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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
CMECme Group Inc
Recent Activity
Decreased -0.23%
0.57%
$1.176M
5,065 shares@ $232.22 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -11.63%
0.57%
$1.163M
32,804 shares@ $35.45 avg price
NVDANvidia Corporation
Recent Activity
Decreased -11.16%
0.54%
$1.117M
8,321 shares@ $134.29 avg price
TSNTyson Foods Inc
Recent Activity
Decreased -16.44%
0.54%
$1.117M
19,448 shares@ $57.45 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -36.45%
0.54%
$1.105M
20,386 shares@ $54.2 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -30.07%
0.54%
$1.102M
14,888 shares@ $74.01 avg price
HDHome Depot Inc
Recent Activity
Decreased -6.12%
0.52%
$1.062M
2,730 shares@ $389.0 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Decreased -2.56%
0.51%
$1.042M
13,698 shares@ $76.06 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -15.47%
0.5%
$1.036M
3,572 shares@ $290.08 avg price
HUBSHubspot Inc
Recent Activity
Decreased -0.46%
0.5%
$1.035M
1,485 shares@ $696.77 avg price