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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TCBK TRICO BANCSHARES Financial Services 18,651.0 $1.0M 0.38% -412.0 -2.2% $53.85 +1.0%
42 EOG EOG RES INC Energy 7,621.0 $989K 0.37% -1K -12.4% $129.73 +11.9%
43 GGG GRACO INC Industrials 12,986.0 $982K 0.37% -635.0 -4.7% $75.61 +3.0%
44 CNI CANADIAN NATL RY CO Industrials 8,161.0 $973K 0.36% -3K -25.8% $119.24 +3.5%
45 STIP ISHARES TR 9,320.0 $952K 0.36% -5K -34.3% $102.16 -1.3%
46 AFL AFLAC INC Financial Services 7,778.0 $912K 0.34% -257.0 -3.2% $117.25 -0.0%
47 ICVT ISHARES TR 7,467.0 $909K 0.34% -5K -37.8% $121.74 -5.7%
48 PFE PFIZER INC Healthcare 34,171.0 $823K 0.31% -5K -12.3% $24.08 +18.1%
49 XLK SELECT SECTOR SPDR TR 4,278.0 $815K 0.30% -81.0 -1.9% $190.54 -1.7%
50 BIDU BAIDU INC Communication Services 7,100.0 $811K 0.30% -1K -12.3% $114.29 -13.0%
51 AVGO BROADCOM INC Technology 2,140.0 $808K 0.30% -661.0 -23.6% $377.75 -5.3%
52 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,748.0 $806K 0.30% -430.0 -13.5% $293.18 +2.8%
53 TGT TARGET CORP Consumer Defensive 5,917.0 $773K 0.29% -8K -56.1% $130.61 +25.9%
54 FDS FACTSET RESH SYS INC Financial Services 3,168.0 $729K 0.27% -53.0 -1.6% $230.08 +31.2%
55 VOT VANGUARD INDEX FDS 2,365.0 $724K 0.27% -60.0 -2.5% $306.28 -2.0%
56 XOM EXXON MOBIL CORP Energy 5,006.0 $684K 0.26% -2K -29.6% $136.72 +16.6%
57 AAPL APPLE INC Technology 2,340.0 $677K 0.25% -155.0 -6.2% $289.39 +10.6%
58 AES AES CORP Utilities 45,661.0 $669K 0.25% -22K -32.6% $14.66 +0.9%
59 C CITIGROUP INC Financial Services 4,644.0 $650K 0.24% -431.0 -8.5% $139.95 -1.6%
60 CNQ CANADIAN NAT RES LTD MED TER Energy 16,424.0 $649K 0.24% -1K -6.9% $39.50 +27.7%
Page 3 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%