Stoneridge Investment Partners LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$138K
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA
Q1 2026: Increased +2552.4% (43.6k → 1.16M shares)
5.4%
02
$AAPL
APPLE
Q1 2026: Increased +6.7% (29.9k → 31.9k shares)
5.4%
03
$MSFT
MICROSOFT
Q1 2026: Increased +2736.0% (16.2k → 459.8k shares)
5.1%
04
$WFC
WELLS FARGO
Q4 2025: Exited (was 47.0k shares)
4.6%
05
$AMZN
AMAZON
Q1 2026: Increased +1924.5% (27.8k → 562.0k shares)
4.5%
06
$BSX
BOSTON SCIENTIFIC CORP
Held since at least Q1 2024
3.8%
07
$AVGO
BROADCOM INC
Q1 2026: Exited (was 15.6k shares)
3.8%
08
$NKE
NIKE
Q1 2026: Exited (was 78.8k shares)
3.0%
09
$GOOGL
ALPHABET CLASS A
Q1 2026: Increased +1801.9% (14.1k → 267.9k shares)
3.0%
10
$META
META PLATFORMS INC.
Q1 2026: Exited (was 6.0k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.