Ridgewood Investments LLC Top Holdings and 13F Report (2026) About Ridgewood Investments LLCInvestment ActivityRidgewood Investments LLC has $244.49 million in total holdings as of March 31, 2026.Ridgewood Investments LLC owns shares of 208 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 15.72% of the portfolio was purchased this quarter.About 14.80% of the portfolio was sold this quarter.This quarter, Ridgewood Investments LLC has purchased 202 new stocks and bought additional shares in 85 stocks.Ridgewood Investments LLC sold shares of 87 stocks and completely divested from 18 stocks this quarter.Largest Holdings Berkshire Hathaway $23,049,520Alphabet $7,668,878iShares 0-3 Month Treasury Bond ETF $6,318,159Vanguard Short-Term Bond ETF $5,453,153iShares Short Treasury Bond ETF $4,119,203 Largest New Holdings this Quarter 494368103 - KIMBERLY-CLARK CORP $1,251,216 Holding803054204 - SAP $1,124,165 Holding461202103 - Intuit $874,272 Holding136385101 - Canadian Natural Resources $860,036 Holding053015103 - Automatic Data Processing $643,877 Holding Largest Purchases this Quarter KIMBERLY-CLARK CORP 12,970 shares (about $1.25M)Vanguard Short-Term Bond ETF 14,839 shares (about $1.16M)iShares 0-3 Month Treasury Bond ETF 11,414 shares (about $1.15M)SAP 6,566 shares (about $1.12M)JD.com 33,630 shares (about $994.44K) Largest Sales this Quarter Applied Materials 8,809 shares (about $3.01M)Merck & Co., Inc. 12,628 shares (about $1.52M)Taiwan Semiconductor Manufacturing 3,773 shares (about $1.28M)ExxonMobil 7,378 shares (about $1.25M)LAM RESEARCH CORP 5,192 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRidgewood Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$23,049,520$501,722 ▼-2.1%48,1009.4%FinanceGOOGLAlphabet$7,668,878$967,344 ▼-11.2%26,6693.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$6,318,159$1,148,939 ▲22.2%62,7672.6%ETFBSVVanguard Short-Term Bond ETF$5,453,153$1,163,520 ▲27.1%69,5472.2%ETFSHViShares Short Treasury Bond ETF$4,119,203$713,561 ▼-14.8%37,3151.7%ETFVOOVanguard S&P 500 ETF$4,103,888$562,880 ▼-12.1%6,8681.7%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,885,977$973,049 ▲33.4%126,2501.6%ETFMKLMarkel Group$3,709,468$78,477 ▼-2.1%1,9381.5%Multi-Sector ConglomeratesGOOGAlphabet$3,682,850$113,888 ▼-3.0%12,8381.5%Computer and TechnologyVTVanguard Total World Stock ETF$3,668,648$165,153 ▼-4.3%26,5231.5%ETFVOVanguard Mid-Cap ETF$3,613,692$113,439 ▲3.2%12,5831.5%ETFVBVanguard Small-Cap ETF$3,339,528$255,114 ▲8.3%12,7501.4%ETFMETAMeta Platforms$3,122,686$829,589 ▲36.2%5,4581.3%Computer and TechnologySCHBSchwab US Broad Market ETF$2,881,857$499,816 ▲21.0%114,8151.2%ETFBMYBristol Myers Squibb$2,537,475$410,237 ▼-13.9%41,8381.0%MedicalMSFTMicrosoft$2,504,659$410,903 ▲19.6%6,7661.0%Computer and TechnologyTXNTexas Instruments$2,501,882$75,520 ▼-2.9%12,8871.0%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$2,436,136$174,566 ▼-6.7%41,6151.0%ETFQCOMQualcomm$2,317,267$208,881 ▲9.9%17,9940.9%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$2,212,380$580,490 ▲35.6%47,1220.9%ETFMDTMedtronic$2,201,083$255,271 ▼-10.4%25,4020.9%MedicalPEPPepsiCo$2,165,985$34,785 ▼-1.6%13,9480.9%Consumer StaplesSCHVSchwab U.S. Large-Cap Value ETF$2,113,832$411,750 ▲24.2%69,3060.9%ETFTROWT. Rowe Price Group$2,062,944$222,826 ▲12.1%22,8860.8%FinanceMCHPMicrochip Technology$2,023,262$109,320 ▼-5.1%31,3150.8%Computer and TechnologyBNDXVanguard Total International Bond ETF$2,023,196$720,222 ▲55.3%42,1060.8%ETFAMZNAmazon.com$2,007,098$615,021 ▲44.2%9,6370.8%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$1,952,897$165,171 ▼-7.8%20,8330.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,946,608$643,175 ▲49.3%37,0360.8%ManufacturingVIGVanguard Dividend Appreciation ETF$1,927,983$199,788 ▲11.6%8,9650.8%ETFQQQInvesco QQQ$1,912,970$365,970 ▼-16.1%3,3140.8%FinanceTSMTaiwan Semiconductor Manufacturing$1,904,686$1,275,085 ▼-40.1%5,6360.8%Computer and TechnologyUTHRUnited Therapeutics$1,897,5360.0%3,2000.8%MedicalHSICHenry Schein$1,847,1430.0%25,0630.8%MedicalORCLOracle$1,762,084$855,592 ▲94.4%11,9780.7%Computer and TechnologyCLXClorox$1,728,134$7,565 ▲0.4%16,6760.7%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$1,678,673$249,552 ▲17.5%22,3530.7%ETFORIOld Republic International$1,663,551$73,975 ▲4.7%41,6930.7%FinanceBIVVanguard Intermediate-Term Bond ETF$1,645,027$278,545 ▲20.4%21,3140.7%ETFTGTTarget$1,634,503$26,058 ▲1.6%13,4860.7%Retail/WholesaleHCIHCI Group$1,631,377$1,855 ▲0.1%10,5520.7%FinanceNVDANVIDIA$1,623,664$77,259 ▼-4.5%9,3100.7%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$1,616,929$95,888 ▼-5.6%22,1070.7%ETFCNH INDL N V$1,592,096$270,798 ▲20.5%144,7360.7%SHSSPDWSPDR Portfolio Developed World ex-US ETF$1,576,016$241,214 ▲18.1%34,5240.6%ETFADMArcher Daniels Midland$1,575,810$547,925 ▼-25.8%21,6790.6%Consumer StaplesUPSUnited Parcel Service$1,555,093$26,759 ▲1.8%15,8070.6%TransportationJDJD.com$1,549,143$994,439 ▲179.3%52,3890.6%Retail/WholesaleAXAxos Financial$1,535,9600.0%18,0510.6%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$1,467,646$175,518 ▲13.6%14,1900.6%ETFMSMMSC Industrial Direct$1,357,845$333,464 ▼-19.7%14,7160.6%IndustrialsOTISOtis Worldwide$1,345,817$221,913 ▲19.7%17,4600.6%IndustrialsMRKMerck & Co., Inc.$1,288,249$1,518,955 ▼-54.1%10,7100.5%MedicalVTIVanguard Total Stock Market ETF$1,266,237$143,402 ▼-10.2%3,9470.5%ETFDISWalt Disney$1,264,096$710,596 ▲128.4%13,1160.5%Consumer DiscretionaryEOGEOG Resources$1,258,048$751,619 ▼-37.4%8,7020.5%EnergyKIMBERLY-CLARK CORP$1,251,216$1,251,216 ▲New Holding12,9700.5%COMICVTiShares Convertible Bond ETF$1,222,724$213,458 ▲21.1%12,0120.5%ETFXOMExxonMobil$1,205,943$1,251,751 ▼-50.9%7,1080.5%EnergyCARRCarrier Global$1,200,079$488,715 ▲68.7%21,3120.5%ConstructionLOWLowe's Companies$1,176,202$17,721 ▲1.5%4,9780.5%Retail/WholesaleGGGGraco$1,153,039$2,455 ▼-0.2%13,6210.5%IndustrialsMARSH & MCLENNAN COS INC$1,151,881$755,721 ▲190.8%6,6410.5%COMHPEHewlett Packard Enterprise$1,141,166$90,573 ▼-7.4%47,9280.5%Computer and TechnologyPRUPrudential Financial$1,135,255$701,512 ▲161.7%11,6210.5%FinanceCNICanadian National Railway$1,130,087$131,652 ▲13.2%10,9960.5%TransportationVWOBVanguard Emerging Markets Government Bond ETF$1,127,834$543,914 ▲93.1%17,1690.5%ETFSAPSAP$1,124,165$1,124,165 ▲New Holding6,5660.5%Computer and TechnologyCDWCDW$1,113,384$751,292 ▲207.5%9,2000.5%Computer and TechnologyMMM3M$1,101,279$294,962 ▲36.6%7,5830.5%Multi-Sector ConglomeratesPFEPfizer$1,093,660$1,045,643 ▼-48.9%38,9480.4%MedicalPGRProgressive$1,045,518$674,214 ▲181.6%5,2740.4%FinanceOTEXOpen Text$1,040,632$625,900 ▲150.9%46,7910.4%Computer and TechnologyUNHUnitedHealth Group$1,027,430$575,274 ▲127.2%3,7970.4%MedicalOZKBank OZK$1,026,743$448,024 ▲77.4%22,3740.4%FinanceNFLXNetflix$996,210$949,481 ▲2,031.9%10,3610.4%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$989,870$73,726 ▼-6.9%10,6740.4%ETFADIAnalog Devices$963,328$721,542 ▼-42.8%3,0280.4%Computer and TechnologyAMATApplied Materials$962,481$3,010,829 ▼-75.8%2,8160.4%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$956,566$79,983 ▼-7.7%11,2660.4%ETFAESAES$954,851$149,002 ▼-13.5%67,7680.4%UtilitiesAPDAir Products and Chemicals$923,1770.0%3,1780.4%Basic MaterialsNTESNetEase$921,042$63,022 ▲7.3%8,2280.4%Computer and TechnologyCSCOCisco Systems$918,200$3,647 ▲0.4%11,8340.4%Computer and TechnologyTCBKTriCo Bancshares$906,255$317,377 ▲53.9%19,0630.4%FinanceNVONovo Nordisk A/S$905,851$562,385 ▲163.7%24,6490.4%MedicalBIDUBaidu$902,502$259,943 ▼-22.4%8,1000.4%Computer and TechnologyAFLAflac$881,520$637,854 ▼-42.0%8,0350.4%FinanceINTUIntuit$874,272$874,272 ▲New Holding2,0220.4%Computer and TechnologySTTState Street$871,239$9,492 ▲1.1%6,8840.4%FinanceCMECME Group$870,3960.0%2,9470.4%FinanceJNJJohnson & Johnson$869,718$197,752 ▼-18.5%3,5580.4%MedicalAVGOBroadcom$866,938$388,126 ▼-30.9%2,8010.4%Computer and TechnologyCNQCanadian Natural Resources$860,036$860,036 ▲New Holding17,6490.4%EnergyRICKRCI Hospitality$847,574$255,472 ▲43.1%37,1580.3%Consumer DiscretionaryHUMHumana$815,800$618,135 ▲312.7%4,7050.3%MedicalAXPAmerican Express$800,686$51,423 ▼-6.0%2,6470.3%FinanceLENLennar$798,581$324,695 ▲68.5%9,1960.3%ConstructionSLBSLB$795,569$443,239 ▼-35.8%15,4810.3%EnergyCRMSalesforce$793,534$366,620 ▲85.9%4,2510.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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