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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.3B
$3.92 Million 1.71% of portfolio
1,964
Q1 2025 Reduced 0.2%
$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%
$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%
$102B
$1.77 Million 0.77% of portfolio
38,146
Q2 2025 Added 38.35%
$72.6B
$1.63 Million 0.71% of portfolio
16,120
Q2 2025 Added 9.88%
$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%
$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%
$69.4B
$1.41 Million 0.62% of portfolio
11,782
Q2 2025 Added 110.43%
$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%
$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%
$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%
$169B
$869,000 0.38% of portfolio
9,527
Q2 2025 Reduced 33.3%
$87.9B
$847,000 0.37% of portfolio
5,569
Q2 2025 Reduced 1.8%
$104B
$816,000 0.36% of portfolio
3,696
Q2 2025 Reduced 0.22%
$131B
$820,000 0.36% of portfolio
17,062
Q2 2025 Added 93.67%
$30.2B
$826,000 0.36% of portfolio
9,643
Q2 2025 Reduced 4.46%
$25.4B
$821,000 0.36% of portfolio
1,476
Q1 2025 Reduced 0.61%
$49.2B
$801,000 0.35% of portfolio
23,706
Q2 2025 New
$85.4B
$722,000 0.32% of portfolio
9,728
Q2 2025 Reduced 6.37%
$39.4B
$727,000 0.32% of portfolio
6,838
Q2 2025 Added 94.87%
$133B
$637,000 0.28% of portfolio
712
Q2 2025 Added 25.13%
$139B
$620,000 0.27% of portfolio
808
Q1 2025 Reduced 10.12%
$80.2B
$589,000 0.26% of portfolio
47,086
Q2 2025 Added 52.62%
$44.6B
$592,000 0.26% of portfolio
60,975
Q2 2025 Reduced 27.03%
$61.8B
$551,000 0.24% of portfolio
18,763
Q2 2025 Added 0.01%
$136B
$516,000 0.23% of portfolio
4,657
Q2 2025 Reduced 46.48%
$73.4B
$497,000 0.22% of portfolio
1,395
Q1 2025 Reduced 31.65%
$27.9B
$510,000 0.22% of portfolio
4,618
Q2 2025 Added 6,497.14%
$19.9B
$466,000 0.2% of portfolio
10,443
Q2 2025 Reduced 18.89%
$160B
$450,000 0.2% of portfolio
1,612
Q2 2025 Reduced 5.51%
$44.2B
$453,000 0.2% of portfolio
5,077
Q2 2025 Reduced 65.36%

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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