StockDriftsStockDriftsTop 50 Ridgewood Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.88% | 53.9K | $26.8M | +15.35%(+7.17K) | $202.33(+163.05%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.25% | 25.6K | $8.8M | +0.02%(+6) | $96.13(+258.02%) | 2026-09-30 | |
| SGOV | ISHARES TR | 1.9% | 51.2K | $5.2M | -13.29%(-7.85K) | $100.59(-0.00%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.87% | 7.2K | $5.1M | +3.74%(+261) | $360.86(+95.25%) | 2026-09-30 | |
| FLRN | SPDR SERIES TRUST | 1.69% | 149.0K | $4.6M | +7.32%(+10.17K) | $30.76(+0.14%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 1.52% | 52.4K | $4.1M | +1.15%(+594) | $53.33(+50.17%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.49% | 11.9K | $4.0M | -4.67%(-582) | $47.87(+610.54%) | 2026-09-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.48% | 25.5K | $4.0M | -2.36%(-615) | $74.66(+110.44%) | 2026-09-30 | |
| SHV | ISHARES TR | 1.48% | 36.3K | $4.0M | -0.03%(-12) | $110.41(-0.15%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.44% | 5.4K | $3.9M | -6.41%(-369) | $414.19(+70.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.96% | +51.93% | +8.73% | +51.96% |
| Top 20 Holdings Unweighted | +16.63% | +58.64% | +8.09% | +47.56% |
Ridgewood Investments LLC reports $271.34M in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.9%), GOOGL (3.3%) and SGOV (1.9%). The top 20 holdings account for 38.25% of reported assets. Its disclosed equity book has returned +51.93% on a three-year cumulative basis. Figures reflect the Q3 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