Ridgewood Investments LLC

CIK Number: 0001703556

231.49M
Market Value
667
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BRK-B Berkshire Hatha...
479.02
+0.36% 48.92K +0.01% 26.05M 163.92 12.16% Share
2 SHV iShares Short T...
110.26
0.00% 54.48K -17.27% 6.02M 110.36 2.81% Share
3 GOOGL Alphabet Inc.
202.88
+0.46% 26.39K +3.06% 4.08M 87.85 1.90% Share
4 MKL Markel Corporat...
1954.49
-0.41% 1.96K -0.2% 3.67M 925.6 1.71% Share
5 VOO Vanguard S&P 50...
592.77
-0.01% 7.06K -4.05% 3.63M 332.02 1.69% Share
6 VT Vanguard Total ...
133.34
-0.27% 29.13K -3.32% 3.38M 79.67 1.58% Share
7 BSV Vanguard Short-...
78.63
-0.12% 40.83K +8.18% 3.2M 78.21 1.49% Share
8 VGSH Vanguard Short-...
58.65
-0.1% 49.6K -1.16% 2.91M 58.46 1.36% Share
9 SGOV iShares 0-3 Mon...
100.53
+0.02% 27.47K +12.09% 2.77M 100.38 1.29% Share
10 VO Vanguard Mid Ca...
286.38
-0.71% 10.35K +7.95% 2.68M 199.78 1.25% Share
11 MDT Medtronic plc
91.95
-1.03% 29.02K +3.63% 2.53M 86.5 1.18% Share
12 MSFT Microsoft Corpo...
522.28
+0.33% 6.22K +48.20% 2.34M 325.31 1.09% Share
13 QCOM QUALCOMM Incorp...
158.09
+0.96% 14.08K +9.53% 2.16M 150.33 1.01% Share
14 SPLV Invesco S&P 500...
73.55
-0.65% 28.57K +0.05% 2.13M 47.54 1.00% Share
15 SNN Smith & Nephew ...
36.61
-0.46% 74.94K -1.37% 2.13M 28.59 0.99% Share
16 VB Vanguard Small ...
246.81
-1.26% 9.56K +10.29% 2.12M 189.36 0.99% Share
17 GOOG Alphabet Inc.
203.77
+0.36% 13.24K +0.02% 2.07M 47.09 0.97% Share
18 VONV Vanguard Russel...
87.19
-0.26% 24.3K -7.42% 2.01M 57.34 0.94% Share
19 META Meta Platforms,...
781.96
+0.24% 3.13K +10.80% 1.8M 223.42 0.84% Share
20 HSIC Henry Schein, I...
67.96
-1.49% 25.21K -0.53% 1.73M 71.77 0.81% Share
21 FLRN SPDR Bloomberg ...
30.79
+0.02% 55.53K +38.32% 1.71M 30.69 0.80% Share
22 TSM Taiwan Semicond...
240.97
-0.19% 10.24K +12.59% 1.7M 86.23 0.79% Share
23 QQQ Invesco QQQ Tru...
579.86
-0.08% 3.56K -4.79% 1.67M 299.12 0.78% Share
24 TROW T. Rowe Price G...
109.06
-0.81% 18.09K +14.73% 1.66M 111.09 0.78% Share
25 AFL Aflac Incorpora...
105.31
-0.37% 14.52K -3.37% 1.61M 59.28 0.75% Share
26 UPS United Parcel S...
88.56
+0.43% 14.67K +7.67% 1.61M 146.42 0.75% Share
27 ORI Old Republic In...
38.71
+0.10% 40.97K -2.11% 1.61M 19.35 0.75% Share
28 TXN Texas Instrumen...
193.71
+0.22% 8.89K +38.17% 1.6M 175.14 0.75% Share
29 PFE Pfizer Inc.
25.11
-0.22% 80.83K +38.29% 1.58M 31.06 0.74% Share
30 HCI HCI Group, Inc.
157.78
+0.46% 10.53K -0.5% 1.57M 39.56 0.73% Share
31 BABA Alibaba Group H...
122.28
-3.61% 11.64K -32.53% 1.54M 77.32 0.72% Share
32 BMY Bristol-Myers S...
47.81
-0.08% 27.57K -15.24% 1.53M 56.58 0.71% Share
33 NTR Nutrien Ltd.
56.90
+0.04% 29.86K +6.15% 1.39M 57.77 0.65% Share
34 MSM MSC Industrial ...
87.57
-1.42% 17.65K +17.34% 1.37M 79.76 0.64% Share
35 NTES NetEase, Inc.
129.67
-3.88% 13.73K +9.21% 1.36M 96.22 0.64% Share
36 USMV iShares MSCI US...
93.24
-0.35% 14.32K +0.04% 1.34M 46.33 0.63% Share
37 ADBE Adobe Inc.
348.58
-0.71% 3.47K +9.16% 1.33M 477.42 0.62% Share
38 MCHP Microchip Techn...
65.95
+0.30% 28.07K +47.05% 1.32M 59.1 0.62% Share
39 CME CME Group Inc.
274.71
+0.29% 4.94K -2.45% 1.31M 186.74 0.61% Share
40 GGG Graco Inc.
85.26
-2.58% 15.34K +0.10% 1.28M 28.29 0.60% Share
41 ADM Archer-Daniels-...
59.31
-0.84% 28.38K +20.88% 1.27M 58.44 0.59% Share
42 DIS The Walt Disney...
116.33
-0.27% 12.65K +1.31% 1.25M 88.38 0.58% Share
43 AMAT Applied Materia...
188.22
-0.95% 8.36K +52.06% 1.21M 165.49 0.57% Share
44 VIG Vanguard Divide...
210.08
+0.06% 6.2K +19.44% 1.2M 126.32 0.56% Share
45 VTI Vanguard Total ...
317.25
-0.13% 4.37K -6.89% 1.2M 143.65 0.56% Share
46 AMZN Amazon.com, Inc...
230.94
+2.84% 6.21K +4.91% 1.18M 106.61 0.55% Share
47 DVN Devon Energy Co...
33.85
+0.68% 34.72K +18.65% 1.18M 43.58 0.55% Share
48 LYB LyondellBasell ...
53.31
+0.72% 16.56K +0.33% 1.17M 83.34 0.54% Share
49 AX Axos Financial,...
89.06
-0.29% 18.05K -1.77% 1.16M 34.31 0.54% Share
50 SCHW The Charles Sch...
97.75
+2.26% 14.28K -4.06% 1.12M 61.23 0.52% Share
51 CMCSA Comcast Corpora...
32.88
-0.17% 32.1K +4.20% 1.11M 36.65 0.52% Share
52 NDAQ Nasdaq, Inc.
95.40
-0.18% 14.66K -6.56% 1.11M 50.12 0.52% Share
53 BIV Vanguard Interm...
77.31
-0.3% 14.34K +8.49% 1.1M 81.43 0.51% Share
54 RICK RCI Hospitality...
37.94
-0.37% 25.56K 0.00% 1.1M 17.34 0.51% Share
55 MRK Merck & Co., In...
82.74
+0.04% 12.93K +84.65% 1.08M 97.96 0.51% Share
56 CSCO Cisco Systems, ...
69.28
-1.58% 19.05K +3.63% 1.07M 46.94 0.50% Share
57 SCHB Schwab U.S. Bro...
24.87
-0.12% 48.71K +91.14% 1.05M 21.86 0.49% Share
58 BA The Boeing Comp...
233.18
-0.08% 6.34K +6.73% 1.01M 180.73 0.47% Share
59 NVDA NVIDIA Corporat...
182.02
+0.24% 9.26K +11.30% 1M 48.09 0.47% Share
60 APD Air Products an...
292.08
-0.72% 3.38K -5.43% 996.24K 243.42 0.46% Share
61 UTHR United Therapeu...
312.06
+0.76% 3.2K 0.00% 986.46K 143.43 0.46% Share
62 ORCL Oracle Corporat...
244.93
+0.31% 6.97K +87.70% 975.21K 111.2 0.46% Share
63 GILD Gilead Sciences...
119.00
-0.95% 8.7K -20.95% 975.1K 70.59 0.46% Share
64 VZ Verizon Communi...
43.49
-0.49% 24.36K +11.79% 969.49K 51.1 0.45% Share
65 RTX RTX Corporation
155.06
-0.42% 7.34K -28.6% 954.38K 73.99 0.45% Share
66 ACU Acme United Cor...
43.51
-2.4% 23.43K 0.00% 928.26K 35.73 0.43% Share
67 ADI Analog Devices,...
236.13
-0.63% 4.56K +153.25% 919.82K 188.43 0.43% Share
68 HD The Home Depot,...
400.32
-1.68% 2.46K -9.93% 901.2K 151.66 0.42% Share
69 BIDU Baidu, Inc.
88.72
-2.58% 10.09K +82.94% 896.49K 103.25 0.42% Share
70 D Dominion Energy...
61.16
-1.51% 15.85K -29.09% 888.4K 55.91 0.41% Share
71 AVGO Broadcom Inc.
311.19
+0.68% 5.26K +20.64% 880.87K 171.47 0.41% Share
72 ONEQ Fidelity Nasdaq...
85.40
-0.04% 12.8K -6.57% 871.07K 49.06 0.41% Share
73 HPE Hewlett Packard...
21.32
-1.11% 58K 0.00% 867.55K 18.86 0.40% Share
74 HUBS HubSpot, Inc.
429.41
-1.91% 1.48K -0.61% 843.22K 166.58 0.39% Share
75 MMM 3M Company
156.66
-2.21% 5.67K 0.00% 832.84K 124.88 0.39% Share
76 IBM International B...
237.04
-1.26% 3.35K -28.35% 832.51K 134.19 0.39% Share
77 CTRA Coterra Energy ...
24.07
-0.62% 32.27K -15.33% 827.78K 21.28 0.39% Share
78 AMT American Tower ...
203.48
-0.33% 3.7K +0.52% 806.07K 118.15 0.38% Share
79 VMBS Vanguard Mortga...
46.32
-0.3% 17.29K +20.41% 800.88K 49.73 0.37% Share
80 JNJ Johnson & Johns...
174.72
+0.17% 4.82K +10.24% 799.51K 135.92 0.37% Share
81 PRGO Perrigo Company...
23.02
-2.7% 27.93K -11.2% 783.04K 35.7 0.37% Share
82 MIDD The Middleby Co...
134.23
-2.72% 5.1K 0.00% 775.71K 128.81 0.36% Share
83 LQD iShares iBoxx $...
109.88
-0.34% 7.03K -5.17% 763.87K 121.5 0.36% Share
84 AXP American Expres...
307.72
+0.28% 2.81K -9.21% 755.49K 81.85 0.35% Share
85 MCHI iShares MSCI Ch...
59.30
-2.08% 13.45K -38% 731.68K 40.84 0.34% Share
86 SCHV Schwab U.S. Lar...
28.36
-0.3% 27.35K +98.14% 726.94K 26.37 0.34% Share
87 VOT Vanguard Mid-Ca...
285.33
-0.85% 2.94K -10.15% 719.17K 180.32 0.34% Share
88 EOG EOG Resources, ...
119.79
+0.27% 5.6K -1.48% 718K 120.42 0.34% Share
89 SCHO Schwab Short-Te...
24.32
-0.12% 29.32K -6.53% 713.65K 24.64 0.33% Share
90 MOS The Mosaic Comp...
32.08
-0.42% 29.91K +11.83% 712.2K 35.57 0.33% Share
91 XOM Exxon Mobil Cor...
107.38
-0.21% 5.78K +44.35% 687.01K 111.05 0.32% Share
92 CVX Chevron Corpora...
155.20
-0.43% 4.06K +11.01% 679.51K 150.51 0.32% Share
93 PYPL PayPal Holdings...
69.35
-1.81% 10.39K -1.94% 677.95K 60.83 0.32% Share
94 IMCG iShares Morning...
80.89
-0.75% 9.37K 0.00% 669.3K 56.16 0.31% Share
95 NEWT Newtek Business...
12.09
-1.71% 52.48K 0.00% 627.72K 13.66 0.29% Share
96 YUMC Yum China Holdi...
44.80
-1.78% 12.88K -14.12% 627.31K 38.62 0.29% Share
97 VCSH Vanguard Short-...
79.58
-0.12% 7.87K -5.92% 620.86K 80.43 0.29% Share
98 RPRX Royalty Pharma ...
36.50
+0.11% 19.65K -36.07% 611.63K 30.59 0.29% Share
99 ICVT iShares Convert...
92.74
-0.46% 7.24K +6.50% 605.5K 87.56 0.28% Share
100 LRCX Lam Research Co...
107.35
+0.57% 8.25K +100.00% 600.06K 72.7 0.28% Share
101 VEU Vanguard FTSE A...
69.23
-0.4% 9.72K +66.98% 589.92K 60.26 0.28% Share
102 OTIS Otis Worldwide ...
87.56
-1.87% 5.67K +10.58% 584.73K 100.35 0.27% Share
103 HII Huntington Inga...
267.43
-0.74% 2.84K +22.19% 578.56K 201.05 0.27% Share
104 EZPW EZCORP, Inc.
15.90
-0.28% 39.1K -2% 575.55K 7.67 0.27% Share
105 SPDW SPDR Portfolio ...
41.64
-0.19% 15.31K +68.86% 557.58K 36.12 0.26% Share
106 AON Aon plc
366.34
-1.23% 1.4K -31.65% 556.73K 325.63 0.26% Share
107 IBIT iShares Bitcoin...
67.03
-4.02% 11.85K +69.83% 554.89K 44.82 0.26% Share
108 AAPL Apple Inc.
232.81
-0.22% 2.5K -35.15% 554.77K 129.81 0.26% Share
109 TSN Tyson Foods, In...
56.30
-2.41% 8.64K -55.59% 551.09K 54.84 0.26% Share
110 LOW Lowe's Companie...
253.05
-1.24% 2.36K +40.23% 550.42K 219.2 0.26% Share
111 VALE Vale S.A.
9.90
-1.74% 83.56K +59.71% 540.14K 11.23 0.25% Share
112 SPIP SPDR Portfolio ...
26.09
-0.25% 20.42K -2.63% 538.6K 28.8 0.25% Share
113 KMI Kinder Morgan, ...
26.84
-0.09% 18.76K -1.86% 535.27K 20.68 0.25% Share
114 AMGN Amgen Inc.
290.28
+0.33% 1.71K -17.74% 531.5K 260.32 0.25% Share
115 HGBL Heritage Global...
1.91
-2.8% 241.16K +6.91% 525.74K 2.26 0.25% Share
116 BNDX Vanguard Total ...
49.32
-0.23% 10.36K +56.70% 505.97K 49.12 0.24% Share
117 CLB Core Laboratori...
10.61
-1.21% 33.49K +2.68% 501.95K 19.43 0.23% Share
118 IDLV Invesco S&P Int...
33.73
+0.01% 16.36K -3.21% 496.05K 32.15 0.23% Share
119 BDX Becton, Dickins...
195.03
-0.48% 2.13K -1.16% 489.1K 231.19 0.23% Share
120 IEF iShares 7-10 Ye...
95.42
-0.32% 5.04K -6.53% 480.19K 104.04 0.22% Share
121 TSLA Tesla, Inc.
335.58
-1.12% 1.82K +3.53% 471.45K 214.14 0.22% Share
122 NFLX Netflix, Inc.
1230.56
+2.17% 502 -9.39% 468.13K 362.74 0.22% Share
123 SPOT Spotify Technol...
698.73
+0.54% 808 -10.12% 444.42K 187.91 0.21% Share
124 GD General Dynamic...
315.89
-0.5% 1.63K -3.61% 443.63K 217.64 0.21% Share
125 IGSB iShares 1-5 Yea...
52.79
-0.15% 8.22K +49.65% 430.42K 51.82 0.20% Share
126 BHP BHP Group Limit...
53.84
-1.64% 8.81K +75.57% 427.65K 50.84 0.20% Share
127 U Unity Software ...
38.43
+1.29% 25.42K +4.71% 423.32K 36.51 0.20% Share
128 CMBS iShares CMBS ET...
48.71
-0.25% 8.68K -6.25% 416.4K 50.32 0.19% Share
129 PM Philip Morris I...
165.25
-0.38% 2.6K -41.58% 393.1K 93.46 0.18% Share
130 VBR Vanguard Small ...
204.30
-1.15% 2.11K -1.91% 392.7K 166.52 0.18% Share
131 KLAC KLA Corporation
954.98
+0.58% 569 +15.89% 386.81K 711.23 0.18% Share
132 ASML ASML Holding N....
755.11
-0.06% 582 +81.88% 385.65K 701.6 0.18% Share
133 L Loews Corporati...
95.57
+0.17% 4.2K +0.07% 385.57K 51.44 0.18% Share
134 PINS Pinterest, Inc.
36.34
+1.55% 13.2K -2.76% 382.06K 35.09 0.18% Share
135 ACN Accenture plc
246.13
+0.18% 1.19K 0.00% 370.7K 163.66 0.17% Share
136 LLY Eli Lilly and C...
684.46
+3.63% 446 +4.45% 368.36K 378.57 0.17% Share
137 C Citigroup Inc.
95.45
+0.85% 5.15K -1.92% 365.29K 51.17 0.17% Share
138 DE Deere & Company
478.62
-6.8% 757 -5.49% 355.3K 209.51 0.17% Share
139 EBAY eBay Inc.
98.50
-2.25% 5.19K -0.1% 351.38K 51.11 0.16% Share
140 WSR Whitestone REIT
12.18
-1.22% 24K 0.00% 349.68K 14.29 0.16% Share
141 HP Helmerich & Pay...
18.35
+2.23% 13.38K +4.44% 349.61K 35.81 0.16% Share
142 AOS A. O. Smith Cor...
72.54
-1.49% 5.28K +502.97% 345.26K 65.83 0.16% Share
143 GLD SPDR Gold Share...
307.25
-0.63% 1.17K +20.02% 336.84K 230.83 0.16% Share
144 CRM Salesforce, Inc...
233.32
-1.57% 1.25K +23.04% 336.79K 224.08 0.16% Share
145 CLX The Clorox Comp...
121.58
-1.07% 2.25K +194.12% 331.37K 142.83 0.15% Share
146 RBLX Roblox Corporat...
125.28
-1.18% 5.68K -17.02% 325.47K 36.21 0.15% Share
147 STT State Street Co...
113.55
+1.84% 3.51K +100.00% 314.17K 89.53 0.15% Share
148 VSS Vanguard FTSE A...
137.96
-0.48% 2.71K +32.60% 313.62K 117.8 0.15% Share
149 CNI Canadian Nation...
92.76
-1.2% 3.21K +66.87% 312.75K 104.61 0.15% Share
150 SHOP Shopify Inc.
144.27
-3.88% 3.21K 0.00% 306.3K 74.45 0.14% Share