Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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