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Disclosed positions
Eagle Ridge Investment Management: source evidence dated 2025-01-28T04:59:59.999Z.
- Issuer
- BROADCOM INC
- Ticker
- AVGO
- Class
- COM
- Reported value
- $75,119,657
- Reported amount
- 324,015
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001062993-25-001116Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| BROADCOM INC | AVGO | COM | $75,119,657 | 324,015 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $51,270,660 | 881,242 | SH | None |
| MICROSOFT CORP | MSFT | COM | $51,119,814 | 121,281 | SH | None |
| META PLATFORMS INC | META | CL A | $45,932,088 | 78,448 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $41,104,571 | 34,664 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $41,067,121 | 216,942 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $34,201,700 | 67,611 | SH | None |
| SPDR SER TR | SPIB | PORTFOLIO INTRMD | $33,685,306 | 1,028,245 | SH | None |
| ALLIANT ENERGY CORP | LNT | COM | $31,410,319 | 531,118 | SH | None |
| STRYKER CORPORATION | SYK | COM | $31,169,529 | 86,570 | SH | None |
| CME GROUP INC | CME | COM | $28,685,746 | 123,523 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $26,891,089 | 363,344 | SH | None |
| ULTA BEAUTY INC | ULTA | COM | $26,850,404 | 61,735 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $25,934,306 | 648,520 | SH | None |
| ADOBE INC | ADBE | COM | $25,324,526 | 56,950 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $24,707,946 | 153,819 | SH | None |
| CHUBB LIMITED | CB | COM | $24,669,446 | 89,285 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $24,589,050 | 104,768 | SH | None |
| VISA INC | V | COM CL A | $23,033,311 | 72,881 | SH | None |
| DONALDSON INC | DCI | COM | $22,970,122 | 341,056 | SH | None |
| PUBLIC STORAGE OPER CO | PSA | COM | $22,931,115 | 76,580 | SH | None |
| ISHARES TR | MBB | MBS ETF | $19,439,369 | 212,035 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $18,026,005 | 170,895 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $17,734,580 | 39,125 | SH | None |
| HOME DEPOT INC | HD | COM | $17,444,036 | 44,844 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $17,339,123 | 32,928 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $16,746,533 | 69,862 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $15,666,176 | 312,511 | SH | None |
| SOUTHERN CO | SO | COM | $14,963,545 | 181,773 | SH | None |
| TRACTOR SUPPLY CO | TSCO | COM | $14,951,247 | 281,780 | SH | None |
| BLACKROCK INC | BLK | COM | $14,395,680 | 14,043 | SH | None |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $14,385,587 | 143,397 | SH | None |
| RELX PLC | RELX | SPONSORED ADR | $14,204,515 | 312,737 | SH | None |
| RTX CORPORATION | RTX | COM | $13,970,938 | 120,731 | SH | None |
| HOLOGIC INC | HOLX | COM | $13,965,852 | 193,728 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $13,395,593 | 518,606 | SH | None |
| GRUPO AEROPUERTO DEL PACIFIC | PAC | SPON ADS B | $12,694,125 | 72,542 | SH | None |
| SEMPRA | SRE | COM | $12,590,276 | 143,528 | SH | None |
| APPLE INC | AAPL | COM | $12,400,854 | 49,520 | SH | None |
| ABBVIE INC | ABBV | COM | $12,364,544 | 69,581 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $11,872,994 | 245,208 | SH | None |
| ABBOTT LABS | ABT | COM | $11,581,324 | 102,390 | SH | None |
| THOR INDS INC | THO | COM | $10,348,739 | 108,126 | SH | None |
| BANK AMERICA CORP | BAC | COM | $9,798,081 | 222,937 | SH | None |
| HUNTINGTON INGALLS INDS INC | HII | COM | $9,587,771 | 50,737 | SH | None |
| TORONTO DOMINION BK ONT | TD | COM NEW | $6,141,713 | 115,359 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,607,416 | 38,773 | SH | None |
| ECOLAB INC | ECL | COM | $4,280,089 | 18,266 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,253,968 | 22,338 | SH | None |
| LOWES COS INC | LOW | COM | $3,897,219 | 15,791 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.