Institutions / Stoneridge Investment Partners LLC
Stoneridge Investment Partners LLC
CIK 1108831 · Institution · as of Mar 31, 2026
Portfolio value
$138.3K
Positions
128
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$138.3K-3.8%Positions
128+1.6%Top holdings
Mar 31, 2026View all 128 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $7.4K | 5.4% |
| Apple Inc. | $7.4K | 5.4% |
| Microsoft Corp | $7.0K | 5.1% |
| Wells Fargo & COMPANY/MN | $6.2K | 4.5% |
| Amazon.com Inc | $6.2K | 4.5% |
| Boston Scientific Corp | $5.2K | 3.8% |
| Broadcom Inc. | $5.2K | 3.7% |
| NIKE, Inc. | $4.2K | 3.0% |
| Alphabet Inc. | $4.0K | 2.9% |
| Meta Platforms Inc | $3.4K | 2.5% |
| Alphabet Inc. | $3.2K | 2.3% |
| Huntington Bancshares Inc /Md | $3.2K | 2.3% |
| Target Corp | $3.0K | 2.1% |
| Fiserv Inc | $2.2K | 1.6% |
| Abbott Laboratories | $2.1K | 1.5% |
| Lam Research Corp | $2.0K | 1.4% |
| Uber Technologies, Inc | $1.9K | 1.4% |
| CARRIER GLOBAL Corp | $1.8K | 1.3% |
| Exelon Corp | $1.7K | 1.2% |
| Advanced Micro Devices Inc | $1.7K | 1.2% |
| Unitedhealth Group Inc | $1.7K | 1.2% |
| Kla Corp | $1.6K | 1.1% |
| Applied Materials Inc /De | $1.6K | 1.1% |
| Baker Hughes Co | $1.4K | 1.0% |
| Salesforce Inc | $1.4K | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Wells Fargo & COMPANY/MN | $6.2K | +78K | 78,459 4.52% of portfolio | low |
| Q1 2026 as of | New | Boston Scientific Corp | $5.2K | +83K | 82,824 3.76% of portfolio | low |
| Q1 2026 as of | Exit | The PNC Financial Services Group, Inc. | $-5.0K | -24K -100.00% | — | low |
| Q1 2026 as of | Exit | Zoetis Inc. | $-2.7K | -22K -100.00% | — | low |
| Q1 2026 as of | New | Abbott Laboratories | $2.1K | +21K | 20,694 1.54% of portfolio | low |
| Q1 2026 as of | New | Lam Research Corp | $2.0K | +9K | 9,277 1.43% of portfolio | low |
| Q1 2026 as of | Exit | Keurig Dr Pepper Inc | $-1.9K | -69K -100.00% | — | low |
| Q1 2026 as of | Trim | W. R. Berkley Corporation | $-1.8K | -28K -69.15% | 12,324 0.59% of portfolio | low |
| Q1 2026 as of | Trim | Zimmer Biomet Holdings Inc | $-1.7K | -19K -84.16% | 3,572 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De | $-1.7K | -5K -51.53% | 4,578 1.13% of portfolio | low |