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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 2 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BNDX VANGUARD CHARLOTTE FDS 49,132.0 $2.4M 0.89% +7K +16.7% $48.43 -2.0%
22 VGSH VANGUARD SCOTTSDALE FDS 39,980.0 $2.3M 0.87% -2K -3.9% $58.20 -0.5%
23 BMY BRISTOL-MYERS SQUIBB CO Healthcare 39,881.0 $2.3M 0.86% -2K -4.7% $57.62 +16.0%
24 MDT MEDTRONIC PLC Healthcare 29,271.0 $2.3M 0.86% +4K +15.2% $78.23 +20.4%
25 BIV VANGUARD BD INDEX FDS 29,588.0 $2.3M 0.85% +8K +38.8% $76.70 -2.3%
26 VIG VANGUARD SPECIALIZED FUNDS 9,538.0 $2.3M 0.84% +573.0 +6.4% $236.61 +2.3%
27 TROW PRICE T ROWE GROUP INC Financial Services 19,706.0 $2.2M 0.84% -3K -13.9% $113.69 -3.4%
28 AMZN AMAZON COM INC Consumer Cyclical 9,329.0 $2.2M 0.83% -308.0 -3.2% $238.34 +8.5%
29 VONV VANGUARD SCOTTSDALE FDS 20,758.0 $2.2M 0.83% $106.31 +6.3%
30 VMBS VANGUARD SCOTTSDALE FDS 45,203.0 $2.1M 0.79% -2K -4.1% $46.81 -1.9%
31 ORI OLD REP INTL CORP Financial Services 49,708.0 $2.0M 0.76% +8K +19.2% $40.92 +1.2%
32 HSIC SCHEIN HENRY INC Healthcare 23,835.0 $2.0M 0.74% -1K -4.9% $83.52 +7.5%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,152.0 $2.0M 0.74% -1K -26.3% $477.57 -10.2%
34 VEU VANGUARD INTL EQUITY INDEX F 23,651.0 $2.0M 0.74% +1K +5.8% $83.75 +3.2%
35 PEP PEPSICO INC Consumer Defensive 13,985.0 $1.9M 0.71% $135.40 +1.6%
36 IGSB ISHARES TR 36,055.0 $1.9M 0.71% -981.0 -2.6% $52.41 -1.1%
37 HCI HCI GROUP INC Financial Services 10,534.0 $1.8M 0.69% $175.24 +7.1%
38 SPDW SPDR INDEX SHS FDS 36,516.0 $1.8M 0.69% +2K +5.8% $50.39 +3.8%
39 UPS UNITED PARCEL SVCS INC Industrials 16,736.0 $1.8M 0.67% +929.0 +5.9% $107.50 -4.8%
40 CARR CARRIER GLOBAL CORPORATION Industrials 24,063.0 $1.8M 0.66% +3K +12.9% $73.35 -18.6%
Page 2 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%