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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
9
3
2
1
37
11
4
EAGLE RIDGE INVESTMENT MANAGEMENT

Time Period2018-09-30

Total Holdings174

Total Value ($x1000)694,142
Activities
New10

Increased30

Unchanged43

Decreased91

Sold Out5

Top 10 Stock Holdingstotal 29.73%
MSFT4.38

ORLY3.58

GOOGL3.22

SCHW2.99

UNH2.76

 
MA2.69

ITR2.68

XOM2.67

INTC2.4

TSCO2.36

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.38%
COM
ORLY
3.58%
COM
GOOGL
3.22%
CAP STK CL A
SCHW
2.99%
COM
UNH
2.76%
COM
MA
2.69%
CL A
ITR
2.68%
INTR TRM CORP BD
XOM
2.67%
COM
INTC
2.4%
COM
TSCO
2.36%
COM
CVS
2.2%
COM
V
1.94%
COM CL A
NSC
1.93%
COM
HD
1.91%
COM
ABT
1.87%
COM
VMBS
1.86%
MORTG-BACK SEC
JPM
1.65%
COM
NKE
1.57%
CL B
FLOT
1.54%
FLTG RATE BD ETF
MMM
1.51%
COM
BAC
1.48%
COM
SCPB
1.46%
BARC SHT TR CP
RTN
1.41%
COM NEW
ABBV
1.4%
COM
SEIC
1.34%
COM
CME
1.3%
COM
HOLX
1.24%
COM
SYK
1.23%
COM
BLK
1.21%
COM
DOX
1.21%
ORD
CSJ
1.21%
1-3 YR CR BD ETF
IFF
1.16%
COM
CTSH
1.16%
CL A
UPS
1.16%
CL B
DLB
1.16%
COM
BWA
1.14%
COM
MTB
1.07%
COM
FFIV
1.07%
COM
AVGO
1.07%
COM
TRMB
1.07%
COM
VAR
1.07%
COM
WY
1.04%
COM
IPGP
1.03%
COM
SRE
1.01%
COM
MBB
1%
MBS ETF
TIP
0.99%
TIPS BD ETF
UTX
0.97%
COM
SHM
0.95%
NUVN BR SHT MUNI
THO
0.93%
COM
BK
0.91%
COM
QCOM
0.88%
COM
SO
0.78%
COM
TFI
0.76%
NUVN BRCLY MUNI
PAC
0.76%
SPON ADR B
VTEB
0.74%
TAX-EXEMPT BD
TD
0.74%
COM NEW
RELX
0.71%
SPONSORED ADR
AAPL
0.65%
COM
HAL
0.59%
COM
JNJ
0.55%
COM
ALV
0.54%
COM
BRK.B
0.45%
CL B NEW
EBND
0.42%
BRCLY EM LOCL
BRK.A
0.41%
CL A
GOOG
0.36%
CAP STK CL C
ABEV
0.32%
SPONSORED ADR
NYF
0.3%
NY AMTFRE MU ETF
LMT
0.24%
COM
T
0.2%
COM
TROW
0.19%
COM
CNQ
0.19%
COM
DWDP
0.19%
COM
CL
0.17%
COM
PG
0.17%
COM
EMR
0.16%
COM
EPD
0.16%
COM
BA
0.16%
COM
CELG
0.15%
COM
UNP
0.14%
COM
MMP
0.13%
COM UNIT RP LP
DIS
0.13%
COM DISNEY
GSLC
0.13%
EQUITY ETF
DEO
0.12%
SPON ADR NEW
KO
0.12%
COM
PEP
0.12%
COM
PFE
0.12%
COM
CSCO
0.12%
COM
WTR
0.12%
COM
MPC
0.12%
COM
AMZN
0.12%
COM
MCD
0.11%
COM
TXN
0.11%
COM
BDX
0.1%
COM
LOW
0.1%
COM
ORCL
0.09%
COM
BIL
0.09%
SPDR BLOOMBERG
AVY
0.09%
COM
ITW
0.09%
COM
TRV
0.08%
COM
ACN
0.08%
SHS CLASS A
MVC
0.08%
COM
FB
0.08%
CL A
CHKP
0.08%
ORD
ADBE
0.08%
COM
TGT
0.08%
COM
AXP
0.08%
COM
CVX
0.08%
COM
CAT
0.08%
COM
UL
0.08%
SPON ADR NEW
UBA
0.07%
CL A
WFC
0.07%
COM
STL
0.07%
COM
DOV
0.07%
COM
KLIC
0.06%
COM
SYY
0.06%
COM
XLK
0.06%
TECHNOLOGY
MRK
0.06%
COM
EFX
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
ECL
0.06%
COM
AMGN
0.06%
COM
CIU
0.06%
INTERM CR BD ETF
HON
0.05%
COM
ATRI
0.05%
COM
UFPT
0.05%
COM
WRB
0.05%
COM
WMT
0.05%
COM
JCI
0.05%
SHS
SNY
0.05%
SPONSORED ADR
NRZ
0.05%
COM NEW
ALE
0.05%
COM NEW
IWB
0.04%
RUS 1000 ETF
VONE
0.04%
VNG RUS1000IDX
TJX
0.04%
COM
VIRT
0.04%
CL A
CMF
0.04%
CALI AMT-FRE ETF
SU
0.04%
COM
SNHY
0.04%
COM
NVS
0.04%
SPONSORED ADR
XLY
0.04%
SBI CONS DISCR
MRO
0.04%
COM
NTRS
0.04%
COM
MORN
0.04%
COM
BABA
0.04%
SPONSORED ADS
BBT
0.04%
COM
AMNB
0.04%
COM
AVA
0.04%
COM
DAIO
0.04%
COM
FFBC
0.04%
COM
D
0.04%
COM
KMB
0.04%
COM
TEGP
0.04%
CL A
IBM
0.03%
COM
UG
0.03%
COM
SWK
0.03%
COM
ANSS
0.03%
COM
RDS/A
0.03%
SPONS ADR A
ROP
0.03%
COM
VEU
0.03%
ALLWRLD EX US
FAST
0.03%
COM
INTU
0.03%
COM
BAX
0.03%
COM
DUK
0.03%
COM NEW
KBWY
0.03%
KBW PREM YIELD
COST
0.03%
COM
DNB
0.03%
COM
CB
0.03%
COM
MAR
0.03%
CL A
GLOP
0.03%
UNIT LTD PTNRP
LW
0.03%
COM
ANIK
0.03%
COM
WBA
0.03%
COM
ASNA
0.01%
COM
TEF
0.01%
SPONSORED ADR
LWC
0.04%
LNG TRM CORP BD
NYT
0.03%
CL A
SHYG
0.03%
0-5YR HI YL CP
VOD
0.03%
SPNSR ADR NO PAR
GE
0.03%
COM