StockDriftsStockDriftsTop 50 Ridgewood Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.74% | 46.7K | $23.4M | -2.94%(-1.41K) | $156.77(+219.80%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.43% | 25.6K | $9.2M | -3.89%(-1.04K) | $96.08(+258.80%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.22% | 59.0K | $5.9M | -5.94%(-3.73K) | $100.59(-0.03%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.8% | 7.0K | $4.8M | +1.69%(+116) | $348.42(+104.55%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 1.74% | 59.5K | $4.6M | -14.40%(-10.01K) | $78.62(-1.27%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.65% | 12.5K | $4.4M | -2.91%(-374) | $47.87(+615.74%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 1.6% | 138.9K | $4.3M | +9.99%(+12.61K) | $30.75(+0.13%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.56% | 51.8K | $4.2M | +3.01%(+1.52K) | $53.03(+59.01%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.53% | 26.1K | $4.1M | -1.64%(-435) | $74.66(+115.25%) | 2026-06-30 | |
| SHV | ISHARES TR | 1.5% | 36.3K | $4.0M | -2.67%(-997) | $110.41(-0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.67% | +10.42% | +64.16% |
| Top 20 Holdings Unweighted | +17.11% | +60.61% | +9.65% | +58.54% |
Ridgewood Investments LLC reports $267.18M in US-listed equity holdings across 208 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.7%), GOOGL (3.4%) and SGOV (2.2%). The top 20 holdings account for 37.16% of reported assets. Its disclosed equity book has returned +58.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ridgewood Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1703556). View Ridgewood Investments LLC’s 13F filings on SEC