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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
VWOBVanguard Whitehall Fds
Recent Activity
Increased 53.01%
0.05%
$94,788
1,501 shares@ $63.15 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 34.82%
0.05%
$89,652
426 shares@ $210.46 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 52.26%
0.05%
$85,548
2,162 shares@ $39.57 avg price
UMHUmh Pptys Inc
Recent Activity
Increased 0.25%
0.05%
$84,393
4,470 shares@ $18.88 avg price
STIPIshares Tr
Recent Activity
Increased 33.01%
0.04%
$82,291
818 shares@ $100.61 avg price
FTAIFtai Aviation Ltd
Recent Activity
Increased 0.18%
0.04%
$82,186
571 shares@ $143.94 avg price
GOLDBarrick Gold Corp
Recent Activity
Increased 7.6%
0.03%
$58,403
6,105 shares@ $9.57 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.03%
$47,187
2,230 shares@ $21.17 avg price
STMStmicroelectronics N V
Recent Activity
Increased 138.57%
0.02%
$39,924
3,099 shares@ $12.89 avg price
OTEXOpen Text Corp
Recent Activity
Increased 25%
0.02%
$35,400
1,250 shares@ $28.32 avg price