Eastover Investment Advisors LLC

The portfolio now comprises 47 holdings, indicating a diversified approach. The firm shifted from a presumably concentrated strategy to a broad, multi-cap portfolio. Notably, the firm utilizes a mix of individual equities and ETFs, with individual stocks comprising the vast majority of the assets. The presence of 27 new positions suggests a deliberate pivot in investment strategy or the deployment of new capital into a wider array of liquid, large-cap assets.

2. Key Holdings

The portfolio is characterized by a "barbell" style of top-tier holdings, though the weights are remarkably balanced among the top positions. The top 10 holdings account for approximately 49% of the total portfolio value, suggesting a conviction-based approach to core holdings while maintaining diversification.