Susan Eldridge

Eldridge Investment Advisors, Inc.

Assets Managed

$456.202M

Holdings

154

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

0.46%(2Q avg: 1.93%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Eldridge Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Eldridge Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 456.202M in assets, with a quarterly growth rate of 0.46% and a 2-quarter average growth rate of 1.93%. The portfolio is managed by Susan Eldridge, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity Decreased -1.36%	10.25%	$46.731M 328,100 shares@ $142.43 avg price	Decreased -1.36%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 10.1%	7.52%	$34.304M 448,178 shares@ $76.55 avg price	Increased 10.1%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.29%	5.59%	$25.491M 39,024 shares@ $653.21 avg price	Decreased -1.29%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 13.31%	4.25%	$19.379M 333,094 shares@ $58.18 avg price	Increased 13.31%
JBND Jpmorgan Active Bond Etf Recent Activity Increased 11.55%	3.52%	$16.014M 297,825 shares@ $53.77 avg price	Increased 11.55%
RLY Spdr Ssga Multi-asset Real R Recent Activity Increased 3.92%	3.03%	$13.792M 381,530 shares@ $36.15 avg price	Increased 3.92%
SPTI Spdr Port Int Treasury Term Recent Activity Increased 6.16%	2.79%	$12.69M 444,230 shares@ $28.57 avg price	Increased 6.16%
BBJP Jpmorgan Betabuilders Japan Recent Activity Increased 2.94%	2.76%	$12.556M 182,206 shares@ $68.92 avg price	Increased 2.94%
JHMM John Hancock Multi Fact Mid Recent Activity Decreased -5.82%	2.73%	$12.424M 185,100 shares@ $67.13 avg price	Decreased -5.82%
JHPI John Hancock Preferred Incom Recent Activity Decreased -0.08%	2.68%	$12.183M 539,553 shares@ $22.58 avg price	Decreased -0.08%

1-10 of 154