Ridgewood Investments LLC

CIK 0001703556 · Q2 2026

13F Equity AUM

$267.2M

+9.3% QoQ

Positions

208

0 QoQ

AUM Rank

#6,989

Top 56%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,598 · Top 67%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 17.9%Top 10: 25.8%Top 20: 37.2%

BRK/B8.7%

GOOGL3.4%

SGOV2.2%

VOO1.8%

BSV1.7%

GOOG1.6%

FLRN1.6%

VO1.6%

VT1.5%

SHV1.5%

Others (198)74.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services51.3%

Technology13.0%

Communication Services7.5%

Industrials7.0%

Healthcare7.0%

Consumer Cyclical5.1%

Consumer Defensive4.2%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 208Median: 0.31%Avg: 0.48%

0–0.5%

147(35.2%)

0.5–1%

44(30.4%)

1–3%

15(22.2%)

3–5%

1(3.4%)

5%+

1(8.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 208vs 20 funds

0%Low

208

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New13Increased76Decreased96Exited13

New Positions

BND0.6%

+20K

TSCO0.5%

+40K

SCHP0.4%

+41K

ABT0.3%

+8K

SYY0.2%

+5K

INTC0.1%

+3K

SMG0.1%

+5K

TRU0.1%

+5K

SLS0.1%

+23K

WAT0.1%

+638

Increased

GAMB0.1%

+50K(+59%)

VO1.6%

+39K(+312%)

MOS0.4%

+38K(+213%)

OTX0.6%

+20K(+42%)

FLRN1.6%

+13K(+10%)

BABA0.5%

+12K(+342%)

WTRG0.3%

+10K(+96%)

MCX0.4%

+10K(+99%)

VWOB0.7%

+9K(+51%)

BIV0.8%

+8K(+39%)

Decreased

CNHI0.5%

-32,133(-22%)

AES0.3%

-22,107(-33%)

MCHP0.4%

-19,776(-63%)

HPE0.5%

-16,802(-35%)

HGBL0.1%

-15,000(-6%)

BSV1.7%

-10,012(-14%)

PBR0.1%

-9,328(-36%)

DYH0.3%

-7,569(-56%)

STM0.4%

-5,843(-30%)

CLX0.4%

-5,570(-33%)

Exited

-2,217

-264

-799

-3,232

-13,135

-1,188

-7,524

-1,440

-4,511

-4,555

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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