Ridgewood Investments LLC Portfolio Holdings

Ridgewood Investments LLC

  • $236 Million
  • Q3 2025

Ridgewood Investments LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Million distributed in 202 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 $24.7M, Alphabet Inc. with a value of $7.3M, Ishares Trishares 0 3 Mnth Tre with a value of $5.17M, Ishares Tr with a value of $4.84M, and Vanguard Index Fds S&P 500 ETF with a value of $4.78M.

Examining the 13F form we can see an increase of $7.34M in the current position value, from $229M to 236M.

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

Portfolio value $236 Million
ETFs: $71.8 Million
Financial Services: $48.7 Million
Technology: $33.5 Million
Communication Services: $18.4 Million
Healthcare: $16.3 Million
Industrials: $13.2 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $8.55 Million
Other: $15.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$24.7 Million 10.45% of portfolio
49,147
Q3 2025 Added 0.59%
$1.65T
$7.3 Million 3.09% of portfolio
30,033
Q3 2025 Added 1.53%
$27.9B
$3.78 Million 1.6% of portfolio
1,979
Q3 2025 Added 0.76%
$1.74T
$3.22 Million 1.36% of portfolio
13,235
Q3 2025 Added 0.01%
$3.78T
$2.93 Million 1.24% of portfolio
5,656
Q3 2025 Reduced 11.17%
$1.37T
$2.94 Million 1.24% of portfolio
4,008
Q3 2025 Added 2.45%
$187B
$2.72 Million 1.15% of portfolio
16,372
Q3 2025 Added 4.83%
$128B
$2.7 Million 1.14% of portfolio
28,348
Q3 2025 Reduced 0.62%
$1.46T
$2.63 Million 1.11% of portfolio
9,409
Q3 2025 Reduced 12.52%
$177B
$2.58 Million 1.09% of portfolio
13,276
Q3 2025 Added 16.11%
$197B
$2.38 Million 1.01% of portfolio
11,625
Q3 2025 Added 11.76%
$99.5B
$2.19 Million 0.93% of portfolio
48,602
Q3 2025 Added 27.41%
$29.5B
$2.12 Million 0.9% of portfolio
33,007
Q3 2025 Added 5.9%
$23B
$2.1 Million 0.89% of portfolio
20,414
Q3 2025 Added 4.92%
$12.8B
$2.05 Million 0.87% of portfolio
16,603
Q3 2025 Added 28.43%
$1.63B
$2.02 Million 0.86% of portfolio
10,540
Q3 2025 Added 0.05%
$235B
$1.96 Million 0.83% of portfolio
23,338
Q3 2025 Added 8.65%
$141B
$1.94 Million 0.82% of portfolio
76,186
Q3 2025 Added 21.83%
$465B
$1.82 Million 0.77% of portfolio
9,753
Q3 2025 Reduced 5.84%
$32.2B
$1.75 Million 0.74% of portfolio
29,217
Q3 2025 Added 2.21%
$593B
$1.73 Million 0.73% of portfolio
6,162
Q3 2025 Reduced 18.72%
$13.7B
$1.69 Million 0.72% of portfolio
39,839
Q3 2025 Reduced 0.51%
$4.09B
$1.69 Million 0.71% of portfolio
18,330
Q3 2025 Reduced 0.19%
$9.72B
$1.66 Million 0.7% of portfolio
25,063
Q2 2025 Reduced 0.59%
$490B
$1.63 Million 0.69% of portfolio
14,486
Q3 2025 Added 8.45%
$64.7B
$1.56 Million 0.66% of portfolio
13,901
Q3 2025 Added 17.99%
$72.3B
$1.55 Million 0.65% of portfolio
13,849
Q3 2025 Reduced 0.72%
$4.74B
$1.53 Million 0.65% of portfolio
18,051
Q1 2025 Reduced 1.77%
$2.39T
$1.47 Million 0.62% of portfolio
6,684
Q3 2025 Added 0.71%
$40.1B
$1.37 Million 0.58% of portfolio
10,433
Q3 2025 Added 8.19%
$139B
$1.34 Million 0.57% of portfolio
4,055
Q3 2025 Reduced 29.77%
$21.2B
$1.34 Million 0.57% of portfolio
3,200
Q3 2017 New
$37B
$1.33 Million 0.56% of portfolio
14,581
Q3 2025 Added 43.08%
$68.7B
$1.3 Million 0.55% of portfolio
15,535
Q3 2025 Reduced 3.63%
$118B
$1.3 Million 0.55% of portfolio
5,296
Q3 2025 Reduced 3.02%
$418B
$1.31 Million 0.55% of portfolio
7,346
Q3 2025 Added 31.34%
$29.4B
$1.27 Million 0.54% of portfolio
51,732
Q3 2025 Reduced 5.9%
$14.1B
$1.25 Million 0.53% of portfolio
120,118
Q3 2025 Reduced 20.27%
$140B
$1.23 Million 0.52% of portfolio
4,903
Q3 2025 Added 5.33%
$151B
$1.18 Million 0.5% of portfolio
3,343
Q3 2025 Reduced 10.13%
$23.5B
$1.18 Million 0.5% of portfolio
33,700
Q3 2025 Added 3.81%
$41.4B
$1.19 Million 0.5% of portfolio
13,271
Q3 2025 Added 29.3%
$13.5B
$1.16 Million 0.49% of portfolio
13,650
Q3 2025 Reduced 11.1%
$92B
$1.17 Million 0.49% of portfolio
7,665
Q3 2025 Reduced 17.22%
$303B
$1.12 Million 0.47% of portfolio
7,231
Q3 2025 Reduced 17.56%
$9.23B
$1.03 Million 0.44% of portfolio
78,343
Q3 2025 Reduced 0.63%
$1.29T
$1.01 Million 0.43% of portfolio
2,276
Q3 2025 Added 23.97%
$55.3B
$1.01 Million 0.43% of portfolio
92,611
Q3 2025 Added 51.88%
$138B
$990,000 0.42% of portfolio
17,771
Q3 2025 Added 4.16%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $236 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Ridgewood Investments LLC Portfolio

Follow Ridgewood Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgewood Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgewood Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email