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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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -7.06%
0.87%
$1.796M
9,092 shares@ $197.5 avg price
AFLAflac Inc
Recent Activity
Decreased -5.47%
0.75%
$1.555M
15,031 shares@ $103.45 avg price
DISDisney Walt Co
Recent Activity
Decreased -12.02%
0.68%
$1.391M
12,488 shares@ $111.36 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -5.06%
0.66%
$1.359M
4,688 shares@ $289.81 avg price
GGGGraco Inc
Recent Activity
Decreased -0.49%
0.63%
$1.292M
15,324 shares@ $84.29 avg price
AXAxos Financial Inc
Recent Activity
Decreased -0.54%
0.62%
$1.284M
18,376 shares@ $69.86 avg price
HCIHci Group Inc
Recent Activity
Decreased -0.18%
0.6%
$1.233M
10,581 shares@ $116.53 avg price
NDAQNasdaq Inc
Recent Activity
Decreased -34.51%
0.59%
$1.213M
15,686 shares@ $77.32 avg price
DDominion Energy Inc
Recent Activity
Decreased -0.88%
0.59%
$1.203M
22,344 shares@ $53.87 avg price
RTXRtx Corporation
Recent Activity
Decreased -25.91%
0.58%
$1.195M
10,478 shares@ $114.09 avg price