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Showing Q4 2024 data
Eagle Ridge Investment Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Eagle Ridge Investment Management
•CIK: 1445891•Filing: Q4 2024
**Eagle Ridge Investment Management** manages $1.1B across a diversified portfolio of 148 positions. The firm exhibits significant conviction in technology and healthcare, with top holdings including AVGO at $75.1M and MSFT at $51.1M. Notable allocations also include VGSH ($51.3M), META ($45.9M), and ORLY ($41.1M). This concentrated exposure suggests a tactical, growth-oriented mandate within large-cap technology and defensive sectors.
Total AUM
$1.1B
QoQ Performance
+0.6%
Positions
128
Top 10 Concentration
38.0%
Latest Filing
Q4 2024
Top Holdings Allocation
AVGO
AVGO6.6%
VGSH4.5%
MSFT4.5%
META4.0%
ORLY3.6%
GOOGL3.6%
UNH3.0%
SPIB2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology22.6%
Financial15.5%
Healthcare5.8%
Consumer2.2%
Industrial1.6%
Utilities1.4%
Materials0.4%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW9 new positions
↑31 increased
↓46 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023