Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $23.4M | 8.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.16M | 3.4% |
| iShares TR0-3 MNTH TREASRY | 0-3 MNTH TREASRY | $5.94M | 2.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $4.8M | 1.8% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $4.64M | 1.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.4M | 1.6% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $4.28M | 1.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $4.18M | 1.6% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $4.09M | 1.5% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $4.01M | 1.5% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $3.98M | 1.5% |
| Markel Group Inc.COM | COM | $3.75M | 1.4% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $3.38M | 1.3% |
| Meta Platforms Inc.CL A | CL A | $3.24M | 1.2% |
| Microsoft Corp.COM | COM | $2.95M | 1.1% |
| Nvidia CorporationCOM | COM | $2.94M | 1.1% |
| Texas Instrs Inc.COM | COM | $2.76M | 1.0% |
| Qualcomm Inc.COM | COM | $2.58M | 1.0% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $2.49M | 0.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $2.43M | 0.9% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $2.38M | 0.9% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $2.33M | 0.9% |
| Bristol-myers Squibb COCOM | COM | $2.3M | 0.9% |
| Medtronic PLCSHS | SHS | $2.29M | 0.9% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $2.27M | 0.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.26M | 0.8% |
| Price T Rowe Group Inc.COM | COM | $2.24M | 0.8% |
| Amazon Com Inc.COM | COM | $2.22M | 0.8% |
| Vanguard Scottsdale FdsVNG RUS1000VAL | VNG RUS1000VAL | $2.21M | 0.8% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $2.12M | 0.8% |
| Old Rep Intl Corp.COM | COM | $2.03M | 0.8% |
| Schein Henry Inc.COM | COM | $1.99M | 0.7% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.98M | 0.7% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.98M | 0.7% |
| Pepsico Inc.COM | COM | $1.89M | 0.7% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $1.89M | 0.7% |
| Hci Group Inc.COM | COM | $1.85M | 0.7% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $1.84M | 0.7% |
| United Parcel Svcs Inc.CL B | CL B | $1.8M | 0.7% |
| Carrier Global CorporationCOM | COM | $1.77M | 0.7% |
| Kimberly-clark Corp.COM | COM | $1.75M | 0.7% |
| Vanguard Whitehall FdsEM MK GOV BD ETF | EM MK GOV BD ETF | $1.75M | 0.7% |
| United Therapeutics Corp. DelCOM | COM | $1.74M | 0.7% |
| Axos Financial Inc.COM | COM | $1.74M | 0.7% |
| Invesco Exch Traded FD TR IIS&P500 LOW VOL | S&P500 LOW VOL | $1.66M | 0.6% |
| Archer Daniels Midland COCOM | COM | $1.62M | 0.6% |
| Oracle Corp.COM | COM | $1.62M | 0.6% |
| Lowes Cos Inc.COM | COM | $1.62M | 0.6% |
| Otis Worldwide Corp.COM | COM | $1.59M | 0.6% |
| Progressive Corp.COM | COM | $1.49M | 0.6% |
Berkshire Hathaway Inc. DelCL B NEW$23.4M
- Class
- CL B NEW
- Share
- 8.7%
Alphabet Inc.CAP STK CL A$9.16M
- Class
- CAP STK CL A
- Share
- 3.4%
iShares TR0-3 MNTH TREASRY$5.94M
- Class
- 0-3 MNTH TREASRY
- Share
- 2.2%
Vanguard Index FdsS&P 500 ETF SHS$4.8M
- Class
- S&P 500 ETF SHS
- Share
- 1.8%
Vanguard BD Index FdsSHORT TRM BOND$4.64M
- Class
- SHORT TRM BOND
- Share
- 1.7%
Alphabet Inc.CAP STK CL C$4.4M
- Class
- CAP STK CL C
- Share
- 1.6%
SPDR Series TrustSTATE STREET SPD$4.28M
- Class
- STATE STREET SPD
- Share
- 1.6%
Vanguard Index FdsMID CAP ETF$4.18M
- Class
- MID CAP ETF
- Share
- 1.6%
Vanguard Intl Equity Index FTT WRLD ST ETF$4.09M
- Class
- TT WRLD ST ETF
- Share
- 1.5%
iShares TRTRUST ISHARE 0-1$4.01M
- Class
- TRUST ISHARE 0-1
- Share
- 1.5%
Vanguard Index FdsSMALL CP ETF$3.98M
- Class
- SMALL CP ETF
- Share
- 1.5%
Markel Group Inc.COM$3.75M
- Class
- COM
- Share
- 1.4%
Schwab Strategic TRUS BRD MKT ETF$3.38M
- Class
- US BRD MKT ETF
- Share
- 1.3%
Meta Platforms Inc.CL A$3.24M
- Class
- CL A
- Share
- 1.2%
Microsoft Corp.COM$2.95M
- Class
- COM
- Share
- 1.1%
Nvidia CorporationCOM$2.94M
- Class
- COM
- Share
- 1.1%
Texas Instrs Inc.COM$2.76M
- Class
- COM
- Share
- 1.0%
Qualcomm Inc.COM$2.58M
- Class
- COM
- Share
- 1.0%
Schwab Strategic TRUS LCAP VA ETF$2.49M
- Class
- US LCAP VA ETF
- Share
- 0.9%
Invesco Qqq TRUNIT SER 1$2.43M
- Class
- UNIT SER 1
- Share
- 0.9%
Vanguard Charlotte FdsTOTAL INT BD ETF$2.38M
- Class
- TOTAL INT BD ETF
- Share
- 0.9%
Vanguard Scottsdale FdsSHORT TERM TREAS$2.33M
- Class
- SHORT TERM TREAS
- Share
- 0.9%
Bristol-myers Squibb COCOM$2.3M
- Class
- COM
- Share
- 0.9%
Medtronic PLCSHS$2.29M
- Class
- SHS
- Share
- 0.9%
Vanguard BD Index FdsINTERMED TERM$2.27M
- Class
- INTERMED TERM
- Share
- 0.8%
Vanguard Specialized FundsDIV APP ETF$2.26M
- Class
- DIV APP ETF
- Share
- 0.8%
Price T Rowe Group Inc.COM$2.24M
- Class
- COM
- Share
- 0.8%
Amazon Com Inc.COM$2.22M
- Class
- COM
- Share
- 0.8%
Vanguard Scottsdale FdsVNG RUS1000VAL$2.21M
- Class
- VNG RUS1000VAL
- Share
- 0.8%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$2.12M
- Class
- MTG-BKD SECS ETF
- Share
- 0.8%
Old Rep Intl Corp.COM$2.03M
- Class
- COM
- Share
- 0.8%
Schein Henry Inc.COM$1.99M
- Class
- COM
- Share
- 0.7%
Taiwan Semiconductor ManufacSPONSORED ADS$1.98M
- Class
- SPONSORED ADS
- Share
- 0.7%
Vanguard Intl Equity Index FALLWRLD EX US$1.98M
- Class
- ALLWRLD EX US
- Share
- 0.7%
Pepsico Inc.COM$1.89M
- Class
- COM
- Share
- 0.7%
iShares TRISHS 1-5YR INVS$1.89M
- Class
- ISHS 1-5YR INVS
- Share
- 0.7%
Hci Group Inc.COM$1.85M
- Class
- COM
- Share
- 0.7%
SPDR Index Shs FdsSTATE STREET SPD$1.84M
- Class
- STATE STREET SPD
- Share
- 0.7%
United Parcel Svcs Inc.CL B$1.8M
- Class
- CL B
- Share
- 0.7%
Carrier Global CorporationCOM$1.77M
- Class
- COM
- Share
- 0.7%
Kimberly-clark Corp.COM$1.75M
- Class
- COM
- Share
- 0.7%
Vanguard Whitehall FdsEM MK GOV BD ETF$1.75M
- Class
- EM MK GOV BD ETF
- Share
- 0.7%
United Therapeutics Corp. DelCOM$1.74M
- Class
- COM
- Share
- 0.7%
Axos Financial Inc.COM$1.74M
- Class
- COM
- Share
- 0.7%
Invesco Exch Traded FD TR IIS&P500 LOW VOL$1.66M
- Class
- S&P500 LOW VOL
- Share
- 0.6%
Archer Daniels Midland COCOM$1.62M
- Class
- COM
- Share
- 0.6%
Oracle Corp.COM$1.62M
- Class
- COM
- Share
- 0.6%
Lowes Cos Inc.COM$1.62M
- Class
- COM
- Share
- 0.6%
Otis Worldwide Corp.COM$1.59M
- Class
- COM
- Share
- 0.6%
Progressive Corp.COM$1.49M
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 208 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1703556
- File number
- 028-18012
- Options
- 0 call, 0 put
- In the 25 largest
- 41.5%
- Prior quarter
- $244M at 31 March 2026
- Positions opened
- 13
- Positions closed
- 13
Common questions
What are Ridgewood Investments’ 13F holdings worth?
$267 million across 208 positions for the quarter ended 30 June 2026.
What is Ridgewood Investments’ largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL B NEW) was the largest position at $23.4 million, or 8.7% of reported 13F value, as of 30 June 2026.
How concentrated is Ridgewood Investments’ 13F portfolio?
The ten largest positions accounted for 25.8% of reported value and the twenty-five largest for 41.5%, across 208 positions as of 30 June 2026.
Does Form 13F show everything Ridgewood Investments manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Ridgewood Investments file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.