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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$26.1 Million 12.21% of portfolio
48,916
Q1 2025 Added 0.01%
$1.07T
$4.08 Million 1.91% of portfolio
26,388
Q1 2025 Added 3.06%
$27B
$3.67 Million 1.72% of portfolio
1,964
Q1 2025 Reduced 0.2%
$118B
$2.61 Million 1.22% of portfolio
29,025
Q1 2025 Added 3.63%
$3.75T
$2.34 Million 1.09% of portfolio
6,223
Q1 2025 Added 48.2%
$179B
$2.16 Million 1.01% of portfolio
14,083
Q1 2025 Added 9.53%
$13.4B
$2.13 Million 1.0% of portfolio
74,939
Q1 2025 Reduced 1.37%
$1.08T
$2.07 Million 0.97% of portfolio
13,244
Q1 2025 Added 0.02%
$143B
$2.05 Million 0.96% of portfolio
80,825
Q1 2025 Added 38.29%
$1.62T
$1.8 Million 0.85% of portfolio
3,130
Q1 2025 Added 10.8%
$10.1B
$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%
$1.2T
$1.7 Million 0.8% of portfolio
10,237
Q1 2025 Added 12.59%
$101B
$1.68 Million 0.79% of portfolio
27,572
Q1 2025 Reduced 15.24%
$22.9B
$1.66 Million 0.78% of portfolio
18,093
Q1 2025 Added 14.73%
$74.5B
$1.61 Million 0.76% of portfolio
14,671
Q1 2025 Added 7.67%
$11.6B
$1.61 Million 0.75% of portfolio
40,965
Q1 2025 Reduced 2.11%
$1.3B
$1.57 Million 0.74% of portfolio
10,528
Q1 2025 Reduced 0.5%
$275B
$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%
$33.5B
$1.48 Million 0.7% of portfolio
29,865
Q1 2025 Added 6.15%
$85.5B
$1.41 Million 0.66% of portfolio
13,733
Q1 2025 Added 9.21%
$29.7B
$1.36 Million 0.64% of portfolio
28,378
Q1 2025 Added 20.88%
$41.3B
$1.36 Million 0.64% of portfolio
28,065
Q1 2025 Added 47.04%
$4.28B
$1.37 Million 0.64% of portfolio
17,654
Q1 2025 Added 17.34%
$174B
$1.33 Million 0.62% of portfolio
3,469
Q1 2025 Added 9.16%
$99.1B
$1.31 Million 0.61% of portfolio
4,941
Q1 2025 Reduced 2.45%
$22.6B
$1.3 Million 0.61% of portfolio
34,717
Q1 2025 Added 18.65%
$14.9B
$1.28 Million 0.6% of portfolio
15,339
Q1 2025 Added 0.1%
$220B
$1.25 Million 0.58% of portfolio
12,652
Q1 2025 Added 1.31%
$168B
$1.21 Million 0.57% of portfolio
8,359
Q1 2025 Added 52.06%
$157B
$1.18 Million 0.55% of portfolio
32,099
Q1 2025 Added 4.2%
$284B
$1.18 Million 0.55% of portfolio
19,053
Q1 2025 Added 3.63%
$5.06B
$1.16 Million 0.55% of portfolio
18,051
Q1 2025 Reduced 1.77%
$2.27T
$1.18 Million 0.55% of portfolio
6,212
Q1 2025 Added 4.91%
$21.2B
$1.17 Million 0.55% of portfolio
16,558
Q1 2025 Added 0.33%
$212B
$1.16 Million 0.54% of portfolio
12,933
Q1 2025 Added 84.65%
$179B
$1.11 Million 0.52% of portfolio
24,365
Q1 2025 Added 11.79%
$168B
$1.12 Million 0.52% of portfolio
14,283
Q1 2025 Reduced 4.06%
$44.1B
$1.11 Million 0.52% of portfolio
14,657
Q1 2025 Reduced 6.56%
$367M
$1.1 Million 0.51% of portfolio
25,558
Q2 2024 Added 2.4%
$135B
$1.08 Million 0.51% of portfolio
6,344
Q1 2025 Added 6.73%
$65.3B
$996,000 0.47% of portfolio
3,378
Q1 2025 Reduced 5.43%
$406B
$1 Million 0.47% of portfolio
9,261
Q1 2025 Added 11.3%
$13.7B
$986,000 0.46% of portfolio
3,200
Q3 2017 New
$142B
$975,000 0.46% of portfolio
8,702
Q1 2025 Reduced 20.95%
$215B
$971,000 0.46% of portfolio
7,338
Q1 2025 Reduced 28.6%
$636B
$975,000 0.46% of portfolio
6,975
Q1 2025 Added 87.7%
$20B
$932,000 0.44% of portfolio
32,266
Q1 2025 Reduced 15.33%

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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