Stoneridge Investment Partners LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.11M, Microsoft Corp with a value of $8.02M, Nvidia Corp with a value of $7.99M, Broadcom Inc. with a value of $4.72M, and Alphabet Inc. with a value of $4.14M.
Examining the 13F form we can see an increase of $13M in the current position value, from $133M to 146M.
Below you can find more details about Stoneridge Investment Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
Technology: $52 Million
Financial Services: $17.1 Million
Communication Services: $13.6 Million
Consumer Cyclical: $12 Million
Healthcare: $11.7 Million
Industrials: $11.7 Million
Consumer Defensive: $6.76 Million
Energy: $4.49 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions