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Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4ReportedManaged Assets$207.362MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHVIshares Tr
Recent Activity
Increased 2.04%
3.5%
$7.252M
65,858 shares@ $110.12 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.02%
2.34%
$4.847M
25,605 shares@ $189.3 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 117.46%
1.41%
$2.916M
37,742 shares@ $77.28 avg price
VOVanguard Index Fds
Recent Activity
Increased 4.67%
1.23%
$2.532M
9,585 shares@ $264.14 avg price
SGOVIshares Tr
Recent Activity
Increased 713.31%
1.19%
$2.458M
24,505 shares@ $100.32 avg price
MDTMedtronic Plc
Recent Activity
Increased 11.06%
1.09%
$2.242M
29,007 shares@ $77.29 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.62%
1.01%
$2.083M
8,668 shares@ $240.29 avg price
QCOMQualcomm Inc
Recent Activity
Increased 43.81%
0.96%
$1.975M
12,858 shares@ $153.63 avg price
SNNSmith & Nephew Plc
Recent Activity
Increased 6.06%
0.91%
$1.868M
75,979 shares@ $24.58 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 1.86%
0.87%
$1.783M
15,770 shares@ $113.09 avg price