Eagle Ridge Investment Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Stamford, CT
CIK
0001445891
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 144 1,019,572 MSFT, AVGO, VGSH, UNH 13F-HR 2/5/2024 000106299324001929
Q3 2023 143 917,290 MSFT, VGSH, ORLY, UNH 13F-HR 10/24/2023 000106299323019640
Q2 2023 150 952,654 MSFT, VGSH, AVGO, ORLY 13F-HR 7/18/2023 000106299323014973
Q1 2023 157 889,321 MSFT, VGSH, ORLY, UNH 13F-HR 4/18/2023 000106299323009249
Q4 2022 151 857,379 VGSH, MSFT, UNH, ORLY 13F-HR 1/19/2023 000106299323001067
Q3 2022 148 796,290 VGSH, MSFT, UNH, ORLY 13F-HR 10/18/2022 000106299322020913
Q2 2022 149 830,143 MSFT, VGSH, UNH, ORLY 13F-HR 7/19/2022 000106299322016485
Q1 2022 155 938,614 MSFT, UNH, VGSH, ORLY 13F-HR 4/18/2022 000106299322010373
Q4 2021 157 955,529 MSFT, UNH, VGSH, ORLY 13F-HR 1/19/2022 000106299322001212
Q3 2021 146 898,151 MSFT, VGSH, GOOGL, UNH 13F-HR 11/2/2021 000106299321010130
Q2 2021 136 862,266 MSFT, VGSH, GOOGL, UNH 13F-HR 7/19/2021 000106299321006610
Q1 2021 138 827,119 MSFT, VGSH, UNH, GOOGL 13F-HR 4/19/2021 000106299321003727
Q4 2020 135 790,923 MSFT, VGSH, UNH, GOOGL 13F-HR 1/29/2021 000106299321000707
Q3 2020 143 714,890 MSFT, VGSH, UNH, ORLY 13F-HR 10/28/2020 000106299320005222
Q2 2020 122 660,194 MSFT, VGSH, UNH, GOOGL 13F-HR 7/29/2020 000106299320003530
Q1 2020 125 575,640 MSFT, VGSH, UNH, INTC 13F-HR 4/29/2020 000106299320002013
Q4 2019 159 745,616 MSFT, VGSH, ORLY, GOOGL 13F-HR 2/5/2020 000106299320000462
Q3 2019 153 690,141 MSFT, VGSH, ORLY, GOOGL 13F-HR 10/31/2019 000106299319004103
Q2 2019 156 688,951 MSFT, VGSH, ORLY, GOOGL 13F-HR 8/1/2019 000106299319003115
Q1 2019 160 680,399 MSFT, ORLY, VGSH, GOOGL 13F-HR 5/7/2019 000106299319002038
Q4 2018 152 589,093 MSFT, ORLY, GOOGL, UNH 13F-HR 2/7/2019 000106299319000534
Q3 2018 174 694,142 MSFT, ORLY, GOOGL, SCHW 13F-HR 11/9/2018 000106299318004476
Q2 2018 169 662,913 MSFT, SCHW, GOOGL, ORLY 13F-HR 7/26/2018 000106299318003035
Q1 2018 178 647,617 MSFT, SCHW, GOOGL, INTC 13F-HR 4/25/2018 000106299318001796
Q4 2017 172 647,506 MSFT, SCHW, GOOGL, ORLY 13F-HR 1/26/2018 000106299318000332
Q3 2017 167 603,598 MSFT, SCHW, GOOGL, SPIB 13F-HR 10/26/2017 000106299317004555
Q2 2017 138 526,333 MSFT, GOOGL, SPIB, CVS 13F-HR 7/31/2017 000106299317003445
Q1 2017 136 510,510 GOOGL, SPIB, CVS, INTC 13F-HR 5/2/2017 000106299317002143
Q4 2016 141 481,428 SPIB, CVS, QCOM, INTC 13F-HR 1/20/2017 000106299317000303
Q3 2016 130 450,216 QCOM, IGSB, INTC, HD 13F-HR 10/31/2016 000106299316011926
Q2 2016 127 435,887 IGSB, HD, INTC, CVS 13F-HR 7/21/2016 000106299316010652
Q1 2016 123 427,215 IGSB, HD, CVS, INTC 13F-HR 4/21/2016 000106299316009137
Q4 2015 119 417,188 IGSB, HD, INTC, CVS 13F-HR 1/29/2016 000106299316007355
Q3 2015 110 388,478 IGSB, HD, CVS, MBB 13F-HR 10/23/2015 000106299315005562
Q2 2015 54 221,886 HD, UNH, CVS, MA 13F-HR 7/21/2015 000108514615001473
Q1 2015 56 220,052 HD, UNH, CVS, NSC 13F-HR 4/24/2015 000108514615000972
Q4 2014 56 218,457 HD, CVS, UNH, NSC 13F-HR 2/4/2015 000108514615000227
Q3 2014 56 207,668 HD, CVS, UNH, SLB 13F-HR 10/10/2014 000108514614001875
Q2 2014 58 213,812 HD, SLB, CVS, UNH 13F-HR 7/9/2014 000108514614001305
Q1 2014 58 205,719 HD, CVS, JPM, UNH 13F-HR 4/17/2014 000108514614000871
Q4 2013 56 199,433 HD, CVS, UNH, SCHW 13F-HR 1/8/2014 000108514614000026