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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
BIVVanguard Bd Index Fds
Recent Activity
Increased 13.98%
0.48%
$987,482
13,214 shares@ $74.73 avg price
DVNDevon Energy Corp New
Recent Activity
Increased 26.27%
0.47%
$967,855
32,859 shares@ $29.46 avg price
AAPLApple Inc
Recent Activity
Increased 31.7%
0.47%
$964,531
3,852 shares@ $250.4 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.23%
0.45%
$917,971
3,093 shares@ $296.79 avg price
AMATApplied Matls Inc
Recent Activity
Increased 229.56%
0.44%
$893,972
5,497 shares@ $162.63 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.68%
0.43%
$883,525
35,295 shares@ $25.04 avg price
RPRXRoyalty Pharma Plc
Recent Activity
Increased 40.85%
0.38%
$784,055
30,735 shares@ $25.52 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 98.55%
0.37%
$754,762
31,370 shares@ $24.06 avg price
MRKMerck & Co Inc
Recent Activity
Increased 424.26%
0.34%
$696,771
7,004 shares@ $99.49 avg price
MOSMosaic Co New
Recent Activity
Increased 12.85%
0.33%
$667,079
30,744 shares@ $21.7 avg price