Ridgewood Investments LLC

Q2 2026 13F-HR Holdings

Location
Springfield, NJ
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
208
Total value ($000)
$267,178
Net value change ($000)
+22,689 (9.3%)
New positions
13
Sold out positions
13
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,491 19.4%
BND 1,462 NEW
NVDA 1,313 80.8%
TSCO 1,257 NEW
SCHP 1,079 NEW
BABA 1,020 237.8%
UMC 884 194.3%
ABT 741 NEW
MOS 730 159.7%
GOOGL 721 19.6%
Top Reduces (Value $000, Stocks/ETFs)
MCHP -971 -48.0%
TGT -862 -52.7%
CLX -668 -38.7%
XOM -522 -43.3%
STIP -516 -35.1%
LRCX -474 -100.0%
SGOV -375 -5.9%
STT -357 -41.0%
NFLX -351 -35.2%
ASML -349 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type