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 | — |
| IBIT iShares Bitcoin Trust ETF | 0.32% | 20,602 | $792K | — |
| TSLA Tesla Inc. | 0.31% | 2,030 | $755K | — |
| HD Home Depot Inc. | 0.31% | 2,294 | $754K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.29% | 4,932 | $719K | — |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.29% | 9,780 | $711K | — |
| FDS Factset Research Systems Inc. | 0.29% | 3,221 | $699K | — |
| SWK Stanley Black & Decker Inc. | 0.28% | 9,796 | $696K | — |
| NEWT Newtekone Inc. | 0.28% | 62,485 | $684K | — |
| STM Stmicroelectronics NV-NY SHS | 0.28% | 19,597 | $677K | — |
| CVX Chevron Corp. | 0.27% | 3,194 | $661K | — |
| GLD SPDR Gold Shares | 0.27% | 1,519 | $654K | — |
| IMCG iShares Morningstar Mid-Cap | 0.27% | 8,245 | $649K | — |
| ADP Automatic Data Processing | 0.26% | 3,169 | $644K | — |
| MIDD Middleby Corp. | 0.26% | 4,820 | $639K | — |
| AAPL Apple Inc. | 0.26% | 2,495 | $633K | — |
| JJSF J & J Snack Foods Corp. | 0.26% | 7,942 | $630K | — |
| PAYX Paychex Inc. | 0.26% | 6,812 | $628K | — |
| KDP Keurig Dr Pepper Inc. | 0.26% | 23,749 | $625K | — |
| AMT American Tower Corp. | 0.26% | 3,617 | $624K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 2,425 | $624K | — |
| HTO H2O America | 0.25% | 10,323 | $606K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 5,451 | $594K | — |
| USRT iShares Core US REIT ETF | 0.24% | 9,900 | $586K | — |
| KMI Kinder Morgan Inc. | 0.24% | 17,461 | $585K | — |
| XLK SS Technology Select Sector | 0.24% | 4,359 | $579K | — |
| C Citigroup Inc. | 0.24% | 5,075 | $576K | — |
| ZTS Zoetis Inc. | 0.23% | 4,763 | $563K | — |
| FBIN Fortune Brands Innovations I | 0.23% | 14,233 | $555K | — |
| AOS Smith (a.o.) Corp. | 0.22% | 8,337 | $550K | — |
| LMT Lockheed Martin Corp. | 0.22% | 905 | $547K | — |
| PBR Petroleo Brasileiro-Spon ADR | 0.22% | 26,270 | $545K | — |
| CL Colgate-Palmolive Co. | 0.22% | 6,224 | $530K | — |
| MKC McCormick & Co.-Non VTG SHRS | 0.21% | 10,125 | $511K | — |
| ACU Acme United Corp. filed as ACME UTD CORP | 0.21% | 11,329 | $509K | — |
| ADBE Adobe Inc. | 0.21% | 2,087 | $507K | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.20% | 5,032 | $495K | — |
| VALE Vale SA-SP ADR | 0.20% | 30,854 | $491K | — |
| ABM Abm Industries Inc. | 0.20% | 12,685 | $489K | — |
| SCHW Schwab (charles) Corp. | 0.20% | 5,145 | $484K | — |
| LRCX Lam Research Corp. | 0.19% | 2,217 | $474K | — |
| DFAT Dimensional US Target Value | 0.19% | 7,499 | $468K | — |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 8,457 | $457K | — |
| MOS The Mosaic Co. | 0.19% | 17,908 | $457K | — |
| UMC United Microelectron-SP ADR | 0.19% | 50,692 | $455K | — |
| LLY Eli Lilly & Co. | 0.18% | 490 | $451K | — |
| KLAC KLA Corp. | 0.18% | 305 | $449K | — |
| L Loews Corp. | 0.18% | 4,149 | $443K | — |
| CB Chubb Ltd. | 0.18% | 1,345 | $438K | — |
| WTRG Essential Utilities Inc. | 0.18% | 10,666 | $430K | — |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 3,419 | $429K | — |
| DFUS Dimensional US Eq MKT ETF | 0.17% | 5,809 | $412K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 1,861 | $404K | — |
| DHX Dhi Group Inc. | 0.16% | 143,498 | $403K | — |
| PYPL PayPal Holdings Inc. | 0.16% | 8,761 | $396K | — |
| SPOT Spotify Technology SA | 0.16% | 808 | $392K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 1,610 | $383K | — |
| DFUV Dimensional US Marketwide Va | 0.16% | 7,840 | $380K | — |
| PM Philip Morris International | 0.16% | 2,296 | $380K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 4,775 | $379K | — |
| AON Aon PLC Class A | 0.15% | 1,171 | $378K | — |
| YUMC Yum China Holdings Inc. | 0.15% | 7,736 | $377K | — |
| IDLV Invesco S&P International DE | 0.15% | 10,947 | $377K | — |
| GILD Gilead Sciences Inc. | 0.15% | 2,666 | $372K | — |
| DFIV Dimensional International Va | 0.15% | 6,963 | $368K | — |
| HUBS HubSpot Inc. | 0.15% | 1,476 | $360K | — |
| SPIP SS SPDR P Tips ETF | 0.15% | 13,829 | $360K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 2,251 | $359K | — |
| TSN Tyson Foods Inc. Class A | 0.14% | 5,484 | $351K | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.14% | 264 | $349K | — |
| SHOP Shopify Inc. Class A | 0.14% | 2,851 | $338K | — |
| NDAQ Nasdaq Inc. | 0.14% | 3,977 | $338K | — |
| CMBS iShares CMBS ETF | 0.14% | 6,907 | $337K | — |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 0.13% | 85,000 | $330K | — |
| HGBL Heritage Global Inc. | 0.13% | 237,165 | $323K | — |
| ATR Aptargroup Inc. | 0.13% | 2,544 | $321K | — |
| IEF iShares 7-10 Year Treasury B | 0.13% | 3,335 | $318K | — |
| CSX CSX Corp. | 0.12% | 7,397 | $304K | — |
| WSR Whitestone REIT | 0.12% | 18,000 | $291K | — |
| EBAY eBay Inc. | 0.12% | 3,173 | $289K | — |
| FDX FedEx Corp. | 0.12% | 799 | $285K | — |
| DFAS Dimensional US Small Cap ETF | 0.12% | 3,979 | $283K | — |
| EZPW Ezcorp Inc. Class A | 0.11% | 11,000 | $279K | — |
| NTR Nutrien Ltd. | 0.11% | 3,473 | $262K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 713 | $262K | — |
| CAVA Cava Group Inc. | 0.11% | 3,232 | $261K | — |
| DEO Diageo PLC-Sponsored ADR | 0.11% | 3,472 | $258K | — |
| RBLX Roblox Corp. Class A | 0.10% | 4,511 | $255K | — |
| COIN Coinbase Global Inc. Class A | 0.10% | 1,440 | $251K | — |
| MELI MercadoLibre Inc. | 0.10% | 141 | $244K | — |
| U Unity Software Inc. | 0.10% | 11,127 | $244K | — |
| IWV iShares Russell 3000 ETF | 0.10% | 658 | $244K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,004 | $243K | — |
| PINS Pinterest Inc. Class A | 0.10% | 13,135 | $241K | — |
| BA The Boeing Co. | 0.10% | 1,206 | $240K | — |
| SNN Smith & Nephew PLC -Spon ADR | 0.10% | 7,524 | $239K | — |
| RBA RB Global Inc. | 0.10% | 2,463 | $236K | — |
| ACN Accenture PLC Class A | 0.10% | 1,188 | $236K | — |
| SPG Simon Property Group Inc. | 0.09% | 1,238 | $231K | — |
| BDX Becton Dickinson and Co. | 0.09% | 1,466 | $230K | — |
| MLI Mueller Industries Inc. | 0.09% | 2,036 | $226K | — |
| RPM RPM International Inc. | 0.09% | 2,240 | $223K | — |
| RPRX Royalty Pharma PLC Class A | 0.09% | 4,555 | $219K | — |
| ETHA iShares Ethereum Trust ETF | 0.09% | 13,374 | $212K | — |
| SE Sea Ltd.-ADR | 0.09% | 2,552 | $211K | — |
| VNQI Vanguard GLBL Ex-US Real Est | 0.09% | 4,676 | $208K | — |
| DFAC Dimensional US Core Equity 2 | 0.08% | 5,213 | $203K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 4,151 | $202K | — |
| FISV Fiserv Inc. | 0.08% | 3,587 | $200K | — |
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 |