§ 13F · FUND PROFILE
STONERIDGE INVESTMENT PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146K (13F)Positions · 122Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | 43K | $7K | 5.4% | −2% |
| 2 | AAPL | APPLE | 29K | $7K | 5.4% | −2% |
| 3 | MSFT | MICROSOFT | 19K | $7K | 5.1% | +17% |
| 4 | WFC | WELLS FARGO | 78K | $6K | 4.5% | NEW |
| 5 | AMZN | AMAZON | 30K | $6K | 4.5% | +7% |
| 6 | BSX | BOSTON SCIENTIFIC CORP | 83K | $5K | 3.8% | NEW |
| 7 | AVGO | BROADCOM INC | 17K | $5K | 3.7% | +7% |
| 8 | NKE | NIKE | 79K | $4K | 3.0% | ±0% |
| 9 | GOOGL | ALPHABET CLASS A | 14K | $4K | 2.9% | ±0% |
| 10 | META | META PLATFORMS INC. | 6K | $3K | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONERIDGE SIGNAL
AC read
STONERIDGE INVESTMENT PARTNERS LLC is a Other fund managing $146 thousand in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed