Titelia

Holdings of EAGLE GLOBAL ADVISORS LLC

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Net assets
-
Positions
230 in 12 countries
Top ten
42.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Polaris Inc 5,630306.8K $
202United Therapeutics Corp 500296.5K $
203AT&T Inc 10,200295.7K $
204iShares Morningstar Growth ETF 3,015287.9K $
205Black Stone Minerals LP 18,304276.8K $
206Yum! Brands Inc 1,780276.8K $
207IDEXX Laboratories Inc 490275.3K $
208Vanguard S&P 500 Value ETF 1,350275.1K $
209Lockheed Martin Corp 436263.5K $
210iShares Trust 1,200262.5K $
211iShares MBS ETF 2,743260.4K $
212BP PLC 5,359251.9K $
213Barings BDC Inc 29,745244.8K $
214Westlake Corp 2,066241.4K $
215Morgan Stanley Direct Lending Fund 16,915236.1K $
216Bain Capital Specialty Finance Inc 18,710232K $
217iShares Trust 1,450231.4K $
218iShares S&P Mid-Cap 400 Growth ETF 2,300231.4K $
219Novo Nordisk A/S 6,205228K $
220Elevra Lithium Ltd 3,848226.6K $
221TRIPLEPOINT VENTURE GROWTH BDC CORP 44,360221.4K $
222RTX Corp 1,128217.6K $
223Watsco Inc 586213.3K $
224Novartis AG 1,395213.1K $
225CAPITAL SOUTHWEST CORP 9,350206.8K $
226BWX Technologies Inc 1,000204.5K $
227Waste Management Inc 875201.1K $
228GOLUB CAPITAL BDC INC 15,790199.9K $
229Ivanhoe Electric Inc / US 15,200179.7K $
230Lightbridge Corp 14,000149.2K $

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Sector breakdown

  • Technology 18.5 %
  • Energy 15.5 %
  • Financials 8.5 %
  • Industrials 5.2 %
  • Communication 5.1 %
  • Consumer discretionary 4.0 %
  • Health care 3.6 %
  • Consumer staples 2.6 %
  • Utilities 1.3 %
  • Materials 0.9 %
  • Funds 0.4 %
  • Unattributed 34.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.5 %
  • United Kingdom 1.2 %
  • Netherlands 0.7 %
  • Taiwan 0.7 %
  • Japan 0.7 %
  • Denmark 0.3 %
  • Australia 0.2 %
  • India 0.2 %
  • Brazil 0.1 %
  • Ireland 0.1 %
  • Germany 0.1 %
  • Israel 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2052.5B $95.48 %
2United Kingdom832.3M $1.25 %
3Netherlands318.8M $0.73 %
4Taiwan118.5M $0.72 %
5Japan318.2M $0.70 %
6Denmark26.8M $0.26 %
7Australia24.9M $0.19 %
8India24M $0.15 %
9Brazil13.9M $0.15 %
10Ireland13.7M $0.14 %
11Germany13.7M $0.14 %
12Israel12.3M $0.09 %
Cite this page

Titelia. "Holdings of EAGLE GLOBAL ADVISORS LLC". https://titelia.com/en/funds/US13F1130787