Fund HoldingsRidgewood Investments LLC

Total Portfolio Value
$152.35M
Total Bought
$12.83M
Total Sold
$35.78M
Net Transaction
-$22.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR5,51148,043+42,5326095,3073.48%+4,699
RTX CORPORATION(RTX)017,287+17,28701,2440.82%+1,244
MICROSOFT CORP(MSFT)4,2688,110+3,8421,4532,5611.68%+1,107
JUNIPER NETWORKS INC031,520+31,52008760.57%+876
UNITED PARCEL SERVICE INC(UPS)04,529+4,52907060.46%+706
BRISTOL-MYERS SQUIBB CO(BMY)18,60329,609+11,0061,1901,7191.13%+529
DEVON ENERGY CORP NEW(DVN)015,958+15,95807610.50%+761
BERKSHIRE HATHAWAY INC DEL51,94951,763-18617,71518,13211.90%+418
NEWMONT CORP(NEM)16,11728,012+11,8956881,0350.68%+347
DOCUSIGN INC(DOCU)013,438+13,43805640.37%+564
L3HARRIS TECHNOLOGIES INC(LHX)01,615+1,61502810.18%+281
JOHNSON & JOHNSON(JNJ)3,8855,861+1,9766439130.60%+270
KENVUE INC(KVUE)010,624+10,62402130.14%+213
ALPHABET INC(GOOG)18,98918,98902,2732,4851.63%+212
DISNEY WALT CO(DIS)10,53614,052+3,5169411,1390.75%+198
BOEING CO(BA)3,0964,420+1,3246548470.56%+193
MARKEL GROUP INC(MKL)2,1102,102-82,9183,0952.03%+177
PFIZER INC(PFE)28,07636,088+8,0121,0301,1970.79%+167
ALPHABET INC(GOOG)15,04114,865-1761,8191,9601.29%+141
EBAY INC.(EBAY)17,54920,820+3,2717849180.60%+134
ACME UTD CORP24,19224,19206037230.47%+120
ROBLOX CORP(RBLX)07,442+7,44202160.14%+216
SCHWAB CHARLES CORP(SCHW)08,590+8,59004720.31%+472
NASDAQ INC(NDAQ)23,34025,743+2,4031,1641,2510.82%+87
DLOCAL LTD(DLO)010,486+10,48602010.13%+201
HELMERICH & PAYNE INC(HP)012,095+12,09505100.33%+510
OLD REP INTL CORP(ORI)55,82154,539-1,2821,4051,4690.96%+64
RESEARCH SOLUTIONS INC0115,537+115,53702890.19%+289
NUTRIEN LTD(NTR)18,82018,788-321,1111,1600.76%+49
EOG RES INC(EOG)03,533+3,53304480.29%+448
COMCAST CORP NEW(CCZ)25,61224,873-7391,0641,1030.72%+39
ROYALTY PHARMA PLC(RPRX)21,52025,787+4,2676627000.46%+38
SMITH & NEPHEW PLC(SNN)36,79049,106+12,3161,1861,2160.80%+30
ELI LILLY & CO(LLY)0423+42302270.15%+227
RB GLOBAL INC(RBA)12,39212,345-477447720.51%+28
CME GROUP INC(CME)01,868+1,86803740.25%+374
META PLATFORMS INC(META)4,8184,697-1211,3831,4100.93%+27
BP PLC(BP)09,253+9,25303580.24%+358
PHILIP MORRIS INTL INC(PM)05,127+5,12704750.31%+475
SABRE CORP015,676+15,6760700.05%+70
LOEWS CORP(L)04,307+4,30702730.18%+273
UNITED THERAPEUTICS CORP DEL(UTHR)3,2003,20007067230.47%+16
MOSAIC CO NEW(MOS)24,81224,81208688830.58%+15
CONAGRA BRANDS INC(CAG)16,45620,739+4,2835555690.37%+14
TYSON FOODS INC(TSN)24,87325,376+5031,2701,2810.84%+12
EMERSON ELEC CO(EMR)02,107+2,10702030.13%+203
INTEL CORP(INTC)47,32844,824-2,5041,5831,5931.05%+11
RTX CORPORATION(RTX)(Call)02,000+2,000010+10
EXXON MOBIL CORP01,971+1,97102320.15%+232
TJX COS INC NEW(TJX)02,269+2,26902020.13%+202
PFIZER INC(PFE)(Call)04,000+4,00009+9
BRISTOL-MYERS SQUIBB CO(BMY)(Call)02,000+2,00008+8
VERIZON COMMUNICATIONS INC(VZ)(Call)020,000+20,000012+12
BRITISH AMERN TOB PLC(BTI)(Call)017,500+17,500010+10
VERIS RESIDENTIAL INC013,584+13,58402240.15%+224
BARRICK GOLD CORP(Call)012,500+12,50008+8
CISCO SYS INC(CSCO)14,60814,156-4527567610.50%+5
ALTRIA GROUP INC(MO)(Call)013,500+13,500012+12
GENERAL DYNAMICS CORP(GD)3,4903,409-817517530.49%+2
VALE S A52,32952,556+2277027040.46%+2
COTERRA ENERGY INC(Call)05,000+5,00005+5
PIMCO ETF TR
ENHAN SHRT MA AC
02,492+2,49202500.16%+250
SPDR SER TR
ST STR RATE ETF
24,10624,10607407410.49%+1
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
05,361+5,36102660.17%+266
ARCONIC CORPORATION000000
ASHFORD HOSPITALITY TR INC000000
ASHFORD INC000000
INVESCO EXCH TRADED FD TR II000000
NCR CORP NEW000000
RESIDEO TECHNOLOGIES INC(REZI)000000
TERADATA CORP DEL(TDC)000000
TILRAY BRANDS INC000000
PREFERRED BK LOS ANGELES CA(PFBC)000000
BANCO SANTANDER S.A.(SAN)000000
HEALTHCARE RLTY TR(HR)000000
LENSAR INC000000
V2X INC(VVX)000000
NOW INC(DNOW)000000
GIGAMEDIA LTD000000
COCA-COLA FEMSA SAB DE CV(KOF)000000
GENTEX CORP(GNTX)000000
BROOKFIELD BUSINESS CORP(BBUC)000000
BROOKFIELD BUSINESS PARTNERS000000
SCIENCE APPLICATIONS INTL CO(SAIC)000000
EMBECTA CORP000000
SCULLY ROYALTY LTD000000
COLGATE PALMOLIVE CO(CL)000000
COMMUNITY HEALTH SYS INC NEW000000
LESAKA TECHNOLOGIES INC000000
XPERI INC000000
BREAD FINANCIAL HOLDINGS INC000000
BRAEMAR HOTELS & RESORTS INC000000
VODAFONE GROUP PLC NEW(VOD)000000
BROOKFIELD REINS LTD000000
PARAMOUNT GLOBAL000000
CLOVER HEALTH INVESTMENTS CO(CLOV)000000
BRIGHTHOUSE FINL INC(BHF)000000
NOV INC(NOV)000000
GAP INC(GAP)000000
ADEIA INC(ADEA)000000
Page 1 of 1