Eagle Ridge Investment Management

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
John J. Knox III - Chief Complaince Officer
Location
Stamford, CT
Holdings as of
December 31, 2024
Value $
$1.15B
Num holdings
148
Date filed
1/27/2025, 04:46 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AVGO, VGSH, MSFT, META, and ORLY. Confidential Treatment Requested (one or more holding(s) omitted).
Previous filing
Q3 2024 - Oct 23, 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Confidential Treatment Requested. (The Manager has omitted from this public Form 13F one or more holding(s) for which it is requesting confidential treatment from the U.S. Securities and Exchange Commission pursuant to section 13(f) of the Exchange Act and rule 24b-2 thereunder)

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
John J. Knox III Chief Complaince Officer Stamford, Connecticut 1/24/2025