Eldridge Investment Advisors, Inc.
Eldridge Investment Advisors, Inc. reported 163 holdings worth US$505M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Eldridge Investment Advisors, Inc. reported 163 holdings worth US$505M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 163
- Value as reported
- US$505M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 23,040 | US$6.67M | 1.3% |
| Caterpillar, Inc. | 5,105 | US$5.44M | 1.1% |
| Microsoft Corp. | 6,904 | US$2.58M | 0.51% |
| Abbvie Inc. | 9,540 | US$2.4M | 0.48% |
| Exxon Mobil Corporation | 13,377 | US$1.83M | 0.36% |
| Berkshire Hathaway Inc. | 3,579 | US$1.79M | 0.35% |
| Jp Morgan Chase & Co. | 4,883 | US$1.6M | 0.32% |
| Tesla, Inc. | 3,141 | US$1.32M | 0.26% |
| Broadcom Inc. | 2,745 | US$1.04M | 0.21% |
| Mcdonald's Corporation | 3,504 | US$947K | 0.19% |
| Alphabet Inc (google) Class C | 2,595 | US$927K | 0.18% |
| Mckesson Corporation | 1,165 | US$880K | 0.17% |
| Merck & Company, Inc. | 6,799 | US$874K | 0.17% |
| Ge Aerospace | 2,222 | US$830K | 0.16% |
| United Parcel Service, Inc. | 7,578 | US$815K | 0.16% |
| International Business Machines Corporation | 2,622 | US$737K | 0.15% |
| Chevron Corporation | 4,447 | US$737K | 0.15% |
| Abbott Laboratories | 8,119 | US$737K | 0.15% |
| Home Depot, Inc. (the) | 1,932 | US$681K | 0.13% |
| Ge Vernova Inc. | 540 | US$634K | 0.13% |
| Waste Management, Inc. | 2,687 | US$599K | 0.12% |
| Nvidia Corporation | 2,783 | US$557K | 0.11% |
| Nextera Energy, Inc. | 5,515 | US$484K | 0.10% |
| Meta Platforms, Inc. | 849 | US$478K | 0.09% |
| Rtx Corporation | 2,490 | US$473K | 0.09% |
| W. P. Carey Inc. Reit | 6,413 | US$459K | 0.09% |
| Anheuser-busch Inbev Sa/nv | 5,500 | US$453K | 0.09% |
| Advanced Micro Devices Inc | 696 | US$404K | 0.08% |
| Costco Wholesale Corporation | 402 | US$376K | 0.07% |
| Thermo Fisher Scientific Inc | 708 | US$355K | 0.07% |
| Amazon.com, Inc. | 1,437 | US$342K | 0.07% |
| Dell Technologies Inc. | 680 | US$293K | 0.06% |
| Verizon Communications Inc. | 6,757 | US$286K | 0.06% |
| Amphenol Corporation | 1,622 | US$286K | 0.06% |
| Walmart Inc. | 2,297 | US$260K | 0.05% |
| Coca-cola Company (the) | 3,200 | US$260K | 0.05% |
| Csx Corporation | 5,424 | US$258K | 0.05% |
| Intel Corporation | 1,799 | US$251K | 0.05% |
| Raymond James Financial, Inc. | 1,563 | US$237K | 0.05% |
| Applied Materials, Inc. | 319 | US$231K | 0.05% |
| American Express Company | 652 | US$221K | 0.04% |
| Alphatec Holdings, Inc. | 17,585 | US$152K | 0.03% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Assurant, Inc. | 0 | US$0 | 0.00% |
Source
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