$830 Million is the total value of Eagle Ridge Investment Management's 149 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 14.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $39,718,000 | -16.3% | 154,648 | +0.5% | 4.78% | -5.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $38,539,000 | -0.7% | 654,760 | +0.0% | 4.64% | +12.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $37,152,000 | -5.7% | 72,332 | -6.4% | 4.48% | +6.6% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $28,017,000 | -16.6% | 44,348 | -9.6% | 3.38% | -5.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $24,769,000 | -21.2% | 11,366 | +0.6% | 2.98% | -10.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $24,217,000 | +0.6% | 814,566 | +1.9% | 2.92% | +13.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $22,977,000 | -25.5% | 363,670 | -0.6% | 2.77% | -15.8% |
| SYK | Buy | STRYKER CORPORATION | $18,641,000 | -25.1% | 93,706 | +0.6% | 2.25% | -15.3% |
| MBB | Buy | ISHARES TRmbs etf | $18,164,000 | +2738.1% | 186,321 | +2867.4% | 2.19% | +3117.6% |
| SNY | Buy | SANOFIsponsored adr | $17,107,000 | -2.5% | 341,944 | +0.1% | 2.06% | +10.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $16,553,000 | -38.4% | 237,016 | +2.0% | 1.99% | -30.4% |
| INTC | Sell | INTEL CORP | $16,172,000 | -24.9% | 432,283 | -0.5% | 1.95% | -15.1% |
| V | Buy | VISA INC | $15,435,000 | -11.1% | 78,396 | +0.1% | 1.86% | +0.5% |
| PSA | Sell | PUBLIC STORAGE | $15,198,000 | -20.0% | 48,608 | -0.1% | 1.83% | -9.5% |
| FB | Buy | META PLATFORMS INCcl a | $14,957,000 | +4724.8% | 92,754 | +6544.3% | 1.80% | +5360.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $14,262,000 | +0.5% | 285,697 | +3.7% | 1.72% | +13.5% |
| SSD | Sell | SIMPSON MFG INC | $13,661,000 | -8.0% | 135,782 | -0.3% | 1.65% | +4.1% |
| AVGO | Sell | BROADCOM INC | $13,612,000 | -23.1% | 28,020 | -0.3% | 1.64% | -13.0% |
| HD | Buy | HOME DEPOT INC | $12,898,000 | -7.9% | 47,026 | +0.5% | 1.55% | +4.2% |
| DOX | Sell | AMDOCS LTD | $12,877,000 | +0.6% | 154,572 | -0.7% | 1.55% | +13.8% |
| TSCO | Buy | TRACTOR SUPPLY CO | $12,874,000 | -16.7% | 66,410 | +0.3% | 1.55% | -5.8% |
| HOLX | Sell | HOLOGIC INC | $12,842,000 | -10.4% | 185,307 | -0.7% | 1.55% | +1.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $12,008,000 | -22.3% | 43,983 | +0.4% | 1.45% | -12.2% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $11,931,000 | +9.3% | 54,774 | +0.1% | 1.44% | +23.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $11,899,000 | -2.9% | 123,809 | +0.1% | 1.43% | +9.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $11,696,000 | -1.4% | 234,302 | -0.2% | 1.41% | +11.6% |
| CME | Buy | CME GROUP INC | $11,538,000 | -12.9% | 56,365 | +1.2% | 1.39% | -1.5% |
| ABT | Buy | ABBOTT LABS | $11,491,000 | -7.1% | 105,763 | +1.2% | 1.38% | +5.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $11,217,000 | -19.7% | 49,349 | +0.8% | 1.35% | -9.2% |
| USB | Buy | US BANCORP DEL | $11,149,000 | -13.2% | 242,254 | +0.3% | 1.34% | -1.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $11,099,000 | -11.1% | 35,180 | +0.7% | 1.34% | +0.5% |
| SRE | Buy | SEMPRA | $11,041,000 | -10.3% | 73,476 | +0.4% | 1.33% | +1.4% |
| SO | Sell | SOUTHERN CO | $10,930,000 | -2.4% | 153,272 | -0.7% | 1.32% | +10.4% |
| ABBV | Sell | ABBVIE INC | $10,920,000 | -6.6% | 71,301 | -1.2% | 1.32% | +5.5% |
| BLK | Buy | BLACKROCK INC | $10,800,000 | -19.9% | 17,733 | +0.5% | 1.30% | -9.4% |
| ITT | Buy | ITT INC | $10,499,000 | -10.0% | 156,147 | +0.7% | 1.26% | +1.8% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $10,495,000 | +1.2% | 209,396 | +3.4% | 1.26% | +14.4% |
| PAC | Sell | GRUPO AEROPUERTO DEL PACIFICspon adr b | $10,290,000 | -13.7% | 73,723 | -0.4% | 1.24% | -2.4% |
| TIP | Buy | ISHARES TRtips bd etf | $10,162,000 | -8.3% | 89,208 | +0.3% | 1.22% | +3.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $10,155,000 | -14.1% | 55,632 | +0.9% | 1.22% | -2.9% |
| REYN | Sell | REYNOLDS CONSUMER PRODS INC | $9,680,000 | -8.3% | 354,979 | -1.4% | 1.17% | +3.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $9,049,000 | -0.5% | 191,483 | -0.3% | 1.09% | +12.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,751,000 | -14.5% | 77,707 | +3.5% | 1.05% | -3.3% |
| TJX | Buy | TJX COS INC NEW | $8,624,000 | -6.2% | 154,413 | +1.8% | 1.04% | +6.1% |
| ECL | Buy | ECOLAB INC | $8,577,000 | +23.2% | 55,781 | +41.5% | 1.03% | +39.2% |
| BAC | Buy | BK OF AMERICA CORP | $8,323,000 | -23.8% | 267,359 | +0.9% | 1.00% | -13.8% |
| TRMB | Buy | TRIMBLE INC | $8,240,000 | -19.0% | 141,508 | +0.3% | 0.99% | -8.4% |
| DIS | Buy | DISNEY WALT CO | $8,017,000 | -29.4% | 84,924 | +2.5% | 0.97% | -20.2% |
| RELX | Buy | RELX PLCsponsored adr | $7,861,000 | -13.2% | 291,795 | +0.2% | 0.95% | -1.9% |
| CVS | Buy | CVS HEALTH CORP | $7,592,000 | -3.4% | 81,929 | +5.5% | 0.92% | +9.2% |
| GRMN | Buy | GARMIN LTD | $7,585,000 | -15.1% | 77,198 | +2.5% | 0.91% | -4.0% |
| THO | Buy | THOR INDS INC | $7,313,000 | -3.5% | 97,855 | +1.7% | 0.88% | +9.2% |
| TD | Buy | TORONTO DOMINION BK ONT | $7,160,000 | -15.4% | 109,186 | +2.5% | 0.86% | -4.3% |
| AAPL | Buy | APPLE INC | $6,584,000 | -19.7% | 48,153 | +2.5% | 0.79% | -9.3% |
| BKNG | Buy | BOOKING HOLDINGS INC | $5,891,000 | -25.1% | 3,368 | +0.6% | 0.71% | -15.2% |
| ROP | ROPER TECHNOLOGIES INC | $4,713,000 | -16.4% | 11,942 | 0.0% | 0.57% | -5.5% | |
| JNJ | Buy | JOHNSON & JOHNSON | $3,685,000 | +1.4% | 20,761 | +1.2% | 0.44% | +14.7% |
| LOW | Buy | LOWES COS INC | $3,477,000 | -11.7% | 19,904 | +2.2% | 0.42% | -0.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,025,000 | -14.8% | 1,383 | +8.8% | 0.36% | -3.7% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $2,968,000 | -4.7% | 64,719 | -0.6% | 0.36% | +7.8% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $2,328,000 | -9.2% | 32,506 | 0.0% | 0.28% | +2.6% | |
| CSL | CARLISLE COS INC | $2,099,000 | -3.0% | 8,797 | 0.0% | 0.25% | +10.0% | |
| NYF | Sell | ISHARES TRnew york mun etf | $1,952,000 | -4.2% | 37,115 | -0.7% | 0.24% | +8.3% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,755,000 | -15.3% | 46,300 | 0.0% | 0.21% | -4.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,636,000 | -22.7% | 4 | 0.0% | 0.20% | -12.4% | |
| PFE | PFIZER INC | $1,630,000 | +1.3% | 31,083 | 0.0% | 0.20% | +14.6% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,549,000 | -14.4% | 10,775 | -9.0% | 0.19% | -3.1% |
| MMM | 3M CO | $1,455,000 | -13.1% | 11,244 | 0.0% | 0.18% | -1.7% | |
| CL | COLGATE PALMOLIVE CO | $1,327,000 | +5.7% | 16,557 | 0.0% | 0.16% | +19.4% | |
| TROW | PRICE T ROWE GROUP INC | $1,284,000 | -24.8% | 11,299 | 0.0% | 0.16% | -14.8% | |
| UNP | Sell | UNION PAC CORP | $1,236,000 | -22.7% | 5,793 | -0.9% | 0.15% | -12.4% |
| KO | COCA COLA CO | $1,168,000 | +1.5% | 18,560 | 0.0% | 0.14% | +14.6% | |
| TGT | TARGET CORP | $985,000 | -33.4% | 6,975 | 0.0% | 0.12% | -24.7% | |
| IRM | IRON MTN INC NEW | $959,000 | -12.2% | 19,702 | 0.0% | 0.12% | 0.0% | |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $931,000 | -45.5% | 31,626 | -45.1% | 0.11% | -38.5% |
| MCD | Buy | MCDONALDS CORP | $931,000 | +4.6% | 3,771 | +4.7% | 0.11% | +17.9% |
| EMR | EMERSON ELEC CO | $921,000 | -18.9% | 11,573 | 0.0% | 0.11% | -8.3% | |
| ACN | ACCENTURE PLC IRELAND | $836,000 | -17.6% | 3,010 | 0.0% | 0.10% | -6.5% | |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $799,000 | -20.1% | 10,659 | -5.1% | 0.10% | -10.3% |
| TXN | TEXAS INSTRS INC | $787,000 | -16.2% | 5,119 | 0.0% | 0.10% | -5.0% | |
| MPC | MARATHON PETE CORP | $770,000 | -3.9% | 9,364 | 0.0% | 0.09% | +9.4% | |
| ITW | ILLINOIS TOOL WKS INC | $747,000 | -12.9% | 4,097 | 0.0% | 0.09% | -1.1% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $696,000 | +15.8% | 1,282 | +25.9% | 0.08% | +31.2% |
| PEP | Buy | PEPSICO INC | $700,000 | +22.2% | 4,201 | +22.6% | 0.08% | +37.7% |
| D | DOMINION ENERGY INC | $699,000 | -6.0% | 8,753 | 0.0% | 0.08% | +6.3% | |
| DOV | DOVER CORP | $685,000 | -22.7% | 5,649 | 0.0% | 0.08% | -11.7% | |
| DE | New | DEERE & CO | $689,000 | – | 2,300 | +100.0% | 0.08% | – |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $666,000 | -2.3% | 8,736 | 0.0% | 0.08% | +9.6% | |
| CSCO | Buy | CISCO SYS INC | $656,000 | -1.1% | 15,388 | +29.4% | 0.08% | +11.3% |
| TSLA | TESLA INC | $616,000 | -37.5% | 914 | 0.0% | 0.07% | -29.5% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $573,000 | -20.0% | 4,508 | 0.0% | 0.07% | -9.2% | |
| LMT | LOCKHEED MARTIN CORP | $554,000 | -2.6% | 1,288 | 0.0% | 0.07% | +9.8% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $556,000 | -19.4% | 1,466 | -3.6% | 0.07% | -9.5% |
| OCBI | ORANGE CNTY BANCORP INC | $539,000 | -5.1% | 14,200 | 0.0% | 0.06% | +6.6% | |
| LLY | Sell | LILLY ELI & CO | $524,000 | +6.7% | 1,615 | -5.8% | 0.06% | +21.2% |
| EFX | EQUIFAX INC | $517,000 | -23.0% | 2,828 | 0.0% | 0.06% | -12.7% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $499,000 | +0.2% | 5,450 | 0.0% | 0.06% | +13.2% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $497,000 | -6.2% | 3,872 | 0.0% | 0.06% | +7.1% | |
| WMT | Sell | WALMART INC | $433,000 | -20.6% | 3,563 | -2.7% | 0.05% | -10.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $421,000 | -23.7% | 2,028 | -8.1% | 0.05% | -13.6% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $421,000 | -0.9% | 7,457 | +2.1% | 0.05% | +13.3% |
| FLEX | FLEX LTDord | $421,000 | -22.0% | 29,117 | 0.0% | 0.05% | -12.1% | |
| AMZN | Buy | AMAZON COM INC | $416,000 | -42.8% | 3,920 | +1657.8% | 0.05% | -35.1% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $412,000 | -25.6% | 2,996 | 0.0% | 0.05% | -15.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $414,000 | -5.7% | 16,995 | 0.0% | 0.05% | +6.4% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $408,000 | – | 10,000 | +100.0% | 0.05% | – |
| AXP | AMERICAN EXPRESS CO | $407,000 | -26.0% | 2,939 | 0.0% | 0.05% | -16.9% | |
| BDX | Buy | BECTON DICKINSON & CO | $387,000 | +47.1% | 1,570 | +58.6% | 0.05% | +67.9% |
| ORCL | Sell | ORACLE CORP | $387,000 | -17.8% | 5,540 | -2.6% | 0.05% | -6.0% |
| NVMI | Sell | NOVA LTD | $392,000 | -26.2% | 4,424 | -9.2% | 0.05% | -17.5% |
| NKE | Buy | NIKE INCcl b | $378,000 | -6.4% | 3,696 | +23.2% | 0.05% | +7.0% |
| THRM | GENTHERM INC | $369,000 | -14.4% | 5,905 | 0.0% | 0.04% | -4.3% | |
| XOM | Buy | EXXON MOBIL CORP | $363,000 | +26.9% | 4,240 | +22.4% | 0.04% | +46.7% |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $349,000 | -13.8% | 21,540 | 0.0% | 0.04% | -2.3% | |
| KLIC | KULICKE & SOFFA INDS INC | $349,000 | -23.5% | 8,146 | 0.0% | 0.04% | -14.3% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $344,000 | -26.7% | 1,824 | -11.5% | 0.04% | -18.0% |
| WRB | BERKLEY W R CORP | $321,000 | +2.2% | 4,708 | 0.0% | 0.04% | +18.2% | |
| MRK | MERCK & CO INC | $326,000 | +11.3% | 3,574 | 0.0% | 0.04% | +25.8% | |
| UFPT | Sell | UFP TECHNOLOGIES INC | $318,000 | +8.9% | 3,999 | -9.5% | 0.04% | +22.6% |
| VZ | New | VERIZON COMMUNICATIONS INC | $313,000 | – | 6,174 | +100.0% | 0.04% | – |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $285,000 | -15.4% | 12,221 | 0.0% | 0.03% | -5.6% | |
| SWK | Buy | STANLEY BLACK & DECKER INC | $281,000 | -8.8% | 2,675 | +21.4% | 0.03% | +3.0% |
| CTVA | Buy | CORTEVA INC | $275,000 | +21.1% | 5,081 | +28.9% | 0.03% | +37.5% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $269,000 | -15.1% | 3,079 | 0.0% | 0.03% | -5.9% | |
| BFB | BROWN FORMAN CORPcl b | $263,000 | +4.8% | 3,750 | 0.0% | 0.03% | +18.5% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $269,000 | -16.7% | 5,381 | -4.0% | 0.03% | -5.9% |
| EBAY | EBAY INC. | $264,000 | -27.1% | 6,327 | 0.0% | 0.03% | -17.9% | |
| DEO | Sell | DIAGEO PLCspon adr new | $265,000 | -19.5% | 1,521 | -6.2% | 0.03% | -8.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $269,000 | -15.7% | 1,189 | -0.1% | 0.03% | -5.9% |
| DD | Buy | DUPONT DE NEMOURS INC | $254,000 | -12.4% | 4,563 | +15.8% | 0.03% | 0.0% |
| DOW | Buy | DOW INC | $253,000 | +10.5% | 4,906 | +36.4% | 0.03% | +25.0% |
| ANET | ARISTA NETWORKS INC | $252,000 | -32.4% | 2,684 | 0.0% | 0.03% | -25.0% | |
| HON | New | HONEYWELL INTL INC | $249,000 | – | 1,430 | +100.0% | 0.03% | – |
| ATRI | ATRION CORP | $253,000 | -11.8% | 402 | 0.0% | 0.03% | -3.2% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $246,000 | -18.0% | 4,651 | -3.6% | 0.03% | -6.2% |
| COP | CONOCOPHILLIPS | $243,000 | -10.3% | 2,706 | 0.0% | 0.03% | 0.0% | |
| BBY | BEST BUY INC | $239,000 | -28.2% | 3,665 | 0.0% | 0.03% | -17.1% | |
| TRV | TRAVELERS COMPANIES INC | $237,000 | -7.4% | 1,401 | 0.0% | 0.03% | +7.4% | |
| NKSH | NATIONAL BANKSHARES INC VA | $222,000 | -15.3% | 7,055 | 0.0% | 0.03% | -3.6% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $226,000 | -5.8% | 3,227 | 0.0% | 0.03% | +3.8% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $225,000 | -36.8% | 597 | -24.3% | 0.03% | -28.9% |
| AEP | AMERICAN ELEC PWR CO INC | $227,000 | -3.8% | 2,366 | 0.0% | 0.03% | +8.0% | |
| INTU | New | INTUIT | $222,000 | – | 575 | +100.0% | 0.03% | – |
| VIRT | VIRTU FINL INCcl a | $227,000 | -37.3% | 9,715 | 0.0% | 0.03% | -30.8% | |
| LW | New | LAMB WESTON HLDGS INC | $214,000 | – | 3,000 | +100.0% | 0.03% | – |
| FSLR | FIRST SOLAR INC | $206,000 | -18.6% | 3,022 | 0.0% | 0.02% | -7.4% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $207,000 | -18.2% | 6,597 | 0.0% | 0.02% | -7.4% | |
| AMGN | New | AMGEN INC | $203,000 | – | 835 | +100.0% | 0.02% | – |
| ALT | New | ALTIMMUNE INC | $121,000 | – | 10,373 | +100.0% | 0.02% | – |
| QUS | Exit | SPDR SER TRmsci usa strtgic | $0 | – | -1,634 | -100.0% | -0.02% | – |
| SNBR | Exit | SLEEP NUMBER CORP | $0 | – | -4,000 | -100.0% | -0.02% | – |
| MLHR | Exit | MILLERKNOLL INC | $0 | – | -6,500 | -100.0% | -0.02% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -1,099 | -100.0% | -0.02% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -629 | -100.0% | -0.03% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -6,580 | -100.0% | -0.04% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -594 | -100.0% | -0.04% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,633 | -100.0% | -0.04% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -5,609 | -100.0% | -0.05% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -9,978 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -8,342 | -100.0% | -0.06% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -141,094 | -100.0% | -0.34% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -369,078 | -100.0% | -1.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-19
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.