Ridgewood Investments LLC

RIA/Wealth

Ridgewood Investments LLC is a RIA/Wealth based in Springfield, NJ led by Kaushal Bhupendra Majmudar, reporting $346.7M in AUM as of Q3 2025 with BRK.B as the largest holding (10% allocation).

PresidentKaushal Bhupendra Majmudar

Portfolio Value: $237.0M
Positions: 202
Top Holding: BRK.B at 10.42%
Last Reported: Q3 2025

Address623 Morris Avenue, Springfield, NJ, 07081, United States

Top Holdings

Largest long holdings in Ridgewood Investments LLC's portfolio (27.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$24.7M	10.42%	+$144.8K Bought	0.00% 49.1K shares	Q4 2019 Held for 5y 11m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.3M	3.08%	+$110.4K Bought	0.00% 30.0K shares	Q4 2016 Held for 8y 11m
3 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$5.2M	2.18%	+$2.1M Bought	— 51.4K shares	Q2 2024 Held for 1y 5m
4 iShares Short Treasury Bond SHV	ETF ETF	$4.8M	2.04%	-$529.7K Sold	— 43.8K shares	Q2 2023 Held for 2y 5m
5 Vanguard S&P 500 ETF VOO	ETF ETF	$4.5M	1.89%	+$354.5K Bought	— 7.8K shares	Q2 2020 Held for 5y 5m
6 Vanguard Short-Term Bond BSV	ETF ETF	$4.3M	1.82%	+$799.5K Bought	— 54.7K shares	Q4 2016 Held for 8y 11m
7 Vanguard Total World Stock VT	ETF ETF	$3.8M	1.61%	-$62.1K Sold	— 27.7K shares	Q1 2017 Held for 8y 8m
8 Markel MKL	Insurance - Property & Casualty Financial Services	$3.8M	1.60%	+$28.7K Bought	0.02% 2.0K shares	Q4 2016 Held for 8y 11m
9 Vanguard Mid-Cap Fund VO	ETF ETF	$3.6M	1.51%	+$292.3K Bought	— 12.2K shares	Q4 2019 Held for 5y 11m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$3.2M	1.36%	+$243.6 Bought	0.00% 13.2K shares	Q4 2016 Held for 8y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ridgewood Investments LLC's latest filing

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Market Value

$237.0M

Prior: $231.0M

Q/Q Change

+2.61%

+$6.0M

Net Flows % of MV

-1.71%

Turnover Ratio

10.36%

New Purchases

2 stocks

$750.9K

Added To

101 stocks

+$21.6M

Sold Out Of

484 stocks

$19.3M

Reduced Holdings

72 stocks

-$7.0M

Increased Positions

Position	Shares Δ	Change
1 United Microelectronics Corporation UMC	New	0 → 54.7K +$414.4K
2 HTO Hyperion 2005 Investment Grade Opportunity Trust HTO	New	0 → 6.9K +$336.6K
3 Fiserv FI	+12,069.57%	23.0 → 2.8K +$318.8K
4 Prudential Financial PRU	+3,026.76%	142.0 → 4.4K +$445.9K
5 Chubb CB	+2,543.59%	78.0 → 2.1K +$560.0K

Decreased Positions

Position	Shares Δ	Change
1 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	Sold	12.3K → 0 −$308.2K
2 Verizon Communications VZ	Sold	6.2K → 0 −$269.7K
3 Kinsale Capital Group KNSL	Sold	488.0 → 0 −$236.1K
4 Perrigo Company PRGO	Sold	8.0K → 0 −$212.5K
5 Waters Corporation WAT	Sold	606.0 → 0 −$211.5K

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Analytics

Portfolio insights and performance metrics for Ridgewood Investments LLC

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Sector Allocation

ETF

29.30%

Financial Services

20.60%

Technology

13.80%

Communication Services

6.70%

Healthcare

6.20%

Industrials

5.80%

Consumer Cyclical

3.60%

Consumer Defensive

3.30%

Energy

3.00%

Basic Materials

0.90%

Real Estate

0.60%

Utilities

0.50%

Market Cap Distribution

Mega Cap (> $200B)

25.93%

Large Cap ($10B - $200B)

31.35%

Mid Cap ($2B - $10B)

4.75%

Small Cap ($300M - $2B)

1.20%

Micro Cap ($50M - $300M)

0.87%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

35.81%

Portfolio Concentration

Top 10 Holdings %

27.52%

Top 20 Holdings %

39.05%

Top 50 Holdings %

61.01%

Top 100 Holdings %

82.28%