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Funds / Ridgewood Investments LLC
Institutional Fund

Ridgewood Investments LLC

Springfield, NJCIK 17035564 filings on record

Portfolio Value
$244.49M
Q1 2026
Holdings
208
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+3.2%
from $237.01M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Berkshire Hathaway Inc Del9.4%
  • Alphabet Inc3.1%
  • Ishares Tr2.6%
  • Vanguard Bd Index Fds2.2%
  • Ishares Tr1.7%
  • Vanguard Index Fds1.7%
  • Other79.3%

Portfolio Holdings

208 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Berkshire Hathaway Inc Del48.1K$23.05M9.4%1.0KReduced
2Alphabet Inc26.7K$7.67M3.1%3.4KReduced
3Ishares Tr62.8K$6.32M2.6%+11.4KAdded
4Vanguard Bd Index Fds69.5K$5.45M2.2%+14.8KAdded
5Ishares Tr37.3K$4.12M1.7%6.5KReduced
6Vanguard Index Fds6.9K$4.10M1.7%942Reduced
7Spdr Series Trust126.3K$3.89M1.6%+31.6KAdded
8Markel Group Inc1.9K$3.71M1.5%41Reduced
9Alphabet Inc12.8K$3.68M1.5%397Reduced
10Vanguard Intl Equity Index F26.5K$3.67M1.5%1.2KReduced

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