StockDriftsStockDriftsTop 50 Stoneridge Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | 5.89% | 19.3K | $9.0M | +1.69%(+321) | $213.55(+127.61%) | 2026-06-30 | |
| AAPL | APPLE | 5.67% | 28.0K | $8.6M | -4.20%(-1.23K) | $86.94(+251.26%) | 2026-06-30 | |
| NVDA | NVIDIA | 5.43% | 41.2K | $8.3M | -3.26%(-1.39K) | $43.97(+414.18%) | 2026-06-30 | |
| AMZN | AMAZON | 4.77% | 26.8K | $7.3M | -9.52%(-2.82K) | $171.05(+53.49%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.41% | 17.3K | $6.7M | +3.43%(+572) | $174.69(+125.40%) | 2026-06-30 | |
| GOOGL | ALPHABET CLASS A | 3.29% | 14.1K | $5.0M | +0.00%(+0) | $86.17(+300.04%) | 2026-06-30 | |
| GOOG | ALPHABET CLASS C | 2.79% | 11.9K | $4.3M | +6.04%(+679) | $76.64(+347.09%) | 2026-06-30 | |
| META | META PLATFORMS INC. | 2.29% | 6.3K | $3.5M | +4.68%(+280) | $440.48(+31.74%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.57% | 2.9K | $2.4M | new | $738.05(+37.50%) | 2026-06-30 | |
| LRCX | LAM RESEARCH | 1.49% | 7.8K | $2.3M | -16.24%(-1.51K) | $135.80(+148.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.43% | +88.03% | +12.50% | +80.21% |
| Top 20 Holdings Unweighted | +25.71% | +98.66% | +12.57% | +80.76% |
Stoneridge Investment Partners LLC reports $152.47M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.9%), AAPL (5.7%) and NVDA (5.4%). The top 20 holdings account for 49.46% of reported assets. Its disclosed equity book has returned +88.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stoneridge Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1108831). View Stoneridge Investment Partners LLC’s 13F filings on SEC