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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 $152,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 19,329 $8,983 5.89%
2.
Apple Inc.
 AAPL 27,977 $8,642 5.67%
3.
Nvidia Corp
 NVDA 41,213 $8,274 5.43%
4.
Amazon Com Inc
 AMZN 26,754 $7,266 4.77%
5.
Broadcom Inc.
 AVGO 17,264 $6,721 4.41%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.