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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 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HTO H2O AMERICA Utilities 10,323.0 $606K 0.25% +3K +49.4% $58.67 -1.9%
122 LQD ISHARES TR 5,451.0 $594K 0.24% -2K -22.4% $108.99 -0.8%
123 USRT ISHARES TR 9,900.0 $586K 0.24% +3K +38.9% $59.19 +10.5%
124 KMI KINDER MORGAN INC DEL Energy 17,461.0 $585K 0.24% -715.0 -3.9% $33.53 -0.1%
125 XLK SELECT SECTOR SPDR TR 4,359.0 $579K 0.24% +2K +96.7% $132.91 +34.4%
126 C CITIGROUP INC Financial Services 5,075.0 $576K 0.23% -71.0 -1.4% $113.40 +10.4%
127 ZTS ZOETIS INC Healthcare 4,763.0 $563K 0.23% NEW $118.21 -32.6%
128 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 14,233.0 $555K 0.23% NEW $38.97 -6.8%
129 AOS SMITH A O CORP Industrials 8,337.0 $550K 0.23% +2K +32.9% $65.94 -13.3%
130 LMT LOCKHEED MARTIN CORP Industrials 905.0 $547K 0.22% NEW $604.39 -13.5%
131 PBR PETROLEO BRASILEIRO SA PETRO Energy 26,270.0 $545K 0.22% -49K -64.9% $20.75 -3.5%
132 CL COLGATE PALMOLIVE CO Consumer Defensive 6,224.0 $530K 0.22% NEW $85.23 +6.1%
133 MKC MCCORMICK & CO INC Consumer Defensive 10,125.0 $511K 0.21% NEW $50.44 -6.9%
134 ACU ACME UTD CORP Consumer Defensive 11,329.0 $509K 0.21% -3K -19.2% $44.91 -3.8%
135 ADBE ADOBE INC Technology 2,087.0 $507K 0.21% -1K -37.6% $243.08 +0.4%
136 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,032.0 $495K 0.20% NEW $98.42 -4.1%
137 VALE VALE S A Basic Materials 30,854.0 $491K 0.20% -62K -66.7% $15.91 +2.8%
138 ABM ABM INDS INC Industrials 12,685.0 $489K 0.20% NEW $38.52 +4.2%
139 SCHW SCHWAB CHARLES CORP Financial Services 5,145.0 $484K 0.20% -3K -38.6% $93.98 -4.1%
140 LRCX LAM RESEARCH CORP Technology 2,217.0 $474K 0.19% -5K -70.1% $213.66 +41.5%
Page 7 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%