Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
35
7
3
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2018-12-31

Total Holdings152

Total Value ($x1000)589,093
Activities
New6

Increased41

Unchanged43

Decreased62

Sold Out28

Top 10 Stock Holdingstotal 31.08%
MSFT4.62

ORLY4.19

GOOGL3.3

UNH3.05

SCHW2.99

 
INTC2.94

MA2.69

TSCO2.56

XOM2.55

ABT2.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.62%
COM
ORLY
4.19%
COM
GOOGL
3.3%
CAP STK CL A
UNH
3.05%
COM
SCHW
2.99%
COM
INTC
2.94%
COM
MA
2.69%
CL A
TSCO
2.56%
COM
XOM
2.55%
COM
ABT
2.19%
COM
ITR
2.1%
INTR TRM CORP BD
FLOT
2.02%
FLTG RATE BD ETF
V
1.97%
COM CL A
NSC
1.91%
COM
HD
1.86%
COM
JPM
1.7%
COM
CME
1.69%
COM
NKE
1.63%
CL B
BLK
1.62%
COM
ABBV
1.61%
COM
MMM
1.61%
COM
VMBS
1.59%
MORTG-BACK SEC
SCPB
1.58%
BARC SHT TR CP
BAC
1.51%
COM
HOLX
1.46%
COM
CVS
1.38%
COM
IFF
1.31%
COM
AVGO
1.29%
COM
SYK
1.28%
COM
DOX
1.26%
ORD
VAR
1.25%
COM
RTN
1.23%
COM NEW
DLB
1.21%
COM
UPS
1.17%
CL B
HAL
1.14%
COM
SRE
1.13%
COM
CTSH
1.12%
CL A
MTB
1.1%
COM
SEIC
1.1%
COM
TIP
1.01%
TIPS BD ETF
PAC
0.98%
SPON ADR B
TRMB
0.97%
COM
FFIV
0.95%
COM
SO
0.93%
COM
UTX
0.89%
COM
IPGP
0.89%
COM
CSJ
0.86%
1-3 YR CR BD ETF
QCOM
0.84%
COM
RELX
0.83%
SPONSORED ADR
THO
0.82%
COM
WY
0.81%
COM
ALV
0.79%
COM
MBB
0.76%
MBS ETF
TD
0.71%
COM NEW
TFI
0.64%
NUVN BRCLY MUNI
BK
0.63%
COM
JNJ
0.58%
COM
SHM
0.53%
NUVN BR SHT MUNI
PFG
0.52%
COM
AAPL
0.49%
COM
BRK.B
0.48%
CL B NEW
BRK.A
0.47%
CL A
VTEB
0.37%
TAX-EXEMPT BD
ABEV
0.34%
SPONSORED ADR
GOOG
0.33%
CAP STK CL C
EBND
0.33%
BRCLY EM LOCL
PG
0.22%
COM
LMT
0.21%
COM
SPY
0.2%
TR UNIT
TROW
0.19%
COM
CL
0.18%
COM
DWDP
0.17%
COM
T
0.17%
COM
BA
0.16%
COM
EPD
0.16%
COM
CNQ
0.16%
COM
KO
0.15%
COM
EMR
0.15%
COM
DIS
0.15%
COM DISNEY
PFE
0.14%
COM
UNP
0.14%
COM
MCD
0.14%
COM
WTR
0.13%
COM
PEP
0.13%
COM
CSCO
0.13%
COM
CELG
0.13%
COM
MMP
0.12%
COM UNIT RP LP
NYF
0.12%
NY AMTFRE MU ETF
GSLC
0.12%
EQUITY ETF
BIL
0.11%
SPDR BLOOMBERG
TXN
0.1%
COM
MPC
0.1%
COM
LOW
0.09%
COM
ITW
0.09%
COM
DOV
0.09%
COM
AMGN
0.09%
COM
SST
0.09%
SHRT TRSRY ETF
AXP
0.08%
COM
ORCL
0.08%
COM
MVC
0.08%
COM
UBA
0.08%
CL A
ACN
0.08%
SHS CLASS A
MRK
0.08%
COM
DEO
0.08%
SPON ADR NEW
CAT
0.08%
COM
CVX
0.08%
COM
AMZN
0.07%
COM
WFC
0.07%
COM
TGT
0.07%
COM
UL
0.07%
SPON ADR NEW
CIU
0.07%
INTERM CR BD ETF
AVY
0.07%
COM
ATRI
0.07%
COM
VIRT
0.07%
CL A
XLV
0.06%
SBI HEALTHCARE
KLIC
0.06%
COM
TRV
0.06%
COM
BDX
0.06%
COM
CHKP
0.06%
ORD
SYY
0.06%
COM
STL
0.06%
COM
WMT
0.06%
COM
ALE
0.05%
COM NEW
EFX
0.05%
COM
HON
0.05%
COM
ADBE
0.05%
COM
UFPT
0.05%
COM
TEGP
0.05%
CL A
XLK
0.05%
TECHNOLOGY
KEQU
0.05%
COM
ECL
0.05%
COM
IWB
0.05%
RUS 1000 ETF
UG
0.05%
COM
ED
0.05%
COM
NVS
0.05%
SPONSORED ADR
NRZ
0.04%
COM NEW
TJX
0.04%
COM
XLY
0.04%
SBI CONS DISCR
VONE
0.04%
VNG RUS1000IDX
CCI
0.04%
COM
WRB
0.04%
COM
MORN
0.04%
COM
DUK
0.04%
COM NEW
LW
0.04%
COM
SU
0.04%
COM
NTRS
0.04%
COM
DNB
0.04%
COM
CB
0.04%
COM
VEU
0.03%
ALLWRLD EX US
ROP
0.03%
COM
DAIO
0.03%
COM
ASNA
0.01%
COM
BWA
1.14%
COM
FB
0.08%
CL A
JCI
0.05%
SHS
SNY
0.05%
SPONSORED ADR
CMF
0.04%
CALI AMT-FRE ETF
SNHY
0.04%
COM
MRO
0.04%
COM
BABA
0.04%
SPONSORED ADS
BBT
0.04%
COM
AMNB
0.04%
COM
AVA
0.04%
COM
FFBC
0.04%
COM
D
0.04%
COM
KMB
0.04%
COM
IBM
0.03%
COM
SWK
0.03%
COM
ANSS
0.03%
COM
RDS/A
0.03%
SPONS ADR A
FAST
0.03%
COM
INTU
0.03%
COM
BAX
0.03%
COM
KBWY
0.03%
KBW PREM YIELD
COST
0.03%
COM
MAR
0.03%
CL A
WBA
0.03%
COM
ANIK
0.03%
COM
GLOP
0.03%
UNIT LTD PTNRP
TEF
0.01%
SPONSORED ADR