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Portfolio (Quarterly) Guide ↗

Ridgewood Investments LLC

· CIK 0001703556
13F Portfolio $244M AUM 208 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 24 New 74 Added 86 Reduced 18 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BA BOEING CO Industrials 1,206.0 $240K 0.10% -556.0 -31.6% $199.03 +10.3%
82 SNN SMITH & NEPHEW PLC Healthcare 7,524.0 $239K 0.10% -2K -21.8% $31.78 -2.4%
83 SPG SIMON PPTY GROUP INC NEW Real Estate 1,238.0 $231K 0.09% -42.0 -3.3% $186.53 +9.4%
84 BDX BECTON DICKINSON & CO Healthcare 1,466.0 $230K 0.09% -378.0 -20.5% $157.23 -7.0%
85 MLI MUELLER INDS INC Industrials 2,036.0 $226K 0.09% -402.0 -16.5% $110.80 +20.6%
86 RPRX ROYALTY PHARMA PLC Healthcare 4,555.0 $219K 0.09% -4K -45.8% $47.97 +10.6%
Page 5 of 5  ·  86 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 21.3%
Financial Services 19.6%
Communication Services 12.6%
Healthcare 11.7%
Industrials 10.4%
Consumer Defensive 8.8%
Consumer Cyclical 7.2%
Energy 4.1%
Basic Materials 2.1%
Utilities 1.4%