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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
SCHVSchwab Strategic Tr
Recent Activity
Increased 526.84%
0.18%
$359,845
13,803 shares@ $26.08 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 48.92%
0.17%
$334,330
5,824 shares@ $57.41 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 89.84%
0.16%
$324,417
6,614 shares@ $49.06 avg price
TSCOTractor Supply Co
Recent Activity
Increased 349.67%
0.16%
$320,932
6,048 shares@ $53.07 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 59.92%
0.15%
$309,525
9,069 shares@ $34.14 avg price
KLACKla Corp
Recent Activity
Increased 67.58%
0.15%
$309,389
491 shares@ $630.13 avg price
PIIPolaris Inc
Recent Activity
Increased 191.07%
0.15%
$305,877
5,309 shares@ $57.62 avg price
IGSBIshares Tr
Recent Activity
Increased 41.41%
0.14%
$283,930
5,492 shares@ $51.7 avg price
BTIBritish Amern Tob Plc
Recent Activity
Increased 27.18%
0.14%
$278,776
21,529 shares@ $12.95 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.09%
0.14%
$270,734
2,241 shares@ $120.81 avg price