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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 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 6,758.0 $1.1M 0.40% +3K +59.0% $156.66 +65.5%
82 HD HOME DEPOT INC Consumer Cyclical 3,000.0 $1.1M 0.40% +706.0 +30.8% $352.68 -9.0%
83 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,539.0 $1.1M 0.39% -20K -63.1% $91.20 -18.7%
84 STM STMICROELECTRONICS N V Technology 13,754.0 $1.0M 0.39% -6K -29.8% $74.89 -30.2%
85 NVO NOVO-NORDISK A S Healthcare 21,368.0 $1.0M 0.38% -3K -13.3% $47.94 -2.8%
86 SAP SAP SE Technology 6,616.0 $1.0M 0.38% +50.0 +0.8% $154.11 +39.6%
87 USMV ISHARES TR 10,557.0 $1.0M 0.38% -117.0 -1.1% $96.46 +4.5%
88 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 37,158.0 $1.0M 0.38% $27.32 +7.4%
89 MKC MCCORMICK & CO INC Consumer Defensive 20,127.0 $1.0M 0.38% +10K +98.8% $50.42 +3.3%
90 TCBK TRICO BANCSHARES Financial Services 18,651.0 $1.0M 0.38% -412.0 -2.2% $53.85 +1.0%
91 KDP KEURIG DR PEPPER INC Consumer Defensive 30,529.0 $999K 0.37% +7K +28.6% $32.73 -0.4%
92 EOG EOG RES INC Energy 7,621.0 $989K 0.37% -1K -12.4% $129.73 +11.9%
93 GGG GRACO INC Industrials 12,986.0 $982K 0.37% -635.0 -4.7% $75.61 +3.0%
94 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,371.0 $979K 0.37% +1K +37.9% $223.95 +24.0%
95 CNI CANADIAN NATL RY CO Industrials 8,161.0 $973K 0.36% -3K -25.8% $119.24 +3.5%
96 LEN LENNAR CORP Consumer Cyclical 10,686.0 $967K 0.36% +1K +16.2% $90.49 -7.6%
97 STIP ISHARES TR 9,320.0 $952K 0.36% -5K -34.3% $102.16 -1.3%
98 NEWT NEWTEKONE INC Financial Services 62,285.0 $922K 0.34% $14.81 -16.0%
99 AFL AFLAC INC Financial Services 7,778.0 $912K 0.34% -257.0 -3.2% $117.25 -0.0%
100 ICVT ISHARES TR 7,467.0 $909K 0.34% -5K -37.8% $121.74 -5.7%
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 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%