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Eldridge Investment Advisors, Inc. Historic Quarter Change: USA Stocks, Sold Out

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Eldridge Investment Advisors, Inc. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Eldridge Investment Advisors, Inc. opened 25 positions, added to 128, reduced 116 and sold out of 15.

  • Q2 2026: Stock PFE; Country of operation United States; Class COM; Shares before 7,510.
  • Q2 2026: Stock PEP; Country of operation United States; Class COM; Shares before 1,327.
  • Q2 2026: Stock AIZ; Country of operation United States; Class COM; Shares before 32.
  • Q1 2026: Stock PG; Country of operation United States; Class COM; Shares before 1,795.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1727993), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PFE
Pfizer Inc		United StatesCOM7,5100-7,510$210,881$0-$210,8812026-08-10
Q2 2026PEP
Pepsico Inc		United StatesCOM1,3270-1,327$206,070$0-$206,0702026-08-10
Q2 2026AIZ
Assurant Inc		United StatesCOM320-32$6,970$0-$6,9702026-08-10
Q1 2026PG
Procter & Gamble Co		United StatesCOM1,7950-1,795$257,241$0-$257,2412026-05-11
Q1 2026GOOGL
Alphabet Inc Cl A		United StatesCOM8130-813$254,469$0-$254,4692026-05-11
Q1 2026AXP
American Express Co		United StatesCOM6520-652$241,207$0-$241,2072026-05-11
Q1 2026DIS
Walt Disney Co		United StatesCOM1,8050-1,805$205,355$0-$205,3552026-05-11
Q4 2025PFE
Pfizer Inc		United StatesCOM11,3100-11,310$288,179$0-$288,1792026-02-11
Q4 2025ORCL
Oracle Corp		United StatesCOM8030-803$225,836$0-$225,8362026-02-11
Q2 2025BMY
Bristol Myers Squibb Company		United StatesCOM3,4120-3,412$208,098$0-$208,0982025-08-12
Q2 2025BBY
Best Buy Company Inc		United StatesCOM170-17$1,251$0-$1,2512025-08-12
Q1 2025ETN
Eaton Corp Plc		COM7570-757$251$0-$2512025-05-13
Q4 2024ADP
Automatic Data Processing Inc		United StatesCOM8350-835$231$0-$2312025-02-10
Q3 2024DIS
Walt Disney Co		United StatesCOM2,3680-2,368$235$0-$2352024-11-08
Q3 2024JNJ
Johnson & Johnson		United StatesCOM1,4140-1,414$207$0-$2072024-11-08

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