985−18.6%ReducedHistory
SMCSummit Midstream CorpCOM264,186$5.43M0.2%+68,889+35.3%AddedHistory
MELIMercadolibre IncCOM2,228$5.21M0.2%−5−0.2%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR305,000$5.11M0.2%−6,000−1.9%ReducedHistory
DISWalt Disney CoStock44,524$5.10M0.2%−977−2.1%ReducedHistory
WBIWaterBridge Infrastructure LLCCL A SHS REPSTG200,000$5.04M0.2%+200,000NewHistory
NWGNatWest Group plcSPONS ADR353,480$5.00M0.2%+855+0.2%AddedHistory
BLDRBuilders FirstSource, Inc.Stock41,180$4.99M0.2%−7,270−15.0%ReducedHistory
INGING Groep NVSPONSORED ADR176,621$4.61M0.2%−2,435−1.4%ReducedHistory
CNQCanadian Natural Resources LtdCOM142,600$4.56M0.2%00.0%UnchangedHistory
SUSuncor Energy IncStock108,739$4.54M0.2%−225−0.2%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS131,390$4.49M0.2%+7,400+6.0%AddedConverted for a 2-for-1 splitHistory
DRSLeonardo DRS, Inc.Stock97,000$4.40M0.2%00.0%UnchangedHistory
TSEMTower Semiconductor LtdSHS NEW60,323$4.36M0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,485$4.32M0.2%−68−1.0%ReducedHistory

Sold out since Q2 2025 (7)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
LNTHLantheus Holdings, Inc.Stock181,150$14.8M0.6%History
NWENorthWestern Energy Group, Inc.COM NEW25,550$1.31M0.1%History
MBLYMobileye Global Inc.Stock57,000$1.02M<0.1%History
FSKFS KKR Capital CorpCOM23,615$490.0K<0.1%History
EMREmerson Electric CoStock1,600$213.3K<0.1%History
WMWaste Management IncStock875$200.2K<0.1%History
PLLPiedmont Lithium Inc.Stock13,800$80.3K<0.1%History