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
IBMInternational Business Machs
Recent Activity
Decreased -20.11%
0.5%
$1.027M
4,673 shares@ $219.85 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -17.67%
0.5%
$1.017M
11,008 shares@ $92.38 avg price
CTRACoterra Energy Inc
Recent Activity
Decreased -13.07%
0.48%
$979,419
47,107 shares@ $20.8 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -2.38%
0.44%
$904,369
10,596 shares@ $85.36 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.85%
0.41%
$830,183
3,272 shares@ $253.73 avg price
PRGOPerrigo Co Plc
Recent Activity
Decreased -0.23%
0.39%
$808,508
31,447 shares@ $25.72 avg price
LQDIshares Tr
Recent Activity
Decreased -14.61%
0.39%
$791,791
7,411 shares@ $106.84 avg price
MMM3m Co
Recent Activity
Decreased -1.66%
0.36%
$732,069
5,671 shares@ $129.09 avg price
YUMCYum China Hldgs Inc
Recent Activity
Decreased -7.92%
0.36%
$729,865
15,992 shares@ $45.64 avg price
TSLATesla Inc
Recent Activity
Decreased -10.4%
0.35%
$709,601
1,757 shares@ $403.88 avg price