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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Ridgewood Investments LLC's latest available filing here is Q3 2025.
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
Other69.7%
Technology13.2%
Healthcare4.7%
Consumer2.7%
Energy2.1%
ETF1.9%
Financial1.6%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022