$141 Million is the total value of Ridgewood Investments LLC's 199 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EXPE | New | EXPEDIA GROUP INC | $504,000 | – | 4,659 | +100.0% | 0.36% | – |
| CSCO | New | CISCO SYS INC | $445,000 | – | 9,272 | +100.0% | 0.32% | – |
| CHA | New | CHINA TELECOM CORP LTD | $355,000 | – | 8,625 | +100.0% | 0.25% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $338,000 | – | 5,696 | +100.0% | 0.24% | – |
| PACW | New | PACWEST BANCORP DEL | $289,000 | – | 7,551 | +100.0% | 0.20% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $264,000 | – | 1,484 | +100.0% | 0.19% | – |
| NVDA | New | NVIDIA CORP | $261,000 | – | 1,110 | +100.0% | 0.18% | – |
| BG | New | BUNGE LIMITED | $229,000 | – | 3,974 | +100.0% | 0.16% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $225,000 | – | 5,070 | +100.0% | 0.16% | – |
| HUBS | New | HUBSPOT INC | $219,000 | – | 1,380 | +100.0% | 0.16% | – |
| FISV | New | FISERV INC | $213,000 | – | 1,845 | +100.0% | 0.15% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $212,000 | – | 4,192 | +100.0% | 0.15% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $206,000 | – | 3,757 | +100.0% | 0.15% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $203,000 | – | 3,651 | +100.0% | 0.14% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $202,000 | – | 1,610 | +100.0% | 0.14% | – |
| FB | New | FACEBOOK INCcl a | $202,000 | – | 985 | +100.0% | 0.14% | – |
| ADBE | New | ADOBE INC | $201,000 | – | 608 | +100.0% | 0.14% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $200,000 | – | 2,366 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
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.