0001085146-15-000227.txt : 20150204 0001085146-15-000227.hdr.sgml : 20150204 20150203191437 ACCESSION NUMBER: 0001085146-15-000227 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150204 DATE AS OF CHANGE: 20150203 EFFECTIVENESS DATE: 20150204 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: 15572954 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 12-31-2014 12-31-2014 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 01-29-2015 0 56 218457 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 5353 118898 SH SOLE 118898 0 0 ABBVIE INC COM 00287Y109 5022 76737 SH SOLE 76737 0 0 ACCESS MIDSTREAM PARTNERS L UNIT 00434L109 419 7733 SH SOLE 7733 0 0 AMERCO COM 023586100 746 2624 SH SOLE 2624 0 0 APPLE INC COM 037833100 6140 55622 SH SOLE 55622 0 0 BANK AMER CORP COM 060505104 6901 385753 SH SOLE 385753 0 0 BANK NEW YORK MELLON CORP COM 064058100 5795 142834 SH SOLE 142834 0 0 BARD C R INC COM 067383109 4456 26743 SH SOLE 26743 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 676 4500 SH SOLE 4500 0 0 BLACKROCK INC COM 09247X101 6652 18603 SH SOLE 18603 0 0 CBS CORP NEW CL B 124857202 5631 101750 SH SOLE 101750 0 0 CELGENE CORP COM 151020104 630 5628 SH SOLE 5628 0 0 CHEVRON CORP NEW COM 166764100 4539 40463 SH SOLE 40463 0 0 CISCO SYS INC COM 17275R102 355 12781 SH SOLE 12781 0 0 COSTCO WHSL CORP NEW COM 22160K105 6920 48819 SH SOLE 48819 0 0 CVS HEALTH CORP COM 126650100 11665 121124 SH SOLE 121124 0 0 E M C CORP MASS COM 268648102 5043 169565 SH SOLE 169565 0 0 EMERSON ELEC CO COM 291011104 4296 69590 SH SOLE 69590 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 900 24909 SH SOLE 24909 0 0 EXXON MOBIL CORP COM 30231G102 4180 45215 SH SOLE 45215 0 0 GENERAL ELECTRIC CO COM 369604103 582 23029 SH SOLE 23029 0 0 GILEAD SCIENCES INC NOTE 1.625% 5/0 375558AP8 360 3819 SH SOLE 3819 0 0 HALLIBURTON CO COM 406216101 3622 92105 SH SOLE 92105 0 0 HOME DEPOT INC COM 437076102 12473 118825 SH SOLE 118825 0 0 INTEL CORP COM 458140100 7599 209389 SH SOLE 209389 0 0 ISHARES TR CORE S&P500 ETF 464287200 224 1083 SH SOLE 1083 0 0 JOHNSON & JOHNSON COM 478160104 211 2020 SH SOLE 2020 0 0 JPMORGAN CHASE & CO COM 46625H100 6818 108952 SH SOLE 108952 0 0 LOCKHEED MARTIN CORP COM 539830109 202 1048 SH SOLE 1048 0 0 MACYS INC COM 55616P104 6427 97744 SH SOLE 97744 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 513 6206 SH SOLE 6206 0 0 MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 490 7286 SH SOLE 7286 0 0 MASTERCARD INC CL A 57636Q104 5462 63397 SH SOLE 63397 0 0 MERRIMACK PHARMACEUTICALS IN COM 590328100 1045 92500 SH SOLE 92500 0 0 MONSANTO CO NEW COM 61166W101 5545 46414 SH SOLE 46414 0 0 NEOVASC INC COM 64065J106 303 44400 SH SOLE 44400 0 0 NEURALSTEM INC COM 64127R302 122 45000 SH SOLE 45000 0 0 NORFOLK SOUTHERN CORP COM 655844108 8198 74791 SH SOLE 74791 0 0 NOVADAQ TECHNOLOGIES INC COM 66987G102 2606 156817 SH SOLE 156817 0 0 ORACLE CORP COM 68389X105 6022 133908 SH SOLE 133908 0 0 PFIZER INC COM 717081103 264 8474 SH SOLE 8474 0 0 PRICE T ROWE GROUP INC COM 74144T108 5444 63408 SH SOLE 63408 0 0 PROCTER & GAMBLE CO COM 742718109 5632 61831 SH SOLE 61831 0 0 RAYTHEON CO COM NEW 755111507 6552 60571 SH SOLE 60571 0 0 SCHLUMBERGER LTD COM 806857108 7068 82753 SH SOLE 82753 0 0 SCHWAB CHARLES CORP NEW COM 808513105 4421 146423 SH SOLE 146423 0 0 SFX ENTMT INC COM 784178303 208 4812 SH SOLE 4812 0 0 ST JUDE MED INC COM 790849103 5590 85956 SH SOLE 85956 0 0 STEMLINE THERAPEUTICS INC COM 85858C107 171 10000 SH SOLE 10000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 1081 28140 SH SOLE 28140 0 0 UNITED TECHNOLOGIES CORP COM 913017109 6625 57609 SH SOLE 57609 0 0 UNITEDHEALTH GROUP INC COM 91324P102 10806 106890 SH SOLE 106890 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5061 108186 SH SOLE 108186 0 0 VISA INC COM CL A 92826C839 205 780 SH SOLE 780 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 611 7127 SH SOLE 7127 0 0 XILINX INC COM 983919101 3575 82585 SH SOLE 82585 0 0