$112 Million is the total value of Ridgewood Investments LLC's 144 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DG | New | DOLLAR GEN CORP NEW | $331,000 | – | 3,555 | +100.0% | 0.30% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $323,000 | – | 2,136 | +100.0% | 0.29% | – |
| MO | New | ALTRIA GROUP INC | $268,000 | – | 3,758 | +100.0% | 0.24% | – |
| CME | New | CME GROUP INC | $263,000 | – | 1,802 | +100.0% | 0.24% | – |
| HRL | New | HORMEL FOODS CORP | $232,000 | – | 6,389 | +100.0% | 0.21% | – |
| MSFT | New | MICROSOFT CORP | $227,000 | – | 2,659 | +100.0% | 0.20% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $201,000 | – | 2,181 | +100.0% | 0.18% | – |
| GNUS | New | GENIUS BRANDS INTL INC | $37,000 | – | 13,600 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Inc. New Com | 28 | Q3 2023 | 18.6% |
| MARKEL GROUP INC | 28 | Q3 2023 | 3.4% |
| 3M Company Common Stock | 28 | Q3 2023 | 2.6% |
| ISHARES TR | 28 | Q3 2023 | 2.0% |
| ALPHABET INC | 28 | Q3 2023 | 1.6% |
| Vanguard Total Stock Market Etf | 28 | Q3 2023 | 1.7% |
| ALPHABET INC | 28 | Q3 2023 | 1.3% |
| American Tower Corp Reit | 28 | Q3 2023 | 1.6% |
| GOLDMAN SACHS GROUP INC | 28 | Q3 2023 | 1.5% |
| QUALCOMM Incorporated | 28 | Q3 2023 | 1.4% |
View Ridgewood Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-20 |
| D | 2023-08-21 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-11 |
View Ridgewood Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.