§ 13F · FUND PROFILE
Ridgewood Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237M (13F)Positions · 202Turnover · — · Q1Filed · Apr 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$244M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 48K | $23M | 9.4% | NEW |
| 2 | GOOGL | ALPHABET INC | 27K | $8M | 3.1% | NEW |
| 3 | SGOV | ISHARES TR | 63K | $6M | 2.6% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 70K | $5M | 2.2% | NEW |
| 5 | SHV | ISHARES TR | 37K | $4M | 1.7% | NEW |
| 6 | VOO | VANGUARD INDEX FDS | 7K | $4M | 1.7% | NEW |
| 7 | FLRN | SPDR SERIES TRUST | 126K | $4M | 1.6% | NEW |
| 8 | MKL | MARKEL GROUP INC | 2K | $4M | 1.5% | NEW |
| 9 | GOOG | ALPHABET INC | 13K | $4M | 1.5% | NEW |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 27K | $4M | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIDGEWOOD SIGNAL
AC read
Ridgewood Investments LLC is a Other fund managing $237 million in assets. The fund runs a broad portfolio of 202 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed