account_balance
Investment manager · 13F filer · SEC CIK 1108831
Stoneridge Investment Partners LLC
Reported value$152Mas of Jun 30, 2026
Positions146 71 new, 53 sold out
Top 10 weight37.6%MSFT alone is 6%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.9%
AAPLApple Inc.
5.7%Trimmed −4%
NVDANVIDIA Corp
5.4%Trimmed −3%
AMZNAmazon.com Inc
4.8%Trimmed −10%
AVGOBroadcom Inc.
4.4%Added +3%
GOOGLAlphabet Inc.
3.3%
GOOGAlphabet Inc.
2.8%Added +6%
METAMeta Platforms, Inc.
2.3%Added +5%
MUMicron Technology Inc
1.6%New
LRCXLam Research Corp
1.5%−16%
NKENIKE, Inc.
1.5%−32%
AMDAdvanced Micro Devices Inc
1.4%−45%
MSFTMicrosoft Corp
5.9%
AAPLApple Inc.
5.7%Trimmed −4%
NVDANVIDIA Corp
5.4%−3%
AMZNAmazon.com Inc
4.8%−10%
AVGOBroadcom Inc.
4.4%+3%
GOOGLAlphabet Inc.
3.3%
GOOGAlphabet Inc.
2.8%
METAMeta Platforms, Inc.
2.3%
MU1.6%LRCXNKEAMDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.9% HeldAAPL Apple Inc. 5.7% Trimmed −4%NVDA NVIDIA Corp 5.4% Trimmed −3%AMZN Amazon.com Inc 4.8% Trimmed −10%AVGO Broadcom Inc. 4.4% Added +3%GOOGL Alphabet Inc. 3.3% HeldGOOG Alphabet Inc. 2.8% Added +6%META Meta Platforms, Inc. 2.3% Added +5%MU Micron Technology Inc 1.6% NewLRCX Lam Research Corp 1.5% Trimmed −16%NKE NIKE, Inc. 1.5% Trimmed −32%AMD Advanced Micro Devices Inc 1.4% Trimmed −45%
What changed
Biggest moves since Mar 31, 2026
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