Kimberly A. Clarke

Stoneridge Investment Partners Llc

Assets Managed

$138.271M

Holdings

128

Last Quarter

2026 - Q1

Filed Date

4d ago

Growth Rate

-3.76%(2Q avg: -2.61%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stoneridge Investment Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Stoneridge Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 138.271M in assets, with a quarterly growth rate of -3.76% and a 2-quarter average growth rate of -2.61%. The portfolio is managed by Kimberly A. Clarke, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -2.3%	5.38%	$7.429M 42,600 shares@ $174.39 avg price	Decreased -2.3%
AAPL Apple Inc Recent Activity Decreased -2.21%	5.37%	$7.412M 29,205 shares@ $253.8 avg price	Decreased -2.21%
MSFT Microsoft Corp Recent Activity Increased 17.24%	5.09%	$7.036M 19,008 shares@ $370.16 avg price	Increased 17.24%
WFC Wells Fargo & Co Recent Activity New Position	4.52%	$6.246M 78,459 shares@ $79.61 avg price	New Position
AMZN Amazon.com Inc Recent Activity Increased 6.52%	4.46%	$6.159M 29,570 shares@ $208.29 avg price	Increased 6.52%
BSX Boston Scientific Corp Recent Activity New Position	3.76%	$5.197M 82,824 shares@ $62.75 avg price	New Position
AVGO Broadcom Inc Recent Activity Increased 7.05%	3.74%	$5.166M 16,692 shares@ $309.49 avg price	Increased 7.05%
NKE Nike Inc -cl B Recent Activity Decreased -0.01%	3.02%	$4.164M 78,834 shares@ $52.82 avg price	Decreased -0.01%
GOOGL Alphabet Inc-cl A Recent Activity	2.93%	$4.05M 14,084 shares@ $287.57 avg price
META Meta Platforms Inc-class A Recent Activity	2.48%	$3.425M 5,987 shares@ $572.08 avg price

1-10 of 128