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.
Latest 13F Filing Activity
Stoneridge Investment Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 120 equity positions with a total 13F market value of $133M. The fund increased holdings in TJX, Wells Fargo, Becton Dickinson among other positions. Stoneridge Investment Partners LLC reduced exposure to Citigroup, Fidelity National Services, Dollar Tree, Inc. among others.
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 |