Eagle Ridge Investment Management — 13F holdings

Eagle Ridge Investment Management reported 148 holdings worth $1.15B in its 13F filing for Q4 2024, filed January 27, 2025.

Largest positions

1. AVGO BROADCOM INC — $75.1M (6.6%)
2. VGSH VANGUARD SCOTTSDALE FDS — $51.3M (4.5%)
3. MSFT MICROSOFT CORP — $51.1M (4.5%)
4. META META PLATFORMS INC — $45.9M (4.0%)
5. ORLY OREILLY AUTOMOTIVE INC — $41.1M (3.6%)
6. GOOGL ALPHABET INC — $41.1M (3.6%)
7. UNH UNITEDHEALTH GROUP INC — $34.2M (3.0%)
8. SPIB SPDR SERIES TRUST — $33.7M (2.9%)
9. LNT Alliant Energy Corp — $31.4M (2.7%)
10. SYK STRYKER CORPORATION — $31.2M (2.7%)