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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 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AES AES CORP Utilities 67,768.0 $955K 0.39% -11K -13.5% $14.09 +4.3%
82 APD AIR PRODS & CHEMS INC Basic Materials 3,178.0 $923K 0.38% $290.49 -0.1%
83 NTES NETEASE INC Technology 8,228.0 $921K 0.38% +563.0 +7.3% $111.94 +2.1%
84 CSCO CISCO SYS INC Technology 11,834.0 $918K 0.38% $77.59 +52.3%
85 TCBK TRICO BANCSHARES Financial Services 19,063.0 $906K 0.37% +7K +53.9% $47.54 +6.4%
86 NVO NOVO-NORDISK A S Healthcare 24,649.0 $906K 0.37% +15K +163.7% $36.75 +20.8%
87 BIDU BAIDU INC Communication Services 8,100.0 $903K 0.37% -2K -22.4% $111.42 +17.7%
88 AFL AFLAC INC Financial Services 8,035.0 $882K 0.36% -6K -42.0% $109.71 +7.4%
89 INTU INTUIT Technology 2,022.0 $874K 0.36% NEW $432.38 -29.0%
90 STT STATE STR CORP Financial Services 6,884.0 $871K 0.36% +75.0 +1.1% $126.56 +21.7%
91 CME CME GROUP INC Financial Services 2,947.0 $870K 0.36% $295.35 -2.1%
92 JNJ JOHNSON & JOHNSON Healthcare 3,558.0 $870K 0.36% -809.0 -18.5% $244.44 -5.2%
93 AVGO BROADCOM INC Technology 2,801.0 $867K 0.35% -1K -30.9% $309.51 +33.9%
94 CNQ CANADIAN NAT RES LTD Energy 17,649.0 $860K 0.35% NEW $48.73 -0.1%
95 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 37,158.0 $848K 0.35% +11K +43.1% $22.81 +6.1%
96 HUM HUMANA INC Healthcare 4,705.0 $816K 0.33% +4K +312.7% $173.39 +75.1%
97 AXP AMERICAN EXPRESS CO Financial Services 2,647.0 $801K 0.33% -170.0 -6.0% $302.49 +2.4%
98 LEN LENNAR CORP Consumer Cyclical 9,196.0 $799K 0.33% +4K +68.5% $86.84 +2.3%
99 SLB SLB LIMITED Energy 15,481.0 $796K 0.33% -9K -35.8% $51.39 +11.5%
100 CRM SALESFORCE INC Technology 4,251.0 $794K 0.33% +2K +85.9% $186.67 -5.5%
Page 5 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%