Eagle Ridge Investment Management

data from 31/12/2024

Capitalization

$ 1.146 B 0.56 %

Average holding period

23 ans

Performance

$ 817.787 M 70 427.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Eagle Ridge Investment Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/12/31 AVGO BROADCOM INC 6.55% 75.120 M $ 324015 2018/06/30 19.725 M $ 34.40 %
2024/12/31 VGSH VANGUARD SCOTTSDALE FDS 4.47% 51.271 M $ 881242 2019/03/31 -714.346 K $ -1.42 %
2024/12/31 MSFT MICROSOFT CORP 4.46% 51.120 M $ 121281 2015/09/30 -1.080 M $ -2.05 %
2024/12/31 META META PLATFORMS INC 4.01% 45.932 M $ 78448 2017/03/31 1.055 M $ 2.28 %
2024/12/31 ORLY OREILLY AUTOMOTIVE INC 3.59% 41.105 M $ 34664 2015/09/30 1.205 M $ 2.97 %
2024/12/31 GOOGL ALPHABET INC 3.58% 41.067 M $ 216942 2015/12/31 5.119 M $ 14.14 %
2024/12/31 UNH UNITEDHEALTH GROUP INC 2.98% 34.202 M $ 67611 2009/06/30 -5.376 M $ -13.48 %
2024/12/31 SPIB SPDR SER TR 2.94% 33.685 M $ 1028245 2023/09/30 -948.112 K $ -2.82 %
2024/12/31 LNT ALLIANT ENERGY CORP 2.74% 31.410 M $ 531118 2024/06/30 -831.392 K $ -2.55 %
2024/12/31 SYK STRYKER CORPORATION 2.72% 31.170 M $ 86570 2015/09/30 -105.721 K $ -0.33 %
2024/12/31 CME CME GROUP INC 2.50% 28.686 M $ 123523 2015/09/30 1.427 M $ 5.25 %
2024/12/31 SCHW SCHWAB CHARLES CORP 2.35% 26.891 M $ 363344 2009/06/30 3.330 M $ 14.20 %
2024/12/31 ULTA ULTA BEAUTY INC 2.34% 26.850 M $ 61735 2023/09/30 2.810 M $ 11.77 %
2024/12/31 VZ VERIZON COMMUNICATIONS INC 2.26% 25.934 M $ 648520 2022/06/30 -3.203 M $ -10.96 %
2024/12/31 ADBE ADOBE INC 2.21% 25.325 M $ 56950 2023/06/30 -4.183 M $ -14.12 %
2024/12/31 KEYS KEYSIGHT TECHNOLOGIES INC 2.16% 24.708 M $ 153819 2023/12/31 263.649 K $ 1.07 %
2024/12/31 CB CHUBB LIMITED 2.15% 24.669 M $ 89285 2023/06/30 -1.086 M $ -4.19 %
2024/12/31 NSC NORFOLK SOUTHN CORP 2.15% 24.589 M $ 104768 2009/12/31 -1.445 M $ -5.55 %
2024/12/31 V VISA INC 2.01% 23.033 M $ 72881 2014/12/31 3.066 M $ 14.94 %
2024/12/31 DCI DONALDSON INC 2.00% 22.970 M $ 341056 2024/03/31 -2.184 M $ -8.62 %
2024/12/31 PSA PUBLIC STORAGE OPER CO 2.00% 22.931 M $ 76580 2020/09/30 -4.982 M $ -17.71 %
2024/12/31 MBB ISHARES TR 1.70% 19.439 M $ 212035 2015/09/30 -900.885 K $ -4.31 %
2024/12/31 SUB ISHARES TR 1.57% 18.026 M $ 170895 2022/09/30 -123.225 K $ -0.67 %
2024/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.55% 17.735 M $ 39125 2010/03/31 -271.075 K $ -1.52 %
2024/12/31 HD HOME DEPOT INC 1.52% 17.444 M $ 44844 2008/12/31 -728.720 K $ -4.00 %
2024/12/31 MA MASTERCARD INCORPORATED 1.51% 17.339 M $ 32928 2014/12/31 1.083 M $ 6.64 %
2024/12/31 JPM JPMORGAN CHASE & CO. 1.46% 16.747 M $ 69862 2008/12/31 1.995 M $ 13.68 %
2024/12/31 VTEB VANGUARD MUN BD FDS 1.37% 15.666 M $ 312511 2016/03/31 -316.032 K $ -1.94 %
2024/12/31 SO SOUTHERN CO 1.31% 14.964 M $ 181773 2015/09/30 -1.450 M $ -8.72 %
2024/12/31 TSCO TRACTOR SUPPLY CO 1.30% 14.951 M $ 281780 2018/03/31 -290.147 K $ -1.76 %
2024/12/31 BLK BLACKROCK INC 1.26% 14.396 M $ 14043 2024/12/31 0.000 $ 0.00 %
2024/12/31 SGOV ISHARES TR 1.26% 14.386 M $ 143397 2023/06/30 -55.927 K $ -0.40 %
2024/12/31 RELX RELX PLC 1.24% 14.205 M $ 312737 2015/09/30 -645.866 K $ -4.30 %
2024/12/31 RTX RTX CORPORATION 1.22% 13.971 M $ 120731 2020/06/30 -649.155 K $ -4.49 %
2024/12/31 HOLX HOLOGIC INC 1.22% 13.966 M $ 193728 2018/03/31 -1.829 M $ -11.50 %
2024/12/31 SCHP SCHWAB STRATEGIC TR 1.17% 13.396 M $ 518606 2023/12/31 -499.255 K $ -3.69 %
2024/12/31 PAC GRUPO AEROPUERTO DEL PACIFIC 1.11% 12.694 M $ 72542 2018/06/30 70.375 K $ 0.56 %
2024/12/31 SRE SEMPRA 1.10% 12.590 M $ 143528 2017/06/30 586.636 K $ 4.89 %
2024/12/31 AAPL APPLE INC 1.08% 12.401 M $ 49520 2011/09/30 879.448 K $ 7.48 %
2024/12/31 ABBV ABBVIE INC 1.08% 12.365 M $ 69581 2013/03/31 -1.370 M $ -10.02 %
2024/12/31 VTIP VANGUARD MALVERN FDS 1.04% 11.873 M $ 245208 2021/12/31 -211.375 K $ -1.80 %
2024/12/31 ABT ABBOTT LABS 1.01% 11.581 M $ 102390 2008/12/31 -91.764 K $ -0.79 %
2024/12/31 THO THOR INDS INC 0.90% 10.349 M $ 108126 2016/09/30 -1.558 M $ -12.90 %
2024/12/31 BAC BANK AMERICA CORP 0.85% 9.798 M $ 222937 2013/03/31 956.330 K $ 10.76 %
2024/12/31 HII HUNTINGTON INGALLS INDS INC 0.84% 9.588 M $ 50737 2020/09/30 -3.829 M $ -28.52 %
2024/12/31 TD TORONTO DOMINION BK ONT 0.54% 6.142 M $ 115359 2015/09/30 -1.456 M $ -15.84 %
2024/12/31 JNJ JOHNSON & JOHNSON 0.49% 5.607 M $ 38773 2014/03/31 -664.603 K $ -10.76 %
2024/12/31 ECL ECOLAB INC 0.37% 4.280 M $ 18266 2016/06/30 -383.768 K $ -8.23 %
2024/12/31 GOOG ALPHABET INC 0.37% 4.254 M $ 22338 2015/12/31 529.821 K $ 13.91 %
2024/12/31 LOWES COS INC 0.34% 3.897 M $ 15791 2017/09/30 -379.917 K $ -8.88 %
2024/12/31 SPLG SPDR SER TR 0.28% 3.169 M $ 45961 2024/09/30 23.104 K $ 2.12 %
2024/12/31 SCHD SCHWAB STRATEGIC TR 0.27% 3.069 M $ 112330 2020/09/30 -96.605 K $ -3.05 %
2024/12/31 ROP ROPER TECHNOLOGIES INC 0.27% 3.041 M $ 5850 2021/09/30 -247.494 K $ -6.58 %
2024/12/31 CSL CARLISLE COS INC 0.24% 2.720 M $ 7375 2020/09/30 -596.711 K $ -17.99 %
2024/12/31 NYF ISHARES TR 0.23% 2.630 M $ 49417 2015/09/30 -54.043 K $ -2.04 %
2024/12/31 IRM IRON MTN INC DEL 0.18% 2.071 M $ 19702 2021/09/30 -270.311 K $ -11.55 %
2024/12/31 PG PROCTER AND GAMBLE CO 0.18% 2.058 M $ 12273 2008/12/31 -68.115 K $ -3.20 %
2024/12/31 CL COLGATE PALMOLIVE CO 0.13% 1.468 M $ 16144 2015/09/30 -208.360 K $ -12.43 %
2024/12/31 ITW ILLINOIS TOOL WKS INC 0.12% 1.417 M $ 5587 2017/09/30 -47.545 K $ -3.25 %
2024/12/31 MMM 3M CO 0.11% 1.218 M $ 9434 2015/09/30 -71.792 K $ -5.57 %
2024/12/31 UNP UNION PAC CORP 0.10% 1.188 M $ 5211 2015/09/30 -96.090 K $ -7.48 %
2024/12/31 EMR EMERSON ELEC CO 0.10% 1.174 M $ 9472 2017/09/30 137.912 K $ 13.31 %
2024/12/31 MPC MARATHON PETE CORP 0.10% 1.169 M $ 8383 2017/09/30 -196.246 K $ -14.37 %
2024/12/31 LLY ELI LILLY & CO 0.10% 1.119 M $ 1450 2020/09/30 -147.438 K $ -12.86 %
2024/12/31 FLEX FLEX LTD 0.10% 1.118 M $ 29117 2021/09/30 144.420 K $ 14.84 %
2024/12/31 QUAL ISHARES TR 0.10% 1.110 M $ 6234 2024/09/30 -7.662 K $ -0.68 %
2024/12/31 TSLA TESLA INC 0.10% 1.095 M $ 2712 2020/06/30 386.242 K $ 54.36 %
2024/12/31 TROW PRICE T ROWE GROUP INC 0.10% 1.089 M $ 9626 2017/09/30 40.044 K $ 3.82 %
2024/12/31 AMZN AMAZON COM INC 0.09% 1.069 M $ 4874 2018/03/31 157.597 K $ 17.74 %
2024/12/31 ACN ACCENTURE PLC IRELAND 0.09% 1.062 M $ 3018 2017/09/30 -5.100 K $ -0.48 %
2024/12/31 DOV DOVER CORP 0.09% 1.060 M $ 5649 2016/06/30 -23.386 K $ -2.16 %
2024/12/31 KO COCA COLA CO 0.09% 990.432 K $ 15908 2017/06/30 -153.043 K $ -13.36 %
2024/12/31 DE DEERE & CO 0.09% 974.510 K $ 2300 2022/06/30 14.651 K $ 1.53 %
2024/12/31 TXN TEXAS INSTRS INC 0.08% 943.738 K $ 5033 2017/09/30 -95.928 K $ -9.23 %
2024/12/31 AXP AMERICAN EXPRESS CO 0.08% 934.295 K $ 3148 2017/09/30 80.557 K $ 9.44 %
2024/12/31 MCD MCDONALDS CORP 0.08% 921.850 K $ 3180 2017/09/30 -46.491 K $ -4.80 %
2024/12/31 WMT WALMART INC 0.07% 848.206 K $ 9388 2017/09/30 90.547 K $ 11.89 %
2024/12/31 MRK MERCK & CO INC 0.07% 825.954 K $ 8303 2017/09/30 -116.906 K $ -12.40 %
2024/12/31 CSCO CISCO SYS INC 0.07% 809.560 K $ 13675 2008/12/31 82.464 K $ 11.24 %
2024/12/31 OBT ORANGE CNTY BANCORP INC 0.07% 789.094 K $ 14200 2021/09/30 -33.654 K $ -3.93 %
2024/12/31 IJH ISHARES TR 0.07% 764.481 K $ 12269 2020/12/31 -123.000 $ -0.02 %
2024/12/31 TMO THERMO FISHER SCIENTIFIC INC 0.07% 759.536 K $ 1460 2021/12/31 -140.232 K $ -15.90 %
2024/12/31 XLK SELECT SECTOR SPDR TR 0.07% 758.945 K $ 3264 2016/12/31 22.064 K $ 2.99 %
2024/12/31 IVV ISHARES TR 0.06% 710.630 K $ 1207 2021/12/31 14.315 K $ 2.06 %
2024/12/31 EFX EQUIFAX INC 0.06% 701.602 K $ 2753 2017/09/30 -107.394 K $ -13.28 %
2024/12/31 IDXX IDEXX LABS INC 0.06% 661.504 K $ 1600 2023/03/31 -146.848 K $ -18.17 %
2024/12/31 PEP PEPSICO INC 0.06% 638.817 K $ 4201 2016/06/30 -75.575 K $ -10.58 %
2024/12/31 BIL SPDR SER TR 0.05% 627.758 K $ 6866 2017/12/31 -2.609 K $ -0.41 %
2024/12/31 LMT LOCKHEED MARTIN CORP 0.05% 622.489 K $ 1281 2014/12/31 -126.332 K $ -16.87 %
2024/12/31 ANET ARISTA NETWORKS INC 0.05% 607.915 K $ 5500 2024/12/31 0.000 $ 0.00 %
2024/12/31 NVMI NOVA LTD 0.05% 584.154 K $ 2966 2019/06/30 -33.782 K $ -5.47 %
2024/12/31 EPD ENTERPRISE PRODS PARTNERS L 0.05% 574.892 K $ 18332 2011/03/31 41.247 K $ 7.73 %
2024/12/31 ORCL ORACLE CORP 0.05% 571.575 K $ 3430 2016/03/31 -12.896 K $ -2.21 %
2024/12/31 D DOMINION ENERGY INC 0.05% 543.447 K $ 10090 2020/12/31 -38.400 K $ -6.80 %
2024/12/31 VTI VANGUARD INDEX FDS 0.05% 541.945 K $ 1870 2020/06/30 14.743 K $ 2.35 %
2024/12/31 VGK VANGUARD INTL EQUITY INDEX F 0.05% 526.738 K $ 8299 2021/09/30 -62.741 K $ -10.73 %
2024/12/31 TJX TJX COS INC NEW 0.05% 521.054 K $ 4313 2018/03/31 21.447 K $ 2.78 %
2024/12/31 UFPT UFP TECHNOLOGIES INC 0.04% 505.402 K $ 2067 2015/09/30 -149.216 K $ -22.79 %
2024/12/31 XLY SELECT SECTOR SPDR TR 0.04% 500.610 K $ 2231 2018/03/31 63.642 K $ 11.97 %
2024/12/31 XLV SELECT SECTOR SPDR TR 0.04% 499.682 K $ 3632 2018/03/31 -59.746 K $ -10.68 %