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
TROWPrice T Rowe Group Inc Recent Activity Increased 1.86%	0.87%	$1.783M 15,770 shares@ $113.09 avg price	Increased 1.86%
MSFTMicrosoft Corp Recent Activity Increased 33.86%	0.86%	$1.77M 4,199 shares@ $421.51 avg price	Increased 33.86%
HSICHenry Schein Inc Recent Activity	0.85%	$1.754M 25,348 shares@ $69.21 avg price
UPSUnited Parcel Service Inc Recent Activity Increased 5.88%	0.83%	$1.718M 13,626 shares@ $126.1 avg price	Increased 5.88%
METAMeta Platforms Inc Recent Activity	0.8%	$1.654M 2,825 shares@ $585.52 avg price
CNHCnh Indl N V Recent Activity Increased 2.15%	0.78%	$1.616M 142,671 shares@ $11.34 avg price	Increased 2.15%
PFEPfizer Inc Recent Activity Increased 30.12%	0.76%	$1.57M 77,448 shares@ $20.27 avg price	Increased 30.12%
AFLAflac Inc Recent Activity Decreased -5.47%	0.75%	$1.555M 15,031 shares@ $103.45 avg price	Decreased -5.47%
ORIOld Rep Intl Corp Recent Activity Increased 2.21%	0.74%	$1.515M 41,849 shares@ $36.2 avg price	Increased 2.21%
RICKRci Hospitality Hldgs Inc Recent Activity	0.71%	$1.469M 25,558 shares@ $57.47 avg price