Eldridge Investment Advisors, Inc.

CIK 0001727993 • 6 13F filings • May 13, 2025 – Aug 10, 2026

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Filer information

Filed by: Eldridge Investment Advisors, Inc., President
Address: 686 CHESTNUT STREET, MANCHESTER, NH, 03104
Phone: 6032961320
AUM: $454.1M

AUM over time

$504.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $454.1M156 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$1.0M	0.2%Prev: 0.2%	8,083 SH	Decreased-74 SH
Abbvie Inc	COM	$2.2M	0.5%Prev: 0.5%	9,560 SH	Decreased-201 SH
Alphabet Inc Cl A	COM	$254K	0.1%	813 SH	New
Alphabet Inc Cl C	COM	$617K	0.1%Prev: 0.1%	1,966 SH	Increased-164 SH
Alphatec Holdings Inc	COM	$370K	0.1%Prev: 0.1%	17,585 SH	Decreased-11,600 SH
Amazon.com Inc	COM	$362K	0.1%Prev: 0.1%	1,567 SH	Increased+180 SH
American Express Co	COM	$241K	0.1%Prev: 0.0%	652 SH	Increased
Amphenol Corp Cl A	COM	$230K	0.1%Prev: 0.0%	1,702 SH	Increased
Anheuser Busch Inbev Sa/nv	COM	$352K	0.1%Prev: 0.1%	5,500 SH	Increased
Apple Inc	COM	$6.4M	1.4%Prev: 1.4%	23,571 SH	Increased-197 SH
Avantis U S Mid Cap Equity Etf	ETF	$489K	0.1%Prev: 0.1%	6,929 SH	Increased+476 SH
Berkshire Hathaway Inc Cl B	COM	$1.8M	0.4%Prev: 0.4%	3,632 SH	Increased+25 SH
Blackrock Municipal 2030 Target Term Trust	ETF	$2.4M	0.5%	107,256 SH	New
Broadcom Inc	COM	$971K	0.2%Prev: 0.2%	2,805 SH	Increased
Caterpillar Inc	COM	$2.9M	0.6%Prev: 0.6%	5,144 SH	Increased-91 SH
Chevron Corp	COM	$710K	0.2%Prev: 0.2%	4,660 SH	Decreased+33 SH
Coca-cola Company	COM	$238K	0.1%Prev: 0.1%	3,400 SH	Increased
Costco Wholesale Corp	COM	$360K	0.1%Prev: 0.1%	417 SH	Decreased+18 SH
Dimensional Emerging Markets Core Equity Market Etf	ETF	$511K	0.1%	15,675 SH	New
Dimensional Intl Core Equity Market Etf	ETF	$955K	0.2%Prev: 0.2%	25,065 SH	Increased-247 SH
Dimensional National Municipal Bond Etf	ETF	$483K	0.1%Prev: 0.1%	10,027 SH	Increased-35 SH
Dimensional U S Core Equity 1 Etf	ETF	$4.7M	1.0%Prev: 0.9%	63,284 SH	Increased+8,635 SH
Dimensional U S Core Equity 2 Etf	ETF	$887K	0.2%Prev: 0.2%	22,397 SH	Increased+1,219 SH
Dimensional U S Core Etf	ETF	$458K	0.1%Prev: 0.1%	9,790 SH	Increased-88 SH
Dimensional U S Equity Market Etf	ETF	$1.1M	0.3%Prev: 0.3%	15,464 SH	Increased
Dimensional U S Large Cap Value Etf	ETF	$1.5M	0.3%	43,025 SH	New
Dimensional U S Marketwide Value Etf	ETF	$1.3M	0.3%Prev: 0.3%	27,788 SH	Increased+273 SH
Dimensional U S Small Cap Value Etf	ETF	$1.0M	0.2%	31,656 SH	New
Dimensional World Ex U S Core Equity 2 Etf	ETF	$9.8M	2.2%Prev: 2.0%	298,986 SH	Increased+13,021 SH
Eaton Corp Plc	COM	$231K	0.1%Prev: 0.1%	726 SH	Decreased
Eaton Vance Floating Rate Etf	ETF	$9.4M	2.1%Prev: 2.1%	189,982 SH	Increased+1,102 SH
Eaton Vance Short Duration Income Etf	ETF	$2.9M	0.6%Prev: 0.3%	55,895 SH	Increased+33,145 SH
Eaton Vance Total Return Return Etf	ETF	$7.1M	1.6%Prev: 1.6%	137,738 SH	Increased+2,962 SH
Exxon Mobil Corp	COM	$1.6M	0.4%Prev: 0.3%	13,455 SH	Increased-8 SH
Fidelity Msci Healthcare Index Etf	ETF	$648K	0.1%Prev: 0.1%	8,721 SH	Increased-219 SH
Fidelity Msci Information Tech Index Etf	ETF	$495K	0.1%Prev: 0.1%	2,204 SH	Increased
First Eagle Global Equity Etf	ETF	$461K	0.1%Prev: 0.1%	10,007 SH	Increased+1,277 SH
First Trust Capital Strength Etf	ETF	$570K	0.1%Prev: 0.1%	6,164 SH	Decreased
First Trust Rba American Indl Renaissance Etf	ETF	$1.7M	0.4%Prev: 0.4%	16,823 SH	Increased+625 SH
First Trust Rising Dividend Achievers Etf	ETF	$2.8M	0.6%Prev: 0.6%	40,276 SH	Increased+2 SH
First Trust Short Duration Managed Municipal Etf	ETF	$631K	0.1%Prev: 0.1%	31,491 SH	Decreased
Ge Aerospace	COM	$699K	0.2%Prev: 0.2%	2,270 SH	Increased-15 SH
Ge Vernova LLC	COM	$359K	0.1%Prev: 0.1%	550 SH	Increased
Goldman Sachs Access Treasury 0-1yr Etf	ETF	$9.3M	2.1%Prev: 2.2%	93,499 SH	Decreased-4,193 SH
Goldman Sachs Equal Weight U S Large Cap Equity Etf	ETF	$535K	0.1%Prev: 0.2%	6,285 SH	Decreased-2,791 SH
Goldman Sachs Nasdaq 100 Premium Income Etf	ETF	$321K	0.1%Prev: 0.1%	6,077 SH	Increased+550 SH
Goldman Sachs S&p 500 Premium Income Etf	ETF	$1.5M	0.3%Prev: 0.3%	27,512 SH	Increased+305 SH
Goldman Sachs Ultra Short Bond Etf	ETF	$2.3M	0.5%Prev: 0.5%	45,821 SH	Increased+4,500 SH
Harbor Intl Compounders Etf	ETF	$384K	0.1%Prev: 0.1%	12,710 SH	Decreased-2,355 SH
Home Depot Inc	COM	$585K	0.1%Prev: 0.2%	1,701 SH	Decreased
Intl Business Machines Corp	COM	$787K	0.2%Prev: 0.2%	2,657 SH	Decreased-265 SH
Invesco Nasdaq 100 Etf	ETF	$5.4M	1.2%Prev: 1.6%	21,200 SH	Decreased-6,472 SH
Invesco Qqq Etf	ETF	$11.3M	2.5%Prev: 2.6%	18,367 SH	Decreased-487 SH
Invesco S&p 500 Equal Weight Etf	ETF	$6.2M	1.4%Prev: 1.4%	32,409 SH	Increased+302 SH
Ishares 0-3 Month Treasury Bond Etf	ETF	$471K	0.1%Prev: 0.1%	4,691 SH	Decreased-384 SH
Ishares Core Msci Emerging Markets Etf	ETF	$3.3M	0.7%Prev: 0.7%	48,789 SH	Increased+2,986 SH
Ishares Core Msci Total Intl Stock Etf	ETF	$10.7M	2.4%Prev: 2.3%	126,851 SH	Increased+3,902 SH
Ishares Core S&p 500 Etf	ETF	$27.1M	6.0%Prev: 6.1%	39,535 SH	Increased-349 SH
Ishares Core S&p Mid Cap Etf	ETF	$684K	0.2%Prev: 0.2%	10,361 SH	Decreased-1,397 SH
Ishares Core S&p Small Cap Etf	ETF	$1.5M	0.3%Prev: 0.3%	12,165 SH	Increased-25 SH
Ishares Core S&p Total U S Stock Market Etf	ETF	$49.5M	10.9%Prev: 11.0%	332,634 SH	Increased+2,339 SH
Ishares Core S&p U S Growth Etf	ETF	$1.2M	0.3%Prev: 0.3%	6,994 SH	Increased+1 SH
Ishares Core S&p U S Value Etf	ETF	$1.2M	0.3%Prev: 0.3%	11,326 SH	Increased+2 SH
Ishares Expanded Tech Software Sector Etf	ETF	$231K	0.1%Prev: 0.2%	2,189 SH	Decreased-5,515 SH
Ishares Flexible Income Active Etf	ETF	$8.4M	1.9%Prev: 1.7%	159,894 SH	Increased+19,190 SH
Ishares Global Tech Etf	ETF	$1.0M	0.2%Prev: 0.2%	9,851 SH	Increased-17 SH
Ishares Ibonds 2026 High Yield & Income Etf	ETF	$215K	0.0%	9,300 SH	New
Ishares Ibonds December 2026 Corporate Etf	ETF	$1.7M	0.4%Prev: 0.3%	68,564 SH	Increased+6,695 SH
Ishares Ibonds December 2026 Municipal Etf	ETF	$581K	0.1%Prev: 0.1%	22,650 SH	Increased+13,250 SH
Ishares Ibonds December 2026 Treasury Etf	ETF	$7.1M	1.6%Prev: 1.3%	308,953 SH	Increased+67,118 SH
Ishares Ibonds December 2027 Municipal Etf	ETF	$328K	0.1%	12,900 SH	New
Ishares Ibonds December 2027 Tresury Etf	ETF	$2.5M	0.6%Prev: 0.4%	112,809 SH	Increased+30,816 SH
Ishares Iboxx $ High Yield Corporate Bond Etf	ETF	$222K	0.0%Prev: 0.1%	2,757 SH	Decreased
Ishares Msci Eafe Etf	ETF	$332K	0.1%Prev: 0.1%	3,452 SH	Increased
Ishares Msci Usa Min Volatility Factor Etf	ETF	$547K	0.1%Prev: 0.1%	5,811 SH	Increased+100 SH
Ishares Msci Usa Momentum Factor Etf	ETF	$1.5M	0.3%Prev: 0.4%	6,067 SH	Decreased-11 SH
Ishares Msci Usa Quality Factor Etf	ETF	$1.1M	0.2%Prev: 0.3%	5,317 SH	Decreased-540 SH
Ishares Msci Usa Value Factor Etf	ETF	$275K	0.1%Prev: 0.1%	2,010 SH	Increased
Ishares Russell 1000 Growth Etf	ETF	$1.6M	0.4%Prev: 0.4%	3,484 SH	Decreased-85 SH
Ishares Russell 1000 Value Etf	ETF	$1.7M	0.4%Prev: 0.4%	8,179 SH	Increased
Ishares Russell 2000 Etf	ETF	$2.1M	0.5%Prev: 0.5%	8,616 SH	Decreased-303 SH
Ishares Russell 3000 Etf	ETF	$365K	0.1%Prev: 0.1%	944 SH	Increased
Ishares Russell Mid Cap Growth Etf	ETF	$1.4M	0.3%Prev: 0.3%	10,548 SH	Decreased
Ishares S&p 500 Growth Etf	ETF	$641K	0.1%Prev: 0.1%	5,200 SH	Increased
Ishares S&p 500 Value Etf	ETF	$1.7M	0.4%Prev: 0.4%	7,885 SH	Increased
Ishares Select Dividend Etf	ETF	$2.1M	0.5%Prev: 0.5%	14,904 SH	Decreased+3 SH
Ishares U S Equity Factor Rotation Active Etf	ETF	$17.9M	3.9%Prev: 3.8%	293,970 SH	Increased+9,391 SH
Ishares U S Real Estate Etf	ETF	$221K	0.0%Prev: 0.1%	2,354 SH	Decreased+1 SH
Janus Henderson Aaa Clo Etf	ETF	$6.6M	1.5%Prev: 1.5%	130,565 SH	Decreased-2,369 SH
John Hancock Multifactor Mid Cap Etf	ETF	$12.9M	2.8%Prev: 2.7%	196,544 SH	Increased+12,401 SH
John Hancock Preferred Income Etf	ETF	$12.3M	2.7%Prev: 2.7%	540,006 SH	Increased+34,614 SH
Jpmorgan Active Bond Etf	ETF	$14.4M	3.2%Prev: 2.7%	267,004 SH	Increased+51,419 SH
Jpmorgan Active Growth Etf	ETF	$5.3M	1.2%Prev: 0.9%	57,494 SH	Increased+13,794 SH
Jpmorgan Betabuilders Japan Etf	ETF	$11.7M	2.6%Prev: 2.6%	177,006 SH	Increased+2,586 SH
Jpmorgan Chase & Co	COM	$1.6M	0.4%Prev: 0.4%	5,041 SH	Increased+70 SH
Jpmorgan Nasdaq Equity Premium Income Etf	ETF	$11.2M	2.5%Prev: 2.7%	191,863 SH	Decreased-12,325 SH
Jpmorgan U S Tech Leaders Etf	ETF	$445K	0.1%Prev: 0.1%	4,945 SH	Decreased-78 SH
Mcdonalds Corp	COM	$1.1M	0.2%Prev: 0.2%	3,554 SH	Increased+50 SH
Mckesson Corp	COM	$956K	0.2%Prev: 0.2%	1,165 SH	Increased
Merck & Company Inc	COM	$828K	0.2%Prev: 0.2%	7,867 SH	Increased-238 SH
Meta Platforms Inc Cl A	COM	$564K	0.1%Prev: 0.1%	855 SH	Decreased-38 SH
Microsoft Corp	COM	$3.5M	0.8%Prev: 0.8%	7,138 SH	Decreased-41 SH
Nextera Energy Inc	COM	$438K	0.1%Prev: 0.1%	5,458 SH	Increased+14 SH
Nvidia Corp	COM	$629K	0.1%Prev: 0.1%	3,373 SH	Increased+660 SH
Pepsico Inc	COM	$219K	0.0%Prev: 0.0%	1,527 SH	Increased
Procter & Gamble Co	COM	$257K	0.1%Prev: 0.1%	1,795 SH	Decreased
Proshares Nasdaq 100 High Income Etf	ETF	$1.9M	0.4%Prev: 0.5%	41,698 SH	Decreased-4,165 SH
Proshares S&p 500 Div Aristocrats Etf	ETF	$1.9M	0.4%Prev: 0.4%	18,678 SH	Increased-6 SH
Proshares S&p 500 High Income Etf	ETF	$439K	0.1%Prev: 0.1%	9,628 SH	Decreased-3,978 SH
Raymond James Financial Inc	COM	$251K	0.1%Prev: 0.1%	1,563 SH	Decreased
Rtx Corp	COM	$457K	0.1%Prev: 0.1%	2,490 SH	Increased-93 SH
Schwab U S Dividend Equity Etf	ETF	$683K	0.2%Prev: 0.2%	24,897 SH	Increased+1 SH
Spdr Dow Jones Industrial Average Etf	ETF	$687K	0.2%Prev: 0.2%	1,430 SH	Increased
Spdr Gold Minishares Etf	ETF	$586K	0.1%Prev: 0.1%	6,862 SH	Increased+1,480 SH
Spdr Gold Trust Gold Shares	ETF	$569K	0.1%Prev: 0.1%	1,437 SH	Increased+61 SH
Spdr S&p 500 Etf	ETF	$2.5M	0.5%Prev: 0.5%	3,599 SH	Increased+1 SH
Spdr S&p Mid Cap 400 Etf	ETF	$1.3M	0.3%Prev: 0.3%	2,120 SH	Decreased-176 SH
Spdr S&p Regional Banking Etf	ETF	$3.3M	0.7%Prev: 0.7%	51,105 SH	Increased+1,867 SH
State Street Blackstone High Income Etf	ETF	$1.9M	0.4%	66,392 SH	New
State Street Doubleline Short Duration Total Return Tactical Etf	ETF	$1.2M	0.3%	26,248 SH	New
State Street Energy Select Sector Spdr Etf	ETF	$317K	0.1%	7,090 SH	New
State Street Financial Select Sector Spdr Etf	ETF	$517K	0.1%	9,433 SH	New
State Street Healthcare Select Sector Spdr Etf	ETF	$229K	0.1%	1,480 SH	New
State Street Multi Asset Real Return Etf	ETF	$11.5M	2.5%	367,171 SH	New
State Street Nyse Technology Etf	ETF	$1.1M	0.2%	4,045 SH	New
State Street Spdr Bloomberg 1-3 Mth T-bill Etf	ETF	$402K	0.1%	4,394 SH	New
State Street Spdr Port S&p 500 Etf	ETF	$32.7M	7.2%	407,093 SH	New
State Street Spdr Portfolio Aggregate Bond Etf	ETF	$6.7M	1.5%	258,386 SH	New
State Street Spdr Portfolio Intermediate Term Treasury Etf	ETF	$12.1M	2.7%	418,460 SH	New
State Street Spdr Portfolio S&p 400 Mid Cap Etf	ETF	$1.5M	0.3%	26,034 SH	New
State Street Spdr Portfolio S&p 600 Small Cap Etf	ETF	$1.0M	0.2%	22,203 SH	New
State Street Spdr S&p 500 Value Etf	ETF	$230K	0.1%	4,055 SH	New
State Street Spdr S&p 600 Small Cap Value Etf	ETF	$533K	0.1%	5,859 SH	New
State Street Spdr S&p Dividend Etf	ETF	$367K	0.1%	2,640 SH	New
State Street Technology Select Sector Spdr Etf	ETF	$1.1M	0.3%	7,897 SH	New
State Street Utils Select Sector Spdr Etf	ETF	$751K	0.2%	17,600 SH	New
T Rowe Price Intl Equity Etf	ETF	$607K	0.1%Prev: 0.1%	17,597 SH	Increased+2,044 SH
Tesla Inc	COM	$1.4M	0.3%Prev: 0.3%	3,170 SH	Increased-12 SH
Thermo Fisher Scientific Inc	COM	$436K	0.1%Prev: 0.1%	752 SH	Increased+44 SH
United Parcel Service Inc Cl B	COM	$750K	0.2%Prev: 0.1%	7,564 SH	Increased+8 SH
Vanguard Core Plus Bond Etf	ETF	$397K	0.1%Prev: 0.1%	5,084 SH	Increased+237 SH
Vanguard Growth Etf	ETF	$1.7M	0.4%Prev: 0.4%	3,492 SH	Increased+136 SH
Vanguard High Dividend Yield Etf	ETF	$2.1M	0.5%Prev: 0.4%	14,374 SH	Increased+701 SH
Vanguard Municipal Tax Exempt Bond Index Etf	ETF	$939K	0.2%Prev: 0.2%	18,671 SH	Increased+1,223 SH
Vanguard S&p 500 Index Etf	ETF	$627K	0.1%Prev: 0.1%	1,001 SH	Increased+75 SH
Vanguard Short Term Inflation Protected Sec Etf	ETF	$244K	0.1%Prev: 0.1%	4,931 SH	Decreased-216 SH
Vanguard Short Term Tax Exempt Bond Etf	ETF	$457K	0.1%Prev: 0.1%	4,499 SH	Decreased
Vanguard Total Intl Stock Index Etf	ETF	$430K	0.1%Prev: 0.1%	5,703 SH	Increased+4 SH
Vanguard Total Stock Market Etf	ETF	$2.8M	0.6%Prev: 0.6%	8,405 SH	Increased+47 SH
Vanguard Value Etf	ETF	$298K	0.1%	1,558 SH	New
Verizon Communications Inc	COM	$274K	0.1%Prev: 0.1%	6,733 SH	Decreased-1,536 SH
W P Carey Inc	COM	$463K	0.1%Prev: 0.1%	7,188 SH	Decreased
Walmart Inc	COM	$275K	0.1%Prev: 0.1%	2,472 SH	Increased+150 SH
Walt Disney Co	COM	$205K	0.0%Prev: 0.0%	1,805 SH	Decreased
Waste Management Inc Del	COM	$590K	0.1%Prev: 0.1%	2,687 SH	Decreased
Wisdomtree Japan Opptys Etf	ETF	$1.3M	0.3%Prev: 0.3%	28,118 SH	Increased-2,011 SH

Sold (vs prior filing)

Blackrock Municipal 2030 Target Term Trust — $2.4M
Energy Select Sector Spdr Etf — $317K
Financial Select Sector Spdr Etf — $508K
Healthcare Select Sector Spdr Etf — $206K
Ishares 3-7yr Treasury Bond Etf — $709K
Ishares 7-10yr Treasury Bond Etf — $769K
Ishares Ibonds December 2025 Municipal Etf — $426K
Ishares Ibonds December 2025 Treasury Etf — $4.7M
Ishares Russell Mid Cap Value Etf — $242K
Oracle Corp — $226K
Pfizer Inc — $288K
Spdr Aggregate Bond Etf — $6.0M
Spdr Blackstone High Income Etf — $3.3M
Spdr Bloomberg 1-3 Month T-bill Etf — $401K
Spdr Doubleline Short Duration Total Return Tactical Etf — $1.3M
Spdr Intermediate Term Treasury Etf — $9.7M
Spdr Nyse Technology Etf — $1.1M
Spdr Portfolio S&p 400 Mid Cap Etf — $1.5M
Spdr Portfolio S&p 500 Etf — $31.9M
Spdr Portfolio S&p 500 Value Etf — $216K
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001727993-26-000002	$454.1M	View
Nov 13, 2025	Q3 2025	13F-HR	0001727993-25-000011	$439.2M	View
Aug 10, 2026	Q2 2026