Stoneridge Investment Partners LLC Top Holdings and 13F Report (2026) About Stoneridge Investment Partners LLCInvestment ActivityStoneridge Investment Partners LLC has $138.27 thousand in total holdings as of March 31, 2026.Stoneridge Investment Partners LLC owns shares of 128 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 31.81% of the portfolio was purchased this quarter.About 29.79% of the portfolio was sold this quarter.This quarter, Stoneridge Investment Partners LLC has purchased 126 new stocks and bought additional shares in 16 stocks.Stoneridge Investment Partners LLC sold shares of 38 stocks and completely divested from 28 stocks this quarter.Largest Holdings NVIDIA $7,429Apple $7,412Microsoft $7,036Wells Fargo & Company $6,246Amazon.com $6,159 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $6,246 Holding101137107 - Boston Scientific $5,197 Holding002824100 - Abbott Laboratories $2,125 Holding512807306 - LAM RESEARCH $1,982 Holding482480100 - KLA $1,571 Holding Largest Purchases this Quarter Wells Fargo & Company 78,459 shares (about $6.25K)Boston Scientific 82,824 shares (about $5.20K)Abbott Laboratories 20,694 shares (about $2.13K)LAM RESEARCH 9,277 shares (about $1.98K)KLA 1,067 shares (about $1.57K) Largest Sales this Quarter W.R. Berkley 27,622 shares (about $1.83K)Zimmer Biomet 18,978 shares (about $1.72K)Applied Materials 4,867 shares (about $1.66K)Biogen 7,087 shares (about $1.30K)Best Buy 16,667 shares (about $1.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStoneridge Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$7,429$175 â–¼-2.3%42,6005.4%Computer and TechnologyAAPLApple$7,412$168 â–¼-2.2%29,2055.4%Computer and TechnologyMSFTMicrosoft$7,036$1,035 â–²17.2%19,0085.1%Computer and TechnologyWFCWells Fargo & Company$6,246$6,246 â–²New Holding78,4594.5%FinanceAMZNAmazon.com$6,159$377 â–²6.5%29,5704.5%Retail/WholesaleBSXBoston Scientific$5,197$5,197 â–²New Holding82,8243.8%MedicalAVGOBroadcom$5,166$340 â–²7.0%16,6923.7%Computer and TechnologyNKENIKE$4,164$1 â–¼0.0%78,8343.0%Consumer DiscretionaryGOOGLAlphabet$4,0500.0%14,0842.9%Computer and TechnologyMETAMeta Platforms$3,4250.0%5,9872.5%Computer and TechnologyGOOGAlphabet$3,225$271 â–¼-7.7%11,2422.3%Computer and TechnologyHBANHuntington Bancshares$3,181$1,261 â–²65.7%203,2422.3%FinanceTGTTarget$2,959$827 â–¼-21.8%24,4182.1%Retail/WholesaleFISERVE$2,2240.0%39,8511.6%COMABTAbbott Laboratories$2,125$2,125 â–²New Holding20,6941.5%MedicalLAM RESEARCH$1,982$1,982 â–²New Holding9,2771.4%COMUBERUber Technologies$1,903$557 â–²41.4%26,4531.4%Computer and TechnologyCARRCarrier Global$1,818$338 â–¼-15.7%32,2871.3%ConstructionEXCExelon$1,710$171 â–¼-9.1%34,8741.2%UtilitiesAMDAdvanced Micro Devices$1,681$1,039 â–²161.9%8,2641.2%Computer and TechnologyUNHUnitedHealth Group$1,680$980 â–²140.2%6,2081.2%MedicalKLACKLA$1,571$1,571 â–²New Holding1,0671.1%Computer and TechnologyAMATApplied Materials$1,565$1,664 â–¼-51.5%4,5781.1%Computer and TechnologyBKRBaker Hughes$1,367$1,367 â–²New Holding22,3901.0%EnergyCRMSalesforce$1,366$25 â–¼-1.8%7,3161.0%Computer and TechnologyUPSUnited Parcel Service$1,326$829 â–²167.0%13,4821.0%TransportationNOWServiceNow$1,317$672 â–²104.3%12,5971.0%Computer and TechnologyPRUPrudential Financial$1,315$1,315 â–²New Holding13,4631.0%FinanceWALMART$1,315$1,315 â–²New Holding10,5771.0%COMAIZAssurant$1,293$443 â–¼-25.5%5,9350.9%FinanceBIIBBiogen$1,289$1,300 â–¼-50.2%7,0290.9%MedicalFITBFifth Third Bancorp$1,269$1,269 â–²New Holding27,3120.9%FinanceADBEAdobe$1,2670.0%5,2120.9%Computer and TechnologyMMM3M$1,220$1,220 â–²New Holding8,4020.9%Multi-Sector ConglomeratesORCLOracle$1,218$488 â–¼-28.6%8,2810.9%Computer and TechnologyALLEAllegion$1,1530.0%7,9360.8%IndustrialsFEDERAL REALTY$1,080$162 â–¼-13.1%10,1690.8%COMPPLPPL$1,043$416 â–¼-28.5%27,2990.8%UtilitiesXYLXylem$1,0320.0%8,6340.7%Business ServicesGMGeneral Motors$1,009$298 â–²41.8%13,5470.7%Auto/Tires/TrucksAMTAmerican Tower$1,001$662 â–²195.2%5,8030.7%FinanceELEstee Lauder Companies$997$997 â–²New Holding13,8960.7%Consumer StaplesKIMBERLY CLARK CORP$970$970 â–²New Holding10,0520.7%COMAMCOR$951$951 â–²New Holding23,9370.7%COMVZVerizon Communications$945$496 â–¼-34.4%18,8240.7%Computer and TechnologyQCOMQualcomm$913$393 â–²75.6%7,0890.7%Computer and TechnologyOKEONEOK$8360.0%9,2520.6%EnergyWRBW.R. Berkley$817$1,831 â–¼-69.1%12,3240.6%FinanceAPHAmphenol$775$775 â–²New Holding6,1330.6%Computer and TechnologyWLDNWilldan Group$750$387 â–²106.8%9,7990.5%Business ServicesSANMSanmina$740$740 â–²New Holding5,7080.5%Computer and TechnologyDVNDevon Energy$718$716 â–¼-49.9%14,2660.5%EnergyVERALTO$714$336 â–²88.7%8,0780.5%COMTRANE INC$681$681 â–²New Holding1,6350.5%COMANFAbercrombie & Fitch$678$678 â–²New Holding7,4210.5%Retail/WholesaleDLTRDollar Tree$675$675 â–²New Holding6,1610.5%Retail/WholesaleBACBank of America$663$663 â–²New Holding13,6090.5%FinanceORealty Income$645$851 â–¼-56.9%10,5390.5%FinanceFGF&G Annuities & Life$638$419 â–²191.0%25,1870.5%FinanceACNAccenture$6290.0%3,1740.5%Computer and TechnologyJPMJPMorgan Chase & Co.$622$622 â–²New Holding2,1140.4%FinanceTRGPTarga Resources$6010.0%2,3970.4%EnergyMLMMartin Marietta Materials$597$597 â–²New Holding1,0140.4%ConstructionBBYBest Buy$578$1,070 â–¼-64.9%9,0050.4%Retail/WholesaleCTVACorteva$572$138 â–¼-19.5%6,8280.4%Consumer StaplesLUVSouthwest Airlines$557$490 â–¼-46.8%14,8200.4%TransportationNDSNNordson$524$324 â–¼-38.2%1,9700.4%IndustrialsGCBCGreene County Bancorp$5070.0%22,6150.4%FinanceEOGEOG Resources$492$224 â–¼-31.3%3,4020.4%EnergyMOSMosaic$486$249 â–¼-33.9%19,0480.4%Basic MaterialsMETMetLife$483$483 â–²New Holding6,8340.3%FinanceAMBAAmbarella$4790.0%9,3010.3%Computer and TechnologySWKStanley Black & Decker$4790.0%6,7390.3%IndustrialsTFCTruist Financial$463$463 â–²New Holding10,0800.3%FinanceTAT&T$4530.0%15,6250.3%Computer and TechnologyFFINFirst Financial Bankshares$3980.0%13,5000.3%FinanceDTEDTE Energy$360$328 â–¼-47.6%2,4600.3%UtilitiesOUSTOuster$3430.0%18,6770.2%Computer and TechnologyCOPConocoPhillips$328$37 â–²12.6%2,4830.2%EnergyCMTCore Molding Technologies$3250.0%14,5060.2%IndustrialsZBHZimmer Biomet$323$1,716 â–¼-84.2%3,5720.2%MedicalCTRACoterra Energy$321$302 â–¼-48.5%9,1370.2%EnergyWDAYWorkday$306$638 â–¼-67.6%2,3590.2%Computer and TechnologyZVRAZevra Therapeutics$3060.0%32,7880.2%MedicalPSXPhillips 66$306$1 â–¼-0.4%1,6790.2%EnergyDYNE THERAPEUTICS$301$301 â–²New Holding16,6110.2%COMHCIHCI Group$282$282 â–²New Holding1,8240.2%FinanceHLITHarmonic$278$21 â–¼-6.9%30,9960.2%Computer and TechnologyPPGPPG Industries$2750.0%2,5700.2%Basic MaterialsWWWWolverine World Wide$262$300 â–¼-53.4%16,0450.2%Consumer DiscretionaryCAPRCapricor Therapeutics$255$2 â–¼-0.7%8,3970.2%MedicalAMERANT BANCORP CL A$2240.0%10,1600.2%COMCVRXCVRx$2240.0%23,6480.2%MedicalNIAGEN BIOSCIENCE$2230.0%50,6410.2%COMRMBSRambus$219$219 â–²New Holding2,5480.2%Computer and TechnologySVVSavers Value Village$219$431 â–¼-66.3%29,4560.2%Consumer DiscretionaryINODInnodata$2020.0%5,2310.1%Computer and TechnologyPRGSProgress Software$2010.0%7,8530.1%Computer and TechnologyNRIMNorthrim BanCorp$200$200 â–²New Holding8,7550.1%FinanceFIVNFive9$1900.0%12,5170.1%Computer and TechnologyShowing largest 100 holdings. 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