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Home > Institutional Investor > Eagle Ridge Investment Management > Profile

Instuitional Investor - Eagle Ridge Investment Management

Fund Profile
Filing Period:
Fund Name: Eagle Ridge Investment Management
Portfolio Value $1,146,255,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 324,015 $75,119,657 6.55%
2.
Vanguard Scottsdale Funds
 881,242 $51,270,660 4.47%
3.
Microsoft Corp
 MSFT 121,281 $51,119,814 4.45%
4.
Meta Platforms Inc.
 META 78,448 $45,932,088 4%
5.
O Reilly Automotive Inc
 ORLY 519,960 $41,104,571 3.58%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)