Eagle Ridge Investment Management 13F Portfolio

Hedge FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Eagle Ridge Investment ManagementEagle Ridge Investment Management1.29%$1146262000 148

Top Holdings Performance History

Eagle Ridge Investment Management Holdings Map

Top 50 Eagle Ridge Investment Management Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Eagle Ridge Investment Management Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds