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Filers›Pension Fund›Eagle Ridge Investment Management
DOSSIER · 13F-HR · Q4 2024

Eagle Ridge Investment Management

Eagle Ridge Investment's pension fund based in Greenwich, CT — $1.1B in tracked AUM across 148 positions as of Q4 2024.

ER
Eagle Ridge Investment·Greenwich, CT·Pension Fund
CIK 0001445891 · last filed Dec 31, 2024
Total AUM
$1.1B
▲ 5.7%
vs prior
Holdings
148
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

Eagle Ridge Investment Management filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…
AI Agent · grounded in Eagle
haiku-4-5 · 148 positions indexed
Sector mix
  • Tech6%
  • Financials36%
  • Health Care18%
  • Cons. Disc.12%
  • Industrials5%
  • Other23%
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