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CIK: 0001703556
Total reported value
$271.3M
$271.3M
208 檔
17.7%
During the Q2 2026 filing period, Ridgewood Investments LLC (CIK: 0001703556) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $271.3M across 208 reported positions.
Ridgewood Investments LLC executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 13 holdings and trimming 86 positions.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.74% | +1.14% | -2.94% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | -0.18% | -3.89% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.22% | -0.32% | -5.94% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.07% | +1.69% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.74% | -0.55% | -14.40% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -0.16% | -2.91% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.60% | +0.09% | +9.99% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.56% | -0.04% | +312.05% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.53% | -0.05% | -1.64% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.50% | -0.02% | -2.67% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | -0.08% | +2.91% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 1.40% | -0.18% | -0.98% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.26% | -0.01% | +1.63% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | +0.23% | +5.40% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | +0.30% | +16.69% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.20% | +57.64% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.03% | -0.16% | -28.23% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 0.96% | +0.16% | -22.55% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.93% | -0.10% | +3.27% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.02% | -0.27% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | +0.05% | +16.69% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.87% | -0.05% | -3.93% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.12% | -4.68% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 0.86% | +0.07% | +15.23% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.85% | +0.34% | +38.82% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | -0.03% | +6.39% | |
| 27 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.84% | -0.20% | -13.89% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.04% | -3.20% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.83% | -0.01% | -0.36% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.79% | -0.15% | -4.07% | |
| 31 | ORI | Old Republic Intl CORP | Stock-Financials | 0.76% | -0.07% | +19.22% | |
| 32 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.75% | -0.07% | -4.90% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | -0.06% | -26.33% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.74% | -0.02% | +5.81% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.01% | +0.27% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.71% | -0.12% | -2.65% | |
| 37 | HCI | Hci Group Inc | Stock-Other | 0.69% | -0.01% | -0.17% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.69% | -0.06% | +5.77% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | -0.08% | +5.88% | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.66% | -0.13% | +12.91% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.66% | -0.07% | +23.19% | |
| 42 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.65% | +0.10% | +51.48% | |
| 43 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.65% | -0.01% | +0.28% | |
| 44 | AX | Axos Financial Inc | Stock-Financials | 0.65% | -0.09% | -1.19% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.62% | -0.05% | +0.09% | |
| 46 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.61% | -0.12% | -2.14% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.61% | +0.04% | -7.71% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.01% | +47.55% | |
| 49 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.60% | -0.05% | +27.31% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.56% | -0.04% | +28.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.6% | NEW | New buy |
| 2 | TSCO | Tractor Supply Company | +0.5% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.4% | +57.64% | Add |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.4% | NEW | New buy |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +341.62% | Add |
| 6 | UMC | United Microelectron-sp Adr | +0.3% | -2.96% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.89% | Trim |
| 8 | ABT | Abbott Laboratories | +0.3% | NEW | New buy |
| 9 | MOS | Mosaic Co/the | +0.3% | +212.78% | Add |
| 10 | FBIN | Fortune Brands Innovations I | +0.2% | +53.00% | Add |
| 11 | PAYX | Paychex Inc | +0.2% | +81.72% | Add |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +51.48% | Add |
| 13 | HUM | Humana Inc | +0.2% | -25.63% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +174.30% | Add |
| 15 | BIV | Vanguard Intermediate-term B | +0.2% | +38.82% | Add |
| 16 | CARR | Carrier Global CORP | +0.2% | +12.91% | Add |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +98.79% | Add |
| 18 | SYY | Sysco CORP | +0.2% | NEW | New buy |
| 19 | KMB | Kimberly-clark CORP | +0.2% | +23.19% | Add |
| 20 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -2.91% | Trim |
| 22 | SMG | Scotts Miracle-gro Co | +0.1% | NEW | New buy |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.27% | Trim |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +47.55% | Add |
| 25 | PGR | Progressive CORP | +0.1% | +28.90% | Add |
| 26 | TRU | Transunion | +0.1% | NEW | New buy |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.69% | Add |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | +2.91% | Add |
| 29 | OTEX | Open Text CORP | +0.1% | +41.70% | Add |
| 30 | WTRG | Essential Utilities Inc | +0.1% | +96.14% | Add |
| 31 | SWK | Stanley Black & Decker Inc | +0.1% | +15.46% | Add |
| 32 | SLS | Sellas Life Sciences Group I | +0.1% | NEW | New buy |
| 33 | KDP | Keurig Dr Pepper Inc | +0.1% | +28.55% | Add |
| 34 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | -29.82% | Trim |
| 35 | ADP | Automatic Data Processing | +0.1% | +37.93% | Add |
| 36 | AMAT | Applied Materials Inc | +0.1% | -36.40% | Trim |
| 37 | NTES | Netease Inc-adr | +0.1% | +18.22% | Add |
| 38 | HD | Home Depot Inc | +0.1% | +30.78% | Add |
| 39 | KLAC | Kla CORP | +0.1% | +686.89% | Add |
| 40 | WAT | Waters CORP | +0.1% | NEW | New buy |
| 41 | VO | Vanguard Mid-cap ETF | +0.1% | +312.05% | Add |
| 42 | SCHB | Schwab US Broad Market ETF | +0.1% | +1.63% | Add |
| 43 | MSFT | Microsoft CORP | +0.1% | +16.69% | Add |
| 44 | ORI | Old Republic Intl CORP | +0.1% | +19.22% | Add |
| 45 | CRM | Salesforce Inc | +0.1% | +58.97% | Add |
| 46 | ABM | Abm Industries Inc | +0.1% | +31.07% | Add |
| 47 | KBH | Kb Home | +0.1% | NEW | New buy |
| 48 | USPH | U.s. Physical Therapy Inc | +0.1% | NEW | New buy |
| 49 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 50 | SCHV | Schwab US Large-cap Value | +0.1% | +3.27% | Add |
According to official SEC Form 13F filings, Ridgewood Investments LLC reported a total U.S. public equity portfolio value of $271.3M across 208 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, GOOGL, SGOV) accounted for 17.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BND
市值: $1.5M
Top Position Liquidated / Trimmed
LRCX
前期市值: $473.7K
During Q2 2026, Ridgewood Investments LLC's top holdings by market value included BRK-B (8.7%)、GOOGL (3.4%)、SGOV (2.2%). The largest single position, BRK-B, represented 8.7% of total portfolio value.
In Q2 2026, Ridgewood Investments LLC made 184 total portfolio adjustments, initiating 13 new buys, adding to 72 positions, trimming 86 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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