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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.97%
10.7%
$22.17M
48,909 shares@ $453.29 avg price
SHVIshares Tr
Recent Activity
Increased 2.04%
3.5%
$7.252M
65,858 shares@ $110.12 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.02%
2.34%
$4.847M
25,605 shares@ $189.3 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.88%
1.92%
$3.963M
7,355 shares@ $538.81 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -3.27%
1.71%
$3.54M
30,134 shares@ $117.49 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -2.23%
1.64%
$3.398M
1,968 shares@ $1726.46 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.23%
1.41%
$2.92M
50,182 shares@ $58.19 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 117.46%
1.41%
$2.916M
37,742 shares@ $77.28 avg price
VOVanguard Index Fds
Recent Activity
Increased 4.67%
1.23%
$2.532M
9,585 shares@ $264.14 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.91%
1.22%
$2.522M
13,242 shares@ $190.45 avg price