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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,602.0 $792K 0.32% +3K +19.5% $38.42 +14.5%
102 TSLA TESLA INC Consumer Cyclical 2,030.0 $755K 0.31% -246.0 -10.8% $371.77 +12.2%
103 HD HOME DEPOT INC Consumer Cyclical 2,294.0 $754K 0.31% -15.0 -0.7% $328.89 -4.6%
104 VSS VANGUARD INTL EQUITY INDEX F 4,932.0 $719K 0.29% +707.0 +16.7% $145.79 +8.9%
105 BHP BHP GROUP LTD Basic Materials 9,780.0 $711K 0.29% -8K -45.0% $72.74 +16.8%
106 FDS FACTSET RESH SYS INC Financial Services 3,221.0 $699K 0.29% +2K +106.3% $216.99 +3.7%
107 SWK STANLEY BLACK & DECKER INC Industrials 9,796.0 $696K 0.28% +6K +144.9% $71.06 +5.5%
108 NEWT NEWTEKONE INC Financial Services 62,485.0 $684K 0.28% +10K +19.1% $10.95 +21.4%
109 STM STMICROELECTRONICS N V Technology 19,597.0 $677K 0.28% -4K -17.1% $34.55 +77.2%
110 CVX CHEVRON CORP NEW Energy 3,194.0 $661K 0.27% -4K -55.8% $206.90 -7.7%
111 GLD SPDR GOLD TR Financial Services 1,519.0 $654K 0.27% -8.0 -0.5% $430.29 -3.1%
112 IMCG ISHARES TR 8,245.0 $649K 0.27% +190.0 +2.4% $78.77 +14.9%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,169.0 $644K 0.26% NEW $203.18 +8.3%
114 MIDD MIDDLEBY CORP Industrials 4,820.0 $639K 0.26% -149.0 -3.0% $132.58 +9.5%
115 AAPL APPLE INC Technology 2,495.0 $633K 0.26% -340.0 -12.0% $253.81 +20.2%
116 JJSF J & J SNACK FOODS CORP Consumer Defensive 7,942.0 $630K 0.26% NEW $79.27 -7.0%
117 PAYX PAYCHEX INC Industrials 6,812.0 $628K 0.26% NEW $92.12 +2.3%
118 KDP KEURIG DR PEPPER INC Consumer Defensive 23,749.0 $625K 0.26% NEW $26.33 +9.3%
119 AMT AMERICAN TOWER CORP NEW Real Estate 3,617.0 $624K 0.26% $172.57 +6.5%
120 VOT VANGUARD INDEX FDS 2,425.0 $624K 0.26% -345.0 -12.4% $257.33 +12.3%
Page 6 of 11  ·  208 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%