STONERIDGE INVESTMENT PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SI STONERIDGE INVESTMENT PARTNERS LLC | Institutional Filer | ▼ 3.77% | $138K | 128 |
Current Portfolio Holdings
Showing all 128 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 43K | $7K | 5.37% |
| 2 | AAPL | Apple Inc. | Technology | 29K | $7K | 5.36% |
| 3 | MSFT | Microsoft Corporation | Technology | 19K | $7K | 5.09% |
| 4 | WFC | Wells Fargo & Company | Financial Services | 78K | $6K | 4.52% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 30K | $6K | 4.45% |
| 6 | BSX | Boston Scientific Corporation | Healthcare | 83K | $5K | 3.76% |
| 7 | AVGO | Broadcom Inc. | Technology | 17K | $5K | 3.74% |
| 8 | NKE | NIKE, Inc. | Consumer Cyclical | 79K | $4K | 3.01% |
| 9 | GOOGL | Alphabet Inc. | Technology | 14K | $4K | 2.93% |
| 10 | META | Meta Platforms, Inc. | Technology | 6K | $3K | 2.48% |
| 11 | GOOG | Alphabet Inc. | Technology | 11K | $3K | 2.33% |
| 12 | HBAN | Huntington Bancshares Incorporated | Financial Services | 203K | $3K | 2.30% |
| 13 | TGT | Target Corporation | Consumer Defensive | 24K | $3K | 2.14% |
| 14 | FISV | Fiserv, Inc. | Technology | 40K | $2K | 1.61% |
| 15 | ABT | Abbott Laboratories | Healthcare | 21K | $2K | 1.54% |
Showing 1 to 15 of 128 holdings