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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
JNJJohnson & Johnson
| 0.31% | $632,423 4,373 shares@ $144.62 avg price | Increased 14.93% |
SCHBSchwab Strategic Tr
| 0.28% | $578,477 25,484 shares@ $22.7 avg price | Increased 393.88% |
ICVTIshares Tr
| 0.28% | $577,796 6,800 shares@ $84.97 avg price | Increased 3.63% |
CLBCore Laboratories Inc
| 0.28% | $564,518 32,612 shares@ $17.32 avg price | Increased 4.58% |
AMGNAmgen Inc
| 0.27% | $540,567 2,074 shares@ $260.64 avg price | Increased 11422.23% |
CVXChevron Corp New
| 0.26% | $529,954 3,659 shares@ $144.84 avg price | Increased 6.71% |
NFLXNetflix Inc
| 0.24% | $493,791 554 shares@ $891.32 avg price | Increased 1.47% |
BDXBecton Dickinson & Co
| 0.24% | $490,096 2,160 shares@ $226.9 avg price | Increased 14.29% |
VALEVale S A
| 0.24% | $478,805 93,322 shares@ $5.14 avg price | Increased 91.21% |
BIDUBaidu Inc
| 0.23% | $476,531 6,017 shares@ $79.2 avg price | Increased 10.45% |