Ridgewood Investments LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ridgewood Investments LLC

CIK Number: 0001703556

231.49M
Market Value
671
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-B Berkshire Hatha...
499.02
+0.63% 48.86K -0.12% 23.73M 163.92 10.25% Share
2 SHV iShares Short T...
110.20
+0.04% 48.57K -10.85% 5.36M 110.36 2.32% Share
3 GOOGL Alphabet Inc.
245.35
-0.14% 29.58K +12.09% 5.21M 97.38 2.25% Share
4 VOO Vanguard S&P 50...
615.18
-0.01% 7.19K +1.91% 4.08M 336.45 1.76% Share
5 MKL Markel Corporat...
1942.09
+1.11% 1.96K 0.00% 3.92M 925.6 1.69% Share
6 VT Vanguard Total ...
139.08
+0.27% 28.17K -3.31% 3.62M 79.67 1.56% Share
7 BSV Vanguard Short-...
78.79
-0.04% 44.58K +9.18% 3.51M 78.25 1.52% Share
8 MSFT Microsoft Corpo...
517.35
+0.31% 6.37K +2.31% 3.17M 329.2 1.37% Share
9 VO Vanguard Mid Ca...
295.20
+0.23% 11.19K +8.18% 3.13M 205.83 1.35% Share
10 SGOV iShares 0-3 Mon...
100.42
+0.03% 30.93K +12.62% 3.11M 100.41 1.35% Share
11 VGSH Vanguard Short-...
58.72
-0.01% 49.15K -0.92% 2.89M 58.46 1.25% Share
12 META Meta Platforms,...
710.56
-2.27% 3.91K +24.98% 2.89M 326.3 1.25% Share
13 VB Vanguard Small ...
257.80
+0.50% 10.79K +12.91% 2.56M 194.81 1.10% Share
14 QCOM QUALCOMM Incorp...
169.18
+0.20% 15.62K +10.90% 2.49M 151.21 1.07% Share
15 MDT Medtronic plc
97.70
+2.33% 28.52K -1.73% 2.49M 86.5 1.07% Share
16 TSM Taiwan Semicond...
292.25
+1.44% 10.76K +5.06% 2.44M 92.98 1.05% Share
17 TXN Texas Instrumen...
180.32
-1.1% 11.43K +28.67% 2.37M 182.37 1.03% Share
18 GOOG Alphabet Inc.
246.45
+0.01% 13.23K -0.08% 2.35M 47.09 1.01% Share
19 MCHP Microchip Techn...
66.54
+0.62% 31.17K +11.05% 2.19M 60.22 0.95% Share
20 FLRN SPDR Bloomberg ...
30.76
+0.03% 68.23K +22.87% 2.1M 30.72 0.91% Share
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