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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
SHYIshares Tr
Recent Activity
Increased 31.1%
0.13%
$267,829
3,267 shares@ $81.99 avg price
HUMHumana Inc
Recent Activity
Increased 15.81%
0.13%
$260,306
1,026 shares@ $253.71 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.27%
0.13%
$253,122
4,548 shares@ $55.66 avg price
BHPBhp Group Ltd
Recent Activity
Increased 136.37%
0.12%
$245,024
5,018 shares@ $48.83 avg price
CSXCsx Corp
Recent Activity
Increased 0.11%
0.12%
$237,283
7,353 shares@ $32.28 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 16.65%
0.12%
$235,835
974 shares@ $242.14 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 26.61%
0.12%
$234,248
2,046 shares@ $114.5 avg price
ASMLAsml Holding N V
Recent Activity
Increased 742.11%
0.11%
$221,786
320 shares@ $693.09 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 92.5%
0.1%
$195,206
1,923 shares@ $101.52 avg price
GSKGsk Plc
Recent Activity
Increased 144.26%
0.09%
$167,970
8,212 shares@ $20.46 avg price