Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$207.362M

Total holdings679

Assets growth rate3.53%

Assets growth rate (2-Q avg)1.87%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgewood Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Ridgewood Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.362M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kaushal Majmudar, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CDWCdw Corp Recent Activity New Position	0.06%	$104,424 600 shares@ $174.04 avg price	New Position
GANGan Ltd Recent Activity New Position	0.05%	$95,241 52,330 shares@ $1.83 avg price	New Position
AOSSmith A O Corp Recent Activity New Position	0.03%	$59,745 876 shares@ $68.21 avg price	New Position
SWKSSkyworks Solutions Inc Recent Activity New Position	0.03%	$59,722 673 shares@ $88.74 avg price	New Position
NVONovo-nordisk A S Recent Activity New Position	0.03%	$58,064 675 shares@ $86.03 avg price	New Position
IDEVIshares Tr Recent Activity New Position	0.03%	$51,576 800 shares@ $64.47 avg price	New Position
PTLOPortillos Inc Recent Activity New Position	0.03%	$47,000 5,000 shares@ $9.4 avg price	New Position
SWKStanley Black & Decker Inc Recent Activity New Position	0.02%	$36,131 450 shares@ $80.3 avg price	New Position
ETHAIshares Ethereum Tr Recent Activity New Position	0.02%	$33,686 1,332 shares@ $25.29 avg price	New Position
CLColgate Palmolive Co Recent Activity New Position	0.01%	$13,091 144 shares@ $90.91 avg price	New Position