Eldridge Investment Advisors, Inc.
CIK
1727993
City
MANCHESTER
State / Country
NH
Top Portfolio Positions
47 positions ·
$54,477,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
18,067 | $10,427,911 | 19.14% | |
| AAPL |
Apple Inc.
Technology
|
23,016 | $5,841,230 | 10.72% | |
| CAT |
Caterpillar Inc
Industrials
|
5,131 | $3,635,108 | 6.67% | |
| MSFT |
Microsoft Corp
Technology
|
6,680 | $2,472,735 | 4.54% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
107,608 | $2,442,701 | 4.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,624 | $2,356,832 | 4.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,352 | $2,265,300 | 4.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
9,563 | $2,079,856 | 3.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,597 | $1,723,682 | 3.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,871 | $1,432,853 | 2.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,442,701 | 107,608 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,447,581 | 107,256 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,435,158 | 108,422 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,361,208 | 107,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,325,428 | 109,535 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,113,934 | 102,668 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,170,518 | 100,394 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,747,650 | 84,143 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,630,044 | 77,400 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,475,052 | 70,916 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||