Eagle Ridge Investment Management 13F 持仓 · 最近申报 2024年Q4
Eagle Ridge Investment Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 11.46 亿美元。前几大持仓：AVGO（6.55%）、VGSH（4.47%）、MSFT（4.46%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $75.1M | 6.55% | 324,015 | 减持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $51.3M | 4.47% | 881,242 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $51.1M | 4.46% | 121,281 | 减持 |
| 4 | META | META PLATFORMS INC | $45.9M | 4.01% | 78,448 | 减持 |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $41.1M | 3.59% | 34,664 | 减持 |
| 6 | GOOGL | ALPHABET INC | $41.1M | 3.58% | 216,942 | 减持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $34.2M | 2.98% | 67,611 | 减持 |
| 8 | SPIB | SPDR SER TR | $33.7M | 2.94% | 1.0M | 增持 |
| 9 | LNT | ALLIANT ENERGY CORP | $31.4M | 2.74% | 531,118 | 减持 |
| 10 | SYK | STRYKER CORPORATION | $31.2M | 2.72% | 86,570 | 减持 |
| 11 | CME | CME GROUP INC | $28.7M | 2.50% | 123,523 | 增持 |
| 12 | SCHW | SCHWAB CHARLES CORP | $26.9M | 2.35% | 363,344 | 增持 |
| 13 | ULTA | ULTA BEAUTY INC | $26.9M | 2.34% | 61,735 | 增持 |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $25.9M | 2.26% | 648,520 | 减持 |
| 15 | ADBE | ADOBE INC | $25.3M | 2.21% | 56,950 | 减持 |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | $24.7M | 2.16% | 153,819 | 减持 |
| 17 | CB | CHUBB LIMITED | $24.7M | 2.15% | 89,285 | 减持 |
| 18 | NSC | NORFOLK SOUTHN CORP | $24.6M | 2.15% | 104,768 | 增持 |
| 19 | V | VISA INC | $23.0M | 2.01% | 72,881 | 减持 |
| 20 | DCI | DONALDSON INC | $23.0M | 2.00% | 341,056 | 减持 |
| 21 | PSA | PUBLIC STORAGE OPER CO | $22.9M | 2.00% | 76,580 | 减持 |
| 22 | MBB | ISHARES TR | $19.4M | 1.70% | 212,035 | 减持 |
| 23 | SUB | ISHARES TR | $18.0M | 1.57% | 170,895 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $17.7M | 1.55% | 39,125 | 增持 |
| 25 | HD | HOME DEPOT INC | $17.4M | 1.52% | 44,844 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR