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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 $1,019,572,164
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 135,870 $51,092,487 5.01%
2.
Broadcom Inc.
 AVGO 41,042 $45,813,226 4.49%
3.
Vanguard Scottsdale Funds
 756,716 $44,139,244 4.32%
4.
Unitedhealth Group Inc
 UNH 68,587 $36,108,998 3.54%
5.
O Reilly Automotive Inc
 ORLY 37,390 $35,523,491 3.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)