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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 9,033.0 $645K 0.24% -1K -12.8% $71.40 +9.6%
62 CME CME GROUP INC Financial Services 2,897.0 $640K 0.24% -50.0 -1.7% $220.83 +27.4%
63 MIDD MIDDLEBY CORP Industrials 3,635.0 $625K 0.23% -1K -24.6% $172.01 -35.0%
64 JJSF J & J SNACK FOODS CORP Consumer Defensive 7,817.0 $574K 0.21% -125.0 -1.6% $73.45 +14.5%
65 SLB SLB LIMITED Energy 11,881.0 $552K 0.21% -4K -23.2% $46.49 +23.7%
66 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,581.0 $552K 0.21% -4K -19.5% $33.29 +35.9%
67 BHP BHP BILLITON LIMITED Basic Materials 6,589.0 $549K 0.20% -3K -32.6% $83.31 +8.5%
68 LLY ELI LILLY & CO Healthcare 445.0 $534K 0.20% -45.0 -9.2% $1199.43 -4.3%
69 STT STATE STR CORP Financial Services 3,030.0 $514K 0.19% -4K -56.0% $169.60 +14.5%
70 KMI KINDER MORGAN INC DEL Energy 15,916.0 $509K 0.19% -2K -8.8% $31.97 -1.8%
71 CL COLGATE PALMOLIVE CO Consumer Defensive 5,524.0 $506K 0.19% -700.0 -11.2% $91.68 -3.2%
72 ACU ACME UTD CORP Consumer Defensive 10,329.0 $493K 0.18% -1K -8.8% $47.72 +32.3%
73 LQD ISHARES TR 4,295.0 $468K 0.17% -1K -21.2% $109.07 -3.3%
74 L LOEWS CORP Financial Services 4,100.0 $464K 0.17% -49.0 -1.2% $113.21 -3.5%
75 CVX CHEVRON CORPORATION Energy 2,568.0 $426K 0.16% -626.0 -19.6% $165.76 +25.8%
76 HTO H2O AMERICA Utilities 6,763.0 $411K 0.15% -4K -34.5% $60.77 +5.8%
77 VALE VALE S A Basic Materials 26,587.0 $400K 0.15% -4K -13.8% $15.04 +1.5%
78 ADBE ADOBE INC Technology 1,827.0 $375K 0.14% -260.0 -12.5% $205.02 +30.0%
79 PYPL PAYPAL HLDGS INC Financial Services 8,261.0 $357K 0.13% -500.0 -5.7% $43.18 +27.3%
80 IDLV INVESCO EXCH TRADED FD TR II 9,875.0 $341K 0.13% -1K -9.8% $34.49 +5.1%
Page 4 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%