STONERIDGE INVESTMENT PARTNERS LLC
Top Portfolio Positions
124 positions ·
$132,324,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
42,600 | $7,429,440 | 5.61% | |
| AAPL |
Apple Inc.
Technology
|
29,205 | $7,411,936 | 5.60% | |
| MSFT |
Microsoft Corp
Technology
|
19,008 | $7,036,191 | 5.32% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
78,459 | $6,246,120 | 4.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,570 | $6,158,543 | 4.65% | |
| BSX |
Boston Scientific Corp
Healthcare
|
82,824 | $5,197,206 | 3.93% | |
| AVGO |
Broadcom Inc.
Technology
|
16,692 | $5,166,340 | 3.90% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
78,834 | $4,164,011 | 3.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,084 | $4,049,995 | 3.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,987 | $3,425,342 | 2.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PFIS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $435,077 | 8,932 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $297,736 | 6,125 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $280,125 | 5,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $203,361 | 4,573 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||