Eagle Ridge Investment Management has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $57.3M, Microsoft Corp with a value of $52.8M, Vanguard with a value of $50.2M, Meta Platforms, Inc. with a value of $46.2M, and O Reilly Automotive Inc with a value of $40.6M.
Examining the 13F form we can see an increase of $59.5M in the current position value, from $1.08B to 1.14B.
Below you can find more details about Eagle Ridge Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $196 Million
Technology: $183 Million
Financial Services: $169 Million
Communication Services: $130 Million
Healthcare: $125 Million
Consumer Cyclical: $120 Million
Industrials: $109 Million
Utilities: $62 Million
Other: $45.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
