Ridgewood Investments LLC

CIK

1703556

Location

SPRINGFIELD, NJ

Portfolio Value

Small $270,817,494

Diversification

Diversified

Filing Date

Global Rank

#57 / 103 ▲ 5516

Top Industry

Insurance - Diversified 14.8%

Period ended 7 days ago

Filed Oct 5, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

181 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.9%

+1.1 pts

Top 5

29.9%

+0.5 pts

Top 10

41.4%

+0.8 pts

HHI

261

Diversified+12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.3%	$87,566,666	20
Financial Services	19.1%	$51,793,028	30
Technology	13.8%	$37,280,179	31
Communication Services	7.9%	$21,261,187	7
Healthcare	6.6%	$17,766,058	20
Industrials	5.9%	$15,926,117	21
Consumer Cyclical	5.5%	$15,017,276	15
Consumer Defensive	4.7%	$12,622,859	16
Basic Materials	1.6%	$4,386,176	8
Energy	1.6%	$4,222,909	7
Utilities	0.6%	$1,654,337	3
Real Estate	0.5%	$1,320,702	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+54,379	283,354	$8,156,708
BIV	Vanguard Intermediate-Term Bond ETF	+25,400	134,439	$9,816,163
TSN	Tyson Foods, Inc.	+15,399	20,865	$1,054,308
TSCO	Tractor Supply Co /De/	+10,126	49,907	$1,561,590
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+9,941	160,996	$4,887,721
BRK-B	Berkshire Hathaway Inc	+7,166	53,852	$26,815,603
VIGI	Vanguard International Dividend Appreciation ETF	+6,332	32,339	$2,041,561
SMG	Scotts Miracle-Gro Co	+6,233	11,665	$584,533
MOS	Mosaic Co	+5,724	61,736	$1,336,584
BNDX	Vanguard Total International Bond ETF	+5,446	54,578	$2,558,070
RBA	Rb Global Inc.	+3,948	6,412	$521,872
WTRG	Essential Utilities, Inc.	+3,870	24,790	$971,520
LEN	Lennar Corp /New/	+3,857	14,543	$1,186,563
NVO	Novo Nordisk A S	+3,602	24,970	$946,612
MKC	Mccormick & Co Inc	+2,819	22,946	$1,064,694
QCOM	Qualcomm Inc/De	+2,525	16,462	$3,029,666
BIDU	Baidu, Inc.	+2,452	9,552	$829,782
IBM	International Business Machines Corp	+2,328	5,082	$1,117,684
CARR	CARRIER GLOBAL Corp	+2,213	26,276	$1,441,501
ZTS	Zoetis Inc.	+1,956	12,016	$839,077
ORCL	Oracle Corp	+1,787	12,841	$1,763,069
IBIT	iShares Bitcoin Trust ETF	+1,488	18,069	$855,386
LOW	Lowes Companies Inc	+1,449	8,794	$1,620,646
MCHP	Microchip Technology Inc	+1,441	12,980	$1,009,454
USPH	U S Physical Therapy Inc /Nv	+1,000	4,040	$346,349
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNH	CNH Industrial N.V.	−43,573	69,030	$887,035
UMC	United Microelectronics Corp	−17,907	31,285	$766,169
AES	Aes Corp	−15,126	30,535	$454,971
HGBL	Heritage Global Inc.	−15,000	207,165	$269,314
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−13,887	180,221	$16,141,273
HPE	Hewlett Packard Enterprise Co	−8,670	22,456	$1,434,713
BMY	Bristol Myers Squibb Co	−7,838	32,043	$1,999,483
BNDW	Vanguard Total World Bond ETF	−7,573	103,143	$6,571,393
JD	JD.com, Inc.	−7,250	49,915	$1,327,739
PFE	Pfizer Inc	−5,298	28,873	$823,457
ADM	Archer-Daniels-Midland Co	−4,554	16,662	$1,322,629
HTO	H2o America	−3,066	3,697	$227,846
TROW	Price T Rowe Group Inc	−2,938	16,768	$1,744,710
MSM	Msc Industrial Direct Co Inc	−2,774	7,195	$890,165
CWI	State Street SPDR MSCI ACWI ex-US ETF	−2,509	34,007	$1,707,491
STM	STMicroelectronics N.V.	−2,500	11,254	$600,513
ABT	Abbott Laboratories	−2,333	5,831	$576,277
SAP	Sap SE	−2,202	4,414	$920,230
PBR	Petrobras - Petroleo Brasileiro SA	−2,000	14,942	$311,839
TGT	Target Corp	−1,998	3,919	$614,068
HSIC	Henry Schein Inc	−1,944	21,891	$1,838,187
CNI	Canadian National Railway Co	−1,718	6,443	$766,072
SWK	Stanley Black & Decker, Inc.	−1,514	9,796	$867,827
JJSF	J&J Snack Foods Corp	−1,463	6,354	$485,763
ACU	Acme United Corp	−1,429	8,900	$564,438
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	4,443	$1,026,066
LHX	L3harris Technologies, Inc. /De/	2,585	$612,076
RYN	Rayonier Inc	26,042	$478,131
PNR	PENTAIR plc	8,939	$473,677
AIG	American International Group, Inc.	5,269	$392,118
WSO	Watsco Inc	912	$276,053
ETHA	iShares Ethereum Trust ETF	13,697	$275,583
CRH	Crh Public Ltd Co	3,269	$270,673
HII	Huntington Ingalls Industries, Inc.	966	$257,989
RPRX	Royalty Pharma plc	3,561	$207,819
ACN	Accenture plc	1,132	$207,574
KNSL	Kinsale Capital Group, Inc.	638	$205,914
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CB	Chubb Ltd	943	$321,317
SE	Sea Ltd	2,552	$244,558
KBH	Kb Home	3,391	$212,242
—		18,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 tracked positions · $270,817,494 total · filing declares 217 positions · $271,337,300 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	53,852	+7,166	$26,815,603	+14.8%	9.90%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	180,221	-13,887	$16,141,273	−8.9%	5.96%
VB	Vanguard Morningstar Small-Cap ETF	Added	80,832	+851	$15,444,327	−0.6%	5.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,520	-576	$12,870,195	−5.1%	4.75%
BIV	Vanguard Intermediate-Term Bond ETF	Added	134,439	+25,400	$9,816,163	+17.3%	3.62%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	283,354	+54,379	$8,156,708	+17.4%	3.01%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	68,492	-289	$7,552,632	−1.1%	2.79%
BNDW	Vanguard Total World Bond ETF	Reduced	103,143	-7,573	$6,571,393	−6.5%	2.43%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	160,996	+9,941	$4,887,721	+6.3%	1.80%
META	Meta Platforms, Inc. Communication Services	Reduced	5,384	-369	$3,904,369	+20.5%	1.44%
MSFT	Microsoft Corp Technology	Reduced	7,427	-468	$3,809,308	+29.3%	1.41%
NVDA	Nvidia Corp Technology	Added	15,464	+788	$3,531,668	+20.3%	1.30%
MKL	Markel Group Inc. Financial Services	Added	1,936	+17	$3,315,303	−11.5%	1.22%
QCOM	Qualcomm Inc/De Technology	Added	16,462	+2,525	$3,029,666	+17.6%	1.12%
BNDX	Vanguard Total International Bond ETF	Added	54,578	+5,446	$2,558,070	+7.5%	0.94%
MDT	Medtronic plc Healthcare	Held	29,271	0	$2,525,794	+10.3%	0.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,265	-40	$2,415,349	−0.8%	0.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,483	+154	$2,362,689	+6.3%	0.87%
TXN	Texas Instruments Inc Technology	Reduced	8,417	-832	$2,357,517	−14.5%	0.87%
DCOR	Dimensional US Core Equity 1 ETF	Added	37,440	+51	$2,348,804	−1.0%	0.87%
VIG	Vanguard Dividend Appreciation ETF	Reduced	9,468	-70	$2,208,979	−2.1%	0.82%
VIGI	Vanguard International Dividend Appreciation ETF	Added	32,339	+6,332	$2,041,561	+16.7%	0.75%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	32,043	-7,838	$1,999,483	−13.0%	0.74%
PEP	Pepsico Inc Consumer Defensive	Added	14,959	+974	$1,895,604	+0.1%	0.70%
ORI	Old Republic International Corp Financial Services	Added	50,515	+807	$1,884,714	−7.3%	0.70%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	31,723	-278	$1,880,536	−5.9%	0.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,053	-99	$1,848,938	−6.8%	0.68%
HSIC	Henry Schein Inc Healthcare	Reduced	21,891	-1,944	$1,838,187	−7.7%	0.68%
HCI	HCI Group, Inc. Financial Services	Added	10,539	+5	$1,831,888	−0.8%	0.68%
ORCL	Oracle Corp Technology	Added	12,841	+1,787	$1,763,069	+8.8%	0.65%
TROW	Price T Rowe Group Inc Financial Services	Reduced	16,768	-2,938	$1,744,710	−22.1%	0.64%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Held	3,209	0	$1,738,925	+0.0%	0.64%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	34,007	-2,509	$1,707,491	−7.2%	0.63%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	15,850	+751	$1,704,509	+17.6%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,794	+1,449	$1,620,646	+0.1%	0.60%
KMB	Kimberly Clark Corp Consumer Defensive	Added	16,499	+521	$1,607,497	−8.3%	0.59%
UPS	United Parcel Service Inc Industrials	Added	17,127	+391	$1,600,346	−11.0%	0.59%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	49,907	+10,126	$1,561,590	+24.2%	0.58%
DIS	Walt Disney Co Communication Services	Added	14,611	+593	$1,532,693	+13.6%	0.57%
AX	Axos Financial, Inc. Financial Services	Reduced	17,661	-175	$1,528,912	−12.0%	0.56%
CRM	Salesforce, Inc. Technology	Reduced	6,640	-118	$1,524,344	+44.0%	0.56%
OTEX	Open Text Corp Technology	Added	67,238	+936	$1,507,475	+2.6%	0.56%
OTIS	Otis Worldwide Corp Industrials	Added	23,163	+935	$1,489,844	−6.4%	0.55%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	8,488	0	$1,449,156	+2.4%	0.54%
CARR	CARRIER GLOBAL Corp Industrials	Added	26,276	+2,213	$1,441,501	−18.3%	0.53%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	22,456	-8,670	$1,434,713	+2.2%	0.53%
PGR	Progressive Corp/Oh/ Financial Services	Added	6,855	+57	$1,421,110	−4.3%	0.52%
MOS	Mosaic Co Basic Materials	Added	61,736	+5,724	$1,336,584	+12.6%	0.49%
JD	JD.com, Inc. Consumer Cyclical	Reduced	49,915	-7,250	$1,327,739	−8.8%	0.49%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	16,662	-4,554	$1,322,629	−18.4%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.