Ridgewood Investments LLC Top Holdings and 13F Report (2025)

About Ridgewood Investments LLC

Investment Activity

Ridgewood Investments LLC has $214.29 million in total holdings as of March 31, 2025.
Ridgewood Investments LLC owns shares of 676 different stocks, but just 112 companies or ETFs make up 80% of its holdings.
Approximately 7.79% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Ridgewood Investments LLC has purchased 678 new stocks and bought additional shares in 131 stocks.
Ridgewood Investments LLC sold shares of 167 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $26,051,683
iShares Short Treasury Bond ETF: $6,018,303
Alphabet: $4,080,633
Markel Group: $3,671,914
Vanguard S&P 500 ETF: $3,626,415

Largest New Holdings this Quarter

512807306 - LAM RESEARCH CORP: $600,064 Holding
857477103 - State Street: $314,167 Holding
31488V107 - FERGUSON ENTERPRISES INC: $243,870 Holding
19260Q107 - Coinbase Global: $185,147 Holding
06417N103 - Bank OZK: $146,644 Holding

Largest Purchases this Quarter

Microsoft: 2,024 shares (about $759.74K)
LAM RESEARCH CORP: 8,254 shares (about $600.06K)
Analog Devices: 2,760 shares (about $556.61K)
Schwab US Broad Market ETF: 23,227 shares (about $500.07K)
Merck & Co., Inc.: 5,929 shares (about $496.92K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF: 11,374 shares (about $1.26M)
Alibaba Group: 5,614 shares (about $742.35K)
Tyson Foods: 10,812 shares (about $689.95K)
iShares MSCI China ETF: 8,244 shares (about $448.47K)
Verizon Communications: 10,930 shares (about $434.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$26,051,683	$3,728 ▲	0.0%	48,916	12.2%	Finance
SHV iShares Short Treasury Bond ETF	$6,018,303	$1,256,372 ▼	-17.3%	54,484	2.8%	ETF
GOOGL Alphabet	$4,080,633	$121,083 ▲	3.1%	26,388	1.9%	Computer and Technology
MKL Markel Group	$3,671,914	$7,478 ▼	-0.2%	1,964	1.7%	Multi-Sector Conglomerates
VOO Vanguard S&P 500 ETF	$3,626,415	$153,135 ▼	-4.1%	7,057	1.7%	ETF
VT Vanguard Total World Stock ETF	$3,377,932	$116,065 ▼	-3.3%	29,133	1.6%	ETF
BSV Vanguard Short-Term Bond ETF	$3,196,103	$241,651 ▲	8.2%	40,829	1.5%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$2,911,024	$34,158 ▼	-1.2%	49,600	1.4%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$2,765,070	$298,181 ▲	12.1%	27,467	1.3%	ETF
VO Vanguard Mid-Cap ETF	$2,676,012	$197,074 ▲	7.9%	10,347	1.2%	ETF
MDT Medtronic	$2,528,443	$1,568 ▲	0.1%	29,025	1.2%	Medical
MSFT Microsoft	$2,335,902	$759,741 ▲	48.2%	6,223	1.1%	Computer and Technology
QCOM QUALCOMM	$2,163,351	$188,178 ▲	9.5%	14,083	1.0%	Computer and Technology
SPLV Invesco S&P 500 Low Volatility ETF	$2,134,755	$1,046 ▲	0.0%	28,570	1.0%	ETF
SNN Smith & Nephew	$2,126,021	$29,505 ▼	-1.4%	74,939	1.0%	Medical
VB Vanguard Small-Cap ETF	$2,119,938	$197,802 ▲	10.3%	9,560	1.0%	ETF
GOOG Alphabet	$2,069,157	$312 ▲	0.0%	13,244	1.0%	Computer and Technology
VONV Vanguard Russell 1000 Value	$2,005,505	$160,790 ▼	-7.4%	24,297	0.9%	ETF
CNH INDL N V	$1,819,441	$67,442 ▲	3.8%	148,163	0.8%	SHS
META Meta Platforms	$1,804,007	$175,790 ▲	10.8%	3,130	0.8%	Computer and Technology
HSIC Henry Schein	$1,726,838	$9,246 ▼	-0.5%	25,213	0.8%	Medical
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$1,711,376	$474,136 ▲	38.3%	55,528	0.8%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,699,344	$190,070 ▲	12.6%	10,237	0.8%	Computer and Technology
QQQ Invesco QQQ	$1,670,024	$83,947 ▼	-4.8%	3,561	0.8%	Finance
TROW T. Rowe Price Group	$1,662,215	$213,415 ▲	14.7%	18,093	0.8%	Finance
AFL Aflac	$1,614,940	$56,374 ▼	-3.4%	14,524	0.8%	Finance
UPS United Parcel Service	$1,613,625	$114,937 ▲	7.7%	14,671	0.8%	Transportation
ORI Old Republic International	$1,606,638	$34,670 ▼	-2.1%	40,965	0.7%	Finance
TXN Texas Instruments	$1,596,877	$441,181 ▲	38.2%	8,886	0.7%	Computer and Technology
PFE Pfizer	$1,577,326	$65,903 ▲	4.4%	80,825	0.7%	Medical
HCI HCI Group	$1,571,110	$7,909 ▼	-0.5%	10,528	0.7%	Finance
BABA Alibaba Group	$1,539,706	$742,349 ▼	-32.5%	11,644	0.7%	Retail/Wholesale
BMY Bristol-Myers Squibb	$1,526,850	$429,613 ▼	-22.0%	27,572	0.7%	Medical
NTR Nutrien	$1,385,335	$12,571 ▼	-0.9%	29,865	0.6%	Basic Materials
MSM MSC Industrial Direct	$1,371,198	$202,643 ▲	17.3%	17,654	0.6%	Industrials
NTES NetEase	$1,362,439	$55,359 ▲	4.2%	13,733	0.6%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$1,341,137	$562 ▲	0.0%	14,319	0.6%	ETF
ADBE Adobe	$1,330,503	$111,610 ▲	9.2%	3,469	0.6%	Computer and Technology
MCHP Microchip Technology	$1,318,338	$421,784 ▲	47.0%	28,065	0.6%	Computer and Technology
CME CME Group	$1,310,774	$32,895 ▼	-2.4%	4,941	0.6%	Finance
GGG Graco	$1,280,950	$1,253 ▲	0.1%	15,339	0.6%	Industrials
ADM Archer-Daniels-Midland	$1,269,165	$125,315 ▲	11.0%	28,378	0.6%	Consumer Staples
DIS Walt Disney	$1,248,728	$16,186 ▲	1.3%	12,652	0.6%	Consumer Discretionary
AMAT Applied Materials	$1,213,068	$415,337 ▲	52.1%	8,359	0.6%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,202,770	$195,741 ▲	19.4%	6,200	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$1,199,677	$88,773 ▼	-6.9%	4,365	0.6%	ETF
AMZN Amazon.com	$1,181,895	$55,366 ▲	4.9%	6,212	0.6%	Retail/Wholesale
DVN Devon Energy	$1,177,956	$63,042 ▲	5.7%	34,717	0.5%	Energy
LYB LyondellBasell Industries	$1,165,688	$3,872 ▲	0.3%	16,558	0.5%	Basic Materials
AX Axos Financial	$1,164,651	$20,969 ▼	-1.8%	18,051	0.5%	Finance
SCHW Charles Schwab	$1,118,073	$47,359 ▼	-4.1%	14,283	0.5%	Finance
CMCSA Comcast	$1,114,890	$24,487 ▼	-2.1%	32,099	0.5%	Consumer Discretionary
NDAQ Nasdaq	$1,111,884	$78,060 ▼	-6.6%	14,657	0.5%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$1,097,708	$85,912 ▲	8.5%	14,336	0.5%	ETF
RICK RCI Hospitality	$1,097,461		0.0%	25,558	0.5%	Consumer Discretionary
MRK Merck & Co., Inc.	$1,083,941	$496,922 ▲	84.7%	12,933	0.5%	Medical
CSCO Cisco Systems	$1,071,978	$74,999 ▼	-6.5%	19,053	0.5%	Computer and Technology
SCHB Schwab US Broad Market ETF	$1,048,738	$500,073 ▲	91.1%	48,711	0.5%	ETF
BA Boeing	$1,009,783	$15,917 ▼	-1.6%	6,344	0.5%	Aerospace
NVDA NVIDIA	$1,003,707	$101,877 ▲	11.3%	9,261	0.5%	Computer and Technology
APD Air Products and Chemicals	$996,240	$57,214 ▼	-5.4%	3,378	0.5%	Basic Materials
UTHR United Therapeutics	$986,464		0.0%	3,200	0.5%	Medical
ORCL Oracle	$975,212	$455,658 ▲	87.7%	6,975	0.5%	Computer and Technology
GILD Gilead Sciences	$975,098	$258,398 ▼	-20.9%	8,702	0.5%	Medical
VZ Verizon Communications	$969,485	$434,905 ▼	-31.0%	24,365	0.5%	Computer and Technology
RTX RTX	$954,379	$408,388 ▼	-30.0%	7,338	0.4%	Aerospace
ACU Acme United	$928,260		0.0%	23,435	0.4%	Consumer Discretionary
ADI Analog Devices	$919,817	$556,609 ▲	153.2%	4,561	0.4%	Computer and Technology
HD Home Depot	$901,199	$99,319 ▼	-9.9%	2,459	0.4%	Retail/Wholesale
BIDU Baidu	$896,488	$362,042 ▲	67.7%	10,093	0.4%	Computer and Technology
D Dominion Energy	$888,402	$364,388 ▼	-29.1%	15,845	0.4%	Utilities
AVGO Broadcom	$880,865	$150,690 ▲	20.6%	5,261	0.4%	Computer and Technology
ONEQ Fidelity NASDAQ Composite Index ETF	$871,071	$61,257 ▼	-6.6%	12,798	0.4%	ETF
HPE Hewlett Packard Enterprise	$867,548	$29,916 ▼	-3.3%	57,998	0.4%	Computer and Technology
HUBS HubSpot	$843,224	$5,142 ▼	-0.6%	1,476	0.4%	Computer and Technology
MMM 3M	$832,843		0.0%	5,671	0.4%	Multi-Sector Conglomerates
IBM International Business Machines	$832,514	$329,475 ▼	-28.4%	3,348	0.4%	Computer and Technology
CTRA Coterra Energy	$827,779	$380,743 ▼	-31.5%	32,266	0.4%	Energy
AMT American Tower	$806,071	$4,135 ▲	0.5%	3,704	0.4%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$800,885	$135,781 ▲	20.4%	17,294	0.4%	ETF
JNJ Johnson & Johnson	$799,515	$74,296 ▲	10.2%	4,821	0.4%	Medical
PRGO Perrigo	$783,044	$98,729 ▼	-11.2%	27,926	0.4%	Medical
MIDD Middleby	$775,706		0.0%	5,104	0.4%	Industrials
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$763,873	$41,628 ▼	-5.2%	7,028	0.4%	Finance
AXP American Express	$755,492	$76,679 ▼	-9.2%	2,808	0.4%	Finance
MCHI iShares MSCI China ETF	$731,680	$448,474 ▼	-38.0%	13,450	0.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$726,937	$360,053 ▲	98.1%	27,349	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$719,168	$81,212 ▼	-10.1%	2,940	0.3%	ETF
EOG EOG Resources	$718,001	$10,772 ▼	-1.5%	5,599	0.3%	Energy
SCHO Schwab Short-Term U.S. Treasury ETF	$713,649	$49,897 ▼	-6.5%	29,320	0.3%	ETF
MOS Mosaic	$712,195	$19,932 ▼	-2.7%	29,907	0.3%	Basic Materials
XOM Exxon Mobil	$687,009	$211,086 ▲	44.4%	5,777	0.3%	Energy
CVX Chevron	$679,514	$67,416 ▲	11.0%	4,062	0.3%	Energy
PYPL PayPal	$677,948	$13,442 ▼	-1.9%	10,390	0.3%	Computer and Technology
IMCG iShares Morningstar Mid-Cap Growth ETF	$669,299		0.0%	9,370	0.3%	ETF
NEWT NewtekOne	$627,721		0.0%	52,485	0.3%	Finance
YUMC Yum China	$627,313	$151,871 ▼	-19.5%	12,875	0.3%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$620,863	$39,075 ▼	-5.9%	7,865	0.3%	ETF
RPRX Royalty Pharma	$611,634	$345,134 ▼	-36.1%	19,648	0.3%	Finance
ICVT iShares Convertible Bond ETF	$605,504	$36,956 ▲	6.5%	7,242	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Ridgewood Investments LLC Top Holdings and 13F Report (2025)

About Ridgewood Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Ridgewood Investments LLC Top Holdings and 13F Report (2025)

About Ridgewood Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRidgewood Investments LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools