0001085146-14-001305.txt : 20140709 0001085146-14-001305.hdr.sgml : 20140709 20140708190549 ACCESSION NUMBER: 0001085146-14-001305 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140709 DATE AS OF CHANGE: 20140708 EFFECTIVENESS DATE: 20140709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eagle Ridge Investment Management CENTRAL INDEX KEY: 0001445891 IRS NUMBER: 232730112 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13340 FILM NUMBER: 14966226 BUSINESS ADDRESS: STREET 1: 274 RIVERSIDE AVENUE, 2ND FLOOR CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 2032274515 MAIL ADDRESS: STREET 1: 274 RIVERSIDE AVENUE, 2ND FLOOR CITY: WESTPORT STATE: CT ZIP: 06880 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001445891 XXXXXXXX 06-30-2014 06-30-2014 false Eagle Ridge Investment Management

274 RIVERSIDE AVENUE, 2ND FLOOR WESTPORT CT 06880

13F HOLDINGS REPORT 028-13340 N John J. Knox III 203-227-4515 /s/ John J. Knox III Westport CT 07-02-2014 0 58 213812 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 5022 122782 SH SOLE 122782 0 0 ABBVIE INC COM 00287y109 4410 78135 SH SOLE 78135 0 0 ACCESS MIDSTREAM PARTNERS L UNIT 00434l109 748 11774 SH SOLE 11774 0 0 AMERCO COM 023586100 1070 3681 SH SOLE 3681 0 0 APPLE INC COM 037833100 5281 56825 SH SOLE 56825 0 0 BANK NEW YORK MELLON CORP COM 064058100 6651 177460 SH SOLE 177460 0 0 BANK OF AMERICA CORPORATION COM 060505104 7918 515132 SH SOLE 515132 0 0 BARD C R INC COM 067383109 3961 27695 SH SOLE 27695 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 570 4500 SH SOLE 4500 0 0 CBS CORP NEW CL B 124857202 6568 105703 SH SOLE 105703 0 0 CELGENE CORP COM 151020104 569 6628 SH SOLE 6628 0 0 CHEVRON CORP NEW COM 166764100 5477 41955 SH SOLE 41955 0 0 CISCO SYS INC COM 17275r102 4839 194725 SH SOLE 194725 0 0 COSTCO WHSL CORP NEW COM 22160K105 5791 50290 SH SOLE 50290 0 0 CVS CAREMARK CORPORATION COM 126650100 9376 124399 SH SOLE 124399 0 0 E M C CORP MASS COM 268648102 4024 152763 SH SOLE 152763 0 0 EMERSON ELEC CO COM 291011104 4799 72316 SH SOLE 72316 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 977 12481 SH SOLE 12481 0 0 EOG RES INC COM 26875p101 217 1858 SH SOLE 1858 0 0 EXXON MOBIL CORP COM 30231G102 4675 46433 SH SOLE 46433 0 0 GENERAL ELECTRIC CO COM 369604103 619 23536 SH SOLE 23536 0 0 GNC HLDGS INC COM CL A 36191g107 404 11851 SH SOLE 11851 0 0 HALLIBURTON CO COM 406216101 6802 95787 SH SOLE 95787 0 0 HOME DEPOT INC COM 437076102 9951 122913 SH SOLE 122913 0 0 INTEL CORP COM 458140100 6508 210609 SH SOLE 210609 0 0 ISHARES CORE S&P500 ETF 464287200 213 1083 SH SOLE 1083 0 0 JOHNSON & JOHNSON COM 478160104 211 2020 SH SOLE 2020 0 0 JPMORGAN CHASE & CO COM 46625H100 8723 151387 SH SOLE 151387 0 0 MACYS INC COM 55616p104 5851 100837 SH SOLE 100837 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 510 6065 SH SOLE 6065 0 0 MAGNUM HUNTER RES CORP DEL COM 55973B102 129 15679 SH SOLE 15679 0 0 MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 521 7281 SH SOLE 7281 0 0 MERRIMACK PHARMACEUTICALS IN COM 590328100 601 82500 SH SOLE 82500 0 0 MONSANTO CO NEW COM 61166W101 5964 47810 SH SOLE 47810 0 0 NEOVASC INC COM 64065J106 267 42700 SH SOLE 42700 0 0 NORFOLK SOUTHERN CORP COM 655844108 7964 77298 SH SOLE 77298 0 0 NOVADAQ TECHNOLOGIES INC COM 66987g102 2649 160710 SH SOLE 160710 0 0 ORACLE CORP COM 68389X105 5609 138403 SH SOLE 138403 0 0 PANERA BREAD CO CL A 69840w108 4386 29271 SH SOLE 29271 0 0 PFIZER INC COM 717081103 252 8474 SH SOLE 8474 0 0 PIONEER NAT RES CO COM 723787107 262 1139 SH SOLE 1139 0 0 PRICE T ROWE GROUP INC COM 74144T108 6083 72064 SH SOLE 72064 0 0 PROCTER & GAMBLE CO COM 742718109 4997 63588 SH SOLE 63588 0 0 RAYTHEON CO COM NEW 755111507 5757 62407 SH SOLE 62407 0 0 SCHLUMBERGER LTD COM 806857108 9909 84008 SH SOLE 84008 0 0 SCHWAB CHARLES CORP NEW COM 808513105 4084 151665 SH SOLE 151665 0 0 SEADRILL LIMITED SHS g7945e105 470 11774 SH SOLE 11774 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 247 5812 SH SOLE 5812 0 0 ST JUDE MED INC COM 790849103 1648 23795 SH SOLE 23795 0 0 TARGA RES CORP COM 87612g101 303 2173 SH SOLE 2173 0 0 TRINITY INDS INC COM 896522109 753 17230 SH SOLE 17230 0 0 TWENTY FIRST CENTY FOX INC CL A 90130a101 978 27818 SH SOLE 27818 0 0 UNITED TECHNOLOGIES CORP COM 913017109 6718 58186 SH SOLE 58186 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9060 110830 SH SOLE 110830 0 0 VERIZON COMMUNICATIONS INC COM 92343v104 5469 111773 SH SOLE 111773 0 0 WELLS FARGO & CO NEW COM 949746101 638 12146 SH SOLE 12146 0 0 WYNDHAM WORLDWIDE CORP COM 98310w108 783 10341 SH SOLE 10341 0 0 XILINX INC COM 983919101 4576 96731 SH SOLE 96731 0 0