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 Market Cap. of $50 Millions to $300 Millions
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