Ridgewood Investments LLC Portfolio Holdings

Ridgewood Investments LLC

  • $229 Million
  • Q2 2025

Ridgewood Investments LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Million distributed in 744 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 $23.7M, Ishares Tr with a value of $5.36M, Alphabet Inc. with a value of $5.21M, Vanguard Index Fds S&P 500 ETF with a value of $4.09M, and Markel Corp with a value of $3.92M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $213M to 229M.

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

Portfolio value $229 Million
ETFs: $65.2 Million
Financial Services: $46.8 Million
Technology: $32.4 Million
Communication Services: $16.8 Million
Healthcare: $16.2 Million
Industrials: $14.8 Million
Consumer Cyclical: $10.7 Million
Consumer Defensive: $8.65 Million
Other: $17.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$23.7 Million 10.36% of portfolio
48,859
Q2 2025 Reduced 0.12%
$1.07T
$5.21 Million 2.28% of portfolio
29,579
Q2 2025 Added 12.09%
$27.3B
$3.92 Million 1.71% of portfolio
1,964
Q1 2025 Reduced 0.2%
$3.81T
$3.17 Million 1.38% of portfolio
6,367
Q2 2025 Added 2.31%
$1.62T
$2.89 Million 1.26% of portfolio
3,912
Q2 2025 Added 24.98%
$171B
$2.49 Million 1.09% of portfolio
15,618
Q2 2025 Added 10.9%
$119B
$2.49 Million 1.09% of portfolio
28,524
Q2 2025 Reduced 1.73%
$1.27T
$2.44 Million 1.06% of portfolio
10,755
Q2 2025 Added 5.06%
$1.12T
$2.35 Million 1.02% of portfolio
13,234
Q2 2025 Reduced 0.08%
$177B
$2.23 Million 0.97% of portfolio
11,434
Q2 2025 Added 28.67%
$41B
$2.19 Million 0.96% of portfolio
31,167
Q2 2025 Added 11.05%
$166B
$1.9 Million 0.83% of portfolio
10,402
Q2 2025 Added 24.44%
$24B
$1.88 Million 0.82% of portfolio
19,457
Q2 2025 Added 7.54%
$9.46B
$1.83 Million 0.8% of portfolio
25,063
Q2 2025 Reduced 0.59%
$200B
$1.81 Million 0.79% of portfolio
13,692
Q2 2025 Added 667.49%
$102B
$1.77 Million 0.77% of portfolio
38,146
Q2 2025 Added 38.35%
$671B
$1.66 Million 0.72% of portfolio
7,581
Q2 2025 Added 8.69%
$431B
$1.64 Million 0.71% of portfolio
10,358
Q2 2025 Added 11.85%
$72.6B
$1.63 Million 0.71% of portfolio
16,120
Q2 2025 Added 9.88%
$1.3B
$1.6 Million 0.7% of portfolio
10,535
Q2 2025 Added 0.07%
$116B
$1.59 Million 0.69% of portfolio
5,774
Q2 2025 Added 9.75%
$15.9B
$1.55 Million 0.68% of portfolio
12,928
Q2 2025 Added 474.58%
$14.1B
$1.57 Million 0.68% of portfolio
150,648
Q2 2025 Added 1.68%
$4.12B
$1.56 Million 0.68% of portfolio
18,364
Q2 2025 Added 4.02%
$11.4B
$1.54 Million 0.67% of portfolio
40,043
Q2 2025 Reduced 2.25%
$138B
$1.52 Million 0.66% of portfolio
62,537
Q2 2025 Reduced 22.63%
$29.4B
$1.51 Million 0.66% of portfolio
28,586
Q2 2025 Added 0.73%
$64.1B
$1.47 Million 0.64% of portfolio
13,950
Q2 2025 Reduced 3.95%
$2.28T
$1.46 Million 0.64% of portfolio
6,637
Q2 2025 Added 6.84%
$170B
$1.44 Million 0.63% of portfolio
3,720
Q2 2025 Added 7.24%
$465B
$1.44 Million 0.63% of portfolio
13,357
Q2 2025 Added 131.21%
$69.4B
$1.41 Million 0.62% of portfolio
11,782
Q2 2025 Added 110.43%
$5.13B
$1.37 Million 0.6% of portfolio
18,051
Q1 2025 Reduced 1.77%
$14.8B
$1.32 Million 0.58% of portfolio
15,354
Q2 2025 Added 0.1%
$124B
$1.3 Million 0.57% of portfolio
5,461
Q2 2025 Added 19.73%
$296B
$1.26 Million 0.55% of portfolio
8,771
Q2 2025 Added 115.93%
$87.5B
$1.25 Million 0.54% of portfolio
9,260
Q2 2025 Reduced 32.57%
$26.8B
$1.12 Million 0.49% of portfolio
54,976
Q2 2025 Reduced 5.21%
$21.5B
$1.03 Million 0.45% of portfolio
32,462
Q2 2025 Reduced 6.5%
$136B
$1.03 Million 0.45% of portfolio
4,655
Q2 2025 Added 97.25%
$47.7B
$1.01 Million 0.44% of portfolio
10,264
Q2 2025 Added 1,479.08%
$42.1B
$1.01 Million 0.44% of portfolio
10,191
Q2 2025 Added 79.86%
$350M
$974,000 0.43% of portfolio
25,558
Q2 2024 Added 2.4%
$20.6B
$970,000 0.42% of portfolio
16,770
Q2 2025 Added 1.28%
$65.1B
$952,000 0.42% of portfolio
3,378
Q1 2025 Reduced 5.43%
$13.5B
$919,000 0.4% of portfolio
3,200
Q3 2017 New
$99.9B
$925,000 0.4% of portfolio
3,357
Q2 2025 Reduced 32.06%
$236B
$895,000 0.39% of portfolio
2,808
Q1 2025 Reduced 9.21%
$368B
$884,000 0.39% of portfolio
2,413
Q2 2025 Reduced 1.87%

Summary

  • Portfolio
  • No. of Stocks 744
  • Current Value $229 Million
  • Prior Value $213 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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