13F Filings History of STONERIDGE INVESTMENT PARTNERS LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$143,685,000
Signature - Title
Kimberly A. Clarke - CCO
Location
Radnor, PA
Summary
This page shows a list of all the recent 13F filings made by STONERIDGE INVESTMENT PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STONERIDGE INVESTMENT PARTNERS LLC reported 126 stock holdings with total value $143,685,000 as of Q4 2025. Top holdings included NVDA, AAPL, MSFT, AMZN, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $143,685,000 +$47,204,871 -$50,866,224 -$3,661,353 NVDA, AAPL, MSFT, AMZN, AVGO 13F-HR 05 Feb 2026, 14:36
Q3 2025 122 $145,808,000 +$38,023,832 -$35,405,678 +$2,618,154 AAPL, MSFT, NVDA, AVGO, GOOG 13F-HR 31 Oct 2025, 11:20
Q2 2025 125 $132,811,000 +$35,816,297 -$31,013,844 +$4,802,453 NVDA, MSFT, AAPL, BDX, PNC 13F-HR 11 Aug 2025, 14:55
Q1 2025 115 $118,324,000 +$27,927,143 -$173,184,549 -$145,257,406 AAPL, MSFT, NVDA, C, AMZN 13F-HR 14 May 2025, 10:08
Q4 2024 135 $279,779,000 +$88,181,796 -$84,631,247 +$3,550,549 MSFT, AAPL, NVDA, AMZN, CVS 13F-HR 28 Jan 2025, 14:32
Q3 2024 120 $269,010,000 +$55,969,107 -$48,598,402 +$7,370,705 MSFT, AAPL, NVDA, WFC, AMZN 13F-HR 30 Oct 2024, 13:41
Q2 2024 127 $264,513,000 +$81,975,772 -$74,309,350 +$7,666,422 MSFT, AAPL, NVDA, GOOG, AMZN 13F-HR 08 Aug 2024, 13:10
Q1 2024 122 $262,907,000 +$76,787,347 -$68,422,672 +$8,364,675 MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 06 May 2024, 12:33
Q4 2023 91 $237,581,000 +$56,441,694 -$50,528,199 +$5,913,495 AAPL, MSFT, AMZN, GOOG, CB 13F-HR 07 Feb 2024, 09:27
Q3 2023 100 $211,917,000 +$39,166,950 -$48,368,498 -$9,201,548 MSFT, AAPL, AMZN, GOOG, CVS 13F-HR 03 Nov 2023, 10:55
Q2 2023 107 $230,062,000 +$57,795,802 -$29,562,180 +$28,233,622 MSFT, AAPL, JNJ, CVS, GM 13F-HR 04 Aug 2023, 12:39
Q1 2023 95 $188,592,000 +$46,186,515 -$49,691,529 -$3,505,014 MSFT, AAPL, JNJ, AMZN, BAX 13F-HR 28 Apr 2023, 12:05
Q4 2022 94 $181,470,000 +$33,130,003 -$30,529,255 +$2,600,748 MSFT, AAPL, JPM, AMZN, JNJ 13F-HR 06 Feb 2023, 14:46
Q3 2022 94 $169,983,000 +$36,813,231 -$28,805,343 +$8,007,888 MSFT, AAPL, JPM, JNJ, ZBH 13F-HR 31 Oct 2022, 14:16
Q2 2022 96 $181,627,000 +$33,253,394 -$29,661,149 +$3,592,245 MSFT, AAPL, JPM, AMZN, RSG 13F-HR 01 Aug 2022, 10:35
Q1 2022 100 $212,905,000 +$68,366,674 -$65,839,584 +$2,527,090 MSFT, AAPL, JNJ, ZBH, GM 13F-HR 26 Apr 2022, 11:57
Q4 2021 111 $216,851,000 +$47,343,860 -$44,148,746 +$3,195,114 AAPL, MSFT, C, AMZN, DIS 13F-HR 02 Feb 2022, 14:57
Q3 2021 111 $200,290,000 +$59,737,811 -$61,024,394 -$1,286,583 AAPL, MSFT, C, AMZN, GOOG 13F-HR 03 Nov 2021, 09:39
Q2 2021 104 $205,585,000 +$49,073,412 -$47,472,417 +$1,600,995 AAPL, MSFT, C, PNC, V 13F-HR 04 Aug 2021, 12:58
Q1 2021 105 $190,701,000 +$66,562,799 -$58,995,561 +$7,567,238 MSFT, AAPL, C, PNC, V 13F-HR 30 Apr 2021, 15:01
Q4 2020 105 $172,774,000 +$48,822,213 -$45,634,979 +$3,187,234 AAPL, MSFT, V, C, GM 13F-HR 02 Feb 2021, 08:40
Q3 2020 106 $151,563,000 +$33,438,056 -$119,489,958 -$86,051,902 AAPL, MSFT, AMZN, INTC, GOOGL 13F-HR 28 Oct 2020, 08:08
Q2 2020 111 $237,595,000 +$57,222,530 -$80,662,799 -$23,440,269 MSFT, AAPL, PG, BDX, CVS 13F-HR 04 Aug 2020, 17:59
Q1 2020 114 $222,383,000 +$56,546,707 -$67,000,979 -$10,454,272 MSFT, AAPL, WBA, GOOGL, JPM 13F-HR 05 May 2020, 15:43
Q4 2019 131 $295,665,000 +$78,233,946 -$75,804,767 +$2,429,179 MSFT, AAPL, JNJ, JPM, GOOGL 13F-HR 29 Jan 2020, 15:36
Q3 2019 126 $272,228,000 +$75,430,618 -$86,480,001 -$11,049,383 MSFT, JPM, AAPL, PM, JNJ 13F-HR 30 Oct 2019, 13:05
Q2 2019 113 $281,624,000 +$85,618,232 -$145,868,390 -$60,250,158 MSFT, WFC, JPM, GOOGL, AAPL 13F-HR 29 Jul 2019, 15:47
Q1 2019 111 $339,833,000 +$93,820,332 -$102,559,622 -$8,739,290 MSFT, AMZN, GOOGL, AAPL, JPM 13F-HR 25 Apr 2019, 12:33
Q4 2018 119 $318,950,000 +$86,131,391 -$159,816,495 -$73,685,104 MSFT, BIIB, AAPL, GOOGL, AMZN 13F-HR 05 Feb 2019, 10:31
Q3 2018 123 $470,153,000 +$93,898,638 -$171,405,174 -$77,506,536 AAPL, MSFT, BIIB, AMZN, GOOGL 13F-HR 30 Oct 2018, 14:59
Q2 2018 111 $517,996,000 +$111,082,444 -$206,853,074 -$95,770,630 BIIB, AAPL, MSFT, AMZN, WFC 13F-HR 31 Jul 2018, 14:43
Q1 2018 199 $597,153,000 +$178,364,237 -$185,116,267 -$6,752,030 AAPL, BIIB, MSFT, AMZN, BAC 13F-HR 27 Apr 2018, 14:15
Q4 2017 220 $625,634,000 +$187,688,456 -$229,139,544 -$41,451,088 AAPL, BIIB, BAC, JPM, TGT 13F-HR 05 Feb 2018, 15:02
Q3 2017 238 $635,961,000 +$168,431,819 -$213,122,166 -$44,690,347 AAPL, JNJ, BIIB, TGT, BAC 13F-HR 02 Nov 2017, 12:20
Q2 2017 251 $671,196,000 +$183,925,931 -$251,601,430 -$67,675,499 AAPL, JNJ, GILD, BIIB, FOX 13F-HR 01 Aug 2017, 12:26
Q1 2017 305 $740,915,000 +$256,794,102 -$273,357,318 -$16,563,216 AAPL, FOX, TGT, WFC, BAC 13F-HR 01 May 2017, 15:02
Q4 2016 283 $734,852,000 +$247,935,042 -$237,259,579 +$10,675,463 AAPL, ABT, TJX, MYL, WFC 13F-HR 27 Jan 2017, 13:50
Q3 2016 260 $690,262,000 +$205,557,348 -$222,767,296 -$17,209,948 AAPL, ABT, MYL, CVS, WFC 13F-HR 28 Oct 2016, 15:53
Q2 2016 276 $670,270,000 +$185,795,999 -$180,395,722 +$5,400,277 AAPL, CVS, MYL, MDLZ, WFC 13F-HR 25 Jul 2016, 13:23
Q1 2016 285 $682,103,000 +$194,047,158 -$233,080,975 -$39,033,817 AAPL, CVS, MYL, WFC, TGT 13F-HR 29 Apr 2016, 13:25
Q4 2015 275 $742,639,000 +$216,199,796 -$218,157,252 -$1,957,456 MYL, WFM, CVS, WFC, JPM 13F-HR 04 Feb 2016, 15:56
Q3 2015 278 $712,846,000 +$239,276,303 -$256,197,632 -$16,921,329 WFC, KSS, MYL, GM, ZBH 13F-HR 26 Oct 2015, 13:44
Q2 2015 270 $809,938,000 +$216,131,529 -$254,043,031 -$37,911,502 MSFT, RCL, LOW, JNJ, AAPL 13F-HR 29 Jul 2015, 15:23
Q1 2015 266 $852,502,000 +$320,688,713 -$241,404,162 +$79,284,551 GT, MSFT, AAPL, WFC, KO 13F-HR 23 Apr 2015, 15:55
Q4 2014 253 $759,585,000 +$249,402,911 -$198,611,160 +$50,791,751 MYL, MSFT, GT, WFC, GM 13F-HR 26 Jan 2015, 14:39
Q3 2014 243 $674,006,000 +$186,041,866 -$172,067,720 +$13,974,146 AAPL, MYL, WFC, GM, GT 13F-HR 22 Oct 2014, 14:07
Q2 2014 227 $667,628,000 +$312,218,371 -$143,907,440 +$168,310,931 MYL, AAPL, WFC, GM, GE 13F-HR 16 Jul 2014, 10:02
Q1 2014 204 $518,182,000 +$128,315,935 -$136,976,088 -$8,660,153 WFC, GE, AAPL, JPM, GM 13F-HR 15 Apr 2014, 10:32
Q4 2013 204 $521,063,000 $0 $0 $0 WFC, CSCO, GM, AAPL, JPM 13F-HR 14 Jan 2014, 12:31