Eagle Ridge Investment Management - Portfolio overview

Eagle Ridge Investment Management has 148 reported holdings in this dataset, with the latest filing dated 2025-01-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.55%
2. VGSH - VANGUARD SCOTTSDALE FDS, 4.47%
3. MSFT - MICROSOFT CORP, 4.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.