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Portfolio (Quarterly) Guide ↗

Ridgewood Investments LLC

· CIK 0001703556
13F Portfolio $244M AUM 208 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 24 New 74 Added 86 Reduced 18 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 13,486.0 $1.6M 0.67% +215.0 +1.6% $121.20 +0.9%
22 CNH INDL N V 144,736.0 $1.6M 0.65% +25K +20.5% $11.00
23 SPDW SPDR INDEX SHS FDS 34,524.0 $1.6M 0.65% +5K +18.1% $45.65 +10.3%
24 UPS UNITED PARCEL SERVICE INC Industrials 15,807.0 $1.6M 0.64% +272.0 +1.8% $98.38 +0.5%
25 JD JD.COM INC Consumer Cyclical 52,389.0 $1.5M 0.63% +34K +179.3% $29.57 +6.4%
26 STIP ISHARES TR 14,190.0 $1.5M 0.60% +2K +13.6% $103.43 -0.1%
27 OTIS OTIS WORLDWIDE CORP Industrials 17,460.0 $1.3M 0.55% +3K +19.7% $77.08 -7.1%
28 DIS DISNEY WALT CO Communication Services 13,116.0 $1.3M 0.52% +7K +128.4% $96.38 +7.5%
29 ICVT ISHARES TR 12,012.0 $1.2M 0.50% +2K +21.1% $101.79 +15.9%
30 CARR CARRIER GLOBAL CORPORATION Industrials 21,312.0 $1.2M 0.49% +9K +68.7% $56.31 +10.4%
31 LOW LOWES COS INC Consumer Cyclical 4,978.0 $1.2M 0.48% +75.0 +1.5% $236.28 -8.0%
32 MRSH MARSH & MCLENNAN COS INC Financial Services 6,641.0 $1.2M 0.47% +4K +190.8% $173.45 -4.8%
33 PRU PRUDENTIAL FINL INC Financial Services 11,621.0 $1.1M 0.46% +7K +161.7% $97.69 +5.7%
34 CNI CANADIAN NATL RY CO Industrials 10,996.0 $1.1M 0.46% +1K +13.2% $102.77 +11.1%
35 VWOB VANGUARD WHITEHALL FDS 17,169.0 $1.1M 0.46% +8K +93.2% $65.69 +0.8%
36 CDW CDW CORP Technology 9,200.0 $1.1M 0.46% +6K +207.5% $121.02 -11.7%
37 MMM 3M CO Industrials 7,583.0 $1.1M 0.45% +2K +36.6% $145.23 +4.4%
38 PGR PROGRESSIVE CORP Financial Services 5,274.0 $1.0M 0.43% +3K +181.6% $198.24 +2.2%
39 OTEX OPEN TEXT CORP Technology 46,791.0 $1.0M 0.43% +28K +150.9% $22.24 +4.4%
40 UNH UNITEDHEALTH GROUP INC Healthcare 3,797.0 $1.0M 0.42% +2K +127.2% $270.59 +41.7%
Page 2 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Financial Services 19.6%
Communication Services 12.6%
Healthcare 11.7%
Industrials 10.4%
Consumer Defensive 8.8%
Consumer Cyclical 7.2%
Energy 4.1%
Basic Materials 2.1%
Utilities 1.4%