SEC Form 13F

Eagle Ridge Investment Management 13F Holdings

Report period2024-12-31
Publicly available2025-01-28
Reported value$1,146,255,300
Positions148

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BROADCOM INCAVGOCOM$75,119,657324,015
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$51,270,660881,242
MICROSOFT CORPMSFTCOM$51,119,814121,281
META PLATFORMS INCMETACL A$45,932,08878,448
OREILLY AUTOMOTIVE INCORLYCOM$41,104,57134,664
ALPHABET INCGOOGLCAP STK CL A$41,067,121216,942
UNITEDHEALTH GROUP INCUNHCOM$34,201,70067,611
SPDR SER TRSPIBPORTFOLIO INTRMD$33,685,3061,028,245
ALLIANT ENERGY CORPLNTCOM$31,410,319531,118
STRYKER CORPORATIONSYKCOM$31,169,52986,570

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page