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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
MSFTMicrosoft Corp
Recent Activity
Increased 33.86%
0.86%
$1.77M
4,199 shares@ $421.51 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 5.88%
0.83%
$1.718M
13,626 shares@ $126.1 avg price
CNHCnh Indl N V
Recent Activity
Increased 2.15%
0.78%
$1.616M
142,671 shares@ $11.34 avg price
PFEPfizer Inc
Recent Activity
Increased 30.12%
0.76%
$1.57M
77,448 shares@ $20.27 avg price
ORIOld Rep Intl Corp
Recent Activity
Increased 2.21%
0.74%
$1.515M
41,849 shares@ $36.2 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 9.91%
0.71%
$1.463M
17,258 shares@ $84.79 avg price
ADBEAdobe Inc
Recent Activity
Increased 38.9%
0.69%
$1.413M
3,178 shares@ $444.71 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.34%
0.63%
$1.299M
5,921 shares@ $219.39 avg price
USMVIshares Tr
Recent Activity
Increased 0.07%
0.62%
$1.271M
14,313 shares@ $88.79 avg price
NTRNutrien Ltd
Recent Activity
Increased 9.11%
0.61%
$1.26M
30,136 shares@ $41.82 avg price