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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 11 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DEO DIAGEO PLC Consumer Defensive 2,886.0 $232K 0.09% -586.0 -16.9% $80.38 +11.0%
202 DFAC DIMENSIONAL ETF TRUST 5,213.0 $231K 0.09% $44.36 +3.1%
203 BAC BANK AMERICA CORP Financial Services 4,051.0 $231K 0.09% -100.0 -2.4% $56.98 +10.0%
204 VNQI VANGUARD INTL EQUITY INDEX F 4,878.0 $219K 0.08% +202.0 +4.3% $44.85 +0.9%
205 KBH KB HOME Consumer Cyclical 3,391.0 $212K 0.08% NEW $62.59 -16.5%
206 NTR NUTRIEN LTD Basic Materials 3,347.0 $211K 0.08% -126.0 -3.6% $62.95 +26.2%
207 USPH U S PHYSICAL THERAPY Healthcare 3,040.0 $209K 0.08% NEW $68.68 +15.5%
208 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 216.0 $202K 0.08% NEW $935.47 -2.1%
Page 11 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%