eagle ridge investment management
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Contact Information
eagle ridge investment management
274 RIVERSIDE AVENUE, 2ND FLOOR
WESTPORT CT 06880
Business Phone: 2032274515 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $218,031,852 [1]Prior Market Value: $195,663,357 New Purchases: 4 stocks Additional Purchases: 36 stocks Sold out of: 4 stocks Reduced holdings in: 6 stocks Top 10 Holdings %: 39.11% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio The Home Depot, Inc. 5.33% CVS Caremark Corporation 4.22% Unitedhealth Group, Inc. 4.08% General Electric Co. 3.93% Norfolk Southern Corp. 3.82% Major new positions on 03/31/2013 Stock % of Portfolio Bank of America Corporation 3.0% ABBVIE INC. 1.98% SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.18% NORTHERN TIER ENERGY LP 0.11%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio U.S. Bancorp 2.0% MERRIMACK PHARMACEUTICALS INC 0.31% Baidu, Inc. 0.13% iShares iBoxx $ High Yield Corporate Bond 0.11% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-12 Form 13F-HR 2013-01-16 Form 13F-HR 2012-10-22 Form 13F-HR 2012-07-11 Form 13F-HR 2012-04-13