Stoneridge Investment Partners LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.5M, Apple Inc. with a value of $17.8M, Nvidia Corp with a value of $17.1M, Amazon Com Inc with a value of $10.2M, and Cvs Health Corp with a value of $9.32M.
Examining the 13F form we can see an increase of $10.8M in the current position value, from $269M to 280M.
Below you can find more details about Stoneridge Investment Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
Technology: $100 Million
Financial Services: $32 Million
Industrials: $27.6 Million
Consumer Cyclical: $25.7 Million
Communication Services: $25.5 Million
Healthcare: $24.6 Million
Consumer Defensive: $11.2 Million
Energy: $9.44 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
