Ridgewood Investments
Latest statistics and disclosures from Ridgewood Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOGL, SGOV, VOO, BSV, and represent 17.93% of Ridgewood Investments's stock portfolio.
- Added to shares of these 10 stocks: VO, BND, TSCO, BABA, SCHP, NVDA, MOS, ABT, BIV, KLAC.
- Started 13 new stock positions in WAT, SMG, KBH, COST, INTC, SCHP, USPH, BND, SYY, SLS. ABT, TSCO, TRU.
- Reduced shares in these 10 stocks: MCHP, TXN, TGT, BSV, HPE, QCOM, AMAT, TSM, BRK.B, STT.
- Sold out of its positions in CAVA, COIN, FDX, FISV, ETHA, LRCX, MLI, PINS, RBLX, SNN. ACN, RPRX, ASML.
- Ridgewood Investments was a net buyer of stock by $3.3M.
- Ridgewood Investments has $267M in assets under management (AUM), dropping by 9.28%.
- Central Index Key (CIK): 0001703556
Tip: Access up to 7 years of quarterly data
Positions held by Ridgewood Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Ridgewood Investments
Ridgewood Investments holds 208 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.7 | $23M | -2% | 47k | 500.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $9.2M | -3% | 26k | 357.37 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.2 | $5.9M | -5% | 59k | 100.67 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $4.8M | 7.0k | 686.85 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.7 | $4.6M | -14% | 60k | 77.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $4.4M | -2% | 13k | 353.34 |
|
| Spdr Series Trust State Street Spd (FLRN) | 1.6 | $4.3M | +9% | 139k | 30.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $4.2M | +312% | 52k | 80.57 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $4.1M | 26k | 156.95 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.5 | $4.0M | -2% | 36k | 110.35 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $4.0M | +2% | 13k | 303.12 |
|
| Markel Corporation (MKL) | 1.4 | $3.7M | 1.9k | 1953.01 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.3 | $3.4M | 117k | 28.96 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $3.2M | +5% | 5.8k | 563.29 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.9M | +16% | 7.9k | 373.03 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.9M | +57% | 15k | 200.09 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $2.8M | -28% | 9.2k | 298.07 |
|
| Qualcomm (QCOM) | 1.0 | $2.6M | -22% | 14k | 184.79 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $2.5M | +3% | 72k | 34.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.4M | 3.3k | 736.48 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $2.4M | +16% | 49k | 48.43 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $2.3M | -3% | 40k | 58.20 |
|
| Bristol Myers Squibb (BMY) | 0.9 | $2.3M | -4% | 40k | 57.62 |
|
| Medtronic SHS (MDT) | 0.9 | $2.3M | +15% | 29k | 78.23 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.8 | $2.3M | +38% | 30k | 76.70 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.3M | +6% | 9.5k | 236.61 |
|
| T. Rowe Price (TROW) | 0.8 | $2.2M | -13% | 20k | 113.69 |
|
| Amazon (AMZN) | 0.8 | $2.2M | -3% | 9.3k | 238.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.8 | $2.2M | 21k | 106.31 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $2.1M | -4% | 45k | 46.81 |
|
| Old Republic International Corporation (ORI) | 0.8 | $2.0M | +19% | 50k | 40.92 |
|
| Henry Schein (HSIC) | 0.7 | $2.0M | -4% | 24k | 83.52 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $2.0M | -26% | 4.2k | 477.57 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $2.0M | +5% | 24k | 83.75 |
|
| Pepsi (PEP) | 0.7 | $1.9M | 14k | 135.40 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $1.9M | -2% | 36k | 52.41 |
|
| Hci (HCI) | 0.7 | $1.8M | 11k | 175.24 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.7 | $1.8M | +5% | 37k | 50.39 |
|
| United Parcel Svcs CL B (UPS) | 0.7 | $1.8M | +5% | 17k | 107.50 |
|
| Carrier Global Corporation (CARR) | 0.7 | $1.8M | +12% | 24k | 73.35 |
|
| Kimberly-Clark Corporation (KMB) | 0.7 | $1.8M | +23% | 16k | 109.77 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.7 | $1.7M | +51% | 26k | 67.24 |
|
| United Therapeutics Corporation (UTHR) | 0.7 | $1.7M | 3.2k | 541.83 |
|
|
| Bofi Holding (AX) | 0.7 | $1.7M | 18k | 97.39 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $1.7M | 22k | 74.90 |
|
|
| Archer Daniels Midland Company (ADM) | 0.6 | $1.6M | -2% | 21k | 76.40 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.6M | -7% | 11k | 146.55 |
|
| Lowe's Companies (LOW) | 0.6 | $1.6M | +47% | 7.3k | 220.49 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $1.6M | +27% | 22k | 71.60 |
|
| Progressive Corporation (PGR) | 0.6 | $1.5M | +28% | 6.8k | 218.45 |
|
| Open Text Corp (OTEX) | 0.5 | $1.5M | +41% | 66k | 22.15 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.5M | NEW | 20k | 73.41 |
|
| Jd.com Spon Ads Cl A (JD) | 0.5 | $1.5M | +9% | 57k | 25.48 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.4M | +341% | 15k | 95.98 |
|
| Marsh & McLennan Companies (MRSH) | 0.5 | $1.4M | +27% | 8.5k | 166.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.4M | -3% | 3.8k | 370.04 |
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $1.4M | -35% | 31k | 45.11 |
|
| Humana (HUM) | 0.5 | $1.4M | -25% | 3.5k | 397.22 |
|
| Walt Disney Company (DIS) | 0.5 | $1.3M | +6% | 14k | 96.25 |
|
| Prudential Financial (PRU) | 0.5 | $1.3M | +6% | 12k | 107.93 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.5 | $1.3M | -2% | 49k | 27.21 |
|
| Applied Materials (AMAT) | 0.5 | $1.3M | -36% | 1.8k | 723.00 |
|
| Cnh Indl N V SHS (CNH) | 0.5 | $1.3M | -22% | 113k | 11.23 |
|
| Cdw (CDW) | 0.5 | $1.3M | -2% | 9.0k | 140.64 |
|
| Tractor Supply Company (TSCO) | 0.5 | $1.3M | NEW | 40k | 31.61 |
|
| Netease Sponsored Ads (NTES) | 0.5 | $1.2M | +18% | 9.7k | 128.14 |
|
| Paychex (PAYX) | 0.5 | $1.2M | +81% | 12k | 98.33 |
|
| 3M Company (MMM) | 0.5 | $1.2M | 7.5k | 161.91 |
|
|
| Merck & Co (MRK) | 0.5 | $1.2M | -11% | 9.4k | 128.49 |
|
| Fortune Brands (FBIN) | 0.4 | $1.2M | +52% | 22k | 54.90 |
|
| Mosaic (MOS) | 0.4 | $1.2M | +212% | 56k | 21.19 |
|
| Msc Indl Direct Cl A (MSM) | 0.4 | $1.2M | -32% | 10k | 118.95 |
|
| Bank Ozk (OZK) | 0.4 | $1.2M | 22k | 52.09 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.2M | -26% | 2.8k | 415.63 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $1.1M | 11k | 103.22 |
|
|
| Analog Devices (ADI) | 0.4 | $1.1M | -5% | 2.9k | 397.17 |
|
| Cisco Systems (CSCO) | 0.4 | $1.1M | -19% | 9.5k | 117.46 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.1M | NEW | 41k | 26.50 |
|
| Stanley Black & Decker (SWK) | 0.4 | $1.1M | +15% | 11k | 94.12 |
|
| Clorox Company (CLX) | 0.4 | $1.1M | -33% | 11k | 95.44 |
|
| salesforce (CRM) | 0.4 | $1.1M | +58% | 6.8k | 156.66 |
|
| Home Depot (HD) | 0.4 | $1.1M | +30% | 3.0k | 352.68 |
|
| Microchip Technology (MCHP) | 0.4 | $1.1M | -63% | 12k | 91.20 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.4 | $1.0M | -29% | 14k | 74.89 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $1.0M | -13% | 21k | 47.94 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $1.0M | 6.6k | 154.11 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.0M | 11k | 96.46 |
|
|
| Rci Hospitality Hldgs (RICK) | 0.4 | $1.0M | 37k | 27.32 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $1.0M | +98% | 20k | 50.42 |
|
| TriCo Bancshares (TCBK) | 0.4 | $1.0M | -2% | 19k | 53.85 |
|
| Keurig Dr Pepper (KDP) | 0.4 | $999k | +28% | 31k | 32.73 |
|
| EOG Resources (EOG) | 0.4 | $989k | -12% | 7.6k | 129.73 |
|
| Gra (GGG) | 0.4 | $982k | -4% | 13k | 75.61 |
|
| Automatic Data Processing (ADP) | 0.4 | $979k | +37% | 4.4k | 223.95 |
|
| Canadian Natl Ry (CNI) | 0.4 | $973k | -25% | 8.2k | 119.24 |
|
| Lennar Corp Cl A (LEN) | 0.4 | $967k | +16% | 11k | 90.49 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $952k | -34% | 9.3k | 102.16 |
|
| Newtekone Com New (NEWT) | 0.3 | $922k | 62k | 14.81 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $912k | -3% | 7.8k | 117.25 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $909k | -37% | 7.5k | 121.74 |
|
| Johnson & Johnson (JNJ) | 0.3 | $904k | 3.6k | 253.97 |
|
|
| American Express Company (AXP) | 0.3 | $895k | 2.6k | 338.26 |
|
|
| Tesla Motors (TSLA) | 0.3 | $883k | +3% | 2.1k | 420.63 |
|
| Pfizer (PFE) | 0.3 | $823k | -12% | 34k | 24.08 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $817k | +24% | 12k | 66.45 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $815k | 4.3k | 190.54 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $814k | 8.3k | 98.30 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $812k | -12% | 7.1k | 114.29 |
|
| Broadcom (AVGO) | 0.3 | $808k | -23% | 2.1k | 377.75 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $808k | +6% | 5.2k | 154.30 |
|
| Air Products & Chemicals (APD) | 0.3 | $806k | -13% | 2.7k | 293.18 |
|
| Essential Utils (WTRG) | 0.3 | $801k | +96% | 21k | 38.31 |
|
| International Business Machines (IBM) | 0.3 | $775k | +174% | 2.8k | 281.21 |
|
| Target Corporation (TGT) | 0.3 | $773k | -56% | 5.9k | 130.61 |
|
| A. O. Smith Corporation (AOS) | 0.3 | $752k | +43% | 12k | 62.72 |
|
| Abbott Laboratories (ABT) | 0.3 | $741k | NEW | 8.2k | 90.74 |
|
| Intuit (INTU) | 0.3 | $736k | +39% | 2.8k | 261.00 |
|
| ABM Industries (ABM) | 0.3 | $736k | +31% | 17k | 44.24 |
|
| FactSet Research Systems (FDS) | 0.3 | $729k | 3.2k | 230.08 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $724k | -2% | 2.4k | 306.28 |
|
| Kla Corp Com New (KLAC) | 0.3 | $724k | +686% | 2.4k | 301.71 |
|
| Zoetis Cl A (ZTS) | 0.3 | $723k | +111% | 10k | 71.86 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $684k | -29% | 5.0k | 136.72 |
|
| Apple (AAPL) | 0.3 | $677k | -6% | 2.3k | 289.39 |
|
| AES Corporation (AES) | 0.3 | $669k | -32% | 46k | 14.66 |
|
| Citigroup Com New (C) | 0.2 | $650k | -8% | 4.6k | 139.95 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $649k | -6% | 16k | 39.50 |
|
| Netflix (NFLX) | 0.2 | $645k | -12% | 9.0k | 71.40 |
|
| Cme (CME) | 0.2 | $640k | 2.9k | 220.83 |
|
|
| Middleby Corporation (MIDD) | 0.2 | $625k | -24% | 3.6k | 172.01 |
|
| American Tower Reit (AMT) | 0.2 | $593k | 3.6k | 163.56 |
|
|
| J&J Snack Foods (JJSF) | 0.2 | $574k | 7.8k | 73.45 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $564k | 1.5k | 368.38 |
|
|
| SLB Com Stk (SLB) | 0.2 | $552k | -23% | 12k | 46.49 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $552k | -19% | 17k | 33.29 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $549k | -32% | 6.6k | 83.31 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $541k | +10% | 1.8k | 303.01 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $534k | -9% | 445.00 | 1199.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $533k | +5% | 8.9k | 59.69 |
|
| Dhi (DHX) | 0.2 | $532k | 144k | 3.71 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $525k | 7.5k | 69.90 |
|
|
| State Street Corporation (STT) | 0.2 | $514k | -55% | 3.0k | 169.60 |
|
| Kinder Morgan (KMI) | 0.2 | $509k | -8% | 16k | 31.97 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $506k | -11% | 5.5k | 91.68 |
|
| Acme United Corporation (ACU) | 0.2 | $493k | -8% | 10k | 47.72 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $488k | +11% | 5.6k | 87.22 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $476k | 5.8k | 81.94 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $475k | 5.1k | 92.27 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $469k | -21% | 4.3k | 109.07 |
|
| Loews Corporation (L) | 0.2 | $464k | 4.1k | 113.21 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $461k | 905.00 | 509.46 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $452k | 1.9k | 242.99 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $432k | 7.8k | 55.01 |
|
|
| Chevron Corporation (CVX) | 0.2 | $426k | -19% | 2.6k | 165.76 |
|
| SYSCO Corporation (SYY) | 0.2 | $424k | NEW | 5.1k | 83.58 |
|
| Philip Morris International (PM) | 0.2 | $417k | 2.3k | 180.88 |
|
|
| SJW (HTO) | 0.2 | $411k | -34% | 6.8k | 60.77 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $400k | -13% | 27k | 15.04 |
|
| Intel Corporation (INTC) | 0.1 | $393k | NEW | 2.8k | 139.63 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $391k | +20% | 3.4k | 114.18 |
|
| Aon Shs Cl A (AON) | 0.1 | $388k | 1.2k | 331.69 |
|
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $380k | 11k | 34.57 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $379k | 7.0k | 54.02 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $377k | 4.8k | 79.03 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $375k | -12% | 1.8k | 205.02 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $371k | 808.00 | 459.13 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $370k | NEW | 5.4k | 68.11 |
|
| Paypal Holdings (PYPL) | 0.1 | $357k | -5% | 8.3k | 43.18 |
|
| eBay (EBAY) | 0.1 | $355k | 3.2k | 111.75 |
|
|
| CSX Corporation (CSX) | 0.1 | $352k | 7.4k | 47.53 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $350k | +57% | 2.3k | 151.33 |
|
| Transunion (TRU) | 0.1 | $350k | NEW | 4.9k | 72.14 |
|
| Whitestone REIT (WSR) | 0.1 | $341k | 18k | 18.96 |
|
|
| TJX Companies (TJX) | 0.1 | $341k | 2.3k | 151.47 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.1 | $341k | -9% | 9.9k | 34.49 |
|
| Gilead Sciences (GILD) | 0.1 | $337k | 2.7k | 126.34 |
|
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $336k | 6.9k | 48.65 |
|
|
| RPM International (RPM) | 0.1 | $332k | +33% | 3.0k | 111.15 |
|
| Sellas Life Sciences Group I Com New (SLS) | 0.1 | $332k | NEW | 23k | 14.76 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $328k | 4.0k | 82.35 |
|
|
| Chubb (CB) | 0.1 | $321k | -29% | 943.00 | 340.74 |
|
| Yum China Holdings (YUMC) | 0.1 | $316k | 7.7k | 40.87 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $313k | +400% | 3.6k | 87.91 |
|
| Spdr Series Trust State Street Spd (SPIP) | 0.1 | $313k | -11% | 12k | 25.68 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $313k | 5.5k | 57.25 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $308k | 3.9k | 78.82 |
|
|
| Aptar (ATR) | 0.1 | $306k | -3% | 2.4k | 125.19 |
|
| Rb Global (RBA) | 0.1 | $287k | 2.5k | 116.47 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $281k | 658.00 | 426.40 |
|
|
| Simon Property (SPG) | 0.1 | $277k | 1.2k | 223.65 |
|
|
| MercadoLibre (MELI) | 0.1 | $275k | +14% | 162.00 | 1700.01 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $275k | -12% | 2.9k | 94.57 |
|
| Unity Software (U) | 0.1 | $275k | -13% | 9.6k | 28.58 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $274k | -35% | 17k | 16.16 |
|
| Hubspot (HUBS) | 0.1 | $269k | 1.5k | 182.51 |
|
|
| Heritage Global (HGBL) | 0.1 | $269k | -6% | 222k | 1.21 |
|
| Boeing Company (BA) | 0.1 | $261k | 1.2k | 216.47 |
|
|
| Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $257k | +58% | 135k | 1.90 |
|
| Sea Sponsord Ads (SE) | 0.1 | $245k | 2.6k | 95.83 |
|
|
| Waters Corporation (WAT) | 0.1 | $239k | NEW | 638.00 | 375.04 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $232k | -16% | 2.9k | 80.38 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $231k | 5.2k | 44.36 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $231k | -2% | 4.1k | 56.98 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $219k | +4% | 4.9k | 44.85 |
|
| KB Home (KBH) | 0.1 | $212k | NEW | 3.4k | 62.59 |
|
| Nutrien (NTR) | 0.1 | $211k | -3% | 3.3k | 62.95 |
|
| U.S. Physical Therapy (USPH) | 0.1 | $209k | NEW | 3.0k | 68.68 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $202k | NEW | 216.00 | 935.47 |
|
Past Filings by Ridgewood Investments
SEC 13F filings are viewable for Ridgewood Investments going back to 2016
- Ridgewood Investments 2026 Q2 filed Aug. 3, 2026
- Ridgewood Investments 2026 Q1 filed April 3, 2026
- Ridgewood Investments 2025 Q3 filed Oct. 30, 2025
- Ridgewood Investments 2025 Q2 filed July 14, 2025
- Ridgewood Investments 2025 Q1 filed May 7, 2025
- Ridgewood Investments 2024 Q4 filed Jan. 10, 2025
- Ridgewood Investments 2024 Q3 filed Oct. 4, 2024
- Ridgewood Investments 2024 Q2 filed July 29, 2024
- Ridgewood Investments 2024 Q1 filed April 10, 2024
- Ridgewood Investments 2023 Q4 filed Jan. 11, 2024
- Ridgewood Investments 2023 Q3 filed Oct. 20, 2023
- Ridgewood Investments 2023 Q2 filed Aug. 7, 2023
- Ridgewood Investments 2023 Q1 filed April 25, 2023
- Ridgewood Investments 2022 Q4 filed Jan. 19, 2023
- Ridgewood Investments 2022 Q3 filed Oct. 13, 2022
- Ridgewood Investments 2022 Q2 filed July 19, 2022