Ridgewood Investments LLC

Q3 2026 13F-HR Holdings

Location
Springfield, NJ
Holdings as of
9/30/2026
Date filed
10/5/2026
Form type
13F-HR
Num holdings
217
Total value ($000)
$271,337
Net value change ($000)
+4,159 (1.6%)
New positions
13
Sold out positions
4
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BRK-B 3,455 14.8%
BND 1,881 128.7%
SCHP 1,432 132.7%
MCD 1,026 NEW
BIV 965 42.5%
MSFT 864 29.3%
TSN 741 236.7%
META 663 20.5%
LHX 612 NEW
NVDA 595 20.3%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -789 -13.3%
UNH -574 -49.4%
UMC -573 -42.8%
TROW -495 -22.1%
STIP -494 -51.9%
MKL -433 -11.6%
STM -429 -41.7%
TXN -399 -14.5%
VMBS -388 -18.3%
AMAT -379 -29.3%
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