Eagle Ridge Investment Management 13F Holdings

CIK 0001445891 · WESTPORT, CT

As of Dec 31, 2024, Eagle Ridge Investment Management reported 148 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology324,015$75.1M6.55%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—881,242$51.3M4.47%
MICROSOFT CORPMSFTTechnology121,281$51.1M4.46%
META PLATFORMS INCMETACommunication Services78,448$45.9M4.01%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical34,664$41.1M3.59%
ALPHABET INCGOOGLEquity216,942$41.1M3.58%
UNITEDHEALTH GROUP INCUNHHealthcare67,611$34.2M2.98%
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIB—1,028,245$33.7M2.94%
ALLIANT ENERGY CORPLNTUtilities531,118$31.4M2.74%
STRYKER CORPSYKHealthcare86,570$31.2M2.72%
CME GROUP INCCMEFinancial Services123,523$28.7M2.50%
SCHWAB CHARLES CORPSCHWEquity363,344$26.9M2.35%
ULTA BEAUTY INCULTAConsumer Cyclical61,735$26.9M2.34%
VERIZON COMMUNICATIONS INCBACCommunication Services648,520$25.9M2.26%
ADOBE INCADBETechnology56,950$25.3M2.21%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology153,819$24.7M2.16%
CHUBB LTDCBFinancial Services89,285$24.7M2.15%
NORFOLK SOUTHERN CORPNSCIndustrials104,768$24.6M2.15%
VISA INC-CLASS A SHARESVFinancial Services72,881$23.0M2.01%
DONALDSON CO INCDCIIndustrials341,056$23.0M2.00%
PUBLIC STORAGEPSAReal Estate76,580$22.9M2.00%
ISHARES MBS ETFMBB—212,035 9.4M1.70%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—170,895 8.0M1.57%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services39,125 7.7M1.55%
HOME DEPOT INCHDConsumer Cyclical44,844 7.4M1.52%