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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.31 Million 0.57% of portfolio
4,296
Q2 2025 Reduced 1.58%
$126B
$1.3 Million 0.57% of portfolio
5,461
Q2 2025 Added 19.73%
$308B
$1.26 Million 0.55% of portfolio
8,771
Q2 2025 Added 115.93%
$100B
$1.25 Million 0.54% of portfolio
9,260
Q2 2025 Reduced 32.57%
$0
$1.16 Million 0.51% of portfolio
42,099
Q2 2025 Added 53.93%
$0
$1.16 Million 0.51% of portfolio
15,051
Q2 2025 Added 4.99%
$31.8B
$1.12 Million 0.49% of portfolio
54,976
Q2 2025 Reduced 5.21%
$22.8B
$1.03 Million 0.45% of portfolio
32,462
Q2 2025 Reduced 6.5%
$169B
$1.03 Million 0.45% of portfolio
4,655
Q2 2025 Added 97.25%
$0
$1 Million 0.44% of portfolio
21,597
Q2 2025 Added 24.88%
$41.4B
$1.01 Million 0.44% of portfolio
10,264
Q2 2025 Added 1,479.08%
$0
$1.01 Million 0.44% of portfolio
14,976
Q2 2025 Added 53.99%
$0
$998,000 0.44% of portfolio
12,462
Q2 2025 Reduced 2.63%
$37.1B
$1.01 Million 0.44% of portfolio
10,191
Q2 2025 Added 79.86%
$322M
$974,000 0.43% of portfolio
25,558
Q2 2024 Added 2.4%
$18B
$970,000 0.42% of portfolio
16,770
Q2 2025 Added 1.28%
$64.9B
$952,000 0.42% of portfolio
3,378
Q1 2025 Reduced 5.43%
$18.4B
$919,000 0.4% of portfolio
3,200
Q3 2017 New
$94.3B
$925,000 0.4% of portfolio
3,357
Q2 2025 Reduced 32.06%
$243B
$895,000 0.39% of portfolio
2,808
Q1 2025 Reduced 9.21%
$433B
$884,000 0.39% of portfolio
2,413
Q2 2025 Reduced 1.87%
$170B
$869,000 0.38% of portfolio
9,527
Q2 2025 Reduced 33.3%
$87.3B
$847,000 0.37% of portfolio
5,569
Q2 2025 Reduced 1.8%
$90.8B
$816,000 0.36% of portfolio
3,696
Q2 2025 Reduced 0.22%
$137B
$820,000 0.36% of portfolio
17,062
Q2 2025 Added 93.67%
$8.6B
$829,000 0.36% of portfolio
78,843
Q2 2025 New
$39.7B
$826,000 0.36% of portfolio
9,643
Q2 2025 Reduced 4.46%
$23.6B
$821,000 0.36% of portfolio
1,476
Q1 2025 Reduced 0.61%
$0
$799,000 0.35% of portfolio
2,811
Q2 2025 Reduced 4.39%
$50.4B
$801,000 0.35% of portfolio
23,706
Q2 2025 New
$0
$758,000 0.33% of portfolio
7,375
Q2 2025 Added 378.27%
$77.4B
$722,000 0.32% of portfolio
9,728
Q2 2025 Reduced 6.37%
$145M
$743,000 0.32% of portfolio
17,935
Q2 2025 Reduced 23.47%
$7.25B
$734,000 0.32% of portfolio
5,104
Q4 2024 Reduced 0.02%
$41.3B
$727,000 0.32% of portfolio
6,838
Q2 2025 Added 94.87%
$0
$732,000 0.32% of portfolio
6,681
Q2 2025 Reduced 4.94%
$0
$715,000 0.31% of portfolio
7,939
Q2 2025 Added 9.62%
$0
$707,000 0.31% of portfolio
29,040
Q2 2025 Reduced 0.95%
$466B
$687,000 0.3% of portfolio
4,498
Q2 2025 Reduced 6.7%
$211B
$690,000 0.3% of portfolio
5,571
Q2 2025 Reduced 55.97%
$0
$684,000 0.3% of portfolio
8,534
Q2 2025 Reduced 8.92%
$0
$668,000 0.29% of portfolio
13,500
Q2 2025 Added 30.26%
$411B
$634,000 0.28% of portfolio
5,593
Q2 2025 Reduced 51.97%
$137B
$637,000 0.28% of portfolio
712
Q2 2025 Added 25.13%
$529B
$652,000 0.28% of portfolio
487
Q2 2025 Reduced 2.99%
$229B
$616,000 0.27% of portfolio
4,225
Q2 2025 Reduced 42.42%
$134B
$620,000 0.27% of portfolio
808
Q1 2025 Reduced 10.12%
$0
$587,000 0.26% of portfolio
11,136
Q2 2025 Added 35.49%
$82.4B
$589,000 0.26% of portfolio
47,086
Q2 2025 Added 52.62%

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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