Filed: 5/6/2026ACC: 0001108831-26-000007
📋 What this filing means
STONERIDGE INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $138.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$138.3K
Total AUM (reported)
2.35M
Total Shares
Allocation by class
COM$138.3K100.0%
Portfolio Concentration
Top 3$21.9K15.8%
4–10$34.4K24.9%
11–25$30.4K22.0%
Rest$51.6K37.3%
Top 3 weight
15.8%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 2.35M
Sole
Full voting authority
2.18M
shares
% of voting shares92.9%
Shared
Joint voting authority
167.18K
shares
% of voting shares7.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeSole · 92.9% of voting shares
Institutional Holdings128
Rows:
NVIDIA
SOLEShares42.60K
TypeSH
Market value$7.4K
5.37%
Sole
42.60K
Shared
0.00
None
0.00
APPLE
SOLEShares29.20K
TypeSH
Market value$7.4K
5.36%
Sole
29.20K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares19.01K
TypeSH
Market value$7.0K
5.09%
Sole
19.01K
Shared
0.00
None
0.00
WELLS FARGO
SOLEShares78.46K
TypeSH
Market value$6.2K
4.52%
Sole
78.46K
Shared
0.00
None
0.00
AMAZON
SOLEShares29.57K
TypeSH
Market value$6.2K
4.45%
Sole
29.57K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares82.82K
TypeSH
Market value$5.2K
3.76%
Sole
82.82K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares16.69K
TypeSH
Market value$5.2K
3.74%
Sole
16.69K
Shared
0.00
None
0.00
NIKE
SOLEShares78.83K
TypeSH
Market value$4.2K
3.01%
Sole
78.83K
Shared
0.00
None
0.00
ALPHABET CLASS A
SOLEShares14.08K
TypeSH
Market value$4.0K
2.93%
Sole
14.08K
Shared
0.00
None
0.00
META PLATFORMS INC.
SOLEShares5.99K
TypeSH
Market value$3.4K
2.48%
Sole
5.99K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares11.24K
TypeSH
Market value$3.2K
2.33%
Sole
11.24K
Shared
0.00
None
0.00
HUNTINGTON BANCSHARES INC
SOLEShares203.24K
TypeSH
Market value$3.2K
2.30%
Sole
203.24K
Shared
0.00
None
0.00
TARGET
SOLEShares24.42K
TypeSH
Market value$3.0K
2.14%
Sole
24.42K
Shared
0.00
None
0.00
FISERVE
SOLEShares39.85K
TypeSH
Market value$2.2K
1.61%
Sole
39.85K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares20.69K
TypeSH
Market value$2.1K
1.54%
Sole
20.69K
Shared
0.00
None
0.00
LAM RESEARCH
SOLEShares9.28K
TypeSH
Market value$2.0K
1.43%
Sole
9.28K
Shared
0.00
None
0.00
UBER TECHNOLOGIES
SOLEShares26.45K
TypeSH
Market value$1.9K
1.38%
Sole
26.45K
Shared
0.00
None
0.00
CARRIER
SOLEShares32.29K
TypeSH
Market value$1.8K
1.31%
Sole
32.29K
Shared
0.00
None
0.00
EXELON
SOLEShares34.87K
TypeSH
Market value$1.7K
1.24%
Sole
34.87K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
SOLEShares8.26K
TypeSH
Market value$1.7K
1.22%
Sole
8.26K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares6.21K
TypeSH
Market value$1.7K
1.22%
Sole
6.21K
Shared
0.00
None
0.00
KLA-TENCOR
SOLEShares1.07K
TypeSH
Market value$1.6K
1.14%
Sole
1.07K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares4.58K
TypeSH
Market value$1.6K
1.13%
Sole
4.58K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares22.39K
TypeSH
Market value$1.4K
0.99%
Sole
22.39K
Shared
0.00
None
0.00
SALESFORCE.COM
SOLEShares7.32K
TypeSH
Market value$1.4K
0.99%
Sole
7.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIASOLE | COM | 42.60K | SH | $7.4K 5.37% | 42.60K | 0.00 | 0.00 |
APPLESOLE | COM | 29.20K | SH | $7.4K 5.36% | 29.20K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 19.01K | SH | $7.0K 5.09% | 19.01K | 0.00 | 0.00 |
WELLS FARGOSOLE | COM | 78.46K | SH | $6.2K 4.52% | 78.46K | 0.00 | 0.00 |
AMAZONSOLE | COM | 29.57K | SH | $6.2K 4.45% | 29.57K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 82.82K | SH | $5.2K 3.76% | 82.82K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 16.69K | SH | $5.2K 3.74% | 16.69K | 0.00 | 0.00 |
NIKESOLE | COM | 78.83K | SH | $4.2K 3.01% | 78.83K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | COM | 14.08K | SH | $4.0K 2.93% | 14.08K | 0.00 | 0.00 |
META PLATFORMS INC.SOLE | COM | 5.99K | SH | $3.4K 2.48% | 5.99K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | COM | 11.24K | SH | $3.2K 2.33% | 11.24K | 0.00 | 0.00 |
HUNTINGTON BANCSHARES INCSOLE | COM | 203.24K | SH | $3.2K 2.30% | 203.24K | 0.00 | 0.00 |
TARGETSOLE | COM | 24.42K | SH | $3.0K 2.14% | 24.42K | 0.00 | 0.00 |
FISERVESOLE | COM | 39.85K | SH | $2.2K 1.61% | 39.85K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 20.69K | SH | $2.1K 1.54% | 20.69K | 0.00 | 0.00 |
LAM RESEARCHSOLE | COM | 9.28K | SH | $2.0K 1.43% | 9.28K | 0.00 | 0.00 |
UBER TECHNOLOGIESSOLE | COM | 26.45K | SH | $1.9K 1.38% | 26.45K | 0.00 | 0.00 |
CARRIERSOLE | COM | 32.29K | SH | $1.8K 1.31% | 32.29K | 0.00 | 0.00 |
EXELONSOLE | COM | 34.87K | SH | $1.7K 1.24% | 34.87K | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 8.26K | SH | $1.7K 1.22% | 8.26K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.21K | SH | $1.7K 1.22% | 6.21K | 0.00 | 0.00 |
KLA-TENCORSOLE | COM | 1.07K | SH | $1.6K 1.14% | 1.07K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 4.58K | SH | $1.6K 1.13% | 4.58K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | COM | 22.39K | SH | $1.4K 0.99% | 22.39K | 0.00 | 0.00 |
SALESFORCE.COMSOLE | COM | 7.32K | SH | $1.4K 0.99% | 7.32K | 0.00 | 0.00 |
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