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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 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 4,978.0 $1.2M 0.48% +75.0 +1.5% $236.28 -8.0%
62 GGG GRACO INC Industrials 13,621.0 $1.2M 0.47% $84.65 -11.0%
63 MRSH MARSH & MCLENNAN COS INC Financial Services 6,641.0 $1.2M 0.47% +4K +190.8% $173.45 -4.8%
64 HPE HEWLETT PACKARD ENTERPRISE C Technology 47,928.0 $1.1M 0.47% -4K -7.3% $23.81 +42.7%
65 PRU PRUDENTIAL FINL INC Financial Services 11,621.0 $1.1M 0.46% +7K +161.7% $97.69 +5.7%
66 CNI CANADIAN NATL RY CO Industrials 10,996.0 $1.1M 0.46% +1K +13.2% $102.77 +11.1%
67 VWOB VANGUARD WHITEHALL FDS 17,169.0 $1.1M 0.46% +8K +93.2% $65.69 +0.8%
68 SAP SAP SE Technology 6,566.0 $1.1M 0.46% NEW $171.21 +5.1%
69 CDW CDW CORP Technology 9,200.0 $1.1M 0.46% +6K +207.5% $121.02 -11.7%
70 MMM 3M CO Industrials 7,583.0 $1.1M 0.45% +2K +36.6% $145.23 +4.4%
71 PFE PFIZER INC Healthcare 38,948.0 $1.1M 0.45% -37K -48.9% $28.08 -7.6%
72 PGR PROGRESSIVE CORP Financial Services 5,274.0 $1.0M 0.43% +3K +181.6% $198.24 +2.2%
73 OTEX OPEN TEXT CORP Technology 46,791.0 $1.0M 0.43% +28K +150.9% $22.24 +4.4%
74 UNH UNITEDHEALTH GROUP INC Healthcare 3,797.0 $1.0M 0.42% +2K +127.2% $270.59 +41.7%
75 OZK BANK OZK LITTLE ROCK ARK Financial Services 22,374.0 $1.0M 0.42% +10K +77.4% $45.89 +5.0%
76 NFLX NETFLIX INC Communication Services 10,361.0 $996K 0.41% +10K +2031.9% $96.15 -7.1%
77 USMV ISHARES TR 10,674.0 $990K 0.41% -795.0 -6.9% $92.74 +3.6%
78 ADI ANALOG DEVICES INC Technology 3,028.0 $963K 0.39% -2K -42.8% $318.14 +20.8%
79 AMAT APPLIED MATLS INC Technology 2,816.0 $962K 0.39% -9K -75.8% $341.79 +25.0%
80 ONEQ FIDELITY COMWLTH TR 11,266.0 $957K 0.39% -942.0 -7.7% $84.91 +21.7%
Page 4 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 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%