13F Insight
DOSSIER · 13F-HR · Q1 2026

STONERIDGE INVESTMENT PARTNERS LLC

$138M in tracked AUM across 128 positions as of Q1 2026.

SI
CIK 0001108831 · last filed Mar 31, 2026
Total AUM
$138M
as of Q1 2026
Holdings
128
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

STONERIDGE INVESTMENT PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA
$7M43K5.4%02
AAPL
APPLE
$7M29K5.4%03
MSFT
MICROSOFT
$7M19K5.1%04
WFC
WELLS FARGO
$6M78K4.5%05
AMZN
AMAZON
$6M30K4.5%06
BSX
BOSTON SCIENTIFIC CORP
$5M83K3.8%07
AVGO
BROADCOM INC
$5M17K3.7%08
NKE
NIKE
$4M79K3.0%09
GOOGL
ALPHABET CLASS A
$4M14K2.9%10
META
META PLATFORMS INC.
$3M6K2.5%

Filing history

2026Q1Mar 31
$138M▼ 3.8%
128 positionsView →2025Q4Dec 31
$144M▼ 1.5%
126 positionsView →2025Q3Sep 30
$146M▲ 9.8%
122 positionsView →2025Q2Jun 30
$133M▲ 12.2%
125 positionsLocked2025Q1Mar 31
$118M▼ 57.7%
115 positionsLocked2024Q4Dec 31
$280M▲ 4.0%
135 positionsLocked2024Q3Sep 30
$269M▲ 1.7%
120 positionsLocked2024Q2Jun 30
$265M▲ 0.6%
127 positionsLocked2024Q1Mar 31
$263M▲ 10.7%
122 positionsLocked2023Q4Dec 31
$238M▲ 12.1%
91 positionsLocked2023Q3Sep 30
$212M▼ 7.9%
100 positionsLocked2023Q2Jun 30
$230M▲ 22.0%
107 positionsLocked
Showing 12 of 99