Eagle Ridge Investment Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationstamford, CT
- CIK0001445891
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
148 | $1.15 B | AVGO, VGSH, MSFT, META | 13F-HR | Jan 27, 2025 | 000106299325001116 | ||
143 | $1.14 B | AVGO, MSFT, VGSH, META | 13F-HR | Oct 23, 2024 | 000106299324017890 | ||
138 | $1.08 B | MSFT, AVGO, VGSH, META | 13F-HR | Jul 24, 2024 | 000106299324014046 | ||
148 | $1.09 B | MSFT, AVGO, VGSH, META | 13F-HR | Apr 18, 2024 | 000106299324008539 | ||
144 | $1.02 B | MSFT, AVGO, VGSH, UNH | 13F-HR | Feb 5, 2024 | 000106299324001929 | ||
143 | $917.29 M | MSFT, VGSH, ORLY, UNH | 13F-HR | Oct 24, 2023 | 000106299323019640 | ||
150 | $952.65 M | MSFT, VGSH, AVGO, ORLY | 13F-HR | Jul 18, 2023 | 000106299323014973 | ||
157 | $889.32 M | MSFT, VGSH, ORLY, UNH | 13F-HR | Apr 18, 2023 | 000106299323009249 | ||
151 | $857.38 M | VGSH, MSFT, UNH, ORLY | 13F-HR | Jan 19, 2023 | 000106299323001067 | ||
148 | $796.29 M | VGSH, MSFT, UNH, ORLY | 13F-HR | Oct 18, 2022 | 000106299322020913 | ||
149 | $830.14 M | MSFT, VGSH, UNH, ORLY | 13F-HR | Jul 19, 2022 | 000106299322016485 | ||
155 | $938.61 M | MSFT, UNH, VGSH, ORLY | 13F-HR | Apr 18, 2022 | 000106299322010373 | ||
157 | $955.53 M | MSFT, UNH, VGSH, ORLY | 13F-HR | Jan 19, 2022 | 000106299322001212 | ||
146 | $898.15 M | MSFT, VGSH, GOOGL, UNH | 13F-HR | Nov 2, 2021 | 000106299321010130 | ||
136 | $862.27 M | MSFT, VGSH, GOOGL, UNH | 13F-HR | Jul 19, 2021 | 000106299321006610 | ||
138 | $827.12 M | MSFT, VGSH, UNH, GOOGL | 13F-HR | Apr 19, 2021 | 000106299321003727 | ||
135 | $790.92 M | MSFT, VGSH, UNH, GOOGL | 13F-HR | Jan 29, 2021 | 000106299321000707 | ||
143 | $714.89 M | MSFT, VGSH, UNH, ORLY | 13F-HR | Oct 28, 2020 | 000106299320005222 | ||
122 | $660.19 M | MSFT, VGSH, UNH, GOOGL | 13F-HR | Jul 29, 2020 | 000106299320003530 | ||
125 | $575.64 M | MSFT, VGSH, UNH, 1848782D | 13F-HR | Apr 29, 2020 | 000106299320002013 | ||
159 | $745.62 M | MSFT, VGSH, ORLY, GOOGL | 13F-HR | Feb 5, 2020 | 000106299320000462 | ||
153 | $690.14 M | MSFT, VGSH, ORLY, GOOGL | 13F-HR | Oct 31, 2019 | 000106299319004103 | ||
156 | $688.95 M | MSFT, VGSH, ORLY, GOOGL | 13F-HR | Aug 1, 2019 | 000106299319003115 | ||
160 | $680.40 M | MSFT, ORLY, VGSH, GOOGL | 13F-HR | May 7, 2019 | 000106299319002038 | ||
152 | $589.09 M | MSFT, ORLY, GOOGL, UNH | 13F-HR | Feb 7, 2019 | 000106299319000534 | ||
174 | $694.14 M | MSFT, ORLY, GOOGL, SCHW | 13F-HR | Nov 9, 2018 | 000106299318004476 | ||
169 | $662.91 M | MSFT, SCHW, GOOGL, ORLY | 13F-HR | Jul 26, 2018 | 000106299318003035 | ||
178 | $647.62 M | MSFT, SCHW, GOOGL, 1848782D | 13F-HR | Apr 25, 2018 | 000106299318001796 | ||
172 | $647.51 M | MSFT, SCHW, GOOGL, ORLY | 13F-HR | Jan 26, 2018 | 000106299318000332 | ||
167 | $603.60 M | MSFT, SCHW, GOOGL, KRE | 13F-HR | Oct 26, 2017 | 000106299317004555 | ||
138 | $526.33 M | MSFT, GOOGL, KRE, CVS | 13F-HR | Jul 31, 2017 | 000106299317003445 | ||
136 | $510.51 M | GOOGL, KRE, CVS, 1848782D | 13F-HR | May 2, 2017 | 000106299317002143 | ||
141 | $481.43 M | KRE, CVS, QCOM, 1848782D | 13F-HR | Jan 20, 2017 | 000106299317000303 | ||
130 | $450.22 M | QCOM, IGSB, 1848782D, HD | 13F-HR | Oct 31, 2016 | 000106299316011926 | ||
127 | $435.89 M | IGSB, HD, 1848782D, CVS | 13F-HR | Jul 21, 2016 | 000106299316010652 | ||
123 | $427.21 M | IGSB, HD, CVS, 1848782D | 13F-HR | Apr 21, 2016 | 000106299316009137 | ||
119 | $417.19 M | IGSB, HD, 1848782D, CVS | 13F-HR | Jan 29, 2016 | 000106299316007355 | ||
110 | $388.48 M | IGSB, HD, CVS, MBB | 13F-HR | Oct 23, 2015 | 000106299315005562 | ||
54 | $221.89 M | HD, UNH, CVS, MA | 13F-HR | Jul 21, 2015 | 000108514615001473 | ||
56 | $220.05 M | HD, UNH, CVS, NORFOLK SOUTHN CORP | 13F-HR | Apr 24, 2015 | 000108514615000972 | ||
56 | $218.46 M | HD, CVS, UNH, NORFOLK SOUTHN CORP | 13F-HR | Feb 4, 2015 | 000108514615000227 | ||
56 | $207.67 M | HD, CVS, UNH, SLB | 13F-HR | Oct 10, 2014 | 000108514614001875 | ||
58 | $213.81 M | HD, SLB, CVS, UNH | 13F-HR | Jul 9, 2014 | 000108514614001305 | ||
58 | $205.72 M | HD, CVS, JPM, UNH | 13F-HR | Apr 17, 2014 | 000108514614000871 | ||
56 | $199.43 M | HD, CVS, UNH, SCHW | 13F-HR | Jan 8, 2014 | 000108514614000026 |