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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 28, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
277
+2 vs. Q3 2025
Portfolio value
$2.70B
+$94.6M (+3.6%) vs. Q3 2025
Filed
Jan 28, 2026
SEC
Holdings of Eagle Global Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,070,107$290.9M10.8%−2,065−0.2%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,511,883$107.4M4.0%+45,824+0.7%AddedHistory
TRGPTarga Resources Corp.COM571,003$105.4M3.9%+1,095+0.2%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD1,884,585$100.6M3.7%−52,470−2.7%ReducedHistory
EPDEnterprise Products Partners L.P.Stock2,929,802$93.9M3.5%−1,2500.0%ReducedHistory
MSFTMicrosoft CorpStock163,516$79.1M2.9%−175−0.1%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN3,631,255$65.2M2.4%−486,115−11.8%ReducedHistory
LNGCheniere Energy, Inc.COM NEW326,189$63.4M2.3%+165+0.1%AddedHistory
NVDANVIDIA CorpStock330,397$61.6M2.3%−701−0.2%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK494,411$59.2M2.2%−11,060−2.2%ReducedHistory
HESMHess Midstream LPCL A SHS1,672,776$57.7M2.1%−202,710−10.8%ReducedHistory
GOOGLAlphabet Inc.Stock178,226$55.8M2.1%−510.0%ReducedHistory
JPMJPMorgan Chase & CoStock171,299$55.2M2.0%−236−0.1%ReducedHistory
AMZNAmazon Com IncStock234,721$54.2M2.0%−1070.0%ReducedHistory
GOOGAlphabet Inc.Stock169,997$53.3M2.0%−935−0.5%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,251,250$49.4M1.8%−145,970−10.4%ReducedHistory
WMBWilliams Companies, Inc.COM719,793$43.3M1.6%−68,233−8.7%ReducedHistory
KGSKodiak Gas Services, Inc.COM1,062,581$39.7M1.5%+1,062,581NewHistory
KMIKinder Morgan, Inc.Stock1,369,729$37.7M1.4%−53,880−3.8%ReducedHistory
OKEONEOK IncCOM495,442$36.4M1.3%−72,925−12.8%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD377,735$31.3M1.2%+334,330+770.3%Added–
TTTrane Technologies plcSHS74,358$28.9M1.1%+250.0%AddedHistory
PMPhilip Morris International Inc.Stock168,141$27.0M1.0%+139+0.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF43,435$26.7M1.0%+293+0.7%Added–
GEVGE Vernova Inc.Stock37,966$24.8M0.9%+324+0.9%AddedHistory
KNTKKinetik Holdings Inc.COM NEW CL A668,961$24.1M0.9%+218,981+48.7%AddedHistory
AXPAmerican Express CoStock63,136$23.4M0.9%−511−0.8%ReducedHistory
VVisa Inc.Stock63,666$22.3M0.8%−180.0%ReducedHistory
MAMastercard IncStock38,074$21.7M0.8%−62−0.2%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A1,124,930$21.5M0.8%−43,570−3.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock36,073$20.9M0.8%+118+0.3%AddedHistory
HDHome Depot, Inc.Stock59,278$20.4M0.8%−92−0.2%ReducedHistory
CWCurtiss Wright CorpStock36,124$19.9M0.7%00.0%UnchangedHistory
NEENextera Energy IncStock246,487$19.8M0.7%+7,651+3.2%AddedHistory
PNCPNC Financial Services Group, Inc.Stock91,664$19.1M0.7%+45,514+98.6%AddedHistory
JNJJohnson & JohnsonStock89,965$18.6M0.7%+133+0.1%AddedHistory
METAMeta Platforms, Inc.Stock28,097$18.5M0.7%−660−2.3%ReducedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM331,749$18.5M0.7%−350−0.1%Reduced–
ABBVAbbVie Inc.Stock79,624$18.2M0.7%+158+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM148,155$17.8M0.7%−424−0.3%ReducedHistory
CATCaterpillar IncStock31,025$17.8M0.7%+302+1.0%AddedHistory
BLKBlackRock, Inc.Stock16,441$17.6M0.7%−115−0.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR55,649$16.9M0.6%−394−0.7%ReducedHistory
BKNGBooking Holdings Inc.Stock2,938$15.7M0.6%+39+1.3%AddedHistory
HONHoneywell International IncCOM78,701$15.4M0.6%−48−0.1%ReducedHistory
MRKMerck & Co., Inc.Stock138,589$14.6M0.5%−1,487−1.1%ReducedHistory
UNHUnitedHealth Group IncStock43,904$14.5M0.5%−555−1.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock27,830$14.0M0.5%−223−0.8%ReducedHistory
NBISNebius Group N.V.Stock164,035$13.7M0.5%−2,090−1.3%ReducedHistory
CVXChevron CorpStock89,777$13.7M0.5%−452−0.5%ReducedHistory
GSGoldman Sachs Group IncStock15,361$13.5M0.5%+430+2.9%AddedHistory
ICEIntercontinental Exchange, Inc.Stock82,248$13.3M0.5%−1,223−1.5%ReducedHistory
PANWPalo Alto Networks IncStock68,820$12.7M0.5%−345−0.5%ReducedHistory
CRHCRH Public Ltd CoORD98,993$12.4M0.5%−1,152−1.2%ReducedHistory
LINLinde PLCStock27,573$11.8M0.4%−157−0.6%ReducedHistory
UBERUber Technologies, IncStock136,320$11.1M0.4%+1,940+1.4%AddedHistory
BABoeing CoStock50,570$11.0M0.4%+12,470+32.7%AddedHistory
ELVElevance Health, Inc.Stock30,986$10.9M0.4%−494−1.6%ReducedHistory
AVGOBroadcom Inc.Stock30,049$10.4M0.4%+249+0.8%AddedHistory
TRPTC Energy CorpCOM184,660$10.2M0.4%−27,610−13.0%ReducedHistory
ESLTElbit Systems LtdStock17,101$9.88M0.4%00.0%UnchangedHistory
HEHawaiian Electric Industries IncCOM799,640$9.84M0.4%−246,210−23.5%ReducedHistory
IXOrix CorpSPONSORED ADR334,998$9.79M0.4%+20,088+6.4%AddedHistory
ALCAlcon IncStock123,915$9.77M0.4%+17,712+16.7%AddedHistory
QCOMQualcomm IncStock52,041$8.90M0.3%−80.0%ReducedHistory
INTUIntuit Inc.Stock13,314$8.82M0.3%+904+7.3%AddedHistory
CPCanadian Pacific Kansas City LtdCOM118,109$8.70M0.3%−7,895−6.3%ReducedHistory
SPGIS&P Global Inc.Stock16,519$8.63M0.3%+27+0.2%AddedHistory
TMUST-Mobile US, Inc.Stock41,381$8.40M0.3%+83+0.2%AddedHistory
KOCoca Cola CoStock119,373$8.35M0.3%−350.0%ReducedHistory
AMAntero Midstream CorpStock453,513$8.07M0.3%+268,923+145.7%AddedHistory
GMABGenmab A/SSPONSORED ADS249,310$7.68M0.3%+4,840+2.0%AddedHistory
SHELShell plcADR102,123$7.50M0.3%+1,919+1.9%AddedHistory
PGProcter & Gamble CoStock50,982$7.31M0.3%+80.0%AddedHistory
NVMINova Ltd.COM21,900$7.19M0.3%−600−2.7%ReducedHistory
TSEMTower Semiconductor LtdSHS NEW60,323$7.08M0.3%00.0%UnchangedHistory
VEEVVeeva Systems IncStock30,691$6.85M0.3%−1,562−4.8%ReducedHistory
SONYSony Group CorpSPONSORED ADR260,896$6.68M0.2%−3,614−1.4%ReducedHistory
ASMLASML Holding NVADR6,217$6.65M0.2%−106−1.7%ReducedHistory
BCSBarclays PLCADR253,653$6.46M0.2%+106,133+71.9%AddedHistory
KMPRKEMPER CorpCOM159,060$6.45M0.2%00.0%UnchangedHistory
NWGNatWest Group plcSPONS ADR356,134$6.23M0.2%+2,654+0.8%AddedHistory
BLDRBuilders FirstSource, Inc.Stock60,242$6.20M0.2%+19,062+46.3%AddedHistory
MOAltria Group, Inc.Stock106,741$6.15M0.2%−565−0.5%ReducedHistory
Cyberark Software LtdM2682V108SHS13,400$5.98M0.2%00.0%Unchanged–
ACNAccenture plcStock22,059$5.92M0.2%−4,678−17.5%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR299,000$5.78M0.2%−6,000−2.0%ReducedHistory
PEPPepsiCo IncStock39,165$5.62M0.2%−265−0.7%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS353,324$5.60M0.2%−5,920−1.6%ReducedHistory
BABAAlibaba Group Holding LtdADR37,624$5.51M0.2%+2,666+7.6%AddedHistory
FANGDiamondback Energy, Inc.Stock36,400$5.47M0.2%+36,400NewHistory
SMCSummit Midstream CorpCOM203,822$5.44M0.2%−60,364−22.8%ReducedHistory
SAPSAP SEADR21,675$5.27M0.2%−2,137−9.0%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR980,000$5.19M0.2%+50,000+5.4%AddedHistory
DISWalt Disney CoStock44,617$5.08M0.2%+93+0.2%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR70,000$5.05M0.2%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR174,948$4.90M0.2%−1,673−0.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF7,173$4.89M0.2%+688+10.6%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR53,202$4.89M0.2%−334−0.6%ReducedHistory
CNQCanadian Natural Resources LtdCOM142,600$4.83M0.2%00.0%UnchangedHistory

Sold out since Q3 2025 (23)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
SBUXStarbucks CorpStock77,836$6.58M0.3%History
WBIWaterBridge Infrastructure LLCCL A SHS REPSTG200,000$5.04M0.2%History
NICENICE Ltd.SPONSORED ADR17,270$2.50M0.1%History
Sapiens Intl Corp N VG7T16G103SHS50,300$2.16M0.1%–
ICLICL Group Ltd.SHS247,902$1.54M0.1%History
TLNTalen Energy CorpCOM3,145$1.34M0.1%History
MNDYmonday.com Ltd.SHS6,500$1.26M<0.1%History
STMSTMicroelectronics N.V.NY REGISTRY38,000$1.07M<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR82,100$1.04M<0.1%History
BITBBitwise Bitcoin ETFSHS BEN INT11,500$715.5K<0.1%History
Emx Rty Corp26873J107COM97,500$502.1K<0.1%–
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS8,907$497.9K<0.1%History
PYPLPayPal Holdings, Inc.Stock6,858$459.9K<0.1%History
MSDLMorgan Stanley Direct Lending FundCOM SHS25,800$414.9K<0.1%History
KKellanovaStock4,950$406.0K<0.1%History
Sandstorm Gold Ltd Com New80013R206Stock30,600$383.1K<0.1%–
iShares Tr46428743220 YR TR BD ETF4,168$372.5K<0.1%–
WSOWatsco IncCOM586$237.0K<0.1%History
iShares Tr46434V4070-5YR HI YL CP5,358$232.0K<0.1%–
METCRamaco Resources, Inc.COM CL A6,500$215.7K<0.1%History
OROR Royalties Inc.COM SHS5,150$206.4K<0.1%History
SKESkeena Resources LtdCommon Stock10,200$188.0K<0.1%History
KBDCKayne Anderson BDC, Inc.COM SHS13,380$178.2K<0.1%History