$218 Million is the total value of Eagle Ridge Investment Management's 56 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $676,000 | +8.7% | 4,500 | 0.0% | 0.31% | +3.0% | |
PFE | PFIZER INC | $264,000 | +5.2% | 8,474 | 0.0% | 0.12% | 0.0% | |
IVV | ISHARES TRcore s&p500 etf | $224,000 | +4.2% | 1,083 | 0.0% | 0.10% | -1.0% | |
JNJ | JOHNSON & JOHNSON | $211,000 | -1.9% | 2,020 | 0.0% | 0.10% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 5.9% |
HOME DEPOT INC | 42 | Q3 2023 | 6.2% |
THE CHARLES SCHWAB CORPORATI | 42 | Q3 2023 | 3.9% |
NORFOLK SOUTHN CORP | 42 | Q3 2023 | 4.0% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 4.4% |
ABBOTT LABS | 42 | Q3 2023 | 2.7% |
BK OF AMERICA CORP | 42 | Q3 2023 | 4.3% |
ABBVIE INC | 42 | Q3 2023 | 2.5% |
APPLE INC | 42 | Q3 2023 | 3.2% |
Proctor & Gamble | 42 | Q3 2023 | 3.0% |
View Eagle Ridge Investment Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-19 |
View Eagle Ridge Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.