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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 3,558.0 $904K 0.34% $253.97 +8.4%
102 AXP AMERICAN EXPRESS CO Financial Services 2,647.0 $895K 0.34% $338.26 -3.6%
103 TSLA TESLA INC Consumer Cyclical 2,098.0 $882K 0.33% +68.0 +3.4% $420.63 -15.8%
104 PFE PFIZER INC Healthcare 34,171.0 $823K 0.31% -5K -12.3% $24.08 +18.1%
105 USRT ISHARES TR 12,301.0 $817K 0.31% +2K +24.2% $66.45 -1.7%
106 XLK SELECT SECTOR SPDR TR 4,278.0 $815K 0.30% -81.0 -1.9% $190.54 -1.7%
107 IMCG ISHARES TR 8,282.0 $814K 0.30% $98.30 -1.9%
108 BIDU BAIDU INC Communication Services 7,100.0 $811K 0.30% -1K -12.3% $114.29 -13.0%
109 AVGO BROADCOM INC Technology 2,140.0 $808K 0.30% -661.0 -23.6% $377.75 -5.3%
110 VSS VANGUARD INTL EQUITY INDEX F 5,235.0 $808K 0.30% +303.0 +6.1% $154.30 +4.6%
111 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,748.0 $806K 0.30% -430.0 -13.5% $293.18 +2.8%
112 WTRG ESSENTIAL UTILS INC Utilities 20,920.0 $801K 0.30% +10K +96.1% $38.31 +8.8%
113 IBM INTERNATIONAL BUSINESS MACHS Technology 2,754.0 $774K 0.29% +2K +174.3% $281.21 -16.5%
114 TGT TARGET CORP Consumer Defensive 5,917.0 $773K 0.29% -8K -56.1% $130.61 +25.9%
115 AOS SMITH A O CORP Industrials 11,982.0 $752K 0.28% +4K +43.7% $62.72 -3.6%
116 ABT ABBOTT LABORATORIES Healthcare 8,164.0 $741K 0.28% NEW $90.74 +19.4%
117 INTU INTUIT Technology 2,820.0 $736K 0.28% +798.0 +39.5% $261.00 +27.5%
118 ABM ABM INDS INC Industrials 16,626.0 $736K 0.28% +4K +31.1% $44.24 +6.4%
119 FDS FACTSET RESH SYS INC Financial Services 3,168.0 $729K 0.27% -53.0 -1.6% $230.08 +31.2%
120 VOT VANGUARD INDEX FDS 2,365.0 $724K 0.27% -60.0 -2.5% $306.28 -2.0%
Page 6 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%