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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
OTISOtis Worldwide Corp
Recent Activity
Increased 43.7%
0.23%
$474,534
5,124 shares@ $92.62 avg price
LRCXLam Research Corp
Recent Activity
Increased 1196.63%
0.23%
$472,022
6,535 shares@ $72.23 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 4.65%
0.22%
$445,024
1,689 shares@ $263.49 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
Increased 104.5%
0.22%
$438,531
2,321 shares@ $188.95 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 40.23%
0.21%
$430,541
4,002 shares@ $107.59 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 100.58%
0.21%
$420,508
17,312 shares@ $24.29 avg price
HGBLHeritage Global Inc
Recent Activity
Increased 0.9%
0.21%
$417,317
225,577 shares@ $1.85 avg price
HPHelmerich & Payne Inc
Recent Activity
Increased 34.34%
0.2%
$410,359
12,816 shares@ $32.02 avg price
PINSPinterest Inc
Recent Activity
Increased 3.56%
0.2%
$397,245
14,571 shares@ $27.27 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 76.71%
0.18%
$370,289
6,980 shares@ $53.05 avg price