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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
48
5
8
3
2
1
35
8
4
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2018-06-30

Total Holdings169

Total Value ($x1000)662,913
Activities
New7

Increased56

Unchanged46

Decreased60

Sold Out16

Top 10 Stock Holdingstotal 29.09%
MSFT4.07

SCHW3.3

GOOGL3.19

ORLY2.99

ITR2.77

 
XOM2.75

INTC2.71

UNH2.69

MA2.52

TSCO2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.07%
COM
SCHW
3.3%
COM
GOOGL
3.19%
CAP STK CL A
ORLY
2.99%
COM
ITR
2.77%
INTR TRM CORP BD
XOM
2.75%
COM
INTC
2.71%
COM
UNH
2.69%
COM
MA
2.52%
CL A
TSCO
2.1%
COM
VMBS
1.92%
MORTG-BACK SEC
HD
1.9%
COM
CVS
1.88%
COM
V
1.84%
COM CL A
AAPL
1.72%
COM
NSC
1.71%
COM
ABT
1.64%
COM
JPM
1.61%
COM
NKE
1.58%
CL B
IPGP
1.52%
COM
BAC
1.5%
COM
MMM
1.49%
COM
ABBV
1.45%
COM
SCPB
1.44%
BARC SHT TR CP
FLOT
1.43%
FLTG RATE BD ETF
RTN
1.38%
COM NEW
BLK
1.36%
COM
CME
1.32%
COM
CTSH
1.3%
CL A
CSJ
1.27%
1-3 YR CR BD ETF
DOX
1.27%
ORD
HOLX
1.26%
COM
BWA
1.23%
COM
SYK
1.23%
COM
WY
1.22%
COM
MTB
1.17%
COM
VAR
1.13%
COM
THO
1.13%
COM
AVGO
1.12%
COM
UPS
1.11%
CL B
SRE
1.08%
COM
IFF
1.08%
COM
MBB
1.06%
MBS ETF
DLB
1.06%
COM
TIP
1.03%
TIPS BD ETF
BK
1.02%
COM
SHM
1%
NUVN BR SHT MUNI
UTX
0.92%
COM
ALV
0.9%
COM
SO
0.86%
COM
TRMB
0.85%
COM
TFI
0.82%
NUVN BRCLY MUNI
RELX
0.77%
SPONSORED ADR
TD
0.74%
COM NEW
VTEB
0.72%
TAX-EXEMPT BD
QCOM
0.71%
COM
CHKP
0.69%
ORD
HAL
0.69%
COM
PAC
0.67%
SPON ADR B
BRK.A
0.55%
CL A
JNJ
0.5%
COM
EBND
0.42%
BRCLY EM LOCL
GOOG
0.37%
CAP STK CL C
NYF
0.32%
NY AMTFRE MU ETF
ABEV
0.31%
SPONSORED ADR
TROW
0.3%
COM
BRK.B
0.29%
CL B NEW
CL
0.23%
COM
DWDP
0.22%
COM
LMT
0.21%
COM
CNQ
0.21%
COM
T
0.2%
COM
MCD
0.2%
COM
EPD
0.17%
COM
PG
0.17%
COM
MPC
0.16%
COM
EMR
0.15%
COM
BA
0.15%
COM
CELG
0.14%
COM
MMP
0.14%
COM UNIT RP LP
DEO
0.14%
SPON ADR NEW
KO
0.13%
COM
PEP
0.13%
COM
GSLC
0.13%
EQUITY ETF
UNP
0.13%
COM
WTR
0.12%
COM
TXN
0.12%
COM
DIS
0.12%
COM DISNEY
CSCO
0.11%
COM
FB
0.11%
CL A
PFE
0.11%
COM
ITW
0.1%
COM
AMZN
0.1%
COM
AVY
0.1%
COM
EFX
0.1%
COM
BIL
0.1%
SPDR BLOOMBERG
BDX
0.1%
COM
AMGN
0.09%
COM
TGT
0.09%
COM
ORCL
0.09%
COM
LOW
0.09%
COM
MVC
0.09%
COM
ACN
0.08%
SHS CLASS A
TRV
0.08%
COM
CVX
0.08%
COM
UBA
0.08%
CL A
UL
0.08%
SPON ADR NEW
AXP
0.08%
COM
ADBE
0.08%
COM
STL
0.08%
COM
WFC
0.08%
COM
KLIC
0.08%
COM
CAT
0.07%
COM
SYY
0.07%
COM
VIRT
0.06%
CL A
CIU
0.06%
INTERM CR BD ETF
XLK
0.06%
TECHNOLOGY
ATRI
0.06%
COM
DOV
0.06%
COM
ECL
0.06%
COM
WMT
0.06%
COM
MRK
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
UFPT
0.05%
COM
JCI
0.05%
SHS
MRO
0.05%
COM
ALE
0.05%
COM NEW
DAIO
0.05%
COM
NRZ
0.05%
COM NEW
HON
0.05%
COM
SU
0.05%
COM
WRB
0.05%
COM
MORN
0.05%
COM
UG
0.05%
COM
IWB
0.05%
RUS 1000 ETF
SNY
0.05%
SPONSORED ADR
CMF
0.05%
CALI AMT-FRE ETF
NVS
0.04%
SPONSORED ADR
SNHY
0.04%
COM
VONE
0.04%
VNG RUS1000IDX
RDS/A
0.04%
SPONS ADR A
AMNB
0.04%
COM
AVA
0.04%
COM
XLY
0.04%
SBI CONS DISCR
BBT
0.04%
COM
NTRS
0.04%
COM
TJX
0.04%
COM
LWC
0.04%
LNG TRM CORP BD
BAX
0.04%
COM
D
0.04%
COM
TEGP
0.03%
CL A
SWK
0.03%
COM
KBWY
0.03%
KBW PREM YIELD
KMB
0.03%
COM
NYT
0.03%
CL A
VEU
0.03%
ALLWRLD EX US
IBM
0.03%
COM
SHYG
0.03%
0-5YR HI YL CP
ANSS
0.03%
COM
DUK
0.03%
COM NEW
BABA
0.03%
SPONSORED ADS
ROP
0.03%
COM
LW
0.03%
COM
MAR
0.03%
CL A
CB
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
GE
0.03%
COM
TEF
0.01%
SPONSORED ADR
ASNA
0.01%
COM
AVGO
1.11%
SHS
ABB
0.53%
SPONSORED ADR
TLH
0.08%
10-20 YR TRS ETF
DLN
0.06%
LARGECAP DIVID
SNPS
0.05%
COM
ANIK
0.04%
COM
LRCX
0.04%
COM
BF/B
0.04%
CL B
PM
0.04%
COM
BX
0.03%
COM UNIT LTD
FSLR
0.03%
COM
AMT
0.03%
COM
HHC
0.03%
COM
FAST
0.03%
COM
WBA
0.03%
COM
LBTYK
0.03%
SHS CL C