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Showing Q3 2025 data
Ridgewood Investments LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Ridgewood Investments LLC
•CIK: 1703556•Filing: Q3 2025
**Ridgewood Investments LLC** manages $237M across a diversified portfolio of 202 positions. The fund exhibits a notable allocation to defensive and blue-chip names, highlighted by a $24.7M position in BRK/B. Further concentration includes significant stakes in technology leaders like GOOGL ($7.3M) and broad market exposure via VOO ($4.5M). This structure suggests a core strategy focused on established value and secular growth themes.
Total AUM
$237.0M
QoQ Performance
+9.1%
Positions
168
Top 10 Concentration
27.6%
Latest Filing
Q3 2025
Top Holdings Allocation
BRK/B
BRK/B10.4%
GOOGL3.1%
SGOV2.2%
SHV2.0%
VOO1.9%
BSV1.8%
VT1.6%
MKL1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.6%
Technology13.2%
Financial11.8%
Healthcare4.7%
Consumer2.2%
ETF1.9%
Energy1.7%
Industrial1.5%
🚪 Exited Positionssold since Q2 2025
+481 more exited positions
Changes from Q2 2025
NEW3 new positions
↑106 increased
↓67 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023