Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eagle Ridge Investment Management (CIK 1445891) reported $1.15B across 148 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: AVGO ($75.1M, 6.55%), VGSH ($51.3M, 4.47%), MSFT ($51.1M, 4.46%), META ($45.9M, 4.01%), ORLY ($41.1M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $75.1M | 6.55% | 324,015 | Trimmed |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $51.3M | 4.47% | 881,242 | Added |
| 3 | MSFT | MICROSOFT CORP | $51.1M | 4.46% | 121,281 | Trimmed |
| 4 | META | META PLATFORMS INC | $45.9M | 4.01% | 78,448 | Trimmed |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $41.1M | 3.59% | 34,664 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $41.1M | 3.58% | 216,942 | Trimmed |
| 7 | UNH | UNITEDHEALTH GROUP INC | $34.2M | 2.98% | 67,611 | Trimmed |
| 8 | SPIB | SPDR SER TR | $33.7M | 2.94% | 1.0M | Added |
| 9 | LNT | ALLIANT ENERGY CORP | $31.4M | 2.74% | 531,118 | Trimmed |
| 10 | SYK | STRYKER CORPORATION | $31.2M | 2.72% | 86,570 | Trimmed |
| 11 | CME | CME GROUP INC | $28.7M | 2.50% | 123,523 | Added |
| 12 | SCHW | SCHWAB CHARLES CORP | $26.9M | 2.35% | 363,344 | Added |
| 13 | ULTA | ULTA BEAUTY INC | $26.9M | 2.34% | 61,735 | Added |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $25.9M | 2.26% | 648,520 | Trimmed |
| 15 | ADBE | ADOBE INC | $25.3M | 2.21% | 56,950 | Trimmed |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | $24.7M | 2.16% | 153,819 | Trimmed |
| 17 | NSC | NORFOLK SOUTHN CORP | $24.6M | 2.15% | 104,768 | Added |
| 18 | CB | CHUBB LIMITED | $24.7M | 2.15% | 89,285 | Trimmed |
| 19 | V | VISA INC | $23.0M | 2.01% | 72,881 | Trimmed |
| 20 | DCI | DONALDSON INC | $23.0M | 2.00% | 341,056 | Trimmed |
| 21 | PSA | PUBLIC STORAGE OPER CO | $22.9M | 2.00% | 76,580 | Trimmed |
| 22 | MBB | ISHARES TR | $19.4M | 1.70% | 212,035 | Trimmed |
| 23 | SUB | ISHARES TR | $18.0M | 1.57% | 170,895 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.7M | 1.55% | 39,125 | Added |
| 25 | HD | HOME DEPOT INC | $17.4M | 1.52% | 44,844 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31