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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
HPEHewlett Packard Enterprise C
Recent Activity
Increased 0.85%
0.61%
$1.25M
59,998 shares@ $20.84 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 43.66%
0.6%
$1.234M
40,144 shares@ $30.74 avg price
LYBLyondellbasell Industries N
Recent Activity
Increased 20.18%
0.6%
$1.226M
16,503 shares@ $74.28 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 19.32%
0.59%
$1.206M
6,431 shares@ $187.51 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 31%
0.58%
$1.197M
25,576 shares@ $46.79 avg price
MSMMsc Indl Direct Inc
Recent Activity
Increased 102.77%
0.55%
$1.124M
15,045 shares@ $74.7 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Increased 238.41%
0.53%
$1.095M
19,086 shares@ $57.35 avg price
BABoeing Co
Recent Activity
Increased 30%
0.52%
$1.069M
6,444 shares@ $165.85 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 12.8%
0.5%
$1.017M
5,191 shares@ $195.85 avg price
MCHIIshares Tr
Recent Activity
Increased 2.36%
0.5%
$1.017M
21,694 shares@ $46.86 avg price