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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 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 11,054.0 $1.6M 0.61% -924.0 -7.7% $146.55 +8.4%
22 VTI VANGUARD INDEX FDS 3,802.0 $1.4M 0.53% -145.0 -3.7% $370.04 +2.6%
23 HPE HEWLETT PACKARD ENTERPRISE C Technology 31,126.0 $1.4M 0.53% -17K -35.1% $45.11 +15.3%
24 HUM HUMANA INC Healthcare 3,499.0 $1.4M 0.52% -1K -25.6% $397.22 +1.1%
25 UMC UNITED MICROELECTRONICS CORP Technology 49,192.0 $1.3M 0.50% -2K -3.0% $27.21 -23.7%
26 AMAT APPLIED MATLS INC Technology 1,791.0 $1.3M 0.48% -1K -36.4% $723.00 -37.1%
27 CNH INDL N V 112,603.0 $1.3M 0.47% -32K -22.2% $11.23
28 CDW CDW CORP Technology 8,971.0 $1.3M 0.47% -229.0 -2.5% $140.64 +8.3%
29 MMM 3M CO Industrials 7,512.0 $1.2M 0.46% -71.0 -0.9% $161.91 +4.1%
30 MRK MERCK & CO INC Healthcare 9,440.0 $1.2M 0.45% -1K -11.9% $128.49 +17.0%
31 MSM MSC INDL DIRECT INC Industrials 9,969.0 $1.2M 0.44% -5K -32.3% $118.95 +2.1%
32 UNH UNITEDHEALTH GROUP INC Healthcare 2,799.0 $1.2M 0.43% -998.0 -26.3% $415.63 -4.4%
33 ONEQ FIDELITY COMWLTH TR 11,102.0 $1.1M 0.43% -164.0 -1.5% $103.22 +1.2%
34 ADI ANALOG DEVICES INC Technology 2,853.0 $1.1M 0.42% -175.0 -5.8% $397.17 -8.8%
35 CSCO CISCO SYS INC Technology 9,495.0 $1.1M 0.42% -2K -19.8% $117.46 -7.0%
36 CLX CLOROX CO DEL Consumer Defensive 11,106.0 $1.1M 0.40% -6K -33.4% $95.44 -2.5%
37 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,539.0 $1.1M 0.39% -20K -63.1% $91.20 -18.7%
38 STM STMICROELECTRONICS N V Technology 13,754.0 $1.0M 0.39% -6K -29.8% $74.89 -30.2%
39 NVO NOVO-NORDISK A S Healthcare 21,368.0 $1.0M 0.38% -3K -13.3% $47.94 -2.8%
40 USMV ISHARES TR 10,557.0 $1.0M 0.38% -117.0 -1.1% $96.46 +4.5%
Page 2 of 5  ·  91 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%