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Home > Institutional Investor > Stoneridge Investment Partners Llc > Profile

Instuitional Investor - Stoneridge Investment Partners Llc

Fund Profile
Filing Period:
Fund Name: Stoneridge Investment Partners Llc
Portfolio Value $132,811
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 46,327 $7,319 5.51%
2.
Microsoft Corp
 MSFT 14,689 $7,306 5.5%
3.
Apple Inc.
 AAPL 34,681 $7,116 5.36%
4.
Becton Dickinson & Co
 BDX 26,337 $4,537 3.42%
5.
Pnc Financial Services Group Inc.
 PNC 21,248 $3,961 2.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)