Ridgewood Investments LLC
CIK: 1703556SEC EDGAR →
Portfolio Value
$101.6B
Holdings
208
As of
Q1 2026
New Positions
208
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 69,547 | $5.5B | 5.37% |
| 2 | SPDR SERIES TRUST | 126,250 | $3.9B | 3.82% |
| 3 | SCHWAB STRATEGIC TR | 114,815 | $2.9B | 2.84% |
| 4 | BRISTOL-MYERS SQUIBB CO | 41,838 | $2.5B | 2.50% |
| 5 | VANGUARD SCOTTSDALE FDS | 41,615 | $2.4B | 2.40% |
| 6 | VANGUARD SCOTTSDALE FDS | 47,122 | $2.2B | 2.18% |
| 7 | MEDTRONIC PLC | 25,402 | $2.2B | 2.17% |
| 8 | SCHWAB STRATEGIC TR | 69,306 | $2.1B | 2.08% |
| 9 | PRICE T ROWE GROUP INC | 22,886 | $2.1B | 2.03% |
| 10 | MICROCHIP TECHNOLOGY INC. | 31,315 | $2.0B | 1.99% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $51.3B | 50.5% |
| Industrials | 20 | $10.5B | 10.3% |
| Healthcare | 16 | $9.0B | 8.9% |
| Consumer Defensive | 11 | $6.2B | 6.1% |
| Technology | 31 | $5.9B | 5.8% |
| Unknown | 13 | $4.5B | 4.4% |
| Consumer Cyclical | 13 | $4.4B | 4.3% |
| Energy | 8 | $2.8B | 2.7% |
| Communication Services | 7 | $2.5B | 2.5% |
| Basic Materials | 6 | $2.1B | 2.1% |
| Utilities | 3 | $2.0B | 2.0% |
| Real Estate | 3 | $291.6M | 0.3% |