STONERIDGE INVESTMENT PARTNERS LLC — 13F holdings

STONERIDGE INVESTMENT PARTNERS LLC reported 146 holdings worth $152M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $8.98M (5.9%)
2. AAPL APPLE INC — $8.64M (5.7%)
3. NVDA NVIDIA CORPORATION — $8.27M (5.4%)
4. AMZN AMAZON COM INC — $7.27M (4.8%)
5. AVGO BROADCOM INC — $6.72M (4.4%)
6. GOOGL ALPHABET INC — $5.02M (3.3%)
7. GOOG ALPHABET INC — $4.25M (2.8%)
8. META META PLATFORMS INC — $3.49M (2.3%)
9. MU MICRON TECHNOLOGY INC — $2.40M (1.6%)
10. LRCX LAM RESEARCH CORP — $2.28M (1.5%)