Eagle Ridge Investment Management
Q4 2024 13F Holdings
- Locationstamford, CT
- Num holdings
148
- Value ($000)
$1,146,255
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001445891
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVGO BROADCOM INC | COM | 11135F101 | $75.12M | 7 % | 324,015 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $51.27M | 5 % | 881,242 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $51.12M | 5 % | 121,281 | ||
META META PLATFORMS INC | CL A | 30303M102 | $45.93M | 4 % | 78,448 | ||
ORLY OREILLY AUTOMOTIVE INC | COM | 67103H107 | $41.10M | 4 % | 34,664 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $41.07M | 4 % | 216,942 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $34.20M | 3 % | 67,611 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $33.69M | 3 % | 1,028,245 | ||
LNT ALLIANT ENERGY CORP | COM | 018802108 | $31.41M | 3 % | 531,118 | ||
SYK STRYKER CORPORATION | COM | 863667101 | $31.17M | 3 % | 86,570 |
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