Ridgewood Investments LLC
Top Portfolio Positions
158 positions ·
$165,668,204 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
48,100 | $23,049,520 | 13.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,669 | $7,668,937 | 4.63% | |
| MKL |
Markel Group Inc.
Financial Services
|
1,938 | $3,709,467 | 2.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,458 | $3,122,685 | 1.88% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
41,838 | $2,537,474 | 1.53% | |
| MSFT |
Microsoft Corp
Technology
|
6,766 | $2,504,570 | 1.51% | |
| TXN |
Texas Instruments Inc
Technology
|
12,887 | $2,501,882 | 1.51% | |
| QCOM |
Qualcomm Inc/De
Technology
|
17,994 | $2,317,267 | 1.40% | |
| MDT |
Medtronic plc
Healthcare
|
25,402 | $2,201,083 | 1.33% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
13,948 | $2,165,984 | 1.31% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NEWT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,210 | 62,485 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $600,953 | 52,485 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $592,030 | 52,485 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $627,720 | 52,485 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $670,233 | 52,485 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $653,963 | 52,485 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $659,736 | 52,485 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $577,335 | 52,485 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $627,693 | 45,485 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $660,578 | 44,785 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $700,951 | 44,085 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $346,688 | 27,085 | Shares | Sole | 2023-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||