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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
276
−1 vs. Q4 2025
Portfolio value
$2.78B
+$71.6M (+2.6%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Eagle Global Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,068,352$271.1M9.8%−1,755−0.2%ReducedHistory
TRGPTarga Resources Corp.COM540,573$135.5M4.9%−30,430−5.3%ReducedHistory
EPDEnterprise Products Partners L.P.Stock3,325,426$125.8M4.5%+395,624+13.5%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,459,576$124.7M4.5%−52,307−0.8%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD1,805,346$103.0M3.7%−79,239−4.2%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK625,121$84.2M3.0%+130,710+26.4%AddedHistory
WMBWilliams Companies, Inc.COM991,008$72.1M2.6%+271,215+37.7%AddedHistory
NVDANVIDIA CorpStock366,862$64.0M2.3%+36,465+11.0%AddedHistory
LNGCheniere Energy, Inc.COM NEW222,814$63.2M2.3%−103,375−31.7%ReducedHistory
MSFTMicrosoft CorpStock162,981$60.3M2.2%−535−0.3%ReducedHistory
KGSKodiak Gas Services, Inc.COM930,790$54.3M2.0%−131,791−12.4%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN2,265,985$50.6M1.8%−1,365,270−37.6%ReducedHistory
GOOGLAlphabet Inc.Stock175,909$50.6M1.8%−2,317−1.3%ReducedHistory
JPMJPMorgan Chase & CoStock170,434$50.1M1.8%−865−0.5%ReducedHistory
AMZNAmazon Com IncStock235,316$49.0M1.8%+595+0.3%AddedHistory
KMIKinder Morgan, Inc.Stock1,439,029$48.3M1.7%+69,300+5.1%AddedHistory
GOOGAlphabet Inc.Stock166,050$47.6M1.7%−3,947−2.3%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,063,920$43.8M1.6%−187,330−15.0%ReducedHistory
AMAntero Midstream CorpStock1,791,773$40.9M1.5%+1,338,260+295.1%AddedHistory
OKEONEOK IncCOM437,754$39.6M1.4%−57,688−11.6%ReducedHistory
HESMHess Midstream LPCL A SHS857,561$33.3M1.2%−815,215−48.7%ReducedHistory
TTTrane Technologies plcSHS73,713$30.7M1.1%−645−0.9%ReducedHistory
PMPhilip Morris International Inc.Stock168,801$27.9M1.0%+660+0.4%AddedHistory
GEVGE Vernova Inc.Stock29,853$26.1M0.9%−8,113−21.4%ReducedHistory
CWCurtiss Wright CorpStock36,124$24.6M0.9%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM144,006$24.4M0.9%−4,149−2.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF41,675$24.1M0.9%−1,760−4.1%Reduced–
NEENextera Energy IncStock254,002$23.6M0.9%+7,515+3.0%AddedHistory
CATCaterpillar IncStock31,594$22.4M0.8%+569+1.8%AddedHistory
JNJJohnson & JohnsonStock88,981$21.8M0.8%−984−1.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM332,483$19.8M0.7%+734+0.2%Added–
VVisa Inc.Stock63,581$19.2M0.7%−85−0.1%ReducedHistory
HDHome Depot, Inc.Stock58,328$19.2M0.7%−950−1.6%ReducedHistory
BABoeing CoStock96,223$19.2M0.7%+45,653+90.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock92,009$19.1M0.7%+345+0.4%AddedHistory
AXPAmerican Express CoStock63,124$19.1M0.7%−120.0%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A386,100$18.7M0.7%−282,861−42.3%ReducedHistory
CVXChevron CorpStock89,706$18.6M0.7%−71−0.1%ReducedHistory
MAMastercard IncStock37,104$18.5M0.7%−970−2.5%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR54,729$18.5M0.7%−920−1.7%ReducedHistory
AVGOBroadcom Inc.Stock58,776$18.2M0.7%+28,727+95.6%AddedHistory
HONHoneywell International IncCOM78,251$17.7M0.6%−450−0.6%ReducedHistory
ABBVAbbVie Inc.Stock79,649$17.3M0.6%+250.0%AddedHistory
MRKMerck & Co., Inc.Stock136,864$16.5M0.6%−1,725−1.2%ReducedHistory
BLKBlackRock, Inc.Stock16,584$15.9M0.6%+143+0.9%AddedHistory
METAMeta Platforms, Inc.Stock27,876$15.9M0.6%−221−0.8%ReducedHistory
FCXFreeport-McMoran IncStock270,860$15.9M0.6%+247,510+1,060.0%AddedHistory
PANWPalo Alto Networks IncStock98,437$15.8M0.6%+29,617+43.0%AddedHistory
ESLTElbit Systems LtdStock17,101$14.5M0.5%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock27,937$13.7M0.5%−8,136−22.6%ReducedHistory
LINLinde PLCStock27,343$13.6M0.5%−230−0.8%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A556,560$13.5M0.5%−568,370−50.5%ReducedHistory
GSGoldman Sachs Group IncStock15,796$13.4M0.5%+435+2.8%AddedHistory
BRK.BBerkshire Hathaway IncStock27,279$13.1M0.5%−551−2.0%ReducedHistory
BKNGBooking Holdings Inc.Stock2,937$12.4M0.4%−10.0%ReducedHistory
UNHUnitedHealth Group IncStock42,730$11.6M0.4%−1,174−2.7%ReducedHistory
INTUIntuit Inc.Stock25,465$11.0M0.4%+12,151+91.3%AddedHistory
TSEMTower Semiconductor LtdSHS NEW60,323$10.6M0.4%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD98,138$10.3M0.4%−855−0.9%ReducedHistory
UBERUber Technologies, IncStock141,445$10.2M0.4%+5,125+3.8%AddedHistory
TRPTC Energy CorpCOM162,260$10.2M0.4%−22,400−12.1%ReducedHistory
IXOrix CorpSPONSORED ADR335,378$10.1M0.4%+380+0.1%AddedHistory
SHELShell plcADR102,383$9.52M0.3%+260+0.3%AddedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT290,400$9.48M0.3%+290,400NewHistory
ALCAlcon IncStock123,631$9.32M0.3%−284−0.2%ReducedHistory
NVMINova Ltd.COM20,900$9.08M0.3%−1,000−4.6%ReducedHistory
KOCoca Cola CoStock118,928$9.04M0.3%−445−0.4%ReducedHistory
TMUST-Mobile US, Inc.Stock40,436$8.49M0.3%−945−2.3%ReducedHistory
ASMLASML Holding NVADR6,222$8.22M0.3%+5+0.1%AddedHistory
NBISNebius Group N.V.Stock73,630$7.64M0.3%−90,405−55.1%ReducedHistory
SUNBSunbelt Rentals Holdings, Inc.SHS116,237$7.57M0.3%+116,237NewHistory
AZNAstraZeneca PLCADR37,481$7.39M0.3%+10,880+40.9%AddedConverted for a 1-for-2 splitHistory
PGProcter & Gamble CoStock50,082$7.23M0.3%−900−1.8%ReducedHistory
SUSuncor Energy IncStock108,850$7.22M0.3%+280+0.3%AddedHistory
SPGIS&P Global Inc.Stock16,507$7.02M0.3%−12−0.1%ReducedHistory
MOAltria Group, Inc.Stock105,786$6.98M0.3%−955−0.9%ReducedHistory
SMCSummit Midstream CorpCOM226,798$6.86M0.2%+22,976+11.3%AddedHistory
CPCanadian Pacific Kansas City LtdCOM83,559$6.57M0.2%−34,550−29.3%ReducedHistory
GMABGenmab A/SSPONSORED ADS244,565$6.56M0.2%−4,745−1.9%ReducedHistory
INGING Groep NVSPONSORED ADR237,970$6.20M0.2%+63,022+36.0%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS354,314$6.01M0.2%+990+0.3%AddedHistory
CCJCameco CorpStock55,292$6.01M0.2%+49,269+818.0%AddedHistory
CNQCanadian Natural Resources LtdCOM122,600$5.97M0.2%−20,000−14.0%ReducedHistory
FANGDiamondback Energy, Inc.Stock30,200$5.97M0.2%−6,200−17.0%ReducedHistory
PEPPepsiCo IncStock37,957$5.89M0.2%−1,208−3.1%ReducedHistory
SUNCSunocoCorp LLCCOM SHS LLC94,800$5.84M0.2%+94,800NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR294,000$5.81M0.2%−5,000−1.7%ReducedHistory
SONYSony Group CorpSPONSORED ADR263,526$5.45M0.2%+2,630+1.0%AddedHistory
BCSBarclays PLCADR254,778$5.39M0.2%+1,125+0.4%AddedHistory
NWGNatWest Group plcSPONS ADR357,539$5.33M0.2%+1,405+0.4%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR1,005,000$5.06M0.2%+25,000+2.6%AddedHistory
BLDRBuilders FirstSource, Inc.Stock60,369$4.97M0.2%+127+0.2%AddedHistory
KMPRKEMPER CorpCOM159,060$4.86M0.2%00.0%UnchangedHistory
CAMTCamtek LtdORD31,400$4.76M0.2%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR37,409$4.69M0.2%−215−0.6%ReducedHistory
BHPBHP Group LtdADR64,173$4.67M0.2%+64,173NewHistory
VEEVVeeva Systems IncStock26,501$4.66M0.2%−4,190−13.7%ReducedHistory
AEPAmerican Electric Power Co IncStock34,820$4.56M0.2%00.0%UnchangedHistory
VNOMViper Energy, Inc.CL A95,128$4.47M0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,843$4.45M0.2%−330−4.6%ReducedHistory

Sold out since Q4 2025 (20)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
HEHawaiian Electric Industries IncCOM799,640$9.84M0.4%History
Cyberark Software LtdM2682V108SHS13,400$5.98M0.2%–
ACNAccenture plcStock22,059$5.92M0.2%History
VRNSVaronis Systems IncCOM67,200$2.20M0.1%History
ODDOddity Tech LtdSHS CL A51,000$2.05M0.1%History
Magic Software Enterprises L559166103ORD72,783$1.87M0.1%–
KRSPRice Acquisition Corp 3ORD SHS CL A147,500$1.51M0.1%History
INFYInfosys LtdSPONSORED ADR70,000$1.25M<0.1%History
FVRRFiverr International Ltd.ORD SHS30,000$592.8K<0.1%History
TSLXSixth Street Specialty Lending, Inc.COM25,835$561.1K<0.1%History
CMAComerica IncCOM5,827$506.5K<0.1%History
OBTCOsprey Bitcoin TrustCommon Stock15,800$445.0K<0.1%History
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS4,800$324.7K<0.1%History
COINCoinbase Global, Inc.COM CL A1,420$321.1K<0.1%History
HHHHoward Hughes Holdings Inc.COM3,764$300.3K<0.1%History
TECKTeck Resources LtdCL B5,700$273.0K<0.1%History
ORCLOracle CorpStock1,317$256.8K<0.1%History
IBMInternational Business Machines CorpStock750$222.2K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,086$201.5K<0.1%History
XXITwenty One Capital, Inc.COM SHS CL A21,600$189.2K<0.1%History