test

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
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
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
AMZNAmazon Com Inc
Recent Activity
Increased 0.34%
0.63%
$1.299M
5,921 shares@ $219.39 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
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
HPEHewlett Packard Enterprise C
Recent Activity
Increased 0.85%
0.61%
$1.25M
59,998 shares@ $20.84 avg price