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