Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
6
14
0
7
0
28
8
5
RIDGEWOOD INVESTMENTS LLC

Time Period2019-03-31

Total Holdings186

Total Value ($x1000)121,564
Activities
New36

Increased69

Unchanged26

Decreased55

Sold Out18

Top 10 Stock Holdingstotal 32.65%
BRK.B15.79

SPLV3.37

MKL2.59

IDLV1.84

AX1.75

 
VTI1.63

USMV1.56

AMT1.39

MMM1.38

PEP1.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
15.79%
CL B NEW
SPLV
3.37%
S&P500 LOW VOL
MKL
2.59%
COM
IDLV
1.84%
S&P INTL LOW
AX
1.75%
COM
VTI
1.63%
TOTAL STK MKT
USMV
1.56%
USA MIN VOL ETF
AMT
1.39%
COM
MMM
1.38%
COM
PEP
1.35%
COM
HSIC
1.34%
COM
EMR
1.18%
COM
GS
1.05%
COM
GOOGL
1.05%
CAP STK CL A
MNR
1.04%
CL A
GOOG
1%
CAP STK CL C
HCI
0.96%
COM
VCSH
0.95%
SHRT TRM CORP BD
DNKN
0.94%
COM
PYPL
0.88%
COM
GGG
0.88%
COM
JNJ
0.87%
COM
KMI
0.86%
COM
HD
0.83%
COM
QCOM
0.8%
COM
AMZN
0.78%
COM
MIDD
0.78%
COM
VIG
0.77%
DIV APP ETF
VCIT
0.76%
INT-TERM CORP
SMG
0.75%
CL A
ETN
0.74%
SHS
BMY
0.72%
COM
VT
0.71%
TT WRLD ST ETF
SYK
0.7%
COM
OXY
0.7%
COM
IBM
0.7%
COM
UTX
0.68%
COM
MRK
0.68%
COM
SCHB
0.65%
US BRD MKT ETF
AAPL
0.64%
COM
O
0.63%
COM
BDX
0.62%
COM
WSR
0.61%
COM
CSCO
0.59%
COM
MXIM
0.59%
COM
BAC
0.58%
COM
OZK
0.51%
COM
CB
0.5%
COM
TSCO
0.5%
COM
KMB
0.49%
COM
MSM
0.46%
CL A
KLAC
0.46%
COM
PBCT
0.45%
COM
GD
0.45%
COM
AFL
0.45%
COM
GWW
0.45%
COM
NTES
0.44%
SPONSORED ADR
ABBV
0.44%
COM
T
0.44%
COM
HP
0.44%
COM
ABT
0.44%
COM
GILD
0.44%
COM
CLI
0.43%
COM
ZMH
0.42%
COM
KHC
0.42%
COM
DE
0.42%
COM
PETS
0.42%
COM
EV
0.41%
COM NON VTG
ADM
0.41%
COM
MDT
0.4%
SHS
VMBS
0.4%
MORTG-BACK SEC
UPS
0.39%
CL B
BSV
0.39%
SHORT TRM BOND
IWD
0.39%
RUS 1000 VAL ETF
MLCO
0.39%
ADR
CSX
0.39%
COM
BEN
0.38%
COM
SLB
0.38%
COM
CMP
0.37%
COM
WM
0.36%
COM
FII
0.36%
CL B
AXP
0.36%
COM
PRU
0.36%
COM
PEG
0.36%
COM
SCHR
0.36%
INTRM TRM TRES
LYB
0.35%
SHS - A -
EEMV
0.35%
EM MK MINVOL ETF
FLS
0.35%
COM
IWF
0.35%
RUS 1000 GRW ETF
PG
0.34%
COM
XOM
0.34%
COM
CHL
0.32%
SPONSORED ADR
MIC
0.32%
MEMBERSHIP INT
ORCL
0.32%
COM
LVS
0.32%
COM
CL
0.32%
COM
MSFT
0.32%
COM
GSK
0.31%
SPONSORED ADR
UTHR
0.31%
COM
JCI
0.31%
SHS
GM
0.31%
COM
PAYX
0.31%
COM
CVS
0.31%
COM
STZ
0.31%
CL A
APD
0.3%
COM
HBI
0.3%
COM
ABM
0.3%
COM
CLB
0.3%
COM
CAH
0.3%
COM
EELV
0.3%
S&P EMRNG MKTS
ORI
0.29%
COM
MCHP
0.29%
COM
CHE
0.29%
COM
HOPE
0.29%
COM
CVET
0.29%
COM
LIN
0.28%
COM
ABC
0.28%
COM
PDCO
0.28%
COM
STT
0.28%
COM
GPC
0.28%
COM
XMLV
0.27%
S&P MIDCP LOW
XSLV
0.27%
S&P SMLCP LOW
MA
0.27%
CL A
WBK
0.27%
SPONSORED ADR
EEM
0.26%
MSCI EMG MKT ETF
EBAY
0.26%
COM
DIS
0.25%
COM DISNEY
MCK
0.25%
COM
NWL
0.25%
COM
USB
0.24%
COM NEW
SCHA
0.24%
US SML CAP ETF
WSM
0.23%
COM
TXN
0.22%
COM
TUZ
0.22%
1-3YR USTREIDX
ACN
0.22%
SHS CLASS A
GE
0.22%
COM
AGG
0.22%
CORE TOTUSBD ETF
CHD
0.22%
COM
CMCSA
0.22%
CL A
UMH
0.21%
COM
SCHF
0.21%
INTL EQTY ETF
AGN
0.21%
SHS
UBSI
0.21%
COM
EFA
0.21%
MSCI EAFE ETF
PWB
0.21%
DYNMC LRG GWTH
EXC
0.21%
COM
SNA
0.21%
COM
WBS
0.2%
COM
C
0.2%
COM NEW
IJH
0.2%
CORE S&P MCP ETF
VNO
0.19%
SH BEN INT
PWC
0.19%
DYNMC MKT ETF
MSBI
0.19%
COM
DEO
0.19%
SPON ADR NEW
MDP
0.19%
COM
TAXI
0.18%
COM
PII
0.18%
COM
AIG
0.18%
COM NEW
VSS
0.18%
FTSE SMCAP ETF
DUK
0.17%
COM NEW
DIA
0.17%
UT SER 1
DLN
0.17%
LARGECAP DIVID
VNQ
0.17%
REIT ETF
EBIX
0.17%
COM NEW
L
0.17%
COM
ORAN
0.14%
SPONSORED ADR
TREC
0.13%
COM
CHU
0.12%
SPONSORED ADR
LFC
0.12%
SPON ADR REP H
UBS
0.12%
SHS
TEF
0.12%
SPONSORED ADR
NOK
0.11%
SPONSORED ADR
SIRI
0.11%
COM
BCS
0.11%
ADR
AMLP
0.1%
ALERIAN MLP
ISNS
0.09%
COM
FSIC
0.08%
COM
DF
0.06%
COM NEW
XXII
0.05%
COM
SMTX
0.05%
COM NEW
AUTO
0.04%
COM
SPCB
0.02%
NEW SHS NEW
QRHC
0.01%
COM NEW
LOAN
0.01%
COM
(NOTE)
0.01%
PRN
QQQ
< 0.01%
PUT
XLNX
0.86%
COM
BA
0.51%
COM
HRL
0.37%
COM
TROW
0.33%
COM
SON
0.3%
COM
WEC
0.29%
COM
PFE
0.27%
COM
CAT
0.26%
COM
NVDA
0.24%
COM
JJSF
0.24%
COM
INTC
0.2%
COM
RPM
0.19%
COM
BKNG
0.18%
COM
BGS
0.17%
COM
VLO
0.16%
COM
SEE
0.16%
COM
GNUS
0.02%
COM PAR
GE
< 0.01%
CALL