Ridgewood Investments LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 3, 2026), Ridgewood Investments LLC reported 208 stock positions worth $244.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.4% of the portfolio, followed by Alphabet Class A (GOOGL, 3.1%) and iShares 0-3 Month Treasury B (SGOV, 2.6%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, NJ
- CIK
- 0001703556
- Portfolio Value
- $244.5M (Q1 2026)
- SEC Filing
- 0001703556-26-000004 ↗ filed Apr 3, 2026
Holdings Value
Holdings 208 stocks · $244.5M
| BRK.B Berkshire Hathaway Inc. Class B | 9.43% | 48,100 | $23.0M | — |
| GOOGL Alphabet Inc. Class A | 3.14% | 26,669 | $7.7M | — |
| SGOV iShares 0-3 Month Treasury B | 2.58% | 62,767 | $6.3M | — |
| BSV Vanguard Short-Term Bond ETF | 2.23% | 69,547 | $5.5M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.68% | 37,315 | $4.1M | — |
| VOO Vanguard S&P 500 ETF | 1.68% | 6,868 | $4.1M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 1.59% | 126,250 | $3.9M | — |
| MKL Markel Group Inc. | 1.52% | 1,938 | $3.7M | — |
| GOOG Alphabet Inc. Class C | 1.51% | 12,838 | $3.7M | — |
| VT Vanguard Tot World STK ETF | 1.50% | 26,523 | $3.7M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.48% | 12,583 | $3.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.37% | 12,750 | $3.3M | — |
| META Meta Platforms Inc. Class A | 1.28% | 5,458 | $3.1M | — |
| SCHB Schwab US Broad Market ETF | 1.18% | 114,815 | $2.9M | — |
| BMY Bristol-Myers Squibb Co. | 1.04% | 41,838 | $2.5M | — |
| MSFT Microsoft Corp. | 1.02% | 6,766 | $2.5M | — |
| TXN Texas Instruments Inc. | 1.02% | 12,887 | $2.5M | — |
| VGSH Vanguard Short-Term Treasury | 1.00% | 41,615 | $2.4M | — |
| QCOM Qualcomm Inc. | 0.95% | 17,994 | $2.3M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.90% | 47,122 | $2.2M | — |
| MDT Medtronic PLC | 0.90% | 25,402 | $2.2M | — |
| PEP Pepsico Inc. | 0.89% | 13,948 | $2.2M | — |
| SCHV Schwab US Large-Cap Value | 0.86% | 69,306 | $2.1M | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.84% | 22,886 | $2.1M | — |
| MCHP Microchip Technology Inc. | 0.83% | 31,315 | $2.0M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.83% | 42,106 | $2.0M | — |
| AMZN Amazon.com Inc. | 0.82% | 9,637 | $2.0M | — |
| VONV Vanguard Russell 1000 Value | 0.80% | 20,833 | $2.0M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.80% | 37,036 | $1.9M | — |
| VIG Vanguard Dividend Apprec ETF | 0.79% | 8,965 | $1.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 3,314 | $1.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 5,636 | $1.9M | — |
| UTHR United Therapeutics Corp. | 0.78% | 3,200 | $1.9M | — |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 0.76% | 25,063 | $1.8M | — |
| ORCL Oracle Corp. | 0.72% | 11,978 | $1.8M | — |
| CLX Clorox Company | 0.71% | 16,676 | $1.7M | — |
| VEU Vanguard Ftse All-World Ex-U | 0.69% | 22,353 | $1.7M | — |
| ORI Old Republic Intl Corp. | 0.68% | 41,693 | $1.7M | — |
| BIV Vanguard Intermediate-Term B | 0.67% | 21,314 | $1.6M | — |
| TGT Target Corp. | 0.67% | 13,486 | $1.6M | — |
| HCI Hci Group Inc. | 0.67% | 10,552 | $1.6M | — |
| NVDA Nvidia Corp. | 0.66% | 9,310 | $1.6M | — |
| SPLV Invesco S&P 500 Low Volatili | 0.66% | 22,107 | $1.6M | — |
| CNH CNH Industrial NV | 0.65% | 144,736 | $1.6M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.64% | 34,524 | $1.6M | — |
| ADM Archer-Daniels-Midland Co. | 0.64% | 21,679 | $1.6M | — |
| UPS United Parcel Service Class B | 0.64% | 15,807 | $1.6M | — |
| JD Jd.com Inc.-ADR | 0.63% | 52,389 | $1.5M | — |
| AX Axos Financial Inc. | 0.63% | 18,051 | $1.5M | — |
| STIP iShares 0-5 Year Tips Bond E | 0.60% | 14,190 | $1.5M | — |
| MSM MSC Industrial Direct Co. Class A | 0.56% | 14,716 | $1.4M | — |
| OTIS Otis Worldwide Corp. | 0.55% | 17,460 | $1.3M | — |
| MRK Merck & Co. Inc. | 0.53% | 10,710 | $1.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 3,947 | $1.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 13,116 | $1.3M | — |
| EOG EOG Resources Inc. | 0.51% | 8,702 | $1.3M | — |
| KMB Kimberly-Clark Corp. | 0.51% | 12,970 | $1.3M | — |
| ICVT iShares Convertible Bond ETF | 0.50% | 12,012 | $1.2M | — |
| XOM Exxon Mobil Corp. | 0.49% | 7,108 | $1.2M | — |
| CARR Carrier Global Corp. | 0.49% | 21,312 | $1.2M | — |
| LOW Lowe's Cos Inc. | 0.48% | 4,978 | $1.2M | — |
| GGG Graco Inc. | 0.47% | 13,621 | $1.2M | — |
| MRSH Marsh & McLennan Cos | 0.47% | 6,641 | $1.2M | — |
| HPE Hewlett Packard Enterprise | 0.47% | 47,928 | $1.1M | — |
| PRU Prudential Financial Inc. | 0.46% | 11,621 | $1.1M | — |
| CNI Canadian Natl Railway Co. | 0.46% | 10,996 | $1.1M | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.46% | 17,169 | $1.1M | — |
| SAP Sap SE-Sponsored ADR | 0.46% | 6,566 | $1.1M | — |
| CDW CDW Corp. | 0.46% | 9,200 | $1.1M | — |
| MMM 3M Co. | 0.45% | 7,583 | $1.1M | — |
| PFE Pfizer Inc. | 0.45% | 38,948 | $1.1M | — |
| PGR Progressive Corp. | 0.43% | 5,274 | $1.0M | — |
| OTEX Open Text Corp. | 0.43% | 46,791 | $1.0M | — |
| UNH Unitedhealth Group Inc. | 0.42% | 3,797 | $1.0M | — |
| OZK Bank Ozk | 0.42% | 22,374 | $1.0M | — |
| NFLX Netflix Inc. | 0.41% | 10,361 | $996K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 10,674 | $990K | — |
| ADI Analog Devices Inc. | 0.39% | 3,028 | $963K | — |
| AMAT Applied Materials Inc. | 0.39% | 2,816 | $962K | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.39% | 11,266 | $957K | — |
| AES AES Corp. | 0.39% | 67,768 | $955K | — |
| APD Air Products & Chemicals Inc. | 0.38% | 3,178 | $923K | — |
| NTES Netease Inc.-ADR | 0.38% | 8,228 | $921K | — |
| CSCO Cisco Systems Inc. | 0.38% | 11,834 | $918K | — |
| TCBK Trico Bancshares | 0.37% | 19,063 | $906K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.37% | 24,649 | $906K | — |
| BIDU Baidu Inc. - Spon ADR | 0.37% | 8,100 | $903K | — |
| AFL Aflac Inc. | 0.36% | 8,035 | $882K | — |
| INTU Intuit Inc. | 0.36% | 2,022 | $874K | — |
| STT State Street Corp. | 0.36% | 6,884 | $871K | — |
| CME Cme Group Inc. | 0.36% | 2,947 | $870K | — |
| JNJ Johnson & Johnson | 0.36% | 3,558 | $870K | — |
| AVGO Broadcom Inc. | 0.35% | 2,801 | $867K | — |
| CNQ Canadian Natural Resources | 0.35% | 17,649 | $860K | — |
| RICK Rci Hospitality Holdings Inc. | 0.35% | 37,158 | $848K | — |
| HUM Humana Inc. | 0.33% | 4,705 | $816K | — |
| AXP American Express Co. | 0.33% | 2,647 | $801K | — |
| LEN Lennar Corp. Class A | 0.33% | 9,196 | $799K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.33% | 15,481 | $796K | — |
| CRM Salesforce Inc. | 0.32% | 4,251 | $794K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 208 | $267.2M | BRK.B, GOOGL, SGOV, VOO, BSV |
| Q1 2026 | 208 | $244.5M | BRK.B, GOOGL, SGOV, BSV, SHV |
| Q3 2025 | 202 | $237.0M | BRK.B, GOOGL, SGOV, SHV, VOO |
| Q2 2025 | 680 | $231.0M | BRK.B, SHV, GOOGL, VOO, MKL |
| Q1 2025 | 674 | $214.3M | BRK.B, SHV, GOOGL, MKL, VOO |
| Q4 2024 | 676 | $207.0M | BRK.B, SHV, GOOGL, VOO, VT |
| Q3 2024 | 692 | $200.4M | BRK.B, SHV, GOOGL, VOO, VT |
| Q2 2024 | 763 | $199.5M | BRK.B, SHV, GOOGL, VOO, VT |
| Q1 2024 | 188 | $188.7M | BRK.B, SHV, VT, GOOGL, VOO |