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Home > Institutional Investor > Ridgewood Investments Llc > Profile

Instuitional Investor - Ridgewood Investments Llc

Fund Profile
Filing Period:
Fund Name: Ridgewood Investments Llc
Portfolio Value $271,337,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 53,852 $26,815,603 9.88%
2.
Alphabet Inc.
 GOOGL 25,638 $8,821,609 3.25%
3.
Ishares Tr
 51,189 $5,153,708 1.9%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 7,245 $5,077,689 1.87%
5.
Spdr Series Trust - ST STR RATE ETF
 149,034 $4,596,197 1.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.