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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
5
12
3
4
1
34
7
5
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2017-12-31

Total Holdings172

Total Value ($x1000)647,506
Activities
New14

Increased38

Unchanged51

Decreased69

Sold Out9

Top 10 Stock Holdingstotal 26.75%
MSFT3.69

SCHW3.43

GOOGL2.97

ORLY2.71

ITR2.67

 
INTC2.64

UNH2.57

MA2.03

CVS2.02

XOM2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.69%
COM
SCHW
3.43%
COM
GOOGL
2.97%
CAP STK CL A
ORLY
2.71%
COM
ITR
2.67%
INTR TRM CORP BD
INTC
2.64%
COM
UNH
2.57%
COM
MA
2.03%
CL A
CVS
2.02%
COM
XOM
2.02%
COM
HD
1.95%
COM
VMBS
1.87%
MORTG-BACK SEC
BWA
1.8%
COM
MMM
1.75%
COM
JPM
1.71%
COM
THO
1.71%
COM
RTN
1.7%
COM NEW
IPGP
1.68%
COM
V
1.66%
COM CL A
BAC
1.65%
COM
ABT
1.63%
COM
ABBV
1.63%
COM
AAPL
1.61%
COM
NSC
1.56%
COM
BLK
1.44%
COM
CSJ
1.33%
1-3 YR CR BD ETF
UPS
1.31%
CL B
IFF
1.27%
COM
NKE
1.27%
CL B
CBS
1.21%
CL B
FLOT
1.21%
FLTG RATE BD ETF
CME
1.2%
COM
AVGO
1.2%
SHS
SCPB
1.19%
BARC SHT TR CP
MTB
1.17%
COM
SYY
1.17%
COM
MBB
1.14%
MBS ETF
SYK
1.12%
COM
TRMB
1.12%
COM
DOX
1.12%
ORD
CTSH
1.1%
CL A
VAR
1.1%
COM
SRE
1.09%
COM
BK
1.08%
COM
DLB
1.06%
COM
WY
1.03%
COM
UTX
1%
COM
TIP
1%
TIPS BD ETF
SHM
0.94%
NUVN BR SHT MUNI
TFI
0.86%
NUVN BRCLY MUNI
SO
0.82%
COM
HAL
0.79%
COM
QCOM
0.79%
COM
ALV
0.79%
COM
TD
0.73%
COM NEW
CHKP
0.73%
ORD
HOG
0.68%
COM
RELX
0.68%
SPONSORED ADR
VTEB
0.65%
TAX-EXEMPT BD
BRK.A
0.6%
CL A
JNJ
0.59%
COM
ABB
0.57%
SPONSORED ADR
ABEV
0.43%
SPONSORED ADR
EBND
0.4%
BRCLY EM LOCL
GOOG
0.35%
CAP STK CL C
BRK.B
0.32%
CL B NEW
CL
0.29%
COM
TROW
0.29%
COM
DWDP
0.27%
COM
T
0.26%
COM
MCD
0.25%
COM
NYF
0.25%
NY AMTFRE MU ETF
LMT
0.25%
COM
CELG
0.24%
COM
PG
0.22%
COM
BA
0.21%
COM
CNQ
0.19%
COM
MMP
0.18%
COM UNIT RP LP
EPD
0.17%
COM
PEP
0.16%
COM
EMR
0.16%
COM
MPC
0.15%
COM
WTR
0.15%
COM
DEO
0.14%
SPON ADR NEW
KO
0.14%
COM
LWC
0.14%
LNG TRM CORP BD
GSLC
0.14%
EQUITY ETF
ITW
0.13%
COM
TXN
0.13%
COM
VZ
0.13%
COM
UNP
0.12%
COM
DIS
0.12%
COM DISNEY
AVY
0.12%
COM
TRV
0.11%
COM
PFE
0.11%
COM
CSCO
0.1%
COM
ORCL
0.1%
COM
GE
0.1%
COM
BIL
0.1%
SPDR BLOOMBERG
EFX
0.1%
COM
MVC
0.1%
COM
UBA
0.1%
CL A
UL
0.1%
SPON ADR NEW
WFC
0.09%
COM
CVX
0.09%
COM
BDX
0.09%
COM
LOW
0.09%
COM
CAT
0.09%
COM
AMGN
0.08%
COM
STL
0.08%
COM
DOV
0.08%
COM
AXP
0.08%
COM
TGT
0.08%
COM
IBM
0.07%
COM
NVS
0.07%
SPONSORED ADR
SNY
0.07%
SPONSORED ADR
KLIC
0.07%
COM
ECL
0.07%
COM
TLH
0.07%
10-20 YR TRS ETF
WBA
0.07%
COM
FB
0.06%
CL A
SWK
0.06%
COM
CIU
0.06%
INTERM CR BD ETF
HON
0.06%
COM
ACN
0.06%
SHS CLASS A
IWB
0.06%
RUS 1000 ETF
WMT
0.06%
COM
JCI
0.06%
SHS
SPG
0.06%
COM
ATRI
0.06%
COM
XLK
0.06%
TECHNOLOGY
ALE
0.06%
COM NEW
SNHY
0.06%
COM
SU
0.05%
COM
MRK
0.05%
COM
NRZ
0.05%
COM NEW
WRB
0.05%
COM
SNPS
0.05%
COM
D
0.05%
COM
CMF
0.05%
CALI AMT-FRE ETF
UFPT
0.05%
COM
RDS/A
0.05%
SPONS ADR A
VIRT
0.05%
CL A
VONE
0.04%
VNG RUS1000IDX
MRO
0.04%
COM
AVA
0.04%
COM
UG
0.04%
COM
MAR
0.04%
CL A
VOD
0.04%
SPNSR ADR NO PAR
SHYG
0.04%
0-5YR HI YL CP
BF/B
0.04%
CL B
BAX
0.04%
COM
KMB
0.04%
COM
BBT
0.04%
COM
ANIK
0.04%
COM
NTRS
0.04%
COM
BOH
0.04%
COM
VEU
0.04%
ALLWRLD EX US
AMNB
0.04%
COM
HHC
0.04%
COM
DUK
0.04%
COM NEW
LBTYK
0.04%
SHS CL C
UHAL
0.03%
COM
MORN
0.03%
COM
LRCX
0.03%
COM
FAST
0.03%
COM
NYT
0.03%
CL A
XEC
0.03%
COM
FSLR
0.03%
COM
DNB
0.03%
COM
TEF
0.02%
SPONSORED ADR
ASNA
0.01%
COM
HCP
0.04%
COM
EEMV
0.04%
EM MK MINVOL ETF
WDC
0.04%
COM
APA
0.04%
COM
SJM
0.03%
COM NEW
CNP
0.03%
COM
OMC
0.03%
COM
ALK
0.03%
COM
NVCN
< 0.01%
COM