Ridgewood-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "PTLO",
  "PINS",
  "SE",
  "HOOD",
  "AX",
  "MXCT",
  "MTCH",
  "NVR",
  "ARGX",
  "GLOB",
  "SMTC",
  "TRU",
  "POOL",
  "NTR",
  "TROW",
  "NLY",
  "FTAI",
  "MOS",
  "EDU",
  "MCHI",
  null,
  "HUM",
  "HP",
  null,
  null,
  "SABR",
  "RBA.TO",
  "QSR",
  "SOBO.TO",
  "ATR",
  "SNOW",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "JEF",
  null,
  null,
  "GOOGL",
  "VTS",
  "AXP",
  "TSQ",
  "ASAN",
  "ANIP",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "ENOV",
  "ESAB",
  "EC",
  "ATUS",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "CP.TO",
  "SAN",
  "BIDU",
  "BSX",
  null,
  "IAC",
  null,
  "CCI",
  null,
  null,
  "DUK",
  "D",
  "MLCO",
  "NLOP",
  "M",
  "ESS",
  "EBAY",
  "RYAAY",
  "PII",
  "FG",
  "FRT",
  "FAT",
  null,
  "EQNR",
  "SPB",
  null,
  "EOG",
  "XXII",
  "WTTR",
  "UMH",
  "STRA",
  "UNF",
  null,
  null,
  "U",
  "CRESY",
  "NVCR",
  null,
  "FERG",
  "SOPH",
  "IBKR",
  "GD",
  "GILD",
  null,
  "HON",
  "HD",
  "HPQ",
  "CAN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "FTS",
  "FIVE",
  "FNV",
  null,
  "FE",
  "SNN",
  "QCOM",
  "FATBB",
  "FIP",
  null,
  "ISRG",
  "AGM",
  null,
  "HLF",
  "GLRE",
  "HSBC",
  "HUBS",
  "HMC",
  "LEN",
  null,
  "AMAT",
  "EMR",
  "PNNT",
  "TOON",
  "MUB",
  "META",
  null,
  null,
  "LVO",
  "MYGN",
  "MRCY",
  "MFIN",
  null,
  null,
  "NEWT",
  null,
  null,
  "PAM",
  "IJH",
  null,
  null,
  "RSSS",
  "RMCF",
  null,
  "RLX",
  null,
  "SPIR",
  "SWK",
  null,
  "TUYA",
  null,
  null,
  "IOVA",
  "RA",
  null,
  null,
  "BBUS",
  null,
  "KNSL",
  "KMI",
  "OZ",
  "VALN",
  "LHX",
  null,
  "LRCX",
  "ICF",
  "IWS",
  "LIN",
  null,
  null,
  "L",
  null,
  "BH-A",
  "MPC",
  "OXBR",
  null,
  "MMC",
  "TLRY",
  "SLF",
  "MRVL",
  "MA",
  null,
  "QXO",
  "MDT",
  "MSFT",
  "MDLZ",
  "DXC",
  "DBX",
  "NDAQ",
  "SATS",
  "EXC",
  "EZPW",
  null,
  "FND",
  "FTV",
  "SUPV",
  "GE",
  null,
  "NTRS",
  "HEI",
  "HIG",
  "HES",
  "HAS",
  "HRL",
  "NVS",
  "NU",
  "FMC",
  "ILMN",
  "ORLY",
  "ADM",
  "DLN",
  "AER",
  "BX",
  "HSY",
  "FAST",
  "ANSS",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
  "VGIT",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  null,
  "VGSH",
  "PGR",
  null,
  null,
  "PBR",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "TU",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MGA",
  "MDB",
  "AMGN",
  "NYT",
  "DGX",
  "REGN",
  null,
  "ROK",
  "SPGI",
  "RY",
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "MET",
  "DTM",
  "PSMT",
  "VXF",
  "ZH",
  "SNEX",
  "VOE",
  "SCHW",
  "EWBC",
  "LOVE",
  "POR",
  "ACU",
  "ANGI",
  "ALC",
  null,
  "IRBT",
  "VWO",
  "VSS",
  "SBAC",
  "LGF-B",
  null,
  null,
  "VCIT",
  "LBRDA",
  null,
  "CSWC",
  "EME",
  "VIG",
  "RILY",
  null,
  null,
  "MRVI",
  "TSCO",
  "SPNT",
  "RICK",
  "ULTA",
  "XLB",
  "SU",
  "DFH",
  "IWN",
  "IEF",
  "GGG",
  "TSM",
  "SMG",
  "GSK",
  "CHPT",
  "BN.TO",
  "FSK",
  "VYM",
  null,
  "EA",
  "GRAL",
  "K",
  "TT",
  "VRSK",
  "GRBK",
  "GGAL",
  "MUR",
  "RRC",
  "PRGO",
  "RH",
  "MLI",
  "PEN",
  "MSM",
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "VNT",
  "AEE",
  "GM",
  "VNO",
  "UAA",
  "STWD",
  "ALB",
  "AFL",
  "AMD",
  "SONY",
  "AVB",
  "FI",
  "WAB",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "HSIC",
  "EFX",
  "IR",
  "MIDD",
  null,
  null,
  "AEP",
  "DLO",
  "CUBI",
  "EVC",
  "EBS",
  "EDUC",
  "GAN",
  "IDT",
  "HGBL",
  "INSE",
  null,
  "IDXX",
  "UA",
  "AOS",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "IVE",
  "LUV",
  null,
  null,
  "SQM",
  null,
  "DKS",
  "HII",
  null,
  "KD",
  "TPL",
  "AAON",
  "BBCA",
  "HDB",
  "NTES",
  "PDD",
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "VFH",
  "VNQI",
  null,
  "VALE",
  null,
  "MGK",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VEEV",
  "VRE",
  "V",
  "VMEO",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WAT",
  "WDC",
  "WFC",
  "WSR",
  null,
  "WIT",
  "WPM",
  null,
  null,
  null,
  null,
  "WDS",
  "KLG",
  "WPP",
  "WPC",
  "XPEV",
  "XRX",
  "WDAY",
  "YPF",
  "YUMC",
  "SOLV",
  "DTE",
  "FNF",
  "MTB",
  "HRTG",
  "CNQ",
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "JD",
  "JNPR",
  "MSCI",
  "INFY",
  "LBRDK",
  "MFC",
  "NUS",
  "MKL",
  "MNDY",
  "IEP",
  null,
  "SO",
  "TAK",
  "USPH",
  null,
  "TTD",
  "TRP",
  "OTIS",
  "ONL",
  "SLG",
  "PSX",
  "ROL",
  "CRM",
  "SWKS",
  "SNAP",
  "RPRX",
  "RBLX",
  null,
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "OTEX",
  "SPOT",
  null,
  "DINO",
  "HCI",
  null,
  "LYB",
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "GWW",
  "UPST",
  null,
  "NUE",
  "PAYC",
  "FDX",
  "AME",
  "STLA",
  "STM",
  "KMB",
  "LULU",
  "BAC",
  null,
  "OZK",
  "BNS",
  "BMO",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  "BKH",
  "BJ",
  "BA",
  null,
  "BHF",
  "BOC",
  "BMY",
  "BTI",
  "BAM.TO",
  "BUR",
  "CAE",
  "CM",
  "CNI",
  "CVNA",
  "CARR",
  "CCL",
  "CBRE",
  "CDW",
  "CBZ",
  "CAVA",
  "CASY",
  "CF",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  null,
  "KO",
  "COIN",
  "COLL",
  "FIX",
  "CMCSA",
  "CTSH",
  "CNDT",
  "CMP",
  "CODI",
  "CTGO",
  "CEG",
  "CPRT",
  "CLB",
  "CTRA",
  "COST",
  "CSGP",
  "CPNG",
  "CRGY",
  "CRAI",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  "DFAC",
  "DOCU",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 676
Total Value: 188161636
Accession Number: 0001703556-25-000003
Form Type: 13F-HR
CIK: ridgewood-investments
Manager Name: Ridgewood-Investments

Data Enrichment

86% identified

578 identified98 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

676 positions • $188.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 34

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Nu Holdings Ltd.

NU|G6683N103

Shares:8.8K

Value:$89.7K

% of Portfolio:0.0% ($89.7K/$188.2M)

ANI PHARMACEUTICALS INC

ANIP|00182C103

Shares:1.3K

Value:$89.0K

% of Portfolio:0.0% ($89.0K/$188.2M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:514

Value:$88.8K

% of Portfolio:0.0% ($88.8K/$188.2M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:866

Value:$87.4K

% of Portfolio:0.0% ($87.4K/$188.2M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:751

Value:$85.7K

% of Portfolio:0.0% ($85.7K/$188.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:591

Value:$84.1K

% of Portfolio:0.0% ($84.1K/$188.2M)

UMH PROPERTIES, INC.

UMH|903002103

Shares:4.5K

Value:$83.8K

% of Portfolio:0.0% ($83.8K/$188.2M)

KROGER CO

KR|501044101

Shares:1.2K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$188.2M)

25434V500

Shares:1.3K

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$188.2M)

TC ENERGY CORP

TRP|87807B107

Shares:1.7K

Value:$79.6K

% of Portfolio:0.0% ($79.6K/$188.2M)

464287499

IWR|464287499

Shares:928

Value:$78.9K

% of Portfolio:0.0% ($78.9K/$188.2M)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:1.0K

Value:$78.0K

% of Portfolio:0.0% ($78.0K/$188.2M)

Mastercard Inc

MA|57636Q104

Shares:142

Value:$77.7K

% of Portfolio:0.0% ($77.7K/$188.2M)

VISA INC.

V|92826C839

Shares:221

Value:$77.5K

% of Portfolio:0.0% ($77.5K/$188.2M)

464287473

IWS|464287473

Shares:612

Value:$77.1K

% of Portfolio:0.0% ($77.1K/$188.2M)

ANSYS INC

ANSS|03662Q105

Shares:243

Value:$76.9K

% of Portfolio:0.0% ($76.9K/$188.2M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:1.1K

Value:$74.1K

% of Portfolio:0.0% ($74.1K/$188.2M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:772

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$188.2M)

46434V621

DGRO|46434V621

Shares:1.2K

Value:$73.0K

% of Portfolio:0.0% ($73.0K/$188.2M)

POOL CORP

POOL|73278L105

Shares:227

Value:$72.3K

% of Portfolio:0.0% ($72.3K/$188.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nu Holdings Ltd.(NUcusipG6683N103)	8.8K	QoQ 0.00% (-0) YoY NEW(+8.8K)	All Managers (Combined)	$89.7K	0.0% ($89.7K/$188.2M)	QoQ -1.15% (-$1.1K) YoY NEW(+$89.7K)
ANI PHARMACEUTICALS INC(ANIPcusip00182C103)	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$89.0K	0.0% ($89.0K/$188.2M)	QoQ +21.11% (+$15.5K) YoY NEW(+$89.0K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	514	QoQ 0.00% (+0) YoY NEW(+514)	All Managers (Combined)	$88.8K	0.0% ($88.8K/$188.2M)	QoQ +7.66% (+$6.3K) YoY NEW(+$88.8K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	866	QoQ 0.00% (+0) YoY NEW(+866)	All Managers (Combined)	$87.4K	0.0% ($87.4K/$188.2M)	QoQ +12.94% (+$10.0K) YoY NEW(+$87.4K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	751	QoQ 0.00% (+0) YoY NEW(+751)	All Managers (Combined)	$85.7K	0.0% ($85.7K/$188.2M)	QoQ +27.69% (+$18.6K) YoY NEW(+$85.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	591	QoQ -55.12% (-726) YoY -65.59% (-1.1K)	All Managers (Combined)	$84.1K	0.0% ($84.1K/$188.2M)	QoQ -51.29% (-$88.5K) YoY -62.18% (-$138.2K)
UMH PROPERTIES, INC.(UMHcusip903002103)	4.5K	QoQ +0.26% (-12) YoY NEW(+4.5K)	All Managers (Combined)	$83.8K	0.0% ($83.8K/$188.2M)	QoQ -0.67% (-$571) YoY NEW(+$83.8K)
KROGER CO(KRcusip501044101)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$188.2M)	QoQ +10.69% (+$7.9K) YoY NEW(+$81.5K)
(cusip25434V500)✕	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$188.2M)	QoQ -8.18% (-$7.1K) YoY NEW(+$79.9K)
TC ENERGY CORP(TRPcusip87807B107)	1.7K	QoQ -8.81% (-163) YoY NEW(+1.7K)	All Managers (Combined)	$79.6K	0.0% ($79.6K/$188.2M)	QoQ -7.48% (-$6.4K) YoY NEW(+$79.6K)
(IWRcusip464287499)	928	QoQ 0.00% (-0) YoY NEW(+928)	All Managers (Combined)	$78.9K	0.0% ($78.9K/$188.2M)	QoQ -3.76% (-$3.1K) YoY NEW(+$78.9K)
MUELLER INDUSTRIES INC(MLIcusip624756102)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$78.0K	0.0% ($78.0K/$188.2M)	QoQ NEW(+$78.0K) YoY NEW(+$78.0K)
Mastercard Inc(MAcusip57636Q104)	142	QoQ -29.70% (-60) YoY NEW(+142)	All Managers (Combined)	$77.7K	0.0% ($77.7K/$188.2M)	QoQ -26.86% (-$28.5K) YoY NEW(+$77.7K)
VISA INC.(Vcusip92826C839)	221	QoQ +20.76% (+38) YoY NEW(+221)	All Managers (Combined)	$77.5K	0.0% ($77.5K/$188.2M)	QoQ +33.91% (+$19.6K) YoY NEW(+$77.5K)
(IWScusip464287473)	612	QoQ 0.00% (-0) YoY NEW(+612)	All Managers (Combined)	$77.1K	0.0% ($77.1K/$188.2M)	QoQ -2.60% (-$2.1K) YoY NEW(+$77.1K)
ANSYS INC(ANSScusip03662Q105)	243	QoQ 0.00% (-0) YoY NEW(+243)	All Managers (Combined)	$76.9K	0.0% ($76.9K/$188.2M)	QoQ -6.15% (-$5.0K) YoY NEW(+$76.9K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$74.1K	0.0% ($74.1K/$188.2M)	QoQ -2.98% (-$2.3K) YoY NEW(+$74.1K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	772	QoQ 0.00% (-0) YoY NEW(+772)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$188.2M)	QoQ -1.58% (-$1.2K) YoY NEW(+$73.7K)
(DGROcusip46434V621)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$73.0K	0.0% ($73.0K/$188.2M)	QoQ +0.71% (+$520) YoY NEW(+$73.0K)
POOL CORP(POOLcusip73278L105)	227	QoQ -2.57% (-6) YoY NEW(+227)	All Managers (Combined)	$72.3K	0.0% ($72.3K/$188.2M)	QoQ -9.03% (-$7.2K) YoY NEW(+$72.3K)