Ridgewood Investments LLC Portfolio Holdings

Ridgewood Investments LLC

  • $213 Million
  • Q1 2025

Ridgewood Investments LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Million distributed in 734 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $26.1M, Ishares Tr with a value of $6.02M, Alphabet Inc. with a value of $4.08M, Markel Corp with a value of $3.67M, and Vanguard Index Fds S&P 500 ETF with a value of $3.63M.

Examining the 13F form we can see an increase of $4.93M in the current position value, from $208M to 213M.

Below you can find more details about Ridgewood Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $58.1 Million
Financial Services: $48.4 Million
Technology: $25.2 Million
Healthcare: $18.7 Million
Communication Services: $16.1 Million
Industrials: $14.9 Million
Consumer Cyclical: $10.3 Million
Energy: $6.34 Million
Other: $15.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$26.1 Million 12.21% of portfolio
48,916
Q1 2025 Added 0.01%
$0
$6.02 Million 2.82% of portfolio
54,484
Q1 2025 Reduced 17.27%
$993B
$4.08 Million 1.91% of portfolio
26,388
Q1 2025 Added 3.06%
$25.9B
$3.67 Million 1.72% of portfolio
1,964
Q1 2025 Reduced 0.2%
$0
$3.63 Million 1.7% of portfolio
7,057
Q1 2025 Reduced 4.05%
$0
$3.38 Million 1.58% of portfolio
29,133
Q1 2025 Reduced 3.32%
$0
$3.2 Million 1.5% of portfolio
40,829
Q1 2025 Added 8.18%
$0
$2.91 Million 1.36% of portfolio
49,600
Q1 2025 Reduced 1.16%
$0
$2.77 Million 1.3% of portfolio
27,467
Q1 2025 Added 12.09%
$0
$2.68 Million 1.25% of portfolio
10,347
Q1 2025 Added 7.95%
$115B
$2.61 Million 1.22% of portfolio
29,025
Q1 2025 Added 3.63%
$3.39T
$2.34 Million 1.09% of portfolio
6,223
Q1 2025 Added 48.2%
$171B
$2.16 Million 1.01% of portfolio
14,083
Q1 2025 Added 9.53%
$0
$2.13 Million 1.0% of portfolio
28,570
Q1 2025 Added 0.05%
$12.6B
$2.13 Million 1.0% of portfolio
74,939
Q1 2025 Reduced 1.37%
$0
$2.12 Million 0.99% of portfolio
9,560
Q1 2025 Added 10.29%
$128B
$2.05 Million 0.96% of portfolio
80,825
Q1 2025 Added 38.29%
$0
$2.01 Million 0.94% of portfolio
24,297
Q1 2025 Reduced 7.42%
$1.44T
$1.8 Million 0.85% of portfolio
3,130
Q1 2025 Added 10.8%
$9.81B
$1.73 Million 0.81% of portfolio
25,213
Q1 2025 Reduced 0.53%
$177B
$1.73 Million 0.81% of portfolio
8,886
Q1 2025 Added 38.17%
$1.01T
$1.7 Million 0.8% of portfolio
10,237
Q1 2025 Added 12.59%
$0
$1.71 Million 0.8% of portfolio
55,528
Q1 2025 Added 38.32%
$99.4B
$1.68 Million 0.79% of portfolio
27,572
Q1 2025 Reduced 15.24%
$0
$1.67 Million 0.78% of portfolio
3,561
Q1 2025 Reduced 4.79%
$22.1B
$1.66 Million 0.78% of portfolio
18,093
Q1 2025 Added 14.73%
$73.9B
$1.61 Million 0.76% of portfolio
14,671
Q1 2025 Added 7.67%
$67.5B
$1.61 Million 0.76% of portfolio
14,524
Q1 2025 Reduced 3.37%
$11.9B
$1.61 Million 0.75% of portfolio
40,965
Q1 2025 Reduced 2.11%
$1.48B
$1.57 Million 0.74% of portfolio
10,528
Q1 2025 Reduced 0.5%
$327B
$1.54 Million 0.72% of portfolio
11,644
Q1 2025 Reduced 32.53%
$14.1B
$1.54 Million 0.72% of portfolio
148,163
Q1 2025 Added 3.85%
$31.2B
$1.48 Million 0.7% of portfolio
29,865
Q1 2025 Added 6.15%
$78.5B
$1.41 Million 0.66% of portfolio
13,733
Q1 2025 Added 9.21%
$27.5B
$1.36 Million 0.64% of portfolio
28,378
Q1 2025 Added 20.88%
$33.8B
$1.36 Million 0.64% of portfolio
28,065
Q1 2025 Added 47.04%
$3.77B
$1.37 Million 0.64% of portfolio
17,654
Q1 2025 Added 17.34%
$0
$1.34 Million 0.63% of portfolio
14,319
Q1 2025 Added 0.04%
$194B
$1.33 Million 0.62% of portfolio
3,469
Q1 2025 Added 9.16%
$99.3B
$1.31 Million 0.61% of portfolio
4,941
Q1 2025 Reduced 2.45%
$21.8B
$1.3 Million 0.61% of portfolio
34,717
Q1 2025 Added 18.65%
$14.7B
$1.28 Million 0.6% of portfolio
15,339
Q1 2025 Added 0.1%
$207B
$1.25 Million 0.58% of portfolio
12,652
Q1 2025 Added 1.31%
$142B
$1.21 Million 0.57% of portfolio
8,359
Q1 2025 Added 52.06%
$0
$1.2 Million 0.56% of portfolio
4,365
Q1 2025 Reduced 6.89%
$156B
$1.18 Million 0.55% of portfolio
32,099
Q1 2025 Added 4.2%
$261B
$1.18 Million 0.55% of portfolio
19,053
Q1 2025 Added 3.63%
$4.36B
$1.16 Million 0.55% of portfolio
18,051
Q1 2025 Reduced 1.77%
$2.09T
$1.18 Million 0.55% of portfolio
6,212
Q1 2025 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 734
  • Current Value $213 Million
  • Prior Value $208 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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