Top 50 Stoneridge Investment Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | 5.37% | 42.6K | $7.4M | -2.30%(-1.00K) | $43.97(+343.14%) | 2026-03-31 | |
| AAPL | APPLE | 5.36% | 29.2K | $7.4M | -2.22%(-663) | $86.94(+255.00%) | 2026-03-31 | |
| MSFT | MICROSOFT | 5.09% | 19.0K | $7.0M | +17.24%(+2.79K) | $210.98(+85.08%) | 2026-03-31 | |
| WFC | WELLS FARGO | 4.52% | 78.5K | $6.2M | new | $77.99(+9.65%) | 2026-03-31 | |
| AMZN | AMAZON | 4.45% | 29.6K | $6.2M | +6.51%(+1.81K) | $171.05(+41.87%) | 2026-03-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 3.76% | 82.8K | $5.2M | new | $79.05(-42.90%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.74% | 16.7K | $5.2M | +7.05%(+1.10K) | $169.18(+113.06%) | 2026-03-31 | |
| NKE | NIKE | 3.01% | 78.8K | $4.2M | -0.02%(-12) | $69.62(-36.67%) | 2026-03-31 | |
| GOOGL | ALPHABET CLASS A | 2.93% | 14.1K | $4.0M | +0.00%(+0) | $86.17(+317.68%) | 2026-03-31 | |
| META | META PLATFORMS INC. | 2.48% | 6.0K | $3.4M | +0.00%(+0) | $435.36(+33.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.48% | +83.73% |
| Top 20 Holdings Unweighted | +21.99% | +81.56% |
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