Ridgewood Investments LLC
Filing Date
Global Rank
#4,626
/ 8,603
▼ 49
· as of Mar 2026
Top Industry
Insurance - Diversified
14.4%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 3, 2026 · 3mo
24 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.3%
SPY
+76.5%
Annualised alpha
-3.1%
Max drawdown
−14.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
157 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025Top Position
14.1%
−0.9 pts
Top 5
24.5%
−0.8 pts
Top 10
31.6%
−1.5 pts
HHI
286
Diversified−29
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.2% | $47,833,172 |
| Technology | 18.7% | $30,671,758 |
| Healthcare | 10.3% | $16,877,985 |
| Communication Services | 9.6% | $15,763,340 |
| Industrials | 9.2% | $15,032,287 |
| Consumer Defensive | 7.7% | $12,645,233 |
| Consumer Cyclical | 6.3% | $10,388,707 |
| Energy | 2.9% | $4,705,058 |
| Unclassified | 2.3% | $3,769,776 |
| Basic Materials | 1.9% | $3,066,843 |
| Utilities | 1.2% | $1,990,020 |
| Real Estate | 0.7% | $1,145,845 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JD | JD.com, Inc. | +33,630 | 52,389 | $1,549,142 | |
| OTEX | Open Text Corp | +28,143 | 46,791 | $1,040,631 | |
| CNH | CNH Industrial N.V. | +24,618 | 144,736 | $1,592,096 | |
| NVO | Novo Nordisk A S | +15,303 | 24,649 | $905,850 | |
| RICK | Rci Hospitality Holdings, Inc. | +11,200 | 37,158 | $847,573 | |
| NEWT | NewtekOne, Inc. | +10,000 | 62,485 | $684,210 | |
| NFLX | Netflix Inc | +9,875 | 10,361 | $996,210 | |
| OZK | Bank OZK | +9,763 | 22,374 | $1,026,742 | |
| CARR | CARRIER GLOBAL Corp | +8,679 | 21,312 | $1,200,078 | |
| DIS | Walt Disney Co | +7,373 | 13,116 | $1,264,120 | |
| PRU | Prudential Financial Inc | +7,181 | 11,621 | $1,135,255 | |
| TCBK | Trico Bancshares / | +6,676 | 19,063 | $906,255 | |
| MOS | Mosaic Co | +6,605 | 17,908 | $456,654 | |
| CDW | CDW Corp | +6,208 | 9,200 | $1,113,384 | |
| ORCL | Oracle Corp | +5,816 | 11,978 | $1,762,083 | |
| SWK | Stanley Black & Decker, Inc. | +5,796 | 9,796 | $696,103 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +4,357 | 6,641 | $1,151,881 | |
| LEN | Lennar Corp /New/ | +3,739 | 9,196 | $798,580 | |
| HUM | Humana Inc | +3,565 | 4,705 | $815,799 | |
| HTO | H2o America | +3,412 | 10,323 | $605,650 | |
| PGR | Progressive Corp/Oh/ | +3,401 | 5,274 | $1,045,517 | |
| IBIT | iShares Bitcoin Trust ETF | +3,363 | 20,602 | $791,528 | |
| AMZN | Amazon Com Inc | +2,953 | 9,637 | $2,007,097 | |
| OTIS | Otis Worldwide Corp | +2,879 | 17,460 | $1,345,816 | |
| TROW | Price T Rowe Group Inc | +2,472 | 22,886 | $2,062,944 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VALE | Vale S.A. | −61,757 | 30,854 | $490,887 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −48,640 | 26,270 | $545,102 | |
| PFE | Pfizer Inc | −37,238 | 38,948 | $1,093,659 | |
| EZPW | Ezcorp Inc | −28,100 | 11,000 | $279,180 | |
| MRK | Merck & Co., Inc. | −12,628 | 10,710 | $1,288,305 | |
| AES | Aes Corp | −10,575 | 67,768 | $954,851 | |
| AMAT | Applied Materials Inc /De | −8,809 | 2,816 | $962,480 | |
| SLB | Slb Limited/Nv | −8,625 | 15,481 | $795,568 | |
| BHP | BHP Group Ltd | −7,991 | 9,780 | $711,397 | |
| U | Unity Software Inc. | −7,944 | 11,127 | $244,126 | |
| ADM | Archer-Daniels-Midland Co | −7,538 | 21,679 | $1,575,846 | |
| BMY | Bristol Myers Squibb Co | −6,764 | 41,838 | $2,537,474 | |
| AFL | Aflac Inc | −5,814 | 8,035 | $881,519 | |
| EOG | Eog Resources Inc | −5,199 | 8,702 | $1,258,048 | |
| LRCX | Lam Research Corp | −5,192 | 2,217 | $473,684 | |
| NTR | Nutrien Ltd. | −4,825 | 3,473 | $262,072 | |
| CVX | Chevron Corp | −4,037 | 3,194 | $660,838 | |
| STM | STMicroelectronics N.V. | −4,028 | 19,597 | $677,076 | |
| HGBL | Heritage Global Inc. | −4,000 | 237,165 | $322,544 | |
| UMC | United Microelectronics Corp | −3,975 | 50,692 | $455,214 | |
| BABA | Alibaba Group Holding Ltd | −3,927 | 3,419 | $428,947 | |
| RPRX | Royalty Pharma plc | −3,842 | 4,555 | $218,503 | |
| HPE | Hewlett Packard Enterprise Co | −3,804 | 47,928 | $1,141,165 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −3,773 | 5,636 | $1,904,686 | |
| MSM | Msc Industrial Direct Co Inc | −3,614 | 14,716 | $1,357,845 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMB | Kimberly Clark Corp | 12,970 | $1,251,215 | |
| SAP | Sap SE | 6,566 | $1,124,164 | |
| INTU | Intuit Inc. | 2,022 | $874,272 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 17,649 | $860,035 | |
| ADP | Automatic Data Processing Inc | 3,169 | $643,877 | |
| JJSF | J&J Snack Foods Corp | 7,942 | $629,562 | |
| PAYX | Paychex Inc | 6,812 | $627,521 | |
| KDP | Keurig Dr Pepper Inc. | 23,749 | $625,311 | |
| ZTS | Zoetis Inc. | 4,763 | $563,034 | |
| FBIN | Fortune Brands Innovations, Inc. | 14,233 | $554,660 | |
| LMT | Lockheed Martin Corp | 905 | $546,972 | |
| CL | Colgate Palmolive Co | 6,224 | $530,471 | |
| MKC | Mccormick & Co Inc | 10,125 | $510,705 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | 5,032 | $495,249 | |
| ABM | Abm Industries Inc /De/ | 12,685 | $488,626 | |
| WTRG | Essential Utilities, Inc. | 10,666 | $429,519 | |
| DHX | Dhi Group, Inc. | 143,498 | $403,229 | |
| GAMB | Gambling.com Group Ltd | 85,000 | $329,800 | |
| ATR | Aptargroup, Inc. | 2,544 | $320,594 | |
| RBLX | Roblox Corp | 4,511 | $255,142 | |
| RPM | Rpm International Inc/De/ | 2,240 | $222,656 | |
| SE | Sea Ltd | 2,552 | $211,331 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DVN | Devon Energy Corp/De | 33,700 | $1,181,522 | |
| RTX | RTX Corp | 4,098 | $685,718 | |
| LYB | LyondellBasell Industries N.V. | 13,668 | $670,278 | |
| PII | Polaris Inc. | 9,220 | $535,958 | |
| AMGN | Amgen Inc | 1,612 | $454,906 | |
| HII | Huntington Ingalls Industries, Inc. | 1,423 | $409,695 | |
| CLB | Core Laboratories Inc. /DE/ | 31,434 | $388,524 | |
| FERG | Ferguson Enterprises Inc. /DE/ | 1,572 | $353,039 | |
| RSSS | Research Solutions, Inc. | 78,151 | $291,503 | |
| HP | Helmerich & Payne, Inc. | 12,984 | $286,816 | |
| D | Dominion Energy, Inc | 4,454 | $272,451 | |
| CSGP | Costar Group, Inc. | 3,145 | $265,343 | |
| ZDGE | Zedge, Inc. | 80,294 | $233,655 | |
| KBH | Kb Home | 3,527 | $224,458 | |
| WM | Waste Management Inc | 1,006 | $222,154 | |
| TSCO | Tractor Supply Co /De/ | 3,760 | $213,831 | |
| No positions match the current search. | ||||
157 positions ·
$163,890,024 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 157 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 48,100 | $23,049,520 | 14.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 26,669 | $7,668,937 | 4.68% | |
| MKL |
Markel Group Inc.
Financial Services
|
Reduced | 1,938 | $3,709,467 | 2.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,458 | $3,122,685 | 1.91% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 41,838 | $2,537,474 | 1.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,766 | $2,504,570 | 1.53% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 12,887 | $2,501,882 | 1.53% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 17,994 | $2,317,267 | 1.41% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 25,402 | $2,201,083 | 1.34% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 13,948 | $2,165,984 | 1.32% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 22,886 | $2,062,944 | 1.26% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 31,315 | $2,023,262 | 1.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,637 | $2,007,097 | 1.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,314 | $1,912,774 | 1.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,636 | $1,904,686 | 1.16% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Held | 3,200 | $1,897,536 | 1.16% | |
| HSIC |
Henry Schein Inc
Healthcare
|
Held | 25,063 | $1,847,143 | 1.13% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,978 | $1,762,083 | 1.08% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 16,676 | $1,728,133 | 1.05% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 41,693 | $1,663,550 | 1.02% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 13,486 | $1,634,503 | 1.00% | |
| HCI |
HCI Group, Inc.
Financial Services
|
Added | 10,552 | $1,631,444 | 1.00% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,310 | $1,623,664 | 0.99% | |
| CNH |
CNH Industrial N.V.
Industrials
|
Added | 144,736 | $1,592,096 | 0.97% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 21,679 | $1,575,846 | 0.96% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 15,807 | $1,555,092 | 0.95% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
Added | 52,389 | $1,549,142 | 0.95% | |
| AX |
Axos Financial, Inc.
Financial Services
|
Held | 18,051 | $1,535,959 | 0.94% | |
| MSM |
Msc Industrial Direct Co Inc
Industrials
|
Reduced | 14,716 | $1,357,845 | 0.83% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 17,460 | $1,345,816 | 0.82% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 10,710 | $1,288,305 | 0.79% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 13,116 | $1,264,120 | 0.77% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 8,702 | $1,258,048 | 0.77% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
NEW | 12,970 | $1,251,215 | 0.76% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 21,312 | $1,200,078 | 0.73% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 4,978 | $1,176,201 | 0.72% | |
| GGG |
Graco Inc
Industrials
|
Reduced | 13,621 | $1,153,017 | 0.70% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 6,641 | $1,151,881 | 0.70% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 47,928 | $1,141,165 | 0.70% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 11,621 | $1,135,255 | 0.69% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 10,996 | $1,130,058 | 0.69% | |
| SAP |
Sap SE
Technology
|
NEW | 6,566 | $1,124,164 | 0.69% | |
| CDW |
CDW Corp
Technology
|
Added | 9,200 | $1,113,384 | 0.68% | |
| MMM |
3M Co
Industrials
|
Added | 7,583 | $1,101,279 | 0.67% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 38,948 | $1,093,659 | 0.67% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 5,274 | $1,045,517 | 0.64% | |
| OTEX |
Open Text Corp
Technology
|
Added | 46,791 | $1,040,631 | 0.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,797 | $1,027,430 | 0.63% | |
| OZK |
Bank OZK
Financial Services
|
Added | 22,374 | $1,026,742 | 0.63% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 10,361 | $996,210 | 0.61% |