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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 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UMC UNITED MICROELECTRONICS CORP Technology 49,192.0 $1.3M 0.50% -2K -3.0% $27.21 -23.7%
62 AMAT APPLIED MATLS INC Technology 1,791.0 $1.3M 0.48% -1K -36.4% $723.00 -37.1%
63 CNH INDL N V 112,603.0 $1.3M 0.47% -32K -22.2% $11.23
64 CDW CDW CORP Technology 8,971.0 $1.3M 0.47% -229.0 -2.5% $140.64 +8.3%
65 TSCO TRACTOR SUPPLY CO Consumer Cyclical 39,781.0 $1.3M 0.47% NEW $31.61 +10.7%
66 NTES NETEASE COM INC Technology 9,727.0 $1.2M 0.47% +1K +18.2% $128.14 -6.9%
67 PAYX PAYCHEX INC Industrials 12,379.0 $1.2M 0.46% +6K +81.7% $98.33 +23.8%
68 MMM 3M CO Industrials 7,512.0 $1.2M 0.46% -71.0 -0.9% $161.91 +4.1%
69 MRK MERCK & CO INC Healthcare 9,440.0 $1.2M 0.45% -1K -11.9% $128.49 +17.0%
70 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 21,776.0 $1.2M 0.45% +8K +53.0% $54.90 -21.5%
71 MOS MOSAIC CO Basic Materials 56,012.0 $1.2M 0.44% +38K +212.8% $21.19 +22.0%
72 MSM MSC INDL DIRECT INC Industrials 9,969.0 $1.2M 0.44% -5K -32.3% $118.95 +2.1%
73 OZK BANK OZK LITTLE ROCK ARK Financial Services 22,374.0 $1.2M 0.44% $52.09 -3.2%
74 UNH UNITEDHEALTH GROUP INC Healthcare 2,799.0 $1.2M 0.43% -998.0 -26.3% $415.63 -4.4%
75 ONEQ FIDELITY COMWLTH TR 11,102.0 $1.1M 0.43% -164.0 -1.5% $103.22 +1.2%
76 ADI ANALOG DEVICES INC Technology 2,853.0 $1.1M 0.42% -175.0 -5.8% $397.17 -8.8%
77 CSCO CISCO SYS INC Technology 9,495.0 $1.1M 0.42% -2K -19.8% $117.46 -7.0%
78 SCHP SCHWAB STRATEGIC TR 40,717.0 $1.1M 0.40% NEW $26.50 -2.5%
79 SWK STANLEY BLACK & DECKER INC Industrials 11,310.0 $1.1M 0.40% +2K +15.5% $94.12 +3.4%
80 CLX CLOROX CO DEL Consumer Defensive 11,106.0 $1.1M 0.40% -6K -33.4% $95.44 -2.5%
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 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%