Institutional Manager · CIK 0001703556
Ridgewood Investments LLC
SPRINGFIELD, NJ · File #028-18012
Latest AUM
$237.0M
Positions
202
Top-10 Concentration
45.1%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ISHARES TR | 46436E718 | +20,420 | +$2.1M | +$263 |
| ADD | ARCHER DANIELS MIDLAND CO | 039483102 | +28,517 | +$1.7M | +$39,846 |
| ADD | PFIZER INC | 717081103 | +72,186 | +$1.4M | +$76,713 |
| ADD | NETEASE INC | 64110W102 | +7,365 | +$1.1M | +$33,387 |
| ADD | DEVON ENERGY CORP NEW | 25179M103 | +32,100 | +$942,065 | +$39,997 |
| ADD | SPDR SERIES TRUST | 78468R200 | +26,408 | +$814,954 | +$2,058 |
| ADD | VANGUARD BD INDEX FDS | 921937827 | +10,132 | +$799,512 | +$9,322 |
| ADD | ISHARES TR | 464288646 | +13,663 | +$724,544 | +$2,987 |
| ADD | UNITY SOFTWARE INC | 91332U101 | +17,871 | +$715,555 | +$43,908 |
| ADD | VANGUARD CHARLOTTE FDS | 92203J407 | +13,617 | +$673,485 | -$697 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 2025202 pos · $237.0M
- 13F HOLDINGS REPORTQ/E Jun 2025744 pos · $231.5M
- 13F HOLDINGS REPORTQ/E Mar 2025734 pos · $214.3M
- 13F HOLDINGS REPORTQ/E Dec 2024736 pos · $207.4M
- 13F HOLDINGS REPORTQ/E Sep 2024743 pos · $200.3M
- 13F HOLDINGS REPORTQ/E Jun 2024815 pos · $199.9M
- 13F HOLDINGS REPORTQ/E Mar 2024209 pos · $189.0M
- 13F HOLDINGS REPORTQ/E Dec 2023180 pos · $152.3M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 084670702 | 49,147 | $24.7M | 17.09% |
| 2 | ALPHABET INC | 02079K305 | 30,033 | $7.3M | 5.05% |
| 3 | ISHARES TR | 46436E718 | 51,353 | $5.2M | 3.58% |
| 4 | ISHARES TR | 464288679 | 43,779 | $4.8M | 3.35% |
| 5 | VANGUARD INDEX FDS | 922908363 | 7,810 | $4.5M | 3.10% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 54,708 | $4.3M | 2.99% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 27,717 | $3.8M | 2.64% |
| 8 | MARKEL GROUP INC | 570535104 | 1,979 | $3.8M | 2.62% |
| 9 | VANGUARD INDEX FDS | 922908629 | 12,188 | $3.6M | 2.48% |
| 10 | ALPHABET INC | 02079K107 | 13,235 | $3.2M | 2.23% |
| 11 | VANGUARD INDEX FDS | 922908751 | 11,776 | $3.0M | 2.07% |
| 12 | META PLATFORMS INC | 30303M102 | 4,008 | $2.9M | 2.04% |
| 13 | MICROSOFT CORP | 594918104 | 5,656 | $2.9M | 2.03% |
| 14 | SPDR SERIES TRUST | 78468R200 | 94,637 | $2.9M | 2.02% |
| 15 | QUALCOMM INC | 747525103 | 16,372 | $2.7M | 1.88% |
| 16 | MEDTRONIC PLC | G5960L103 | 28,348 | $2.7M | 1.87% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,409 | $2.6M | 1.82% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C102 | 44,597 | $2.6M | 1.82% |
| 19 | SCHWAB STRATEGIC TR | 808524102 | 94,902 | $2.4M | 1.69% |
| 20 | TEXAS INSTRS INC | 882508104 | 13,276 | $2.4M | 1.69% |