Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $23.4M | 8.7% | −2.9% |
| GOOGLAlphabet Inc | $9.2M | 3.4% | −3.9% |
| SGOVIshares Tr | $5.9M | 2.2% | −5.9% |
| VOOVanguard Index Fds | $4.8M | 1.8% | +1.7% |
| BSVVanguard Bd Index Fds | $4.6M | 1.7% | −14.4% |
| GOOGAlphabet Inc | $4.4M | 1.6% | −2.9% |
| FLRNSpdr Series Trust | $4.3M | 1.6% | +10.0% |
| VOVanguard Index Fds | $4.2M | 1.6% | +3.0% |
| VTVanguard Intl Equity Index F | $4.1M | 1.5% | −1.6% |
| SHVIshares Tr | $4.0M | 1.5% | −2.7% |
| VBVanguard Index Fds | $4.0M | 1.5% | +2.9% |
| MKLMarkel Group Inc | $3.7M | 1.4% | |
| SCHBSchwab Strategic Tr | $3.4M | 1.3% | +1.6% |
| METAMeta Platforms Inc | $3.2M | 1.2% | +5.4% |
| MSFTMicrosoft Corp | $2.9M | 1.1% | +16.7% |
| NVDANvidia Corporation | $2.9M | 1.1% | +57.6% |
| TXNTexas Instrs Inc | $2.8M | 1.0% | −28.2% |
| QCOMQualcomm Inc | $2.6M | 1.0% | −22.5% |
| SCHVSchwab Strategic Tr | $2.5M | 0.9% | +3.3% |
| QQQInvesco Qqq Tr | $2.4M | 0.9% | |
| BNDXVanguard Charlotte Fds | $2.4M | 0.9% | +16.7% |
| VGSHVanguard Scottsdale Fds | $2.3M | 0.9% | −3.9% |
| BMYBristol-myers Squibb Co | $2.3M | 0.9% | −4.7% |
| Medtronic PLCCUSIP G5960L103 | $2.3M | 0.9% | +15.2% |
| BIVVanguard Bd Index Fds | $2.3M | 0.8% | +38.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TXNTexas Instrs Inc | March 31, 2026 | +53.5% | $2.8M |
| QCOMQualcomm Inc | March 31, 2026 | +43.5% | $2.6M |
| TSMTaiwan Semiconductor Manufac | March 31, 2026 | +41.3% | $2.0M |
| CARRCarrier Global Corporation | March 31, 2026 | +30.3% | $1.8M |
| QQQInvesco Qqq Tr | March 31, 2026 | +27.6% | $2.4M |
| TROWPrice T Rowe Group Inc | March 31, 2026 | +26.1% | $2.2M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $9.2M |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $4.4M |
| VBVanguard Index Fds | March 31, 2026 | +15.7% | $4.0M |
| SCHBSchwab Strategic Tr | March 31, 2026 | +15.4% | $3.4M |
Sold off last quarter
- LRCXLam Research Corp was $474K
- Asml Holding N VCUSIP N07059210 was $349K
- FDXFedex Corp was $285K
- CAVACava Group Inc was $261K
- RBLXRoblox Corp was $255K
- COINCoinbase Global Inc was $251K
- PINSPinterest Inc was $241K
- SNNSmith & Nephew PLC was $239K
- Accenture PLC IrelandCUSIP G1151C101 was $236K
- MLIMueller Inds Inc was $226K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | +1.3% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | −1.7% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +2.6% | +7.0% |
| December 31, 2022 | +9.7% | +7.1% |
| September 30, 2022 | −7.5% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −1.5% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −2.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ridgewood Investments LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1703556&type=13F-HR&dateb=&owner=include&count=40CIK 1703556
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1703556/000170355626000007/Filed August 3, 2026 · accession 0001703556-26-000007