StockDriftsStockDriftsTop 50 Eagle Ridge Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 6.55% | 324.0K | $75.1M | -2.53%(-8.40K) | — | 2024-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.47% | 881.2K | $51.3M | +3.63%(+30.83K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 4.46% | 121.3K | $51.1M | -1.15%(-1.41K) | — | 2024-12-31 | |
| META | META PLATFORMS INC | 4.01% | 78.4K | $45.9M | -2.81%(-2.27K) | — | 2024-12-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.59% | 34.7K | $41.1M | -1.62%(-571) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 3.58% | 216.9K | $41.1M | -0.62%(-1.36K) | — | 2024-12-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.98% | 67.6K | $34.2M | -0.88%(-598) | — | 2024-12-31 | |
| SPIB | SPDR SER TR | 2.94% | 1.03M | $33.7M | +3.03%(+30.23K) | — | 2024-12-31 | |
| LNT | ALLIANT ENERGY CORP | 2.74% | 531.1K | $31.4M | -0.98%(-5.26K) | — | 2024-12-31 | |
| SYK | STRYKER CORPORATION | 2.72% | 86.6K | $31.2M | -0.92%(-803) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Eagle Ridge Investment Management reports $1.15B in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (6.5%), VGSH (4.5%) and MSFT (4.5%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eagle Ridge Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1445891). View Eagle Ridge Investment Management’s 13F filings on SEC