Eldridge Investment Advisors, Inc. - Portfolio overview

Eldridge Investment Advisors, Inc. has 171 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. ITOT - Ishares Core S&p Total U S Stock Market Etf, 9.29%
  2. SPYM - State Street Spdr Port S&p 500 Etf, 6.82%
  3. SPLG - Spdr Portfolio S&p 500 Etf, 6.34%

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

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