$956 Million is the total value of Eagle Ridge Investment Management's 157 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $52,377,000 | +15.3% | 155,737 | -3.3% | 5.48% | +8.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $41,403,000 | +26.6% | 82,453 | -1.5% | 4.33% | +19.0% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $39,329,000 | -2.3% | 646,537 | -1.4% | 4.12% | -8.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $35,006,000 | +13.4% | 49,567 | -1.8% | 3.66% | +6.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $33,055,000 | -10.0% | 11,410 | -16.9% | 3.46% | -15.4% |
| SCHW | Sell | SCHWAB CHARLES CORP | $31,018,000 | +13.6% | 368,824 | -1.6% | 3.25% | +6.8% |
| SYK | Sell | STRYKER CORPORATION | $24,584,000 | +0.8% | 91,931 | -0.6% | 2.57% | -5.2% |
| SPSB | Buy | SPDR SER TRportfolio short | $24,272,000 | +0.8% | 783,735 | +1.7% | 2.54% | -5.2% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $19,374,000 | -23.5% | 366,647 | -22.9% | 2.03% | -28.1% |
| HD | Sell | HOME DEPOT INC | $19,157,000 | +21.9% | 46,161 | -3.6% | 2.00% | +14.6% |
| SSD | Buy | SIMPSON MFG INC | $18,993,000 | +30.8% | 136,569 | +0.6% | 1.99% | +22.9% |
| AVGO | Sell | BROADCOM INC | $18,882,000 | +35.9% | 28,377 | -0.9% | 1.98% | +27.7% |
| NKE | Sell | NIKE INCcl b | $18,750,000 | +11.9% | 112,500 | -2.5% | 1.96% | +5.2% |
| TSCO | Sell | TRACTOR SUPPLY CO | $18,607,000 | +13.2% | 77,984 | -3.9% | 1.95% | +6.3% |
| PSA | Buy | PUBLIC STORAGE | $18,537,000 | +26.8% | 49,489 | +0.6% | 1.94% | +19.2% |
| V | Buy | VISA INC | $16,890,000 | -1.0% | 77,940 | +1.8% | 1.77% | -6.9% |
| SNY | Sell | SANOFIsponsored adr | $16,656,000 | +3.7% | 332,458 | -0.2% | 1.74% | -2.6% |
| BLK | Sell | BLACKROCK INC | $16,023,000 | +6.9% | 17,501 | -2.1% | 1.68% | +0.5% |
| ABT | Sell | ABBOTT LABS | $14,752,000 | +14.6% | 104,820 | -3.8% | 1.54% | +7.7% |
| NSC | Sell | NORFOLK SOUTHN CORP | $14,480,000 | +18.9% | 48,637 | -4.5% | 1.52% | +11.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $14,305,000 | +12.4% | 260,509 | +12.1% | 1.50% | +5.6% |
| HOLX | Buy | HOLOGIC INC | $14,295,000 | +4.2% | 186,714 | +0.4% | 1.50% | -2.1% |
| USB | Buy | US BANCORP DEL | $13,582,000 | -4.9% | 241,805 | +0.7% | 1.42% | -10.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $13,103,000 | +6.8% | 43,823 | -2.5% | 1.37% | +0.4% |
| CME | Buy | CME GROUP INC | $12,743,000 | +19.1% | 55,778 | +0.8% | 1.33% | +12.0% |
| DIS | Buy | DISNEY WALT CO | $12,705,000 | -7.5% | 82,027 | +1.0% | 1.33% | -13.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $12,438,000 | -2.2% | 34,615 | -5.4% | 1.30% | -8.1% |
| DLB | Buy | DOLBY LABORATORIES INC | $12,322,000 | +9.3% | 129,409 | +1.0% | 1.29% | +2.8% |
| TRMB | Sell | TRIMBLE INC | $11,923,000 | +2.6% | 136,750 | -3.2% | 1.25% | -3.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $11,858,000 | +14.1% | 55,324 | -3.1% | 1.24% | +7.2% |
| BAC | Sell | BK OF AMERICA CORP | $11,670,000 | +2.1% | 262,300 | -2.6% | 1.22% | -4.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $11,640,000 | -5.4% | 73,511 | -2.2% | 1.22% | -11.1% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $11,543,000 | -5.0% | 227,533 | -4.8% | 1.21% | -10.7% |
| TJX | Sell | TJX COS INC NEW | $11,502,000 | +9.0% | 151,503 | -5.3% | 1.20% | +2.5% |
| DOX | Buy | AMDOCS LTD | $11,454,000 | +2.2% | 153,049 | +3.4% | 1.20% | -3.9% |
| TIP | Buy | ISHARES TRtips bd etf | $11,260,000 | +5.2% | 87,153 | +4.0% | 1.18% | -1.2% |
| REYN | Buy | REYNOLDS CONSUMER PRODS INC | $11,223,000 | +16.4% | 357,413 | +1.3% | 1.18% | +9.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $10,634,000 | -4.7% | 123,568 | -4.8% | 1.11% | -10.4% |
| SO | Buy | SOUTHERN CO | $10,467,000 | +13.5% | 152,622 | +2.6% | 1.10% | +6.7% |
| PAC | Buy | GRUPO AEROPUERTO DEL PACIFICspon adr b | $10,275,000 | +19.0% | 74,744 | +0.7% | 1.08% | +11.9% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $10,201,000 | +25.2% | 54,625 | +29.4% | 1.07% | +17.8% |
| GRMN | Buy | GARMIN LTD | $10,157,000 | -12.0% | 74,593 | +0.4% | 1.06% | -17.3% |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $10,091,000 | – | 196,331 | +100.0% | 1.06% | – |
| THO | Buy | THOR INDS INC | $9,841,000 | -13.8% | 94,833 | +1.9% | 1.03% | -19.0% |
| ABBV | Sell | ABBVIE INC | $9,757,000 | +20.1% | 72,064 | -4.3% | 1.02% | +12.9% |
| SRE | Buy | SEMPRA | $9,642,000 | +49.9% | 72,888 | +43.4% | 1.01% | +40.9% |
| ECL | Sell | ECOLAB INC | $9,218,000 | +10.3% | 39,295 | -1.9% | 0.96% | +3.8% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $9,026,000 | +2.4% | 183,536 | +2.8% | 0.94% | -3.8% |
| RELX | Buy | RELX PLCsponsored adr | $8,965,000 | +14.2% | 274,912 | +1.1% | 0.94% | +7.3% |
| AAPL | Sell | APPLE INC | $8,393,000 | +22.8% | 47,264 | -2.1% | 0.88% | +15.4% |
| TD | Buy | TORONTO DOMINION BK ONT | $8,215,000 | +17.2% | 107,131 | +1.1% | 0.86% | +10.3% |
| BKNG | Sell | BOOKING HOLDINGS INC | $8,001,000 | -3.2% | 3,335 | -4.2% | 0.84% | -9.1% |
| CVS | Sell | CVS HEALTH CORP | $7,980,000 | +16.3% | 77,353 | -4.3% | 0.84% | +9.3% |
| LOW | Sell | LOWES COS INC | $7,691,000 | -38.2% | 29,756 | -51.5% | 0.80% | -41.9% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $6,929,000 | +14.1% | 78,097 | -4.6% | 0.72% | +7.2% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $5,882,000 | +6.8% | 11,958 | -3.2% | 0.62% | +0.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,825,000 | +13.6% | 1,322 | +4.7% | 0.40% | +6.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,618,000 | +5.4% | 21,148 | -0.5% | 0.38% | -0.8% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $3,453,000 | -0.5% | 66,759 | -0.8% | 0.36% | -6.5% |
| EBND | Sell | SPDR SER TRbloomberg emergi | $3,337,000 | -5.6% | 136,537 | -2.3% | 0.35% | -11.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,627,000 | +13.1% | 32,506 | +3.9% | 0.28% | +6.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,523,000 | +12.7% | 15,425 | -3.7% | 0.26% | +6.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $2,415,000 | +10.9% | 46,300 | 0.0% | 0.25% | +4.5% | |
| CSL | Sell | CARLISLE COS INC | $2,309,000 | +22.2% | 9,307 | -2.1% | 0.24% | +15.2% |
| TROW | PRICE T ROWE GROUP INC | $2,222,000 | -0.0% | 11,299 | 0.0% | 0.23% | -6.0% | |
| MMM | 3M CO | $2,152,000 | +1.2% | 12,117 | 0.0% | 0.22% | -5.1% | |
| NYF | Buy | ISHARES TRnew york mun etf | $2,154,000 | +7.1% | 37,165 | +6.9% | 0.22% | +0.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,803,000 | +9.5% | 4 | 0.0% | 0.19% | +3.3% | |
| PFE | PFIZER INC | $1,700,000 | +37.3% | 28,783 | 0.0% | 0.18% | +29.0% | |
| LMT | LOCKHEED MARTIN CORP | $1,684,000 | +3.0% | 4,738 | 0.0% | 0.18% | -3.3% | |
| TGT | Buy | TARGET CORP | $1,626,000 | +9.1% | 7,026 | +7.9% | 0.17% | +2.4% |
| UNP | Buy | UNION PAC CORP | $1,602,000 | +35.2% | 6,358 | +5.1% | 0.17% | +27.3% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,502,000 | -12.5% | 49,343 | -11.9% | 0.16% | -17.8% |
| CL | COLGATE PALMOLIVE CO | $1,413,000 | +12.9% | 16,557 | 0.0% | 0.15% | +6.5% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,273,000 | +30.3% | 3,071 | +0.5% | 0.13% | +22.0% |
| EMR | Buy | EMERSON ELEC CO | $1,215,000 | +1.2% | 13,073 | +2.5% | 0.13% | -5.2% |
| KO | COCA COLA CO | $1,099,000 | +12.8% | 18,560 | 0.0% | 0.12% | +6.5% | |
| IRM | IRON MTN INC NEW | $1,031,000 | +20.4% | 19,702 | 0.0% | 0.11% | +13.7% | |
| DOV | DOVER CORP | $1,026,000 | +16.9% | 5,649 | 0.0% | 0.11% | +9.2% | |
| ITW | ILLINOIS TOOL WKS INC | $1,016,000 | +19.5% | 4,116 | 0.0% | 0.11% | +11.6% | |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $1,006,000 | +12.9% | 10,571 | +2.0% | 0.10% | +6.1% |
| TSLA | Sell | TESLA INC | $971,000 | +24.2% | 919 | -8.9% | 0.10% | +17.2% |
| MCD | Sell | MCDONALDS CORP | $965,000 | +6.7% | 3,601 | -4.0% | 0.10% | 0.0% |
| TXN | Sell | TEXAS INSTRS INC | $965,000 | -6.5% | 5,119 | -4.7% | 0.10% | -12.2% |
| EFX | EQUIFAX INC | $857,000 | +15.5% | 2,928 | 0.0% | 0.09% | +8.4% | |
| NVMI | NOVA LTD | $789,000 | +43.2% | 5,389 | 0.0% | 0.08% | +36.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $784,000 | +16.5% | 4,508 | 0.0% | 0.08% | +9.3% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $756,000 | +4.9% | 9,299 | +6.2% | 0.08% | -1.2% |
| AMZN | Sell | AMAZON COM INC | $744,000 | -9.8% | 223 | -11.2% | 0.08% | -15.2% |
| IVV | New | ISHARES TRcore s&p500 etf | $715,000 | – | 1,500 | +100.0% | 0.08% | – |
| MBB | ISHARES TRmbs etf | $675,000 | -0.6% | 6,279 | 0.0% | 0.07% | -6.6% | |
| EFA | New | ISHARES TRmsci eafe etf | $656,000 | – | 8,342 | +100.0% | 0.07% | – |
| PEP | Sell | PEPSICO INC | $660,000 | -8.6% | 3,801 | -20.8% | 0.07% | -13.8% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $613,000 | +13.9% | 2,996 | 0.0% | 0.06% | +6.7% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $616,000 | +6.0% | 2,328 | -3.1% | 0.06% | -1.5% |
| MPC | MARATHON PETE CORP | $599,000 | +3.5% | 9,364 | 0.0% | 0.06% | -1.6% | |
| CSCO | Buy | CISCO SYS INC | $582,000 | +179.8% | 9,184 | +140.2% | 0.06% | +165.2% |
| WMT | Sell | WALMART INC | $573,000 | -1.9% | 3,963 | -5.4% | 0.06% | -7.7% |
| OCBI | ORANGE CNTY BANCORP INC | $563,000 | +12.8% | 14,200 | 0.0% | 0.06% | +5.4% | |
| D | Buy | DOMINION ENERGY INC | $556,000 | +40.4% | 7,081 | +30.4% | 0.06% | +31.8% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $546,000 | +10.8% | 3,872 | 0.0% | 0.06% | +3.6% | |
| IGSB | Sell | ISHARES TR | $538,000 | -13.9% | 9,978 | -12.8% | 0.06% | -20.0% |
| FLEX | Sell | FLEX LTDord | $534,000 | +1.7% | 29,117 | -1.9% | 0.06% | -3.4% |
| AXP | AMERICAN EXPRESS CO | $523,000 | -2.4% | 3,199 | 0.0% | 0.06% | -8.3% | |
| THRM | GENTHERM INC | $513,000 | +7.3% | 5,905 | 0.0% | 0.05% | +1.9% | |
| LLY | LILLY ELI & CO | $494,000 | +19.6% | 1,787 | 0.0% | 0.05% | +13.0% | |
| KLIC | KULICKE & SOFFA INDS INC | $495,000 | +4.0% | 8,176 | 0.0% | 0.05% | -1.9% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $498,000 | 0.0% | 5,450 | 0.0% | 0.05% | -5.5% | |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $498,000 | – | 746 | +100.0% | 0.05% | – |
| ORCL | ORACLE CORP | $499,000 | 0.0% | 5,726 | 0.0% | 0.05% | -7.1% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $500,000 | +60.3% | 2,070 | +47.1% | 0.05% | +48.6% |
| FB | Buy | META PLATFORMS INCcl a | $474,000 | +36.6% | 1,410 | +38.0% | 0.05% | +28.2% |
| IWR | Buy | ISHARES TRrus mid cap etf | $466,000 | +50.3% | 5,609 | +41.7% | 0.05% | +40.0% |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $459,000 | +12.5% | 21,540 | 0.0% | 0.05% | +6.7% | |
| CMF | Buy | ISHARES TRcalif mun bd etf | $457,000 | +0.7% | 7,337 | +0.3% | 0.05% | -5.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $434,000 | -6.3% | 914 | -15.4% | 0.04% | -13.5% |
| DEO | Sell | DIAGEO PLCspon adr new | $370,000 | +12.1% | 1,681 | -1.8% | 0.04% | +5.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $360,000 | -2.2% | 635 | -0.6% | 0.04% | -7.3% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $354,000 | +8.9% | 12,221 | 0.0% | 0.04% | +2.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $353,000 | +7.6% | 1,246 | +0.1% | 0.04% | 0.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $353,000 | +14.2% | 6,580 | -1.8% | 0.04% | +8.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $342,000 | +1.8% | 5,575 | +1.2% | 0.04% | -2.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $347,000 | +65.2% | 1,558 | +62.5% | 0.04% | +56.5% |
| VIRT | VIRTU FINL INCcl a | $333,000 | +18.1% | 11,555 | 0.0% | 0.04% | +12.9% | |
| COST | COSTCO WHSL CORP NEW | $337,000 | +26.2% | 594 | 0.0% | 0.04% | +16.7% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $326,000 | +8.3% | 3,079 | 0.0% | 0.03% | 0.0% | |
| UFPT | UFP TECHNOLOGIES INC | $325,000 | +14.0% | 4,624 | 0.0% | 0.03% | +6.2% | |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $327,000 | +6.2% | 4,794 | +2.3% | 0.03% | 0.0% |
| AMAT | APPLIED MATLS INC | $315,000 | +22.6% | 2,000 | 0.0% | 0.03% | +13.8% | |
| SNBR | SLEEP NUMBER CORP | $306,000 | -18.2% | 4,000 | 0.0% | 0.03% | -23.8% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $282,000 | -33.0% | 12,850 | -33.9% | 0.03% | -36.2% |
| WRB | BERKLEY W R CORP | $284,000 | +12.7% | 3,450 | 0.0% | 0.03% | +7.1% | |
| ATRI | ATRION CORP | $283,000 | +1.1% | 402 | 0.0% | 0.03% | -3.2% | |
| MRK | Sell | MERCK & CO INC | $274,000 | -10.5% | 3,574 | -12.4% | 0.03% | -14.7% |
| BFB | BROWN FORMAN CORPcl b | $273,000 | +8.8% | 3,750 | 0.0% | 0.03% | +3.6% | |
| FSLR | FIRST SOLAR INC | $263,000 | -8.7% | 3,022 | 0.0% | 0.03% | -12.5% | |
| DLR | DIGITAL RLTY TR INC | $260,000 | +22.6% | 1,469 | 0.0% | 0.03% | +12.5% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $258,000 | +4.0% | 6,597 | 0.0% | 0.03% | -3.6% | |
| MLHR | MILLERKNOLL INC | $255,000 | +4.1% | 6,500 | 0.0% | 0.03% | 0.0% | |
| NKSH | NATIONAL BANKSHARES INC VA | $256,000 | 0.0% | 7,055 | 0.0% | 0.03% | -6.9% | |
| BDX | Sell | BECTON DICKINSON & CO | $249,000 | -3.1% | 990 | -5.4% | 0.03% | -10.3% |
| BBY | New | BEST BUY INC | $239,000 | – | 2,354 | +100.0% | 0.02% | – |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $241,000 | +5.2% | 1,099 | -4.0% | 0.02% | 0.0% |
| SWK | New | STANLEY BLACK & DECKER INC | $238,000 | – | 1,264 | +100.0% | 0.02% | – |
| ANET | New | ARISTA NETWORKS INC | $241,000 | – | 1,675 | +100.0% | 0.02% | – |
| QUS | SPDR SER TRmsci usa strtgic | $240,000 | +9.6% | 1,834 | 0.0% | 0.02% | +4.2% | |
| EBAY | New | EBAY INC. | $236,000 | – | 3,554 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $237,000 | – | 3,517 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $236,000 | – | 616 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $231,000 | – | 3,227 | +100.0% | 0.02% | – |
| TRV | TRAVELERS COMPANIES INC | $219,000 | +2.8% | 1,401 | 0.0% | 0.02% | -4.2% | |
| XOM | New | EXXON MOBIL CORP | $212,000 | – | 3,465 | +100.0% | 0.02% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $211,000 | – | 2,366 | +100.0% | 0.02% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $214,000 | – | 700 | +100.0% | 0.02% | – |
| AMGN | Sell | AMGEN INC | $212,000 | -4.9% | 942 | -10.0% | 0.02% | -12.0% |
| FFBC | New | FIRST FINL BANCORP OH | $203,000 | – | 8,331 | +100.0% | 0.02% | – |
| KMDA | KAMADA LTD | $160,000 | +24.0% | 24,330 | 0.0% | 0.02% | +21.4% | |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -737 | -100.0% | -0.02% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -2,240 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC | $0 | – | -7,918 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORP | $0 | – | -365,053 | -100.0% | -2.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.