Eagle Ridge Investment Management

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-01-27
Total Holdings
148
Total Value
1146255300
Accession Number
0001062993-25-001116
Form Type
13F-HR
Manager Name
Eagle-Ridge-Investment-Management
Data Enrichment
90% identified
133 identified15 unidentified

Holdings

148 positions
Manager:
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Page 1 of 8
Broadcom Inc.
Shares:324.0K
Value:$75.1M
92206C102
Shares:881.2K
Value:$51.3M
MICROSOFT CORP
Shares:121.3K
Value:$51.1M
Meta Platforms, Inc.
Shares:78.4K
Value:$45.9M
O REILLY AUTOMOTIVE INC
Shares:34.7K
Value:$41.1M
Alphabet Inc.
Shares:216.9K
Value:$41.1M
UNITEDHEALTH GROUP INC
Shares:67.6K
Value:$34.2M
78464A375
Shares:1.0M
Value:$33.7M
ALLIANT ENERGY CORP
Shares:531.1K
Value:$31.4M
STRYKER CORP
Shares:86.6K
Value:$31.2M
CME GROUP INC.
Shares:123.5K
Value:$28.7M
SCHWAB CHARLES CORP
Shares:363.3K
Value:$26.9M
Ulta Beauty, Inc.
Shares:61.7K
Value:$26.9M
VERIZON COMMUNICATIONS INC
Shares:648.5K
Value:$25.9M
ADOBE INC.
Shares:57.0K
Value:$25.3M
Keysight Technologies, Inc.
Shares:153.8K
Value:$24.7M
Chubb Ltd
Shares:89.3K
Value:$24.7M
NORFOLK SOUTHERN CORP
Shares:104.8K
Value:$24.6M
VISA INC.
Shares:72.9K
Value:$23.0M
DONALDSON Co INC
Shares:341.1K
Value:$23.0M