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Portfolio (Quarterly) Guide ↗

Ridgewood Investments LLC

· CIK 0001703556
13F Portfolio $267M AUM 208 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 63 Added 91 Reduced 13 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LEN LENNAR CORP Consumer Cyclical 10,686.0 $967K 0.36% +1K +16.2% $90.49 -7.6%
42 TSLA TESLA INC Consumer Cyclical 2,098.0 $882K 0.33% +68.0 +3.4% $420.63 -15.8%
43 USRT ISHARES TR 12,301.0 $817K 0.31% +2K +24.2% $66.45 -1.7%
44 VSS VANGUARD INTL EQUITY INDEX F 5,235.0 $808K 0.30% +303.0 +6.1% $154.30 +4.6%
45 WTRG ESSENTIAL UTILS INC Utilities 20,920.0 $801K 0.30% +10K +96.1% $38.31 +8.8%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 2,754.0 $774K 0.29% +2K +174.3% $281.21 -16.5%
47 AOS SMITH A O CORP Industrials 11,982.0 $752K 0.28% +4K +43.7% $62.72 -3.6%
48 INTU INTUIT Technology 2,820.0 $736K 0.28% +798.0 +39.5% $261.00 +27.5%
49 ABM ABM INDS INC Industrials 16,626.0 $736K 0.28% +4K +31.1% $44.24 +6.4%
50 KLAC KLA CORP Technology 2,400.0 $724K 0.27% +2K +686.9% $301.71 -38.5%
51 ZTS ZOETIS INC Healthcare 10,060.0 $723K 0.27% +5K +111.2% $71.86 +5.5%
52 GLD SPDR GOLD TR Financial Services 1,531.0 $564K 0.21% +12.0 +0.8% $368.38 +10.4%
53 QQQM INVESCO EXCH TRADED FD TR II 1,786.0 $541K 0.20% +176.0 +10.9% $303.01 -2.3%
54 VWO VANGUARD INTL EQUITY INDEX F 8,929.0 $533K 0.20% +472.0 +5.6% $59.69 +2.9%
55 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,600.0 $488K 0.18% +568.0 +11.3% $87.22 +6.8%
56 SHOP SHOPIFY INC Technology 3,426.0 $391K 0.15% +575.0 +20.2% $114.18 +27.1%
57 DFIV DIMENSIONAL ETF TRUST 7,021.0 $379K 0.14% +58.0 +0.8% $54.02 +9.1%
58 BDX BECTON DICKINSON & CO Healthcare 2,315.0 $350K 0.13% +849.0 +57.9% $151.33 +22.1%
59 RPM RPM INTL INC Basic Materials 2,990.0 $332K 0.12% +750.0 +33.5% $111.15 -5.1%
60 MGK VANGUARD WORLD FD 3,565.0 $313K 0.12% +3K +400.0% $87.91 +2.6%
Page 3 of 4  ·  63 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 22.4%
Financial Services 19.4%
Healthcare 12.0%
Industrials 11.7%
Communication Services 10.1%
Consumer Cyclical 9.0%
Consumer Defensive 8.3%
Energy 2.6%
Basic Materials 2.5%
Utilities 1.2%