STONERIDGE INVESTMENT PARTNERS LLC - Portfolio overview

STONERIDGE INVESTMENT PARTNERS LLC has 179 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA, 5.41%
  2. AAPL - APPLE, 5.40%
  3. MSFT - MICROSOFT, 5.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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