Ridgewood Investments LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1703556
Institutional-grade research for retail investors
13F Reported Value
ⓘ$244.5M
Holdings
208
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ridgewood Investments LLC disclosed 208 positions worth $244.5M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 9.4% of the equity portfolio, followed by $GOOG. During the quarter the fund opened 22 new positions and exited 16 — including a new stake in $KMB and a full exit from $DVN. The portfolio is most concentrated in Other (26.8% of disclosed assets). All figures are sourced directly from Ridgewood Investments LLC’s Form 13F-HR filing with the SEC under CIK 1703556.
AI Fund Analysis
Stable
$BRK-A9.4% weight
Held 8 quarters
$GOOG3.1% weight
Held 8 quarters
ISHARES TR
2.6% weight
Held 7 quarters
$META2.2% weight
Held 8 quarters
ISHARES TR
1.7% weight
Held 8 quarters
VANGUARD SPECIALIZED FUNDS
7 quarters accumulating
VANGUARD BD INDEX FDS
7 quarters accumulating
DIMENSIONAL ETF TRUST
7 quarters accumulating
$TJX7 quarters accumulating
$CSX7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.5#634
Quality
$23.0M48,100 sh - 80.2#45
Quality
$7.7M26,669 sh ISHARES TR
—Quality
$6.3M62,767 sh- 80.9
Quality
$5.5M69,547 sh ISHARES TR
—Quality
$4.1M37,315 shVANGUARD INDEX FDS
—Quality
$4.1M6,868 shSPDR SERIES TRUST
—Quality
$3.9M126,250 sh- 68.2
Quality
$3.7M1,938 sh - 80.2
Quality
$3.7M12,838 sh - 63.1
Quality
$3.7M26,523 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $23.0M | 48,100 |
| Alphabet Inc.$GOOG | 80.2#45 | $7.7M | 26,669 |
| ISHARES TR | — | $6.3M | 62,767 |
| Meta Platforms, Inc.$META | 80.9 | $5.5M | 69,547 |
| ISHARES TR | — | $4.1M | 37,315 |
| VANGUARD INDEX FDS | — | $4.1M | 6,868 |
| SPDR SERIES TRUST | — | $3.9M | 126,250 |
 MARKEL GROUP INC.$MKL | 68.2 | $3.7M | 1,938 |
 Alphabet Inc.$GOOGL | 80.2 | $3.7M | 12,838 |
 DOVER Corp$DOV | 63.1 | $3.7M | 26,523 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ridgewood Investments LLC's 208 positions.
Showing top 10 of 208 holdings.
Sector Allocation
Other
$65.5M
Technology
$53.1M
Financials
$49.5M
Industrials
$20.6M
Healthcare
$17.7M
Consumer Discretionary
$12.5M
Consumer Staples
$7.0M
Materials
$6.6M
Full Holdings — Ridgewood Investments LLC (Q1 2026)
All 208 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $23.0M | 9.4% | -2% | 64.5 |
| 2 | $GOOG | Alphabet Inc. | $7.7M | 3.1% | -11% | 80.2 |
| 3 | — | ISHARES TR | $6.3M | 2.6% | +22% | — |
| 4 | $META | Meta Platforms, Inc. | $5.5M | 2.2% | +27% | 80.9 |
| 5 | — | ISHARES TR | $4.1M | 1.7% | -15% | — |
| 6 | — | VANGUARD INDEX FDS | $4.1M | 1.7% | -12% | — |
| 7 | — | SPDR SERIES TRUST | $3.9M | 1.6% | +33% | — |
| 8 | $MKL | MARKEL GROUP INC. | $3.7M | 1.5% | -2% | 68.2 |
| 9 | $GOOGL | Alphabet Inc. | $3.7M | 1.5% | -3% | 80.2 |
| 10 | $DOV | DOVER Corp | $3.7M | 1.5% | -4% | 63.1 |
| 11 | — | VANGUARD INDEX FDS | $3.6M | 1.5% | +3% | — |
| 12 | — | VANGUARD INDEX FDS | $3.3M | 1.4% | +8% | — |
| 13 | $META | Meta Platforms, Inc. | $3.1M | 1.3% | +36% | 80.9 |
| 14 | — | SCHWAB STRATEGIC TR | $2.9M | 1.2% | +21% | — |
| 15 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.5M | 1.0% | -14% | 70.1 |
| 16 |  $MSFT | MICROSOFT CORP | $2.5M | 1.0% | +20% | 83.7 |
| 17 |  $TXN | TEXAS INSTRUMENTS INC | $2.5M | 1.0% | -3% | 70.4 |
| 18 | — | VANGUARD SCOTTSDALE FDS | $2.4M | 1.0% | -7% | — |
| 19 |  $QCOM | QUALCOMM INC/DE | $2.3M | 0.9% | +10% | 81.9 |
| 20 | — | VANGUARD SCOTTSDALE FDS | $2.2M | 0.9% | +36% | — |
| 21 |  $MDT | Medtronic plc | $2.2M | 0.9% | -10% | — |
| 22 |  $PEP | PEPSICO INC | $2.2M | 0.9% | -2% | 62.7 |
| 23 | — | SCHWAB STRATEGIC TR | $2.1M | 0.9% | +24% | — |
| 24 |  $TROW | PRICE T ROWE GROUP INC | $2.1M | 0.8% | +12% | 75.8 |
| 25 |  $MCHP | MICROCHIP TECHNOLOGY INC | $2.0M | 0.8% | -5% | 40 |
| 26 | — | VANGUARD CHARLOTTE FDS | $2.0M | 0.8% | +55% | — |
| 27 |  $AMZN | AMAZON COM INC | $2.0M | 0.8% | +44% | 74.6 |
| 28 | — | VANGUARD SCOTTSDALE FDS | $2.0M | 0.8% | -8% | — |
| 29 | — | ISHARES TR | $1.9M | 0.8% | +49% | — |
| 30 | — | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.8% | +12% | — |
| 31 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.8% | -16% | — |
| 32 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.8% | -40% | — |
| 33 |  $UTHR | UNITED THERAPEUTICS Corp | $1.9M | 0.8% | +0% | 80.1 |
| 34 |  $HSIC | HENRY SCHEIN INC | $1.8M | 0.8% | +0% | 52 |
| 35 |  $ORCL | ORACLE CORP | $1.8M | 0.7% | +94% | 67.2 |
| 36 |  $CLX | CLOROX CO /DE/ | $1.7M | 0.7% | +0% | 63.5 |
| 37 | — | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.7% | +17% | — |
| 38 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $1.7M | 0.7% | +5% | 70.4 |
| 39 | — | VANGUARD BD INDEX FDS | $1.6M | 0.7% | +20% | — |
| 40 |  $TGT | TARGET CORP | $1.6M | 0.7% | +2% | 53.1 |
| 41 |  $HCI | HCI Group, Inc. | $1.6M | 0.7% | +0% | 76.8 |
| 42 |  $NVDA | NVIDIA CORP | $1.6M | 0.7% | -5% | 90.2 |
| 43 |  $IVZ | Invesco Ltd. | $1.6M | 0.7% | -6% | — |
| 44 |  $CNH | CNH Industrial N.V. | $1.6M | 0.7% | +20% | — |
| 45 | — | SPDR INDEX SHS FDS | $1.6M | 0.6% | +18% | — |
| 46 |  $ADM | Archer-Daniels-Midland Co | $1.6M | 0.6% | -26% | 49.4 |
| 47 |  $UPS | UNITED PARCEL SERVICE INC | $1.6M | 0.6% | +2% | 58.2 |
| 48 |  $JD | JD.com, Inc. | $1.5M | 0.6% | +179% | — |
| 49 |  $AX | Axos Financial, Inc. | $1.5M | 0.6% | +0% | 34.3 |
| 50 | — | ISHARES TR | $1.5M | 0.6% | +14% | — |
| 51 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $1.4M | 0.6% | -20% | 50.8 |
| 52 |  $OTIS | Otis Worldwide Corp | $1.3M | 0.6% | +20% | 60.3 |
| 53 |  $MRK | Merck & Co., Inc. | $1.3M | 0.5% | -54% | 70.9 |
| 54 | — | VANGUARD INDEX FDS | $1.3M | 0.5% | -10% | — |
| 55 |  $DIS | Walt Disney Co | $1.3M | 0.5% | +128% | 68.9 |
| 56 |  $EOG | EOG RESOURCES INC | $1.3M | 0.5% | -37% | 71.1 |
| 57 |  $KMB | KIMBERLY CLARK CORP | $1.3M | 0.5% | NEW | 61.7 |
| 58 | — | ISHARES TR | $1.2M | 0.5% | +21% | — |
| 59 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.5% | -51% | 61.8 |
| 60 |  $CARR | CARRIER GLOBAL Corp | $1.2M | 0.5% | +69% | 61.5 |
| 61 |  $LOW | LOWES COMPANIES INC | $1.2M | 0.5% | +2% | 63.5 |
| 62 |  $GGG | GRACO INC | $1.2M | 0.5% | -0% | 67.2 |
| 63 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.2M | 0.5% | +191% | 71.5 |
| 64 |  $HPE | Hewlett Packard Enterprise Co | $1.1M | 0.5% | -7% | 52.5 |
| 65 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.1M | 0.5% | +162% | 58.6 |
| 66 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $1.1M | 0.5% | +13% | — |
| 67 |  $SNPS | SYNOPSYS INC | $1.1M | 0.5% | +93% | 63.1 |
| 68 |  $SAP | SAP SE | $1.1M | 0.5% | NEW | — |
| 69 |  $CDW | CDW Corp | $1.1M | 0.5% | +207% | 61.6 |
| 70 |  $MMM | 3M CO | $1.1M | 0.5% | +37% | 60.7 |
| 71 |  $PFE | PFIZER INC | $1.1M | 0.5% | -49% | 69 |
| 72 |  $PGR | PROGRESSIVE CORP/OH/ | $1.0M | 0.4% | +182% | 83.6 |
| 73 |  $OTEX | OPEN TEXT CORP | $1.0M | 0.4% | +151% | — |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.4% | +127% | 66.8 |
| 75 |  $OZK | Bank OZK | $1.0M | 0.4% | +77% | — |
| 76 |  $NFLX | NETFLIX INC | $996,210 | 0.4% | +2032% | 86.7 |
| 77 | — | ISHARES TR | $989,870 | 0.4% | -7% | — |
| 78 |  $ADI | ANALOG DEVICES INC | $963,328 | 0.4% | -43% | 76.2 |
| 79 |  $AMAT | APPLIED MATERIALS INC /DE | $962,481 | 0.4% | -76% | 74.8 |
| 80 | — | FIDELITY COMWLTH TR | $956,566 | 0.4% | -8% | — |
| 81 |  $AES | AES CORP | $954,851 | 0.4% | -13% | 50.9 |
| 82 |  $APD | Air Products & Chemicals, Inc. | $923,177 | 0.4% | +0% | 41.2 |
| 83 |  $NTES | NetEase, Inc. | $921,042 | 0.4% | +7% | — |
| 84 |  $CSCO | CISCO SYSTEMS, INC. | $918,200 | 0.4% | +0% | 72.3 |
| 85 |  $TCBK | TRICO BANCSHARES / | $906,255 | 0.4% | +54% | 57.8 |
| 86 |  $NVO | NOVO NORDISK A S | $905,851 | 0.4% | +164% | — |
| 87 |  $BIDU | Baidu, Inc. | $902,502 | 0.4% | -22% | — |
| 88 |  $AFL | AFLAC INC | $881,520 | 0.4% | -42% | 60.3 |
| 89 |  $INTU | INTUIT INC. | $874,272 | 0.4% | NEW | 82 |
| 90 |  $STT | STATE STREET CORP | $871,239 | 0.4% | +1% | 61.5 |
| 91 |  $CME | CME GROUP INC. | $870,396 | 0.4% | +0% | 74.5 |
| 92 |  $JNJ | JOHNSON & JOHNSON | $869,718 | 0.4% | -19% | 72.8 |
| 93 |  $AVGO | Broadcom Inc. | $866,938 | 0.3% | -31% | 86.4 |
| 94 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $860,036 | 0.3% | NEW | — |
| 95 |  $RICK | RCI HOSPITALITY HOLDINGS, INC. | $847,574 | 0.3% | +43% | 34.8 |
| 96 |  $HUM | HUMANA INC | $815,800 | 0.3% | +313% | 82 |
| 97 |  $AXP | AMERICAN EXPRESS CO | $800,686 | 0.3% | -6% | 73.2 |
| 98 |  $LEN | LENNAR CORP /NEW/ | $798,581 | 0.3% | +69% | 49.2 |
| 99 |  $SLB | SLB LIMITED/NV | $795,569 | 0.3% | -36% | 63.2 |
| 100 |  $CRM | Salesforce, Inc. | $793,534 | 0.3% | +86% | 75.2 |
| 101 |  $IBIT | iShares Bitcoin Trust ETF | $791,529 | 0.3% | +20% | — |
| 102 |  $TSLA | Tesla, Inc. | $754,702 | 0.3% | -11% | 50.1 |
| 103 |  $HD | HOME DEPOT, INC. | $754,474 | 0.3% | -1% | 69.2 |
| 104 | — | VANGUARD INTL EQUITY INDEX F | $719,054 | 0.3% | +17% | — |
| 105 |  $BHP | BHP Group Ltd | $711,397 | 0.3% | -45% | — |
| 106 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $698,925 | 0.3% | +106% | 67.9 |
| 107 |  $SWK | STANLEY BLACK & DECKER, INC. | $696,104 | 0.3% | +145% | 52.4 |
| 108 |  $NEWT | NewtekOne, Inc. | $684,211 | 0.3% | +19% | — |
| 109 |  $STM | STMicroelectronics N.V. | $677,076 | 0.3% | -17% | — |
| 110 |  $CVX | CHEVRON CORP | $660,839 | 0.3% | -56% | 54.7 |
| 111 |  $GLD | SPDR GOLD TRUST | $653,611 | 0.3% | -1% | — |
| 112 | — | ISHARES TR | $649,459 | 0.3% | +2% | — |
| 113 |  $ADP | AUTOMATIC DATA PROCESSING INC | $643,877 | 0.3% | NEW | 77.9 |
| 114 |  $MIDD | MIDDLEBY Corp | $639,036 | 0.3% | -3% | 44.9 |
| 115 |  $AAPL | Apple Inc. | $633,262 | 0.3% | -12% | 76.1 |
| 116 |  $JJSF | J&J SNACK FOODS CORP | $629,562 | 0.3% | NEW | 45.4 |
| 117 |  $PAYX | PAYCHEX INC | $627,521 | 0.3% | NEW | 75.1 |
| 118 |  $KDP | Keurig Dr Pepper Inc. | $625,311 | 0.3% | NEW | 63.1 |
| 119 |  $AMT | AMERICAN TOWER CORP /MA/ | $624,193 | 0.3% | +0% | 69.8 |
| 120 | — | VANGUARD INDEX FDS | $624,034 | 0.3% | -12% | — |
| 121 |  $HTO | H2O AMERICA | $605,650 | 0.3% | +49% | 65.9 |
| 122 | — | ISHARES TR | $594,104 | 0.2% | -22% | — |
| 123 | — | ISHARES TR | $585,966 | 0.2% | +39% | — |
| 124 |  $KMI | KINDER MORGAN, INC. | $585,467 | 0.2% | -4% | 74.6 |
| 125 | — | SELECT SECTOR SPDR TR | $579,364 | 0.2% | +97% | — |
| 126 |  $C | CITIGROUP INC | $575,506 | 0.2% | -1% | 54.8 |
| 127 |  $ZTS | Zoetis Inc. | $563,034 | 0.2% | NEW | 72.6 |
| 128 |  $FBIN | Fortune Brands Innovations, Inc. | $554,660 | 0.2% | NEW | 48.7 |
| 129 |  $AOS | SMITH A O CORP | $549,742 | 0.2% | +33% | 66.7 |
| 130 |  $LMT | LOCKHEED MARTIN CORP | $546,973 | 0.2% | NEW | 65 |
| 131 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $545,103 | 0.2% | -65% | — |
| 132 |  $CL | COLGATE PALMOLIVE CO | $530,472 | 0.2% | NEW | 72.4 |
| 133 |  $MKC | MCCORMICK & CO INC | $510,705 | 0.2% | NEW | 73.7 |
| 134 |  $ACU | ACME UNITED CORP | $508,785 | 0.2% | -19% | 44 |
| 135 |  $ADBE | ADOBE INC. | $507,308 | 0.2% | -38% | 80.4 |
| 136 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $495,249 | 0.2% | NEW | 58.8 |
| 137 |  $VALE | Vale S.A. | $490,887 | 0.2% | -67% | — |
| 138 |  $ABM | ABM INDUSTRIES INC /DE/ | $488,626 | 0.2% | NEW | 53.7 |
| 139 |  $SCHW | SCHWAB CHARLES CORP | $483,527 | 0.2% | -39% | 77.2 |
| 140 |  $LRCX | LAM RESEARCH CORP | $473,684 | 0.2% | -70% | 82.4 |
| 141 | — | DIMENSIONAL ETF TRUST | $468,309 | 0.2% | +0% | — |
| 142 | — | VANGUARD INTL EQUITY INDEX F | $457,095 | 0.2% | +40% | — |
| 143 |  $MOS | MOSAIC CO | $456,654 | 0.2% | +58% | 54.3 |
| 144 |  $UMC | UNITED MICROELECTRONICS CORP | $455,214 | 0.2% | -7% | — |
| 145 |  $LLY | ELI LILLY & Co | $450,687 | 0.2% | +6% | 89.3 |
| 146 |  $KLAC | KLA CORP | $449,085 | 0.2% | -57% | 84.4 |
| 147 |  $L | LOEWS CORP | $442,825 | 0.2% | +0% | 75.2 |
| 148 |  $CB | Chubb Ltd | $438,376 | 0.2% | -35% | — |
| 149 |  $WTRG | Essential Utilities, Inc. | $429,520 | 0.2% | NEW | 70.9 |
| 150 |  $BABA | Alibaba Group Holding Ltd | $428,915 | 0.2% | -53% | — |
| 151 | — | DIMENSIONAL ETF TRUST | $411,886 | 0.2% | +0% | — |
| 152 | — | VANGUARD INDEX FDS | $404,302 | 0.2% | -4% | — |
| 153 |  $DHX | DHI GROUP, INC. | $403,229 | 0.2% | NEW | 29.6 |
| 154 |  $PYPL | PayPal Holdings, Inc. | $396,260 | 0.2% | -4% | 70.5 |
| 155 |  $SPOT | Spotify Technology S.A. | $391,807 | 0.2% | +0% | — |
| 156 | $IVZ | Invesco Ltd. | $382,616 | 0.2% | +21% | — |
| 157 | — | DIMENSIONAL ETF TRUST | $379,923 | 0.2% | +0% | — |
| 158 |  $PM | Philip Morris International Inc. | $379,672 | 0.2% | +2% | 80.5 |
| 159 | — | VANGUARD SCOTTSDALE FDS | $378,514 | 0.1% | -1% | — |
| 160 |  $AON | Aon plc | $377,975 | 0.1% | -16% | — |
| 161 |  $YUMC | Yum China Holdings, Inc. | $377,362 | 0.1% | -32% | 65.2 |
| 162 | $IVZ | Invesco Ltd. | $377,165 | 0.1% | -12% | — |
| 163 |  $GILD | GILEAD SCIENCES, INC. | $371,560 | 0.1% | -42% | 77.8 |
| 164 | — | DIMENSIONAL ETF TRUST | $367,522 | 0.1% | +1% | — |
| 165 |  $HUBS | HUBSPOT INC | $360,292 | 0.1% | +0% | 58.1 |
| 166 | — | SPDR SERIES TRUST | $359,692 | 0.1% | -16% | — |
| 167 | $TJX | TJX COMPANIES INC /DE/ | $359,420 | 0.1% | +0% | 70.7 |
| 168 |  $TSN | TYSON FOODS, INC. | $351,360 | 0.1% | -4% | 51.9 |
| 169 |  $ASML | ASML HOLDING NV | $348,699 | 0.1% | -73% | — |
| 170 |  $SHOP | SHOPIFY INC. | $338,186 | 0.1% | +8% | — |
| 171 |  $NDAQ | NASDAQ, INC. | $337,608 | 0.1% | -21% | 78.5 |
| 172 | — | ISHARES TR | $336,578 | 0.1% | -15% | — |
| 173 |  $GAMB | Gambling.com Group Ltd | $329,800 | 0.1% | NEW | — |
| 174 |  $HGBL | Heritage Global Inc. | $322,544 | 0.1% | -2% | 30.6 |
| 175 |  $ATR | APTARGROUP, INC. | $320,563 | 0.1% | NEW | 64 |
| 176 | — | ISHARES TR | $318,292 | 0.1% | -18% | — |
| 177 | $CSX | CSX CORP | $303,658 | 0.1% | +0% | 66.4 |
| 178 |  $WSR | Whitestone REIT | $290,700 | 0.1% | +0% | 57.9 |
| 179 |  $EBAY | EBAY INC | $288,806 | 0.1% | -5% | 69.3 |
| 180 |  $FDX | FEDEX CORP | $284,588 | 0.1% | -44% | 60.3 |
| 181 | — | DIMENSIONAL ETF TRUST | $283,020 | 0.1% | +0% | — |
| 182 |  $EZPW | EZCORP INC | $279,180 | 0.1% | -72% | 65.7 |
| 183 |  $NTR | Nutrien Ltd. | $262,073 | 0.1% | -58% | — |
| 184 | — | VANGUARD WORLD FD | $261,985 | 0.1% | +0% | — |
| 185 |  $CAVA | CAVA GROUP, INC. | $261,469 | 0.1% | -40% | 62.7 |
| 186 |  $DEO | DIAGEO PLC | $258,490 | 0.1% | +0% | — |
| 187 |  $RBLX | Roblox Corp | $255,142 | 0.1% | NEW | 53.7 |
| 188 |  $COIN | Coinbase Global, Inc. | $251,438 | 0.1% | +61% | 68 |
| 189 |  $MELI | MERCADOLIBRE INC | $244,225 | 0.1% | +53% | 77.5 |
| 190 |  $U | Unity Software Inc. | $244,126 | 0.1% | -42% | 35.1 |
| 191 | — | ISHARES TR | $243,907 | 0.1% | -99% | — |
| 192 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $243,360 | 0.1% | -24% | 66.7 |
| 193 |  $PINS | PINTEREST, INC. | $240,896 | 0.1% | +21% | 62 |
| 194 |  $BA | BOEING CO | $240,030 | 0.1% | -32% | 51.8 |
| 195 |  $SNN | SMITH & NEPHEW PLC | $239,113 | 0.1% | -22% | — |
| 196 |  $RBA | RB GLOBAL INC. | $236,046 | 0.1% | +9% | — |
| 197 |  $ACN | Accenture plc | $235,569 | 0.1% | +0% | — |
| 198 |  $SPG | SIMON PROPERTY GROUP INC. | $230,924 | 0.1% | -3% | 76.9 |
| 199 |  $BDX | BECTON DICKINSON & CO | $230,499 | 0.1% | -20% | 50.7 |
| 200 |  $MLI | MUELLER INDUSTRIES INC | $225,589 | 0.1% | -16% | 77.5 |
| 201 |  $RPM | RPM INTERNATIONAL INC/DE/ | $222,656 | 0.1% | NEW | 57.3 |
| 202 |  $RPRX | Royalty Pharma plc | $218,503 | 0.1% | -46% | — |
| 203 |  $ETHA | iShares Ethereum Trust ETF | $211,710 | 0.1% | +14% | — |
| 204 |  $SE | Sea Ltd | $211,331 | 0.1% | NEW | — |
| 205 | — | VANGUARD INTL EQUITY INDEX F | $207,835 | 0.1% | -83% | — |
| 206 | — | DIMENSIONAL ETF TRUST | $202,577 | 0.1% | +0% | — |
| 207 |  $BAC | BANK OF AMERICA CORP /DE/ | $202,361 | 0.1% | +2% | 68.4 |
| 208 |  $FISV | FISERV INC | $200,127 | 0.1% | +28% | 67.4 |
New Positions (22)
$KMB KIMBERLY CLARK CORP$1.3M$SAP SAP SE$1.1M$INTU INTUIT INC.$874,272$CNQ CANADIAN NATURAL RESOURCES Ltd$860,036$ADP AUTOMATIC DATA PROCESSING INC$643,877$JJSF J&J SNACK FOODS CORP$629,562$PAYX PAYCHEX INC$627,521$KDP Keurig Dr Pepper Inc.$625,311$ZTS Zoetis Inc.$563,034$FBIN Fortune Brands Innovations, Inc.$554,660$LMT LOCKHEED MARTIN CORP$546,973$CL COLGATE PALMOLIVE CO$530,472$MKC MCCORMICK & CO INC$510,705$BJ BJ's Wholesale Club Holdings, Inc.$495,249$ABM ABM INDUSTRIES INC /DE/$488,626Exited Positions (16)
$DVN DEVON ENERGY CORP/DE
$RTX RTX Corp LYONDELLBASELL INDUSTRIES N
$PII Polaris Inc.
$AMGN AMGEN INC
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$CLB Core Laboratories Inc. /DE/
$FERG Ferguson Enterprises Inc. /DE/
$RSSS Research Solutions, Inc.
$HP Helmerich & Payne, Inc.
$D DOMINION ENERGY, INC
$CSGP COSTAR GROUP, INC.
$ZDGE Zedge, Inc.
$KBH KB HOME
$WM WASTE MANAGEMENT INCBrowse Top Institutional Investors
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