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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
41
6
7
2
2
1
37
9
3
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2019-06-30

Total Holdings156

Total Value ($x1000)688,951
Activities
New9

Increased37

Unchanged33

Decreased77

Sold Out13

Top 10 Stock Holdingstotal 30.64%
MSFT5.11

VGSH4.04

ORLY3.79

GOOGL2.89

INTC2.7

 
UNH2.54

SCHW2.43

TSCO2.42

MA2.38

XOM2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
5.11%
COM
VGSH
4.04%
SHTRM GVT BD ETF
ORLY
3.79%
COM
GOOGL
2.89%
CAP STK CL A
INTC
2.7%
COM
UNH
2.54%
COM
SCHW
2.43%
COM
TSCO
2.42%
COM
MA
2.38%
CL A
XOM
2.34%
COM
VMBS
2.29%
MORTG-BACK SEC
SCPB
2.25%
BARC SHT TR CP
NSC
2.16%
COM
V
2.15%
COM CL A
ABT
2.14%
COM
HD
1.91%
COM
FLOT
1.86%
FLTG RATE BD ETF
JPM
1.66%
COM
BLK
1.63%
COM
CME
1.62%
COM
DIS
1.61%
COM DISNEY
NKE
1.53%
CL B
BAC
1.51%
COM
HOLX
1.44%
COM
SYK
1.4%
COM
VAR
1.29%
COM
MMM
1.29%
COM
PFG
1.28%
COM
BKNG
1.27%
COM
AVGO
1.24%
COM
SRE
1.22%
COM
DOX
1.17%
ORD
RTN
1.15%
COM NEW
MTB
1.13%
COM
TRMB
1.13%
COM
DLB
1.09%
COM
SEIC
1.09%
COM
PAC
1.07%
SPON ADR B
ABBV
1.07%
COM
TIP
1.07%
TIPS BD ETF
IPGP
1.06%
COM
SHM
1.03%
NUVN BR SHT MUNI
SO
1.02%
COM
UPS
1.02%
CL B
CTSH
0.94%
CL A
FFIV
0.92%
COM
UTX
0.92%
COM
CVS
0.88%
COM
THO
0.88%
COM
WY
0.87%
COM
RELX
0.85%
SPONSORED ADR
HAL
0.76%
COM
CSJ
0.74%
1-3 YR CR BD ETF
TD
0.72%
COM NEW
ALV
0.69%
COM
VTEB
0.67%
TAX-EXEMPT BD
MBB
0.64%
MBS ETF
TFI
0.57%
NUVN BRCLY MUNI
JNJ
0.54%
COM
AAPL
0.44%
COM
BRK.B
0.42%
CL B NEW
EBND
0.39%
BRCLY EM LOCL
BRK.A
0.37%
CL A
GOOG
0.29%
CAP STK CL C
LMT
0.25%
COM
PG
0.22%
COM
SPY
0.21%
TR UNIT
CNQ
0.19%
COM
TROW
0.19%
COM
NYF
0.19%
NY AMTFRE MU ETF
CL
0.18%
COM
EPD
0.16%
COM
MCD
0.15%
COM
EMR
0.14%
COM
UNP
0.14%
COM
CELG
0.14%
COM
CSCO
0.14%
COM
KO
0.14%
COM
WTR
0.13%
COM
TXN
0.12%
COM
PFE
0.12%
COM
T
0.12%
COM
GSLC
0.11%
EQUITY ETF
MMP
0.11%
COM UNIT RP LP
PEP
0.11%
COM
AMZN
0.1%
COM
DOV
0.1%
COM
BIL
0.1%
SPDR BLOOMBERG
AXP
0.09%
COM
BA
0.09%
COM
ITW
0.09%
COM
ACN
0.09%
SHS CLASS A
LOW
0.09%
COM
ORCL
0.08%
COM
MPC
0.08%
COM
MVC
0.08%
COM
TGT
0.08%
COM
UBA
0.07%
CL A
SST
0.07%
SHRT TRSRY ETF
AVY
0.07%
COM
DEO
0.07%
SPON ADR NEW
CAT
0.07%
COM
ADBE
0.07%
COM
MRK
0.07%
COM
TRV
0.07%
COM
DD
0.07%
COM
CVX
0.06%
COM
WMT
0.06%
COM
SYY
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
UL
0.06%
SPON ADR NEW
EFX
0.06%
COM
HON
0.06%
COM
XLK
0.05%
TECHNOLOGY
KLIC
0.05%
COM
AMGN
0.05%
COM
BDX
0.05%
COM
CCI
0.05%
COM
ECL
0.05%
COM
ALE
0.05%
COM NEW
UFPT
0.05%
COM
CMF
0.05%
CALI AMT-FRE ETF
ATRI
0.05%
COM
IWB
0.04%
RUS 1000 ETF
STL
0.04%
COM
WRB
0.04%
COM
NKSH
0.04%
COM
DOW
0.04%
COM
XLY
0.04%
SBI CONS DISCR
TJX
0.04%
COM
ROP
0.04%
COM
NVMI
0.04%
COM
VIRT
0.04%
CL A
BPY
0.04%
UNIT LTD PARTN
VONE
0.04%
VNG RUS1000IDX
ANSS
0.04%
COM
FB
0.04%
CL A
NVS
0.04%
SPONSORED ADR
COST
0.04%
COM
CB
0.03%
COM
UG
0.03%
COM
MORN
0.03%
COM
NTRS
0.03%
COM
VEU
0.03%
ALLWRLD EX US
NYT
0.03%
CL A
XLI
0.03%
SBI INT-INDS
TMO
0.03%
COM
BF/B
0.03%
CL B
HRB
0.03%
COM
BBT
0.03%
COM
AMNB
0.03%
COM
FFBC
0.03%
COM
DUK
0.03%
COM NEW
CBG
0.03%
CL A
DAIO
0.02%
COM
ASNA
< 0.01%
COM
QCOM
0.74%
COM
DWDP
0.14%
COM
ITR
0.05%
INTR TRM CORP BD
NRZ
0.05%
COM NEW
WFC
0.05%
COM
TEGP
0.04%
CL A
SU
0.04%
COM
FAST
0.04%
COM
LW
0.03%
COM
BAX
0.03%
COM
KMB
0.03%
COM
ABEV
0.01%
SPONSORED ADR
BLCM
0.01%
COM