Eagle Ridge Investment Management Buys Simpson Manufacturing Co Inc, Sanofi SA, Berkshire Hathaway Inc, Sells IPG Photonics Corp, Mastercard Inc, Tractor Supply Co

• New Purchases: SSD, AMAT, XLF, FFBC,
• Added Positions: SNY, BRK.B, VTEB, VMBS, VGSH, SPSB, FHI, TIP, SO, PSA, USB, THO, CME, TD, FLOT, PAC, DOX, RELX, DIS, AVGO, GRMN, CMF, EBND, SHM, NYF, PG, VCSH, D, AMGN,
• Reduced Positions: MA, UNH, MSFT, TSCO, ABT, GOOGL, NSC, BLK, HD, BRK.A, TJX, JPM, ORLY, RTX, UPS, TRMB, BKNG, SYK, ECL, BAC, ABBV, WTRG, SCHW, INTC, HII, CTSH, SRE, CVS, T, KO, PEP, SPY, NKE, JNJ, HOLX, NYT, SPTS, GOOG, ORCL, CL, BDX, ATRI, DEO, VONE, ADBE, GSLC, AMZN, FB, UL, UFPT, MCD, MRK, MMM, NVMI,
• Sold Out: IPGP, BBDC,

For the details of Eagle Ridge Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/eagle+ridge+investment+management/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 173,180 shares, 4.94% of the total portfolio. Shares reduced by 9.17%
2. Vanguard Short-Term Government Bond ETF (VGSH) - 620,717 shares, 4.62% of the total portfolio. Shares added by 2.46%
3. UnitedHealth Group Inc (UNH) - 84,780 shares, 3.81% of the total portfolio. Shares reduced by 11.81%
4. Alphabet Inc (GOOGL) - 14,250 shares, 3.55% of the total portfolio. Shares reduced by 11.39%
5. O'Reilly Automotive Inc (ORLY) - 50,701 shares, 3.11% of the total portfolio. Shares reduced by 3.59%

Eagle Ridge Investment Management initiated holding in Simpson Manufacturing Co Inc. The purchase prices were between $92 and $109.27, with an estimated average price of $100.09. The stock is now traded at around $107.270000. The impact to a portfolio due to this purchase was 1.67%. The holding were 132,886 shares as of 2021-03-31.

Eagle Ridge Investment Management initiated holding in Financial Select Sector SPDR. The purchase prices were between $28.82 and $34.62, with an estimated average price of $32. The stock is now traded at around $35.300000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,597 shares as of 2021-03-31.

Eagle Ridge Investment Management initiated holding in Applied Materials Inc. The purchase prices were between $86.87 and $133.6, with an estimated average price of $110.39. The stock is now traded at around $130.890000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,000 shares as of 2021-03-31.

Eagle Ridge Investment Management initiated holding in First Financial Bancorp. The purchase prices were between $17.62 and $26.4, with an estimated average price of $22.04. The stock is now traded at around $24.290000. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,331 shares as of 2021-03-31.

Eagle Ridge Investment Management added to a holding in Sanofi SA by 108.41%. The purchase prices were between $45.46 and $50.51, with an estimated average price of $48.03. The stock is now traded at around $51.820000. The impact to a portfolio due to this purchase was 1.02%. The holding were 328,117 shares as of 2021-03-31.

Eagle Ridge Investment Management added to a holding in Berkshire Hathaway Inc by 256.05%. The purchase prices were between $227.36 and $263.99, with an estimated average price of $242.84. The stock is now traded at around $270.280000. The impact to a portfolio due to this purchase was 1.01%. The holding were 45,717 shares as of 2021-03-31.

Eagle Ridge Investment Management added to a holding in Vanguard Tax-Exempt Bond ETF by 54.26%. The purchase prices were between $54.22 and $55.34, with an estimated average price of $54.79. The stock is now traded at around $55.120000. The impact to a portfolio due to this purchase was 0.44%. The holding were 187,005 shares as of 2021-03-31.

Eagle Ridge Investment Management added to a holding in iShares California Muni Bond ETF by 35.73%. The purchase prices were between $61.64 and $63, with an estimated average price of $62.34. The stock is now traded at around $62.600000. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,172 shares as of 2021-03-31.

Eagle Ridge Investment Management sold out a holding in IPG Photonics Corp. The sale prices were between $197.51 and $258.58, with an estimated average price of $227.64.

Eagle Ridge Investment Management sold out a holding in Barings BDC Inc. The sale prices were between $8.83 and $10.2, with an estimated average price of $9.5.