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 $50 Millions to $300 Millions
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