Ridgewood Investments LLC Portfolio Holdings
Ridgewood Investments LLC
- $236 Million
- Q3 2025
Ridgewood Investments LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Million distributed in 202 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 $24.7M, Alphabet Inc. with a value of $7.3M, Ishares Trishares 0 3 Mnth Tre with a value of $5.17M, Ishares Tr with a value of $4.84M, and Vanguard Index Fds S&P 500 ETF with a value of $4.78M.
Examining the 13F form we can see an increase of $7.34M in the current position value, from $229M to 236M.
Below you can find more details about Ridgewood Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$236 Million
ETFs: $71.8 Million
Financial Services: $48.7 Million
Technology: $33.5 Million
Communication Services: $18.4 Million
Healthcare: $16.3 Million
Industrials: $13.2 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $8.55 Million
Other: $15.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 202
- Current Value $236 Million
- Prior Value $229 Million
- Filing
- Period Q3 2025
- Filing Date October 30, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 3 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 72 stocks