Institutional Fund
Stoneridge Investment Partners LLC
Radnor, PACIK 11088315 filings on record
Portfolio Value
$138.3K
Q1 2026
Holdings
128
Reported positions
New Buys
30
Opened this quarter
QoQ Change
-3.8%
from $143.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.4%
- Apple Inc5.4%
- Microsoft Corp5.1%
- Wells Fargo Co New4.5%
- Amazon Com Inc4.5%
- Boston Scientific Corp3.8%
- Other71.4%
Portfolio Holdings
128 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 42.6K | $7.4K | 5.4% | −1.0K | Reduced |
| 2 | Apple Inc | 29.2K | $7.4K | 5.4% | −663 | Reduced |
| 3 | Microsoft Corp | 19.0K | $7.0K | 5.1% | +2.8K | Added |
| 4 | Wells Fargo Co New | 78.5K | $6.2K | 4.5% | +78.5K | New |
| 5 | Amazon Com Inc | 29.6K | $6.2K | 4.5% | +1.8K | Added |
| 6 | Boston Scientific Corp | 82.8K | $5.2K | 3.8% | +82.8K | New |
| 7 | Broadcom Inc | 16.7K | $5.2K | 3.7% | +1.1K | Added |
| 8 | Nike Inc | 78.8K | $4.2K | 3.0% | −12 | Reduced |
| 9 | Alphabet Inc | 14.1K | $4.0K | 2.9% | 0 | Held |
| 10 | Meta Platforms Inc | 6.0K | $3.4K | 2.5% | 0 | Held |
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