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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OZK BANK OZK LITTLE ROCK ARK Financial Services 22,374.0 $1.0M 0.42% +10K +77.4% $45.89 +5.0%
42 NFLX NETFLIX INC Communication Services 10,361.0 $996K 0.41% +10K +2031.9% $96.15 -7.1%
43 NTES NETEASE INC Technology 8,228.0 $921K 0.38% +563.0 +7.3% $111.94 +2.1%
44 TCBK TRICO BANCSHARES Financial Services 19,063.0 $906K 0.37% +7K +53.9% $47.54 +6.4%
45 NVO NOVO-NORDISK A S Healthcare 24,649.0 $906K 0.37% +15K +163.7% $36.75 +20.8%
46 STT STATE STR CORP Financial Services 6,884.0 $871K 0.36% +75.0 +1.1% $126.56 +21.7%
47 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 37,158.0 $848K 0.35% +11K +43.1% $22.81 +6.1%
48 HUM HUMANA INC Healthcare 4,705.0 $816K 0.33% +4K +312.7% $173.39 +75.1%
49 LEN LENNAR CORP Consumer Cyclical 9,196.0 $799K 0.33% +4K +68.5% $86.84 +2.3%
50 CRM SALESFORCE INC Technology 4,251.0 $794K 0.33% +2K +85.9% $186.67 -5.5%
51 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,602.0 $792K 0.32% +3K +19.5% $38.42 +14.5%
52 VSS VANGUARD INTL EQUITY INDEX F 4,932.0 $719K 0.29% +707.0 +16.7% $145.79 +8.9%
53 FDS FACTSET RESH SYS INC Financial Services 3,221.0 $699K 0.29% +2K +106.3% $216.99 +3.7%
54 SWK STANLEY BLACK & DECKER INC Industrials 9,796.0 $696K 0.28% +6K +144.9% $71.06 +5.5%
55 NEWT NEWTEKONE INC Financial Services 62,485.0 $684K 0.28% +10K +19.1% $10.95 +21.4%
56 IMCG ISHARES TR 8,245.0 $649K 0.27% +190.0 +2.4% $78.77 +14.9%
57 HTO H2O AMERICA Utilities 10,323.0 $606K 0.25% +3K +49.4% $58.67 -1.9%
58 USRT ISHARES TR 9,900.0 $586K 0.24% +3K +38.9% $59.19 +10.5%
59 XLK SELECT SECTOR SPDR TR 4,359.0 $579K 0.24% +2K +96.7% $132.91 +34.4%
60 AOS SMITH A O CORP Industrials 8,337.0 $550K 0.23% +2K +32.9% $65.94 -13.3%
Page 3 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%