Eagle Ridge Investment Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $75.1M, Vanguard with a value of $51.3M, Microsoft Corp with a value of $51.1M, Meta Platforms, Inc. with a value of $46.3M, and O Reilly Automotive Inc with a value of $41.1M.
Examining the 13F form we can see an decrease of $8.15M in the current position value, from $1.14B to 1.13B.
Below you can find more details about Eagle Ridge Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $196 Million
Technology: $195 Million
Financial Services: $176 Million
Communication Services: $132 Million
Consumer Cyclical: $120 Million
Healthcare: $114 Million
Industrials: $99.1 Million
Utilities: $59.7 Million
Other: $38.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
