Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STONERIDGE INVESTMENT PARTNERS LLC (CIK 1108831) reported $138.3M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.4M, 5.37%), AAPL ($7.4M, 5.36%), MSFT ($7.0M, 5.09%), WFC ($6.2M, 4.52%), AMZN ($6.2M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | $7.4M | 5.37% | 42,600 | Trimmed |
| 2 | AAPL | APPLE | $7.4M | 5.36% | 29,205 | Trimmed |
| 3 | MSFT | MICROSOFT | $7.0M | 5.09% | 19,008 | Added |
| 4 | WFC | WELLS FARGO | $6.2M | 4.52% | 78,459 | New |
| 5 | AMZN | AMAZON | $6.2M | 4.45% | 29,570 | Added |
| 6 | BSX | BOSTON SCIENTIFIC CORP | $5.2M | 3.76% | 82,824 | New |
| 7 | AVGO | BROADCOM INC | $5.2M | 3.74% | 16,692 | Added |
| 8 | NKE | NIKE | $4.2M | 3.01% | 78,834 | Trimmed |
| 9 | GOOGL | ALPHABET CLASS A | $4.0M | 2.93% | 14,084 | Hold |
| 10 | META | META PLATFORMS INC. | $3.4M | 2.48% | 5,987 | Hold |
| 11 | GOOG | ALPHABET CLASS C | $3.2M | 2.33% | 11,242 | Trimmed |
| 12 | HBAN | HUNTINGTON BANCSHARES INC | $3.2M | 2.30% | 203,242 | Added |
| 13 | TGT | TARGET | $3.0M | 2.14% | 24,418 | Trimmed |
| 14 | FISV | FISERVE | $2.2M | 1.61% | 39,851 | Hold |
| 15 | ABT | ABBOTT LABORATORIES | $2.1M | 1.54% | 20,694 | New |
| 16 | LRCX | LAM RESEARCH | $2.0M | 1.43% | 9,277 | New |
| 17 | UBER | UBER TECHNOLOGIES | $1.9M | 1.38% | 26,453 | Added |
| 18 | CARR | CARRIER | $1.8M | 1.31% | 32,287 | Trimmed |
| 19 | EXC | EXELON | $1.7M | 1.24% | 34,874 | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES | $1.7M | 1.22% | 8,264 | Added |
| 21 | UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.22% | 6,208 | Added |
| 22 | KLAC | KLA-TENCOR | $1.6M | 1.14% | 1,067 | New |
| 23 | AMAT | APPLIED MATERIALS | $1.6M | 1.13% | 4,578 | Trimmed |
| 24 | CRM | SALESFORCE.COM | $1.4M | 0.99% | 7,316 | Trimmed |
| 25 | BKR | BAKER HUGHES COMPANY | $1.4M | 0.99% | 22,390 | New |
Source: SEC Form 13F filings · as of 2026-03-31