Eagle Global Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Eagle Global Advisors LLC reported 275 stock positions worth $2.8 billion. Its top holding was Apple (AAPL) at 9.8% of the portfolio, followed by Targa Resources (TRGP, 4.9%) and Enterprise Products Partners (EPD, 4.5%). Compared with Q4 2025, it opened 19 new positions, sold out of 20, added to 73 and reduced 104. The biggest buy was Antero Midstream (AM, shares +295%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001130787
- Portfolio Value
- $2.8B (Q1 2026)
- SEC Filing
- 0001172661-26-002070 ↗ filed May 15, 2026
Holdings Value
Holdings 275 stocks · $2.8B
| AAPL Apple Inc. | 9.77% | 1,068,352 | $271.1M | Reduce -0.2% |
| TRGP Targa Resources Corp. | 4.88% | 540,573 | $135.5M | Reduce -5.3% |
| EPD Enterprise Products Partners | 4.53% | 3,325,426 | $125.8M | Add +13.5% |
| ET Energy Transfer LP | 4.49% | 6,459,576 | $124.7M | Reduce -0.8% |
| MPLX MPLX LP | 3.71% | 1,805,346 | $103.0M | Reduce -4.2% |
| DTM DT Midstream Inc. | 3.03% | 625,121 | $84.2M | Add +26.4% |
| WMB Williams Cos Inc. | 2.60% | 991,008 | $72.1M | Add +37.7% |
| NVDA Nvidia Corp. | 2.31% | 366,862 | $64.0M | Add +11.0% |
| LNG Cheniere Energy Inc. | 2.28% | 222,814 | $63.2M | Reduce -31.7% |
| MSFT Microsoft Corp. | 2.17% | 162,981 | $60.3M | Reduce -0.3% |
| KGS Kodiak Gas Services Inc. | 1.96% | 930,790 | $54.3M | Reduce -12.4% |
| PAA Plains All Amer Pipeline LP | 1.82% | 2,265,985 | $50.6M | Reduce -37.6% |
| GOOGL Alphabet Inc. Class A | 1.82% | 175,909 | $50.6M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.81% | 170,434 | $50.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.77% | 235,316 | $49.0M | Add +0.3% |
| KMI Kinder Morgan Inc. | 1.74% | 1,439,029 | $48.3M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 1.72% | 166,050 | $47.6M | Reduce -2.3% |
| WES Western Midstream Partners L | 1.58% | 1,063,920 | $43.8M | Reduce -15.0% |
| AM Antero Midstream Corp. | 1.47% | 1,791,773 | $40.9M | Add +295.1% |
| OKE Oneok Inc. | 1.43% | 437,754 | $39.6M | Reduce -11.6% |
| HESM Hess Midstream LP Class A | 1.20% | 857,561 | $33.3M | Reduce -48.7% |
| TT Trane Technologies PLC | 1.11% | 73,713 | $30.7M | Reduce -0.9% |
| PM Philip Morris International | 1.01% | 168,801 | $27.9M | Add +0.4% |
| GEV GE Vernova Inc. | 0.94% | 29,853 | $26.1M | Reduce -21.4% |
| CW Curtiss-Wright Corp. | 0.89% | 36,124 | $24.6M | No change |
| XOM Exxon Mobil Corp. | 0.88% | 144,006 | $24.4M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 41,675 | $24.1M | Reduce -4.0% |
| NEE Nextera Energy Inc. | 0.85% | 254,002 | $23.6M | Add +3.0% |
| CAT Caterpillar Inc. | 0.81% | 31,594 | $22.4M | Add +1.8% |
| JNJ Johnson & Johnson | 0.78% | 88,981 | $21.8M | Reduce -1.1% |
| SOXQ Invesco PHLX Semiconductor | 0.72% | 332,483 | $19.8M | Add +0.2% |
| V Visa Inc. Class A | 0.69% | 63,581 | $19.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.69% | 58,328 | $19.2M | Reduce -1.6% |
| BA The Boeing Co. | 0.69% | 96,223 | $19.2M | Add +90.3% |
| PNC PNC Financial Services Group | 0.69% | 92,009 | $19.1M | Add +0.4% |
| AXP American Express Co. | 0.69% | 63,124 | $19.1M | Reduce -0.0% |
| KNTK Kinetik Holdings Inc. | 0.67% | 386,100 | $18.7M | Reduce -42.3% |
| CVX Chevron Corp. | 0.67% | 89,706 | $18.6M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.67% | 37,104 | $18.5M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 54,729 | $18.5M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.66% | 58,776 | $18.2M | Add +95.6% |
| HON Honeywell International Inc. | 0.64% | 78,251 | $17.7M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.62% | 79,649 | $17.3M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.59% | 136,864 | $16.5M | Reduce -1.2% |
| BLK BlackRock Inc. | 0.57% | 16,584 | $15.9M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.57% | 27,876 | $15.9M | Reduce -0.8% |
| FCX Freeport-McMoran Inc. | 0.57% | 270,860 | $15.9M | Add +1060.0% |
| PANW Palo Alto Networks Inc. | 0.57% | 98,437 | $15.8M | Add +43.0% |
| ESLT Elbit Systems Ltd. | 0.52% | 17,101 | $14.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 27,937 | $13.7M | Reduce -22.6% |
| LIN Linde PLC | 0.49% | 27,343 | $13.6M | Reduce -0.8% |
| PAGP Plains GP Holdings LP | 0.49% | 556,560 | $13.5M | Reduce -50.5% |
| GS Goldman Sachs Group Inc. | 0.48% | 15,796 | $13.4M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 27,279 | $13.1M | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 0.45% | 2,937 | $12.4M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.42% | 42,730 | $11.6M | Reduce -2.7% |
| INTU Intuit Inc. | 0.40% | 25,465 | $11.0M | Add +91.3% |
| TSEM Tower Semiconductor Ltd. | 0.38% | 60,323 | $10.6M | No change |
| CRH CRH PLC | 0.37% | 98,138 | $10.3M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.37% | 141,445 | $10.2M | Add +3.8% |
| TRP TC Energy Corp. | 0.37% | 162,260 | $10.2M | Reduce -12.1% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.36% | 335,378 | $10.1M | Add +0.1% |
| SHEL Shell PLC-ADR | 0.34% | 102,383 | $9.5M | Add +0.3% |
| BEP Brookfield Renewable Partner | 0.34% | 290,400 | $9.5M | New |
| ALC Alcon Inc. filed as ALCON AG | 0.34% | 123,631 | $9.3M | Reduce -0.2% |
| NVMI Nova Ltd. | 0.33% | 20,900 | $9.1M | Reduce -4.6% |
| KO The Coca-Cola Co. | 0.33% | 118,928 | $9.0M | Reduce -0.4% |
| TMUS T-Mobile US Inc. | 0.31% | 40,436 | $8.5M | Reduce -2.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.30% | 6,222 | $8.2M | Add +0.1% |
| NBIS Nebius Group NV | 0.28% | 73,630 | $7.6M | Reduce -55.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.27% | 116,237 | $7.6M | New |
| AZN Astrazeneca PLC | 0.27% | 37,481 | $7.4M | Add +40.9% |
| PG The Procter & Gamble Co. | 0.26% | 50,082 | $7.2M | Reduce -1.8% |
| SU Suncor Energy Inc. | 0.26% | 108,850 | $7.2M | Add +0.3% |
| SPGI S&P Global Inc. | 0.25% | 16,507 | $7.0M | Reduce -0.1% |
| MO Altria Group Inc. | 0.25% | 105,786 | $7.0M | Reduce -0.9% |
| SMC Summit Midstream Corp. | 0.25% | 226,798 | $6.9M | Add +11.3% |
| CP Canadian Pacific Kansas City | 0.24% | 83,559 | $6.6M | Reduce -29.3% |
| GMAB Genmab A/S -SP ADR | 0.24% | 244,565 | $6.6M | Reduce -1.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.22% | 237,970 | $6.2M | Add +36.0% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.22% | 354,314 | $6.0M | Add +0.3% |
| CCJ Cameco Corp. | 0.22% | 55,292 | $6.0M | Add +818.0% |
| CNQ Canadian Natural Resources | 0.22% | 122,600 | $6.0M | Reduce -14.0% |
| FANG Diamondback Energy Inc. | 0.22% | 30,200 | $6.0M | Reduce -17.0% |
| PEP Pepsico Inc. | 0.21% | 37,957 | $5.9M | Reduce -3.1% |
| SUNC Sunococorp LLC | 0.21% | 94,800 | $5.8M | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.21% | 294,000 | $5.8M | Reduce -1.7% |
| SONY Sony Group Corp. - SP ADR | 0.20% | 263,526 | $5.5M | Add +1.0% |
| BCS Barclays PLC-Spons ADR | 0.19% | 254,778 | $5.4M | Add +0.4% |
| NWG Natwest Group PLC -Spon ADR | 0.19% | 357,539 | $5.3M | Add +0.4% |
| LYG Lloyds Banking Group PLC-ADR | 0.18% | 1,005,000 | $5.1M | Add +2.5% |
| BLDR Builders Firstsource Inc. | 0.18% | 60,369 | $5.0M | Add +0.2% |
| KMPR Kemper Corp. | 0.18% | 159,060 | $4.9M | No change |
| CAMT Camtek Ltd. | 0.17% | 31,400 | $4.8M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.17% | 37,409 | $4.7M | Reduce -0.6% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.17% | 64,173 | $4.7M | New |
| VEEV Veeva Systems Inc. Class A | 0.17% | 26,501 | $4.7M | Reduce -13.7% |
| AEP American Electric Power | 0.16% | 34,820 | $4.6M | No change |
| VNOM Viper Energy Inc. Class A | 0.16% | 95,128 | $4.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 6,843 | $4.5M | Reduce -4.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $24K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KRSP.WS Rice Acquisition Corp. 3 | *W EXP 99/99/999 | 30,066 | $24K | No change |
Total filed on the 13F, all lines: $2.8B.
Portfolio Sells Q4 2025 → Q1 2026
| SHY iShares 1-3 Year Treasury Bo | Reduce -87.5% | 0.14% | −1.02 |
| AAPL Apple Inc. | Reduce -0.2% | 9.77% | −0.99 |
| HESM Hess Midstream LP Class A | Reduce -48.7% | 1.20% | −0.93 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.17% | −0.75 |
| PAA Plains All Amer Pipeline LP | Reduce -37.6% | 1.82% | −0.59 |
| ICE Intercontinental Exchange Inc. | Reduce -96.3% | 0.02% | −0.48 |
| ELV Elevance Health Inc. | Reduce -92.3% | 0.03% | −0.38 |
| HE Hawaiian Electric Inds | Sold out | 0.00% | −0.36 |
| QCOM Qualcomm Inc. | Reduce -92.7% | 0.02% | −0.31 |
| PAGP Plains GP Holdings LP | Reduce -50.5% | 0.49% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.6% | 0.49% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 1.72% | −0.26 |
| WES Western Midstream Partners L | Reduce -15.0% | 1.58% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.82% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.81% | −0.23 |
| NBIS Nebius Group NV | Reduce -55.1% | 0.28% | −0.23 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.22 |
| KNTK Kinetik Holdings Inc. | Reduce -42.3% | 0.67% | −0.22 |
| AXP American Express Co. | Reduce -0.0% | 0.69% | −0.18 |
| BKNG Booking Holdings Inc. | Reduce -0.0% | 0.45% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.67% | −0.14 |
| V Visa Inc. Class A | Reduce -0.1% | 0.69% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -91.6% | 0.01% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 0.87% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 0.42% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.57% | −0.11 |
| HDB HDFC Bank Ltd.-ADR | Reduce -30.4% | 0.08% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Reduce -13.7% | 0.17% | −0.09 |
| CRH CRH PLC | Reduce -0.9% | 0.37% | −0.09 |
| CP Canadian Pacific Kansas City | Reduce -29.3% | 0.24% | −0.08 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.08 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.08 |
| MGIC Magic Software Enterprises | Sold out | 0.00% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -31.7% | 2.28% | −0.07 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.25% | −0.07 |
| HD Home Depot Inc. | Reduce -1.6% | 0.69% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -1.2% | 0.13% | −0.06 |
| KBONU Karbon Capital Partners Corp. | Reduce -68.4% | 0.03% | −0.06 |
| KRSP Rice Acquisition Corp. 3-A | Sold out | 0.00% | −0.06 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -8.6% | 0.13% | −0.05 |
| GMAB Genmab A/S -SP ADR | Reduce -1.9% | 0.24% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.47% | −0.05 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.6% | 0.17% | −0.03 |
| MELI MercadoLibre Inc. | Reduce -0.2% | 0.13% | −0.03 |
| ALC Alcon Inc. | Reduce -0.2% | 0.34% | −0.03 |
| C Citigroup Inc. | Reduce -30.4% | 0.05% | −0.02 |
| MAIN Main Street Capital Corp. | Reduce -37.0% | 0.03% | −0.02 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AM Antero Midstream Corp. | Add +295.1% | 1.47% | +1.17 |
| EPD Enterprise Products Partners | Add +13.5% | 4.53% | +1.06 |
| WMB Williams Cos Inc. | Add +37.7% | 2.60% | +1.00 |
| DTM DT Midstream Inc. | Add +26.4% | 3.03% | +0.84 |
| FCX Freeport-McMoran Inc. | Add +1060.0% | 0.57% | +0.53 |
| KMI Kinder Morgan Inc. | Add +5.1% | 1.74% | +0.35 |
| BEP Brookfield Renewable Partner | New | 0.34% | +0.34 |
| BA The Boeing Co. | Add +90.3% | 0.69% | +0.28 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.27% | +0.27 |
| AVGO Broadcom Inc. | Add +95.6% | 0.66% | +0.27 |
| SUNC Sunococorp LLC | New | 0.21% | +0.21 |
| CCJ Cameco Corp. | Add +818.0% | 0.22% | +0.20 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.17% | +0.17 |
| CAT Caterpillar Inc. | Add +1.8% | 0.81% | +0.15 |
| APC Arko Petroleum Corp. | New | 0.14% | +0.14 |
| NEE Nextera Energy Inc. | Add +3.0% | 0.85% | +0.12 |
| BEPC Brookfield Renewable Corp. | Add +216.2% | 0.15% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +43.0% | 0.57% | +0.10 |
| AZN Astrazeneca PLC | Add +40.9% | 0.27% | +0.09 |
| SU Suncor Energy Inc. | Add +0.3% | 0.26% | +0.08 |
| INTU Intuit Inc. | Add +91.3% | 0.40% | +0.07 |
| SHEL Shell PLC-ADR | Add +0.3% | 0.34% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 0.30% | +0.05 |
| SMC Summit Midstream Corp. | Add +11.3% | 0.25% | +0.05 |
| ING ING Groep N.V.-Sponsored ADR | Add +36.0% | 0.22% | +0.04 |
| PBA Pembina Pipeline Corp. | Add +15.0% | 0.14% | +0.03 |
| SOXQ Invesco PHLX Semiconductor | Add +0.2% | 0.72% | +0.03 |
| BITB Bitwise Bitcoin ETF | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +11.0% | 2.31% | +0.03 |
| BWAY Brainsway Ltd.-ADR | Add +6.2% | 0.08% | +0.03 |
| FITB Fifth Third Bancorp | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +27.1% | 0.10% | +0.02 |
| ORA Ormat Technologies Inc. | Add +20.6% | 0.09% | +0.02 |
| EZBC Franklin Bitcoin ETF | Add +149.3% | 0.03% | +0.01 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.01% | +0.01 |
| SKE Skeena Resources Ltd. | New | 0.01% | +0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +115.1% | 0.03% | +0.01 |
| TTE Totalenergies SE | New | 0.01% | +0.01 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +0.3% | 0.22% | +0.01 |
| BP BP PLC-Spons ADR | New | 0.01% | +0.01 |
| WLK Westlake Corp. | New | 0.01% | +0.01 |
| MSDL Morgan Stanley Direct Lendin | New | 0.01% | +0.01 |
| AEM Agnico Eagle Mines Ltd. | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +0.4% | 1.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | New | 0.01% | +0.01 |
| WSO Watsco Inc. | New | 0.01% | +0.01 |
| CSWC Capital Southwest Corp. | New | 0.01% | +0.01 |
| BWXT BWX Technologies Inc. | New | 0.01% | +0.01 |
| WM Waste Management Inc. | New | 0.01% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +78.1% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 277 | $3.0B | AAPL, TRGP, ET, EPD, MPLX |
| Q1 2026 | 275 | $2.8B | AAPL, TRGP, EPD, ET, MPLX |
| Q4 2025 | 276 | $2.7B | AAPL, ET, TRGP, MPLX, EPD |
| Q3 2025 | 275 | $2.6B | AAPL, ET, MPLX, TRGP, EPD |
| Q2 2025 | 267 | $2.5B | AAPL, ET, MPLX, HESM, TRGP |
| Q1 2025 | 271 | $2.4B | AAPL, ET, MPLX, TRGP, WES |
| Q4 2024 | 265 | $2.4B | AAPL, ET, WES, MPLX, TRGP |
| Q3 2024 | 238 | $2.0B | TRGP, AAPL, ET, WES, PAA |
| Q2 2024 | 232 | $1.9B | TRGP, ET, AAPL, MSFT, MPLX |
| Q1 2024 | 236 | $1.8B | ET, TRGP, MSFT, AAPL, MPLX |