Eagle Global Advisors LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$4.4B
Holdings
274
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +111.3% (1.07M → 2.26M shares)
9.8%
02
$TRGP
TARGA RES CORP
Q1 2026: Sold 94.4% (571.0k → 31.9k shares)
4.9%
03
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 2.93M shares)
4.5%
04
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 6.51M shares)
4.5%
05
$MPLX
MPLX LP
Q1 2026: Exited (was 1.88M shares)
3.7%
06
$DTM
DT MIDSTREAM INC
Q1 2026: Sold 97.5% (494.4k → 12.4k shares)
3.0%
07
$WMB
WILLIAMS COS INC
Q1 2026: Sold 76.4% (719.8k → 169.6k shares)
2.6%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +973.9% (330.4k → 3.55M shares)
2.3%
09
$LNG
CHENIERE ENERGY INC
Q1 2026: Sold 99.2% (326.2k → 2.5k shares)
2.3%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +586.8% (163.5k → 1.12M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:11 UTC.