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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CB CHUBB LTD SWITZ Financial Services 943.0 $321K 0.12% -402.0 -29.9% $340.74 +0.2%
182 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,736.0 $316K 0.12% $40.87 +6.7%
183 MGK VANGUARD WORLD FD 3,565.0 $313K 0.12% +3K +400.0% $87.91 +2.6%
184 SPIP SPDR SERIES TRUST 12,191.0 $313K 0.12% -2K -11.8% $25.68 -2.4%
185 TSN TYSON FOODS INC Consumer Defensive 5,466.0 $313K 0.12% $57.25 -10.2%
186 NDAQ NASDAQ INC Financial Services 3,902.0 $308K 0.12% -75.0 -1.9% $78.82 +22.9%
187 ATR APTARGROUP INC Healthcare 2,444.0 $306K 0.12% -100.0 -3.9% $125.19 +1.8%
188 RB GLOBAL INC 2,464.0 $287K 0.11% $116.47
189 IWV ISHARES TR 658.0 $281K 0.10% $426.40 +2.7%
190 SPG SIMON PPTY GROUP INC NEW Real Estate 1,238.0 $277K 0.10% $223.65 -6.4%
191 MELI MERCADOLIBRE INC Consumer Cyclical 162.0 $275K 0.10% +21.0 +14.9% $1700.01 +16.4%
192 IEF ISHARES TR 2,911.0 $275K 0.10% -424.0 -12.7% $94.57 -2.5%
193 U UNITY SOFTWARE INC Technology 9,627.0 $275K 0.10% -2K -13.5% $28.58 +45.8%
194 PBR PETROLEO BRASILEIRO S A Energy 16,942.0 $274K 0.10% -9K -35.5% $16.16 +24.5%
195 HUBS HUBSPOT INC Technology 1,476.0 $269K 0.10% $182.51 +35.7%
196 HGBL HERITAGE GLOBAL INC Financial Services 222,165.0 $269K 0.10% -15K -6.3% $1.21 +12.4%
197 BA BOEING CO Industrials 1,206.0 $261K 0.10% $216.47 -1.9%
198 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 135,000.0 $256K 0.10% +50K +58.8% $1.90 +0.5%
199 SE SEA LTD Consumer Cyclical 2,552.0 $245K 0.09% $95.83 +17.0%
200 WAT WATERS CORP Healthcare 638.0 $239K 0.09% NEW $375.04 +9.2%
Page 10 of 11  ·  208 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%