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The Analysis of STONERIDGE INVESTMENT PARTNERS LLC's Holdings & P&L

Currently, STONERIDGE INVESTMENT PARTNERS LLC holds 128 types of securities in its portfolio with a total value $138.3K. In the most recent quarter, they have increased their positions in WFC (+78.5K shares, valued at $6.2K), BSX (+82.8K shares, valued at $5.2K), ABT (+20.7K shares, valued at $2.1K); decreased their positions in WRB (-27.6K shares, valued at $1.8K), ZBH (-19.0K shares, valued at $1.7K), AMAT (-4.9K shares, valued at $1.7K); initiated new positions in WFC (+78.5K shares, valued at $6.2K), BSX (+82.8K shares, valued at $5.2K), ABT (+20.7K shares, valued at $2.1K).

1M P&L

+5.5M+3.83%

3M P&L

+7.0M+4.92%

HY P&L

+10.5M+7.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors10.2K

8.5%

2Software - Infrastructure8.8K

7.3%

3Medical Devices8.0K

6.7%

Top Industries by Stock Count

1Software - Application8 stocks

6.7%

2Biotechnology8 stocks

6.7%

3Banks - Regional7 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA42.6K shares-2.30%2026-03-312026-05-06

AAPL APPLE29.2K shares-2.22%2026-03-312026-05-06

MSFT MICROSOFT19.0K shares17.24%2026-03-312026-05-06

WFC WELLS FARGO78.5K sharesnew addition2026-03-312026-05-06

AMZN AMAZON29.6K shares6.51%2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP82.8K sharesnew addition2026-03-312026-05-06

BROADCOM INC BROADCOM INC16.7K shares7.05%2026-03-312026-05-06

NKE NIKE78.8K shares-0.02%2026-03-312026-05-06

Sponsored

ALPHABET CLASS A ALPHABET CLASS A14.1K shares0.00%2026-03-312026-05-06

META META PLATFORMS INC.6.0K shares0.00%2026-03-312026-05-06

ALPHABET CLASS C ALPHABET CLASS C11.2K shares-7.75%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC203.2K shares65.67%2026-03-312026-05-06

TGT TARGET24.4K shares-21.84%2026-03-312026-05-06

FI FISERVE39.9K shares0.00%2026-03-312026-05-06

ABT ABBOTT LABORATORIES20.7K sharesnew addition2026-03-312026-05-06

LAM RESEARCH LAM RESEARCH9.3K sharesnew addition2026-03-312026-05-06

Sponsored

UBER UBER TECHNOLOGIES26.5K shares41.35%2026-03-312026-05-06

CARR CARRIER32.3K shares-15.70%2026-03-312026-05-06

EXC EXELON34.9K shares-9.08%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES8.3K shares161.93%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC6.2K shares140.15%2026-03-312026-05-06

KLAC KLA-TENCOR1.1K sharesnew addition2026-03-312026-05-06

AMAT APPLIED MATERIALS4.6K shares-51.53%2026-03-312026-05-06

BKR BAKER HUGHES COMPANY22.4K sharesnew addition2026-03-312026-05-06

Sponsored

CRM SALESFORCE.COM7.3K shares-1.80%2026-03-312026-05-06

UPS UNITED PARCEL SERVICE CL B13.5K shares167.02%2026-03-312026-05-06

NOW SERVICENOW12.6K shares104.33%2026-03-312026-05-06

PRU PRUDENTIAL FINANCIAL INC13.5K sharesnew addition2026-03-312026-05-06

WMT WALMART10.6K sharesnew addition2026-03-312026-05-06

AIZ ASSURANT5.9K shares-25.51%2026-03-312026-05-06

BIIB BIOGEN7.0K shares-50.21%2026-03-312026-05-06

FITB FIFTH THIRD BANCORP27.3K sharesnew addition2026-03-312026-05-06

Sponsored

ADBE ADOBE5.2K shares0.00%2026-03-312026-05-06

MMM 3M8.4K sharesnew addition2026-03-312026-05-06

ORCL ORACLE8.3K shares-28.59%2026-03-312026-05-06

ALLE ALLEGION7.9K shares0.00%2026-03-312026-05-06

FRT FEDERAL REALTY10.2K shares-13.07%2026-03-312026-05-06

PPL PPL CORP27.3K shares-28.53%2026-03-312026-05-06

XYL XYLEM INC8.6K shares0.00%2026-03-312026-05-06

GM GENERAL MOTORS13.5K shares41.82%2026-03-312026-05-06

Sponsored

AMT AMERICAN TOWER CORP5.8K shares195.17%2026-03-312026-05-06

EL ESTEE LAUDER COMPANIES CL A13.9K sharesnew addition2026-03-312026-05-06

KMB KIMBERLY CLARK CORP10.1K sharesnew addition2026-03-312026-05-06

AMCOR AMCOR23.9K sharesnew addition2026-03-312026-05-06

VZ VERIZON18.8K shares-34.41%2026-03-312026-05-06

QCOM QUALCOMM7.1K shares75.60%2026-03-312026-05-06

OKE ONEOK INC9.3K shares0.00%2026-03-312026-05-06

WRB WR BERKLEY12.3K shares-69.15%2026-03-312026-05-06

Sponsored

APH AMPHENOL CORP6.1K sharesnew addition2026-03-312026-05-06

WLDN WILLDAN GROUP9.8K shares106.82%2026-03-312026-05-06

SANM SANMINA5.7K sharesnew addition2026-03-312026-05-06

DVN DEVON ENERGY14.3K shares-49.94%2026-03-312026-05-06

VLTO VERALTO8.1K shares88.74%2026-03-312026-05-06

TRANE INC TRANE INC1.6K sharesnew addition2026-03-312026-05-06

ANF ABERCROMBIE & FITCH CO CL A7.4K sharesnew addition2026-03-312026-05-06

DLTR DOLLAR TREE, INC6.2K sharesnew addition2026-03-312026-05-06

Sponsored

BAC BANK OF AMERICA13.6K sharesnew addition2026-03-312026-05-06

O REALTY INCOME CORP10.5K shares-56.87%2026-03-312026-05-06

FG F&G ANNUITIES AND LIFE25.2K shares191.04%2026-03-312026-05-06

ACCENTURE ACCENTURE3.2K shares0.00%2026-03-312026-05-06

JPM JPMORGAN2.1K sharesnew addition2026-03-312026-05-06

TRGP TARGA RESOURCES CORP2.4K shares0.00%2026-03-312026-05-06

MLM MARTIN MARIETTA MATL INC1.0K sharesnew addition2026-03-312026-05-06

BBY BEST BUY9.0K shares-64.92%2026-03-312026-05-06

Sponsored

CTVA CORTEVA6.8K shares-19.49%2026-03-312026-05-06

LUV SOUTHWEST AIRLINES14.8K shares-46.82%2026-03-312026-05-06

NDSN NORDSON CORPORATION2.0K shares-38.23%2026-03-312026-05-06

GCBC GREENE COUNTY BANCORP22.6K shares0.00%2026-03-312026-05-06

EOG EOG RESOURCES3.4K shares-31.29%2026-03-312026-05-06

MOS MOSAIC CO19.0K shares-33.87%2026-03-312026-05-06

MET METLIFE INC6.8K sharesnew addition2026-03-312026-05-06

AMBA AMBARELLA9.3K shares0.00%2026-03-312026-05-06

Sponsored

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC6.7K shares0.00%2026-03-312026-05-06

TFC TRUIST10.1K sharesnew addition2026-03-312026-05-06

T AT&T15.6K shares0.00%2026-03-312026-05-06

FFIN FIRST FINANCIAL BANKSHARES INC13.5K shares0.00%2026-03-312026-05-06

DTE DTE ENERGY2.5K shares-47.64%2026-03-312026-05-06

OUSTER OUSTER18.7K shares0.00%2026-03-312026-05-06

COP CONOCOPHILLIPS2.5K shares12.56%2026-03-312026-05-06

CMT CORE MOLDING TECH14.5K shares0.00%2026-03-312026-05-06

Sponsored

ZBH ZIMMER BIOMET3.6K shares-84.16%2026-03-312026-05-06

CTRA COTERRA ENERGY INC.9.1K shares-48.50%2026-03-312026-05-06

PSX PHILLIPS 661.7K shares-0.36%2026-03-312026-05-06

WDAY WORKDAY CL A2.4K shares-67.59%2026-03-312026-05-06

ZVRA ZEVRA THERAPEUTICS32.8K shares0.00%2026-03-312026-05-06

DYN DYNE THERAPEUTICS16.6K sharesnew addition2026-03-312026-05-06

HCI HCI GROUP, INC.1.8K sharesnew addition2026-03-312026-05-06

HLIT HARMONIC INC31.0K shares-6.94%2026-03-312026-05-06

Sponsored

PPG PPG INDUSTRIES INC2.6K shares0.00%2026-03-312026-05-06

WWW WOLVERINE WORLDWIDE INC16.0K shares-53.38%2026-03-312026-05-06

CAPR CAPRICOR8.4K shares-0.71%2026-03-312026-05-06

AMTB AMERANT BANCORP CL A10.2K shares0.00%2026-03-312026-05-06

CVRX CVRx, INC.23.6K shares0.00%2026-03-312026-05-06

NAGE NIAGEN BIOSCIENCE50.6K shares0.00%2026-03-312026-05-06

RMBS RAMBUS INC2.5K sharesnew addition2026-03-312026-05-06

SVV SAVERS VALUE VILLAGE INC29.5K shares-66.30%2026-03-312026-05-06

Sponsored

INOD INNODATA ISOGEN INC5.2K shares0.00%2026-03-312026-05-06

PRGS PROGRESS SOFTWARE CORP COM7.9K shares0.00%2026-03-312026-05-06

NRIM NORTHRIM BANCORP8.8K sharesnew addition2026-03-312026-05-06

CRGY CRESCENT ENERGY14.1K shares-0.52%2026-03-312026-05-06

FIVN FIVE9 INC12.5K shares0.00%2026-03-312026-05-06

CTOS CUSTOM TRUCK ONE SOURCE, INC27.4K shares0.00%2026-03-312026-05-06

ANGO ANGIODYNAMICS INC14.9K sharesnew addition2026-03-312026-05-06

CHCT COMMUNITY HEALTHCARE10.5K shares0.00%2026-03-312026-05-06

Sponsored

QBTS DWAVE10.5K sharesnew addition2026-03-312026-05-06

JYNT JOINT16.3K shares0.00%2026-03-312026-05-06

RR RICHTECH ROBOTICS CL B64.4K sharesnew addition2026-03-312026-05-06

STGW STAGWELL CL A20.7K shares-51.60%2026-03-312026-05-06

BLZE BACKBLAZE36.5K shares0.00%2026-03-312026-05-06

GAMB GAMBLING.COM GROUP LIMITED31.9K shares0.00%2026-03-312026-05-06

DOMO DOMO38.6K shares0.00%2026-03-312026-05-06

UDMY UDEMY24.7K shares0.00%2026-03-312026-05-06

Sponsored

VMD VIAMED12.1K shares-31.13%2026-03-312026-05-06

TTGT TECHTARGET28.1K shares0.00%2026-03-312026-05-06

SVCO SILVACO GROUP14.4K shares-32.28%2026-03-312026-05-06

LZM LIFEZONE METALS30.0K shares0.00%2026-03-312026-05-06

APPS DIGITAL TURBINE32.7K shares0.00%2026-03-312026-05-06

THRY THRYV33.5K shares0.00%2026-03-312026-05-06

TTI TETRA TECHNOLOGIES INC10.6K shares0.00%2026-03-312026-05-06

SLS SELLAS LIFE SCIENCES GROUP20.3K shares-66.92%2026-03-312026-05-06

Sponsored

NTIC NORTHERN TECH10.2K shares0.00%2026-03-312026-05-06

MDXG MIMEDX GROUP INC17.9K shares0.00%2026-03-312026-05-06

AHH AH REALTY11.1K shares0.00%2026-03-312026-05-06

UHG UNITE HOMES GROUP55.0K shares0.00%2026-03-312026-05-06

PGEN PRECIGEN16.1K shares0.00%2026-03-312026-05-06

RCEL AVITA MEDICAL13.7K shares0.00%2026-03-312026-05-06

VGAS VERDE CLEAN FUELS17.4K shares0.00%2026-03-312026-05-06

LCTX LINEAGE CELL THERAPEUTICS INC12.5K shares0.00%2026-03-312026-05-06

Sponsored

NVDA

NVIDIA

-2.30%

Shares42.6K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE

-2.22%

Shares29.2K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT

17.24%

Shares19.0K

Event2026-03-31

Filed2026-05-06

WFC

WELLS FARGO

New

Shares78.5K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON

6.51%

Shares29.6K

Event2026-03-31

Filed2026-05-06

BSX

BOSTON SCIENTIFIC CORP

New

Shares82.8K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

7.05%

Shares16.7K

Event2026-03-31

Filed2026-05-06

NKE

NIKE

-0.02%

Shares78.8K

Event2026-03-31

Filed2026-05-06

ALPHABET CLASS A

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-06