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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
49
6
9
3
2
1
37
9
5
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2018-03-31

Total Holdings178

Total Value ($x1000)647,617
Activities
New14

Increased56

Unchanged27

Decreased81

Sold Out8

Top 10 Stock Holdingstotal 27.46%
MSFT3.9

SCHW3.46

GOOGL3.02

INTC2.95

ORLY2.78

 
ITR2.77

UNH2.43

MA2.33

RTN1.93

CVS1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.9%
COM
SCHW
3.46%
COM
GOOGL
3.02%
CAP STK CL A
INTC
2.95%
COM
ORLY
2.78%
COM
ITR
2.77%
INTR TRM CORP BD
UNH
2.43%
COM
MA
2.33%
CL A
RTN
1.93%
COM NEW
CVS
1.89%
COM
VMBS
1.85%
MORTG-BACK SEC
HD
1.8%
COM
XOM
1.77%
COM
TSCO
1.77%
COM
BWA
1.74%
COM
JPM
1.74%
COM
V
1.72%
COM CL A
IPGP
1.71%
COM
ABT
1.68%
COM
MMM
1.65%
COM
BAC
1.64%
COM
AAPL
1.6%
COM
ABBV
1.55%
COM
BLK
1.53%
COM
NSC
1.46%
COM
NKE
1.35%
CL B
THO
1.33%
COM
CSJ
1.31%
1-3 YR CR BD ETF
CME
1.31%
COM
DOX
1.29%
ORD
MTB
1.28%
COM
FLOT
1.27%
FLTG RATE BD ETF
SCPB
1.23%
BARC SHT TR CP
VAR
1.23%
COM
CTSH
1.22%
CL A
WY
1.22%
COM
SYK
1.19%
COM
HOLX
1.19%
COM
IFF
1.16%
COM
UPS
1.14%
CL B
DLB
1.11%
COM
AVGO
1.11%
SHS
MBB
1.11%
MBS ETF
SRE
1.08%
COM
BK
1.03%
COM
TIP
1%
TIPS BD ETF
SHM
0.97%
NUVN BR SHT MUNI
TRMB
0.96%
COM
UTX
0.96%
COM
ALV
0.93%
COM
TFI
0.84%
NUVN BRCLY MUNI
SO
0.81%
COM
HAL
0.75%
COM
RELX
0.74%
SPONSORED ADR
TD
0.74%
COM NEW
CHKP
0.71%
ORD
QCOM
0.71%
COM
VTEB
0.68%
TAX-EXEMPT BD
BRK.A
0.6%
CL A
ABB
0.53%
SPONSORED ADR
JNJ
0.51%
COM
ABEV
0.5%
SPONSORED ADR
EBND
0.42%
BRCLY EM LOCL
GOOG
0.33%
CAP STK CL C
BRK.B
0.3%
CL B NEW
TROW
0.29%
COM
NYF
0.27%
NY AMTFRE MU ETF
CL
0.26%
COM
LMT
0.25%
COM
T
0.23%
COM
DWDP
0.23%
COM
MCD
0.21%
COM
CELG
0.18%
COM
CNQ
0.18%
COM
PG
0.18%
COM
MPC
0.17%
COM
EPD
0.16%
COM
EMR
0.16%
COM
BA
0.15%
COM
MMP
0.15%
COM UNIT RP LP
KO
0.13%
COM
PEP
0.13%
COM
DEO
0.13%
SPON ADR NEW
GSLC
0.13%
EQUITY ETF
LWC
0.13%
LNG TRM CORP BD
PFE
0.12%
COM
WTR
0.12%
COM
UNP
0.12%
COM
ITW
0.12%
COM
DIS
0.12%
COM DISNEY
TXN
0.12%
COM
CSCO
0.12%
COM
AVY
0.11%
COM
BIL
0.1%
SPDR BLOOMBERG
TRV
0.1%
COM
EFX
0.09%
COM
ORCL
0.09%
COM
MVC
0.09%
COM
FB
0.09%
CL A
BDX
0.09%
COM
AMGN
0.09%
COM
UBA
0.09%
CL A
UL
0.08%
SPON ADR NEW
TGT
0.08%
COM
VIRT
0.08%
CL A
ACN
0.08%
SHS CLASS A
CAT
0.08%
COM
LOW
0.08%
COM
KLIC
0.08%
COM
TLH
0.08%
10-20 YR TRS ETF
DOV
0.08%
COM
CVX
0.08%
COM
AXP
0.07%
COM
STL
0.07%
COM
WFC
0.07%
COM
ADBE
0.07%
COM
NVS
0.07%
SPONSORED ADR
CIU
0.06%
INTERM CR BD ETF
SYY
0.06%
COM
ATRI
0.06%
COM
DLN
0.06%
LARGECAP DIVID
ECL
0.06%
COM
XLK
0.06%
TECHNOLOGY
XLV
0.06%
SBI HEALTHCARE
JCI
0.05%
SHS
WMT
0.05%
COM
AMZN
0.05%
COM
HON
0.05%
COM
MRK
0.05%
COM
UFPT
0.05%
COM
WRB
0.05%
COM
IWB
0.05%
RUS 1000 ETF
SNPS
0.05%
COM
ALE
0.05%
COM NEW
SNHY
0.05%
COM
NRZ
0.05%
COM NEW
SNY
0.05%
SPONSORED ADR
CMF
0.05%
CALI AMT-FRE ETF
VONE
0.04%
VNG RUS1000IDX
SWK
0.04%
COM
SU
0.04%
COM
UG
0.04%
COM
BBT
0.04%
COM
MAR
0.04%
CL A
AVA
0.04%
COM
NYT
0.04%
CL A
RDS/A
0.04%
SPONS ADR A
SHYG
0.04%
0-5YR HI YL CP
NTRS
0.04%
COM
MRO
0.04%
COM
AMNB
0.04%
COM
XLY
0.04%
SBI CONS DISCR
ANIK
0.04%
COM
IBM
0.04%
COM
LRCX
0.04%
COM
GE
0.04%
COM
KMB
0.04%
COM
D
0.04%
COM
VEU
0.04%
ALLWRLD EX US
MORN
0.04%
COM
BF/B
0.04%
CL B
VOD
0.04%
SPNSR ADR NO PAR
PM
0.04%
COM
BX
0.03%
COM UNIT LTD
CB
0.03%
COM
BAX
0.03%
COM
ROP
0.03%
COM
FSLR
0.03%
COM
TJX
0.03%
COM
DUK
0.03%
COM NEW
AMT
0.03%
COM
HHC
0.03%
COM
FAST
0.03%
COM
WBA
0.03%
COM
LBTYK
0.03%
SHS CL C
TEGP
0.03%
CL A
TEF
0.02%
SPONSORED ADR
ASNA
0.01%
COM
CBS
1.21%
CL B
HOG
0.68%
COM
VZ
0.13%
COM
SPG
0.06%
COM
BOH
0.04%
COM
UHAL
0.03%
COM
XEC
0.03%
COM
DNB
0.03%
COM