0001062993-21-000707.txt : 20210129 0001062993-21-000707.hdr.sgml : 20210129 20210129154306 ACCESSION NUMBER: 0001062993-21-000707 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21570949 BUSINESS ADDRESS: STREET 1: 5 HIGH RIDGE PARK STREET 2: 2ND FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 BUSINESS PHONE: 2032274515 MAIL ADDRESS: STREET 1: 5 HIGH RIDGE PARK STREET 2: 2ND FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001445891 XXXXXXXX 12-31-2020 12-31-2020 Eagle Ridge Investment Management

5 HIGH RIDGE PARK 2ND FLOOR STAMFORD CT 06905

13F HOLDINGS REPORT 028-13340 N John J. Knox III 203-227-4515 John J. Knox III Stamford CT 01-28-2021 0 135 790923 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE NOVA MEASURING INSTRUMENTS L COM M7516K103 449 6354 SH SOLE 6354 0 0 KAMADA LTD SHS M6240T109 158 24330 SH SOLE 24330 0 0 GARMIN LTD SHS H2906T109 8780 73371 SH SOLE 66354 0 7017 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 772 2955 SH SOLE 2955 0 0 AMDOCS LTD SHS G02602103 9974 140616 SH SOLE 129826 0 10790 VISA INC COM CL A 92826C839 16775 76694 SH SOLE 71290 0 5404 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 22603 418032 SH SOLE 409914 0 8118 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 235 1339 SH SOLE 1339 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 635 7624 SH SOLE 7624 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 37318 605813 SH SOLE 596367 0 9446 UNITEDHEALTH GROUP INC COM 91324P102 33713 96136 SH SOLE 90786 0 5350 TRAVELERS COMPANIES INC COM 89417E109 300 2135 SH SOLE 2135 0 0 3M CO COM 88579Y101 2111 12075 SH SOLE 11997 0 78 TESLA INC COM 88160R101 706 1000 SH SOLE 1000 0 0 TARGET CORP COM 87612E106 1095 6201 SH SOLE 6201 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 586 4508 SH SOLE 4508 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 273 3079 SH SOLE 3079 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 482 2996 SH SOLE 2996 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 443 3902 SH SOLE 3902 0 0 SANOFI SPONSORED ADR 80105N105 7650 157436 SH SOLE 142087 0 15349 SPDR SER TR NUVEEN BLMBRG SR 78468R739 8107 162830 SH SOLE 159600 0 3230 SPDR SER TR NUVEEN BRC MUNIC 78468R721 3538 67409 SH SOLE 67409 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 499 5450 SH SOLE 5450 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 2644 86100 SH SOLE 86100 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 22065 702704 SH SOLE 687826 0 14878 SPDR SER TR BLOMBRG BRC EMRG 78464A391 3349 119408 SH SOLE 116965 0 2443 SPDR S&P 500 ETF TR TR UNIT 78462F103 645 1726 SH SOLE 1726 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 10163 142120 SH SOLE 140866 0 1254 PUBLIC STORAGE COM 74460D109 10867 47056 SH SOLE 42033 0 5023 PRICE T ROWE GROUP INC COM 74144T108 1777 11736 SH SOLE 11736 0 0 ORACLE CORP COM 68389X105 528 8162 SH SOLE 8162 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 23800 52588 SH SOLE 49784 0 2804 MERCK & CO. 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