STONERIDGE INVESTMENT PARTNERS LLC
Sector Allocation
- Technology48.4%$73.9M
- Financials11.8%$18.0M
- Consumer Discretionary9.7%$14.8M
- Healthcare9.5%$14.5M
- Industrials4.7%$7.1M
- Consumer Staples4.3%$6.6M
- Energy2.7%$4.1M
- Other2.3%$3.5M
- Utilities2.0%$3.1M
- Materials1.7%$2.6M
AUM History
13fpro.ai/research/fund/stoneridge-investment-partners-llc-1108831
Conviction and streaks
Diversifying · top 10 = 37.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$9.0MAAPL
$8.6MNVDA
$8.3MAMZN
$7.3MAVGO
$6.7MGOOGL
$5.0MGOOG
$4.3MMETA
$3.5MMU
$2.4MLRCX
$2.3MNKE
$2.2MAMD
$2.2MJPM
$2.1MLLY
$2.0MKLAC
$2.0MAMAT
$1.8MORCL
$1.6MTSLA
$1.4MNOW
$1.4MCRM
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stoneridge-investment-partners-llc-1108831
STONERIDGE INVESTMENT PARTNERS LLC 13F holdings — Q2 2026
$152.5M portfolio (+10.3% QoQ) · 146 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio
$9.0M
5.9% of stocks
+2%This quarter+6.5%Since filed14+ qtrsHeld$8.6M
5.7% of stocks
-4%This quarter+10.1%Since filed14+ qtrsHeld$8.3M
5.4% of stocks
-3%This quarter-1.4%Since filed14+ qtrsHeld$7.3M
4.8% of stocks
-10%This quarter-8.5%Since filed14+ qtrsHeld$6.7M
4.4% of stocks
+3%This quarter-21.7%Since filed10 qtrsHeld$5.0M
3.3% of stocks
No changeThis quarter-11.9%Since filed10 qtrsHeld$4.3M
2.8% of stocks
+6%This quarter-11.9%Since filed10 qtrsHeld$3.5M
2.3% of stocks
+5%This quarter+6.9%Since filed14+ qtrsHeld$2.4M
1.6% of stocks
NewThis quarter+2.5%Since filedNew this quarterHeld$2.3M
1.5% of stocks
-16%This quarter-22.3%Since filed2 qtrsHeld
All holdings — STONERIDGE INVESTMENT PARTNERS LLC (Q2 2026)
146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NIKE, Inc. | Consumer Discretionary | $2.2M | 1.5% | 53K | -32% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $2.2M | 1.4% | 4,554 | -45% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $2.1M | 1.4% | 6,027 | +185% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $2.0M | 1.3% | 1,784 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | KLA CORP | Technology | $2.0M | 1.3% | 11K | +907% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | APPLIED MATERIALS INC /DE | Technology | $1.8M | 1.2% | 3,471 | -24% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ORACLE CORP | Technology | $1.6M | 1.1% | 12K | +50% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.9% | 4,623 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ServiceNow, Inc. | Technology | $1.4M | 0.9% | 13K | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Salesforce, Inc. | Technology | $1.3M | 0.9% | 7,316 | — | 14+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ADOBE INC. | Technology | $1.3M | 0.9% | 5,212 | — | 14+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.8% | 12K | -41% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Uber Technologies, Inc | Technology | $1.2M | 0.8% | 17K | -36% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $1.2M | 0.8% | 11K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | UNITEDHEALTH GROUP INC | Healthcare | $1.2M | 0.8% | 2,778 | -55% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SYY | SYSCO CORP | Consumer Discretionary | $1.1M | 0.8% | 13K | New | |||
| 27 | $INTC | INTEL CORP | Technology | $1.1M | 0.7% | 12K | New | |||
| 28 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.7% | 4,314 | New | |||
| 29 | $QCOM | QUALCOMM INC/DE | Technology | $1.0M | 0.7% | 7,089 | — | |||
| 30 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.0M | 0.7% | 12K | -85% | |||
| 31 | $TROW | PRICE T ROWE GROUP INC | Financials | $1.0M | 0.7% | 9,331 | New | |||
| 32 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.0M | 0.7% | 20K | +99% | |||
| 33 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $1.0M | 0.7% | 61K | -70% | |||
| 34 | — | STERIS PLC - COM | — | $1.0M | 0.7% | 4,497 | New | |||
| 35 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.0M | 0.7% | 5,803 | — | |||
| 36 | $DHR | DANAHER CORP /DE/ | Healthcare | $993K | 0.7% | 5,095 | New | |||
| 37 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $972K | 0.6% | 7,964 | -41% | |||
| 38 | $ELV | Elevance Health, Inc. | Healthcare | $970K | 0.6% | 2,581 | New | |||
| 39 | $LMT | LOCKHEED MARTIN CORP | Industrials | $966K | 0.6% | 1,657 | New | |||
| 40 | — | CORESITE REALTY CORPORATION - COM | — | $952K | 0.6% | 3,058 | New | |||
| 41 | $FISV | FISERV INC | Financials | $944K | 0.6% | 17K | -56% | |||
| 42 | $DVN | DEVON ENERGY CORP/DE | Energy | $932K | 0.6% | 21K | +45% | |||
| 43 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $910K | 0.6% | 5,909 | New | |||
| 44 | $EXC | EXELON CORP | Utilities | $898K | 0.6% | 20K | -44% | |||
| 45 | $WRB | BERKLEY W R CORP | Financials | $894K | 0.6% | 12K | — | |||
| 46 | $BBY | BEST BUY CO INC | Consumer Discretionary | $869K | 0.6% | 10K | +12% | |||
| 47 | $BX | Blackstone Inc. | Financials | $852K | 0.6% | 6,670 | New | |||
| 48 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $843K | 0.6% | 14K | — | |||
| 49 | $OKE | ONEOK INC /NEW/ | Energy | $840K | 0.6% | 9,252 | — | |||
| 50 | $AIZ | ASSURANT, INC. | Financials | $839K | 0.6% | 3,004 | -49% | |||
| 51 | $MMM | 3M CO | Healthcare | $823K | 0.5% | 4,667 | -44% | |||
| 52 | $TGT | TARGET CORP | Consumer Staples | $815K | 0.5% | 5,643 | -77% | |||
| 53 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $810K | 0.5% | 4,600 | New | |||
| 54 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $784K | 0.5% | 6,161 | — | |||
| 55 | — | FEDERAL REALTY - COM | — | $763K | 0.5% | 6,152 | -40% | |||
| 56 | $VRSK | Verisk Analytics, Inc. | Technology | $746K | 0.5% | 3,827 | New | |||
| 57 | — | TRANE INC - COM | — | $744K | 0.5% | 1,635 | — | |||
| 58 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $742K | 0.5% | 3,844 | New | |||
| 59 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $734K | 0.5% | 7,041 | -48% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $724K | 0.5% | 10K | New | |||
| 61 | $FITB | FIFTH THIRD BANCORP | Financials | $724K | 0.5% | 13K | -53% | |||
| 62 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $724K | 0.5% | 15K | -81% | |||
| 63 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $723K | 0.5% | 11K | New | |||
| 64 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $703K | 0.5% | 3,326 | New | |||
| 65 | $BIIB | BIOGEN INC. | Healthcare | $693K | 0.5% | 3,414 | -51% | |||
| 66 | $ADI | ANALOG DEVICES INC | Technology | $691K | 0.5% | 1,881 | New | |||
| 67 | $SOLV | Solventum Corp | Healthcare | $689K | 0.5% | 8,065 | New | |||
| 68 | $CME | CME GROUP INC. | Financials | $683K | 0.5% | 2,552 | New | |||
| 69 | $O | REALTY INCOME CORP | Real Estate | $673K | 0.4% | 11K | — | |||
| 70 | $ALLE | Allegion plc | Industrials | $664K | 0.4% | 4,219 | -47% | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $661K | 0.4% | 4,577 | New | |||
| 72 | $CAT | CATERPILLAR INC | Industrials | $658K | 0.4% | 808 | New | |||
| 73 | $MET | METLIFE INC | Financials | $657K | 0.4% | 6,834 | — | |||
| 74 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $657K | 0.4% | 861 | New | |||
| 75 | $CBRE | CBRE GROUP, INC. | Real Estate | $654K | 0.4% | 4,453 | New | |||
| 76 | $TRGP | Targa Resources Corp. | Energy | $648K | 0.4% | 2,397 | — | |||
| 77 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $637K | 0.4% | 6,739 | — | |||
| 78 | $CTAS | CINTAS CORP | Consumer Discretionary | $622K | 0.4% | 3,041 | New | |||
| 79 | $ICE | Intercontinental Exchange, Inc. | Financials | $620K | 0.4% | 4,067 | New | |||
| 80 | $AON | Aon plc | Financials | $619K | 0.4% | 1,717 | New | |||
| 81 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $610K | 0.4% | 9,346 | New | |||
| 82 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $597K | 0.4% | 7,112 | -49% | |||
| 83 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $590K | 0.4% | 2,213 | New | |||
| 84 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $586K | 0.4% | 1,081 | New | |||
| 85 | $EG | EVEREST GROUP, LTD. | Financials | $584K | 0.4% | 1,562 | New | |||
| 86 | $NEE | NEXTERA ENERGY INC | Utilities | $583K | 0.4% | 6,707 | New | |||
| 87 | $OTIS | Otis Worldwide Corp | Industrials | $582K | 0.4% | 8,092 | New | |||
| 88 | $XYL | Xylem Inc. | Industrials | $582K | 0.4% | 4,978 | -42% | |||
| 89 | $AOS | SMITH A O CORP | Technology | $572K | 0.4% | 9,510 | New | |||
| 90 | $KMB | KIMBERLY CLARK CORP | Materials | $570K | 0.4% | 5,218 | -48% | |||
| 91 | $SPGI | S&P Global Inc. | Financials | $568K | 0.4% | 1,378 | New | |||
| 92 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $567K | 0.4% | 12K | -36% | |||
| 93 | $CARR | CARRIER GLOBAL Corp | Industrials | $564K | 0.4% | 9,126 | -72% | |||
| 94 | $PEP | PEPSICO INC | Consumer Staples | $560K | 0.4% | 4,016 | New | |||
| 95 | $APD | Air Products & Chemicals, Inc. | Materials | $558K | 0.4% | 1,892 | New | |||
| 96 | $PAYX | PAYCHEX INC | Technology | $552K | 0.4% | 4,725 | New | |||
| 97 | $T | AT&T INC. | Communication Services | $547K | 0.4% | 24K | +51% | |||
| 98 | $CTVA | Corteva, Inc. | Consumer Staples | $537K | 0.3% | 6,828 | — | |||
| 99 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $532K | 0.3% | 1,014 | — | |||
| 100 | $ACN | Accenture plc | Technology | $527K | 0.3% | 3,174 | — | |||
| 101 | $PPL | PPL Corp | Utilities | $522K | 0.3% | 15K | -46% | |||
| 102 | $GLW | CORNING INC /NY | Materials | $514K | 0.3% | 3,715 | New | |||
| 103 | $EOG | EOG RESOURCES INC | Energy | $506K | 0.3% | 3,402 | — | |||
| 104 | $KVUE | Kenvue Inc. | Consumer Staples | $492K | 0.3% | 26K | New | |||
| 105 | $BG | Bunge Global SA | Consumer Staples | $486K | 0.3% | 4,579 | New | |||
| 106 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $471K | 0.3% | 7,563 | New | |||
| 107 | $VLTO | Veralto Corp | Technology | $450K | 0.3% | 4,781 | -41% | |||
| 108 | $ROL | ROLLINS INC | Industrials | $449K | 0.3% | 12K | New | |||
| 109 | $AMCR | Amcor plc | Consumer Discretionary | $446K | 0.3% | 9,942 | -58% | |||
| 110 | $WAT | WATERS CORP /DE/ | Healthcare | $446K | 0.3% | 1,181 | New | |||
| 111 | $EFX | EQUIFAX INC | Financials | $432K | 0.3% | 2,501 | New | |||
| 112 | $MOS | MOSAIC CO | Materials | $421K | 0.3% | 19K | — | |||
| 113 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $420K | 0.3% | 1,233 | New | |||
| 114 | $BKR | Baker Hughes Co | Energy | $420K | 0.3% | 6,950 | -69% | |||
| 115 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $416K | 0.3% | 5,421 | New | |||
| 116 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $413K | 0.3% | 1,491 | New | |||
| 117 | $LDOS | Leidos Holdings, Inc. | Technology | $396K | 0.3% | 3,426 | New | |||
| 118 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $393K | 0.3% | 8,749 | -41% | |||
| 119 | $PLXS | PLEXUS CORP | Technology | $384K | 0.3% | 1,528 | New | |||
| 120 | $TECH | BIO-TECHNE Corp | Healthcare | $376K | 0.3% | 5,221 | New | |||
| 121 | $CSCO | CISCO SYSTEMS, INC. | Technology | $361K | 0.2% | 3,110 | New | |||
| 122 | $ES | EVERSOURCE ENERGY | Utilities | $355K | 0.2% | 4,960 | New | |||
| 123 | $PSX | Phillips 66 | Energy | $355K | 0.2% | 1,679 | — | |||
| 124 | $DTB | DTE ENERGY CO | Utilities | $349K | 0.2% | 2,460 | — | |||
| 125 | $UCTT | Ultra Clean Holdings, Inc. | Technology | $347K | 0.2% | 4,164 | New | |||
| 126 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $336K | 0.2% | 3,572 | — | |||
| 127 | $COP | CONOCOPHILLIPS | Energy | $299K | 0.2% | 2,483 | — | |||
| 128 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $281K | 0.2% | 2,688 | New | |||
| 129 | $BE | Bloom Energy Corp | Technology | $263K | 0.2% | 1,276 | New | |||
| 130 | $VERX | Vertex, Inc. | Technology | $245K | 0.2% | 19K | New | |||
| 131 | $AMBA | AMBARELLA INC | Technology | $231K | 0.1% | 2,691 | -71% | |||
| 132 | $AEHR | AEHR TEST SYSTEMS | Technology | $226K | 0.1% | 2,831 | New | |||
| 133 | $VRNS | VARONIS SYSTEMS INC | Technology | $224K | 0.1% | 5,597 | New | |||
| 134 | $EXTR | EXTREME NETWORKS INC | Technology | $216K | 0.1% | 7,175 | New | |||
| 135 | $IDCC | InterDigital, Inc. | Technology | $213K | 0.1% | 698 | New | |||
| 136 | $MXL | MAXLINEAR, INC | Technology | $208K | 0.1% | 3,113 | New | |||
| 137 | $RMBS | RAMBUS INC | Technology | $204K | 0.1% | 2,237 | -12% | |||
| 138 | $ANGO | ANGIODYNAMICS INC | Healthcare | $182K | 0.1% | 12K | -17% | |||
| 139 | $CRMD | CorMedix Inc. | Healthcare | $99K | 0.1% | 13K | New | |||
| 140 | $GBTG | Global Business Travel Group, Inc. | Consumer Discretionary | $95K | 0.1% | 10K | New | |||
| 141 | $TTI | TETRA TECHNOLOGIES INC | Energy | $81K | 0.1% | 11K | -0.6% | |||
| 142 | $ESPR | Esperion Therapeutics, Inc. | Healthcare | $58K | 0.0% | 18K | New | |||
| 143 | $EPSN | Epsilon Energy Ltd. | Energy | $58K | 0.0% | 10K | New | |||
| 144 | $NAGE | Niagen Bioscience, Inc. | Healthcare | $49K | 0.0% | 14K | -71% | |||
| 145 | $IRD | Opus Genetics, Inc. | Healthcare | $47K | 0.0% | 13K | New | |||
| 146 | $ABUS | Arbutus Biopharma Corp | Healthcare | $44K | 0.0% | 10K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 71 new, 11 added to, 39 trimmed, 53 sold out. Share-count changes; largest moves by dollar size first.
New positions (71)
first bought this quarter
first bought this quarter
first bought this quarter
$SYYSYSCO CORP$1.1M
first bought this quarter
$INTCINTEL CORP$1.1M
first bought this quarter
$ABBVAbbVie Inc.$1.1M
first bought this quarter
+65 more in the Excel export
Added to (11)
now $2.0M · held 2 qtrs
now $2.1M · held 2 qtrs, 2 adds in a row
now $1.6M · held 4 qtrs
$TFCTRUIST FINANCIAL CORP+99%
now $1.0M · held 2 qtrs, 2 adds in a row
$DVNDEVON ENERGY CORP/DE+45%
now $932K · held 14+ qtrs
now $4.3M · held 10 qtrs
+5 more in the Excel export
Trimmed (39)
$WFCWELLS FARGO & COMPANY/MN-85%
now $1.0M · held 2 qtrs
$BSXBOSTON SCIENTIFIC CORP-81%
now $724K · held 2 qtrs
$TGTTARGET CORP-77%
now $815K · held 7 qtrs, 3 trims in a row
$HBANHUNTINGTON BANCSHARES INC /MD/-70%
now $1.0M · held 4 qtrs
now $2.2M · held 3 qtrs
$CARRCARRIER GLOBAL Corp-72%
now $564K · held 4 qtrs, 2 trims in a row
+33 more in the Excel export
Holdings by quarter
Every 13F STONERIDGE INVESTMENT PARTNERS LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow STONERIDGE INVESTMENT PARTNERS?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of STONERIDGE INVESTMENT PARTNERS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.6%
Value-weighted move of the 10 largest stock positions
Turnover
32%
Last quarter; 120% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
51%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
STONERIDGE INVESTMENT PARTNERS LLC disclosed 146 positions worth $152.5M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 5.9% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 71 new positions and exited 53 — including a new stake in $MU and a full exit from $GM. The portfolio is most concentrated in Technology (48.4% of disclosed assets). All figures are sourced directly from STONERIDGE INVESTMENT PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1108831.
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Every holding in STONERIDGE INVESTMENT PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.