Stoneridge Investment Partners LLC
Stoneridge Investment Partners LLC is a US-based investment advisory firm headquartered in Radnor, Pennsylvania. Founded in Delaware, the firm specializes in asset management for institutional clients including public pension funds, insurance companies, and pooled vehicles. As of March 2025, it manages approximately $286 million in assets and employs around 10 professionals. The firm is known for its quantitatively driven equity investment strategies and serves institutional clients such as pension and retirement funds, insurance companies, and other investment pools.
Investment Strategy
Stoneridge Investment Partners LLC employs a quantitatively driven equity investment process, focusing on fundamentally guided strategies across large and mid-cap US equities. Their approach integrates rigorous portfolio construction, sector allocation, and disciplined risk management. The fund serves institutional investors—primarily pension and profit sharing plans, insurance companies, and state or municipal government entities. Their philosophy is rooted in generating consistent, risk-adjusted returns and diversification.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA | 5.51% | $7.3M | 46,327 | $49.60 | $157.99 | +$1.2M |
M MSFT | MICROSOFT | 5.50% | $7.3M | 14,689 | $140.48 | $497.41 | +$819.0K |
A AAPL | APPLE | 5.36% | $7.1M | 34,681 | $84.29 | $205.17 | +$511.0K |
B BDX | BECTON DICKINSON | 3.42% | $4.5M | 26,337 | $199.18 | $172.25 | +$1.7M |
P PNC | PNC FINANCIAL SERVICES GROUP | 2.98% | $4.0M | 21,248 | $180.20 | $186.42 | +$226.0K |