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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 3 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,978.0 $1.8M 0.66% +3K +23.2% $109.77 -4.4%
42 VWOB VANGUARD WHITEHALL FDS 26,007.0 $1.7M 0.66% +9K +51.5% $67.24 -2.3%
43 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,209.0 $1.7M 0.65% $541.83 -10.0%
44 AX AXOS FINANCIAL INC Financial Services 17,836.0 $1.7M 0.65% -215.0 -1.2% $97.39 +0.6%
45 SPLV INVESCO EXCH TRADED FD TR II 22,126.0 $1.7M 0.62% $74.90 -0.2%
46 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 21,216.0 $1.6M 0.61% -463.0 -2.1% $76.40 +10.7%
47 ORCL ORACLE CORP Technology 11,054.0 $1.6M 0.61% -924.0 -7.7% $146.55 +8.4%
48 LOW LOWES COS INC Consumer Cyclical 7,345.0 $1.6M 0.61% +2K +47.5% $220.49 -7.3%
49 OTIS OTIS WORLDWIDE CORP Industrials 22,228.0 $1.6M 0.60% +5K +27.3% $71.60 -0.5%
50 PGR PROGRESSIVE CORP Financial Services 6,798.0 $1.5M 0.56% +2K +28.9% $218.45 +0.2%
51 OTEX OPEN TEXT CORP Technology 66,302.0 $1.5M 0.55% +20K +41.7% $22.15 +8.1%
52 BND VANGUARD BD INDEX FDS 19,916.0 $1.5M 0.55% NEW $73.41 -2.0%
53 JD JD.COM INC Consumer Cyclical 57,165.0 $1.5M 0.55% +5K +9.1% $25.48 +10.9%
54 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 15,099.0 $1.4M 0.54% +12K +341.6% $95.98 +18.0%
55 MRSH MARSH & MCLENNAN COS INC Financial Services 8,488.0 $1.4M 0.53% +2K +27.8% $166.67 +11.4%
56 VTI VANGUARD INDEX FDS 3,802.0 $1.4M 0.53% -145.0 -3.7% $370.04 +2.6%
57 HPE HEWLETT PACKARD ENTERPRISE C Technology 31,126.0 $1.4M 0.53% -17K -35.1% $45.11 +15.3%
58 HUM HUMANA INC Healthcare 3,499.0 $1.4M 0.52% -1K -25.6% $397.22 +1.1%
59 DIS DISNEY WALT CO Communication Services 14,018.0 $1.3M 0.51% +902.0 +6.9% $96.25 +9.4%
60 PRU PRUDENTIAL FINL INC Financial Services 12,407.0 $1.3M 0.50% +786.0 +6.8% $107.93 +13.1%
Page 3 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%