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Latest Ridgewood Investments LLC Stock Portfolio

$244Million | No. of Holdings #208

About Ridgewood Investments LLC and 13F Hedge Fund Stock Holdings

On 2026-04-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ridgewood Investments LLC reported an equity portfolio of $244.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Ridgewood Investments LLC are , GOOG, DMXF. The fund has invested 9.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 3.1% of portfolio in ALPHABET INC. <br><br> Ridgewood Investments LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL, ALPHABET INC (GOOG) and ISHARES TR (DMXF).
Ridgewood Investments LLC Equity Portfolio Value
Last Reported on: 03 Apr, 2026
$244Million
  as of Apr 03, 2026

Ridgewood Investments LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
berkshire hathaway inc del23,049,500
alphabet inc7,668,880
ishares tr6,318,160
vanguard bd index fds5,453,150
ishares tr4,119,200
vanguard index fds4,103,890
spdr series trust3,885,980
markel group inc3,709,470
New stocks bought by Ridgewood Investments LLC

Additions

No additions were made to existing positions by Ridgewood Investments LLC

Reductions

None of the existing positions were reduced by Ridgewood Investments LLC

Sold off

None of the stocks were completely sold off by Ridgewood Investments LLC

Sector Distribution

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
  • Energy
Sector%
Others47.2
Technology10.2
Financial Services9.7
Communication Services7
Healthcare6.4
Industrials6
Consumer Defensive5.1
Consumer Cyclical3.1
Utilities2
Energy1.8

Market Cap. Distribution

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED47.2
LARGE-CAP28.2
MEGA-CAP16.8
MID-CAP5.6
SMALL-CAP1.4

Stocks belong to which Index?

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others54.7
S&P 50040.7
RUSSELL 20004.7
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Ridgewood Investments LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ridgewood Investments LLC

$244.49MTotal Value
208Positions
03 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Ridgewood Investments LLC, last reported on 03 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ridgewood Investments LLC's holding in Ishares Tr over time
1.69%37,315
$4.12M
1.69%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ridgewood Investments LLC's holding in Ishares Tr over time
0.8%37,036
$1.95M
0.8%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ridgewood Investments LLC's holding in Ishares Tr over time
0.27%8,245
$649.5K
0.27%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ridgewood Investments LLC's holding in Ishares Tr over time
0.24%9,900
$586.0K
0.24%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Ridgewood Investments LLC's holding in Ishares Tr over time
0.5%12,012
$1.22M
0.5%
new position