$889 Million is the total value of Eagle Ridge Investment Management's 157 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 7.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $44,435,704 | +22.2% | 154,130 | +1.7% | 5.00% | +17.8% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $43,230,327 | +4.2% | 738,475 | +2.9% | 4.86% | +0.5% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $34,560,278 | -2.3% | 40,708 | -2.8% | 3.89% | -5.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $32,237,254 | -11.1% | 68,214 | -0.3% | 3.62% | -14.3% |
| AVGO | Buy | BROADCOM INC | $30,321,159 | +94.8% | 47,263 | +69.7% | 3.41% | +87.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $28,048,160 | +1.9% | 946,614 | +1.1% | 3.15% | -1.7% |
| SYK | Sell | STRYKER CORPORATION | $26,061,984 | +14.5% | 91,295 | -2.0% | 2.93% | +10.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $24,282,800 | -0.6% | 624,397 | +0.7% | 2.73% | -4.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $23,907,483 | +19.9% | 230,478 | +2.0% | 2.69% | +15.6% |
| PSA | Buy | PUBLIC STORAGE | $22,372,561 | +68.4% | 74,047 | +56.2% | 2.52% | +62.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $21,418,996 | +78.1% | 101,033 | +107.0% | 2.41% | +71.6% |
| FB | Buy | META PLATFORMS INCcl a | $20,102,085 | +81.9% | 94,848 | +3.3% | 2.26% | +75.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $19,444,361 | +23.8% | 256,049 | +16.1% | 2.19% | +19.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $18,780,011 | -37.1% | 358,534 | -0.1% | 2.11% | -39.4% |
| MBB | Buy | ISHARES TRmbs etf | $18,062,832 | +3.0% | 190,677 | +0.8% | 2.03% | -0.7% |
| V | Sell | VISA INC | $17,036,434 | +6.3% | 75,563 | -2.0% | 1.92% | +2.5% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $15,550,842 | +2.4% | 148,556 | +2.0% | 1.75% | -1.2% |
| TSCO | Sell | TRACTOR SUPPLY CO | $15,331,189 | +3.6% | 65,228 | -0.9% | 1.72% | -0.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $14,548,007 | -1.4% | 47,116 | -1.4% | 1.64% | -4.9% |
| HOLX | Sell | HOLOGIC INC | $14,476,127 | +5.2% | 179,382 | -2.5% | 1.63% | +1.4% |
| PAC | Sell | GRUPO AEROPUERTO DEL PACIFICspon adr b | $14,084,406 | +35.5% | 72,187 | -0.2% | 1.58% | +30.6% |
| HD | Buy | HOME DEPOT INC | $13,912,380 | -6.1% | 47,141 | +0.5% | 1.56% | -9.5% |
| ITT | Buy | ITT INC | $12,798,858 | +6.8% | 148,307 | +0.4% | 1.44% | +2.9% |
| CME | Buy | CME GROUP INC | $12,753,125 | +33.6% | 66,589 | +17.3% | 1.43% | +28.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $12,525,289 | +3.5% | 34,466 | -1.0% | 1.41% | -0.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $12,158,314 | -0.5% | 124,153 | +2.5% | 1.37% | -4.1% |
| AAPL | Buy | APPLE INC | $12,037,902 | +96.2% | 73,001 | +54.6% | 1.35% | +89.1% |
| TJX | Sell | TJX COS INC NEW | $11,948,019 | -1.9% | 152,476 | -0.3% | 1.34% | -5.4% |
| BLK | Sell | BLACKROCK INC | $11,747,779 | -6.8% | 17,557 | -1.3% | 1.32% | -10.2% |
| SO | Buy | SOUTHERN CO | $11,648,103 | +6.5% | 167,406 | +9.3% | 1.31% | +2.7% |
| ABBV | Sell | ABBVIE INC | $11,565,295 | -2.6% | 72,569 | -1.3% | 1.30% | -6.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $11,417,295 | +4.3% | 225,371 | +1.9% | 1.28% | +0.5% |
| SNY | Sell | SANOFIsponsored adr | $11,115,557 | -34.2% | 204,255 | -41.4% | 1.25% | -36.5% |
| HII | Sell | HUNTINGTON INGALLS INDS INC | $11,063,356 | -10.9% | 53,441 | -0.7% | 1.24% | -14.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $11,024,576 | +14.7% | 56,831 | +2.8% | 1.24% | +10.6% |
| SRE | Sell | SEMPRA | $11,008,983 | -2.8% | 72,830 | -0.6% | 1.24% | -6.3% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $10,856,450 | +1.7% | 215,449 | +1.6% | 1.22% | -1.9% |
| ABT | Sell | ABBOTT LABS | $10,575,688 | -8.1% | 104,441 | -0.4% | 1.19% | -11.5% |
| TIP | Buy | ISHARES TRtips bd etf | $10,478,618 | +6.3% | 95,044 | +2.7% | 1.18% | +2.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $9,994,860 | -3.5% | 76,701 | -0.6% | 1.12% | -6.9% |
| RELX | Buy | RELX PLCsponsored adr | $9,956,971 | +20.3% | 306,935 | +2.8% | 1.12% | +16.1% |
| REYN | Buy | REYNOLDS CONSUMER PRODS INC | $9,811,835 | -7.4% | 356,794 | +1.0% | 1.10% | -10.8% |
| DIS | Buy | DISNEY WALT CO | $9,714,141 | +23.5% | 97,015 | +7.2% | 1.09% | +19.1% |
| USB | Buy | US BANCORP DEL | $9,229,557 | -14.4% | 256,021 | +3.6% | 1.04% | -17.4% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $8,781,713 | +9.3% | 183,641 | +6.7% | 0.99% | +5.3% |
| GRMN | Buy | GARMIN LTD | $8,303,193 | +13.4% | 82,275 | +3.7% | 0.93% | +9.4% |
| THO | Buy | THOR INDS INC | $8,033,924 | +6.9% | 100,878 | +1.3% | 0.90% | +3.0% |
| BAC | Sell | BANK AMERICA CORP | $7,628,707 | -14.2% | 266,738 | -0.6% | 0.86% | -17.3% |
| TD | Buy | TORONTO DOMINION BK ONT | $7,350,449 | -3.2% | 122,712 | +4.6% | 0.83% | -6.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $6,848,274 | -13.1% | 44,182 | -1.0% | 0.77% | -16.2% |
| CVS | Sell | CVS HEALTH CORP | $5,991,786 | -21.2% | 80,632 | -1.1% | 0.67% | -24.0% |
| ROP | ROPER TECHNOLOGIES INC | $5,262,720 | +2.0% | 11,942 | 0.0% | 0.59% | -1.7% | |
| LOW | Sell | LOWES COS INC | $3,975,204 | +0.4% | 19,879 | -0.0% | 0.45% | -3.2% |
| ECL | Sell | ECOLAB INC | $3,144,904 | +12.5% | 18,999 | -1.0% | 0.35% | +8.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,668,120 | +12.9% | 25,655 | -3.6% | 0.30% | +8.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,346,127 | -4.6% | 32,068 | -1.5% | 0.26% | -8.0% |
| NYF | Buy | ISHARES TRnew york mun etf | $2,309,385 | +8.2% | 43,158 | +5.9% | 0.26% | +4.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $2,260,700 | +100.4% | 24,621 | +99.7% | 0.25% | +92.4% |
| CSL | Sell | CARLISLE COS INC | $1,908,040 | -6.4% | 8,440 | -2.5% | 0.22% | -9.7% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $1,652,933 | +2.7% | 35,304 | +0.1% | 0.19% | -1.1% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,601,054 | -7.4% | 46,300 | 0.0% | 0.18% | -10.9% | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,571,951 | -3.7% | 10,572 | -1.9% | 0.18% | -6.8% |
| PFE | Buy | PFIZER INC | $1,412,660 | -10.5% | 34,624 | +12.4% | 0.16% | -13.6% |
| ITW | ILLINOIS TOOL WKS INC | $1,341,653 | +10.5% | 5,511 | 0.0% | 0.15% | +6.3% | |
| TROW | PRICE T ROWE GROUP INC | $1,275,657 | +3.5% | 11,299 | 0.0% | 0.14% | -0.7% | |
| MPC | MARATHON PETE CORP | $1,262,548 | +15.8% | 9,364 | 0.0% | 0.14% | +11.8% | |
| CL | COLGATE PALMOLIVE CO | $1,244,259 | -4.6% | 16,557 | 0.0% | 0.14% | -7.9% | |
| UNP | Sell | UNION PAC CORP | $1,219,233 | -5.6% | 6,058 | -2.9% | 0.14% | -9.3% |
| MMM | 3M CO | $1,160,835 | -12.3% | 11,044 | 0.0% | 0.13% | -14.9% | |
| TGT | Sell | TARGET CORP | $1,071,295 | +3.8% | 6,468 | -6.6% | 0.12% | 0.0% |
| KO | COCA COLA CO | $1,036,521 | -2.5% | 16,710 | 0.0% | 0.12% | -5.6% | |
| IRM | IRON MTN INC DEL | $1,042,433 | +6.1% | 19,702 | 0.0% | 0.12% | +1.7% | |
| MCD | MCDONALDS CORP | $1,027,846 | +6.1% | 3,676 | 0.0% | 0.12% | +2.7% | |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $988,529 | +4.1% | 12,171 | -2.5% | 0.11% | 0.0% |
| DE | DEERE & CO | $949,624 | -3.7% | 2,300 | 0.0% | 0.11% | -7.0% | |
| TXN | Sell | TEXAS INSTRS INC | $945,675 | +11.8% | 5,084 | -0.7% | 0.11% | +7.1% |
| IDXX | New | IDEXX LABS INC | $900,144 | – | 1,800 | +100.0% | 0.10% | – |
| DOV | DOVER CORP | $858,309 | +12.2% | 5,649 | 0.0% | 0.10% | +9.0% | |
| ACN | ACCENTURE PLC IRELAND | $860,288 | +7.1% | 3,010 | 0.0% | 0.10% | +3.2% | |
| MRK | Buy | MERCK & CO INC | $853,673 | -3.5% | 8,024 | +0.6% | 0.10% | -6.8% |
| EMR | Sell | EMERSON ELEC CO | $853,275 | -24.1% | 9,792 | -16.4% | 0.10% | -26.7% |
| PEP | PEPSICO INC | $793,203 | +0.9% | 4,351 | 0.0% | 0.09% | -3.3% | |
| CSCO | Sell | CISCO SYS INC | $779,577 | +6.1% | 14,913 | -3.3% | 0.09% | +2.3% |
| INTC | Sell | INTEL CORP | $750,920 | -93.7% | 22,985 | -94.9% | 0.08% | -94.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $702,019 | -2.9% | 1,218 | -7.2% | 0.08% | -6.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $680,753 | +21.4% | 4,508 | 0.0% | 0.08% | +18.5% | |
| FLEX | FLEX LTDord | $669,982 | +7.2% | 29,117 | 0.0% | 0.08% | +2.7% | |
| LLY | LILLY ELI & CO | $657,649 | -6.1% | 1,915 | 0.0% | 0.07% | -9.8% | |
| LMT | LOCKHEED MARTIN CORP | $632,513 | -2.8% | 1,338 | 0.0% | 0.07% | -6.6% | |
| CMF | Sell | ISHARES TRcalif mun bd etf | $633,170 | +1.2% | 11,027 | -1.1% | 0.07% | -2.7% |
| IVV | ISHARES TRcore s&p500 etf | $626,075 | +7.0% | 1,523 | 0.0% | 0.07% | +2.9% | |
| OCBI | ORANGE CNTY BANCORP INC | $624,800 | -5.5% | 14,200 | 0.0% | 0.07% | -9.1% | |
| FSLR | Sell | FIRST SOLAR INC | $610,958 | +32.8% | 2,809 | -8.6% | 0.07% | +27.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $593,256 | -11.1% | 2,634 | -16.9% | 0.07% | -14.1% |
| EFX | EQUIFAX INC | $573,632 | +4.4% | 2,828 | 0.0% | 0.06% | +1.6% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $562,296 | +50.7% | 2,755 | +41.2% | 0.06% | +43.2% |
| TSLA | Sell | TESLA INC | $560,142 | +65.5% | 2,700 | -1.7% | 0.06% | +61.5% |
| SHV | Buy | ISHARES TRshort treas bd | $540,014 | +21.5% | 4,887 | +20.9% | 0.06% | +17.3% |
| WMT | WALMART INC | $522,563 | +4.0% | 3,544 | 0.0% | 0.06% | 0.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $517,778 | +15.7% | 3,139 | +3.6% | 0.06% | +11.5% |
| SPTS | SPDR SER TRportfolio sh tsr | $495,741 | +1.2% | 16,960 | 0.0% | 0.06% | -1.8% | |
| XOM | Buy | EXXON MOBIL CORP | $495,663 | +4.5% | 4,520 | +5.1% | 0.06% | +1.8% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $501,295 | -4.7% | 3,872 | 0.0% | 0.06% | -8.2% | |
| BDX | Buy | BECTON DICKINSON & CO | $487,713 | -1.5% | 1,970 | +1.2% | 0.06% | -5.2% |
| D | Buy | DOMINION ENERGY INC | $491,393 | -3.9% | 8,789 | +5.4% | 0.06% | -8.3% |
| NKE | Buy | NIKE INCcl b | $461,862 | +6.8% | 3,766 | +1.9% | 0.05% | +4.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.05% | -5.5% | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $451,700 | +7.4% | 10,000 | -0.2% | 0.05% | +4.1% |
| JCI | New | JOHNSON CTLS INTL PLC | $451,108 | – | 7,491 | +100.0% | 0.05% | – |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $448,078 | +15.8% | 2,996 | 0.0% | 0.05% | +11.1% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $440,171 | +7.4% | 16,995 | 0.0% | 0.05% | +2.1% | |
| AMZN | Buy | AMAZON COM INC | $413,573 | +40.4% | 4,004 | +14.2% | 0.05% | +38.2% |
| ANET | Sell | ARISTA NETWORKS INC | $403,032 | +23.7% | 2,401 | -10.5% | 0.04% | +18.4% |
| ORCL | Sell | ORACLE CORP | $378,649 | +5.3% | 4,075 | -7.4% | 0.04% | +2.4% |
| NVMI | NOVA LTD | $360,839 | +27.9% | 3,454 | 0.0% | 0.04% | +24.2% | |
| UFPT | UFP TECHNOLOGIES INC | $359,527 | +10.1% | 2,769 | 0.0% | 0.04% | +5.3% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $354,668 | +8.3% | 5,819 | -1.5% | 0.04% | +5.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $359,105 | +4.2% | 6,716 | -2.3% | 0.04% | 0.0% |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $353,860 | -7.3% | 20,140 | 0.0% | 0.04% | -11.1% | |
| THRM | GENTHERM INC | $337,385 | -7.5% | 5,584 | 0.0% | 0.04% | -11.6% | |
| KLIC | KULICKE & SOFFA INDS INC | $320,144 | +19.0% | 6,076 | 0.0% | 0.04% | +16.1% | |
| SWK | Buy | STANLEY BLACK & DECKER INC | $323,932 | +14.7% | 4,020 | +6.9% | 0.04% | +9.1% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $311,543 | +3.0% | 3,079 | 0.0% | 0.04% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $313,560 | +17.0% | 3,000 | 0.0% | 0.04% | +12.9% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $310,699 | -18.8% | 1,242 | -21.5% | 0.04% | -22.2% |
| PM | New | PHILIP MORRIS INTL INC | $309,352 | – | 3,181 | +100.0% | 0.04% | – |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $311,393 | +4.9% | 12,221 | 0.0% | 0.04% | 0.0% | |
| CTVA | CORTEVA INC | $294,976 | +2.6% | 4,891 | 0.0% | 0.03% | -2.9% | |
| EBAY | Sell | EBAY INC. | $286,408 | +4.7% | 6,455 | -2.1% | 0.03% | 0.0% |
| BBY | Sell | BEST BUY INC | $288,738 | -6.1% | 3,689 | -3.7% | 0.03% | -11.1% |
| HON | HONEYWELL INTL INC | $273,302 | -10.8% | 1,430 | 0.0% | 0.03% | -13.9% | |
| WRB | Sell | BERKLEY W R CORP | $279,112 | -18.3% | 4,483 | -4.8% | 0.03% | -22.5% |
| CNI | CANADIAN NATL RY CO | $262,365 | -0.8% | 2,224 | 0.0% | 0.03% | -3.2% | |
| DOW | DOW INC | $268,947 | +8.8% | 4,906 | 0.0% | 0.03% | +3.4% | |
| COP | Sell | CONOCOPHILLIPS | $268,462 | -17.4% | 2,706 | -1.8% | 0.03% | -21.1% |
| DD | DUPONT DE NEMOURS INC | $270,716 | +4.6% | 3,772 | 0.0% | 0.03% | 0.0% | |
| INTU | Sell | INTUIT | $256,352 | +14.3% | 575 | -0.2% | 0.03% | +11.5% |
| TRMB | Sell | TRIMBLE INC | $261,943 | -96.3% | 4,997 | -96.4% | 0.03% | -96.5% |
| NVO | NOVO-NORDISK A Sadr | $250,646 | +17.6% | 1,575 | 0.0% | 0.03% | +12.0% | |
| AMAT | New | APPLIED MATLS INC | $245,660 | – | 2,000 | +100.0% | 0.03% | – |
| TRV | TRAVELERS COMPANIES INC | $240,145 | -8.6% | 1,401 | 0.0% | 0.03% | -12.9% | |
| BFB | BROWN FORMAN CORPcl b | $241,013 | -2.1% | 3,750 | 0.0% | 0.03% | -6.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $244,406 | +7.0% | 597 | 0.0% | 0.03% | 0.0% | |
| FDX | New | FEDEX CORP | $229,728 | – | 1,005 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $227,909 | – | 5,108 | +100.0% | 0.03% | – |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $218,443 | -4.0% | 3,227 | 0.0% | 0.02% | -7.4% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $226,127 | +5.6% | 2,966 | +4.1% | 0.02% | 0.0% |
| DEO | Sell | DIAGEO PLCspon adr new | $222,127 | -18.0% | 1,226 | -19.4% | 0.02% | -21.9% |
| NKSH | NATIONAL BANKSHARES INC VA | $221,950 | -21.9% | 7,055 | 0.0% | 0.02% | -24.2% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $212,094 | -6.0% | 6,597 | 0.0% | 0.02% | -7.7% | |
| ILMN | New | ILLUMINA INC | $209,295 | – | 900 | +100.0% | 0.02% | – |
| ATRI | New | ATRION CORP | $213,489 | – | 340 | +100.0% | 0.02% | – |
| DUK | New | DUKE ENERGY CORP NEW | $212,330 | – | 2,201 | +100.0% | 0.02% | – |
| AEP | AMERICAN ELEC PWR CO INC | $215,282 | -4.2% | 2,366 | 0.0% | 0.02% | -7.7% | |
| AMGN | AMGEN INC | $201,861 | -8.0% | 835 | 0.0% | 0.02% | -11.5% | |
| EVGO | EVGO INC | $111,117 | +74.3% | 14,264 | 0.0% | 0.01% | +71.4% | |
| ALT | ALTIMMUNE INC | $43,774 | -74.3% | 10,373 | 0.0% | 0.01% | -75.0% | |
| FFBC | Exit | FIRST FINL BANCORP OH | $0 | – | -8,331 | -100.0% | -0.02% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -32,875 | -100.0% | -0.17% | – |
| SSD | Exit | SIMPSON MFG INC | $0 | – | -115,036 | -100.0% | -1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
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.