STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 31, 2018

Total Value ($000): $518,832 (100.0% shares, 0.0% debt)

Holdings (111)

BIIB BIOGEN INC 4.4%
Value ($000) $22,855 Shares 78,746 Est. Cost $289.82 Unrealized -3.0%
AAPL APPLE INC 4.2%
Value ($000) $22,034 Shares 119,030 Est. Cost $22.84 Unrealized +87.2%
MSFT MICROSOFT CORP 3.7%
Value ($000) $19,357 Shares 196,303 Est. Cost $60.10 Unrealized +49.3%
AMZN AMAZON COM INC 3.1%
Value ($000) $16,072 Shares 9,455 Est. Cost $66.08 Unrealized +20.1%
WFC WELLS FARGO & COMPANY 2.5%
Value ($000) $13,165 Shares 237,460 Est. Cost $34.42 Unrealized +25.9%
BAC BANK OF AMERICA CORPORATION 2.4%
Value ($000) $12,294 Shares 436,107 Est. Cost $14.21 Unrealized +74.8%
ORCL ORACLE CORP 2.3%
Value ($000) $11,931 Shares 270,791 Est. Cost $43.08 Unrealized -4.4%
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $11,098 Shares 106,511 Est. Cost $49.40 Unrealized +80.2%
C CITIGROUP INC 2.0%
Value ($000) $10,416 Shares 155,655 Est. Cost $43.90 Unrealized +20.8%
AETNA INC 2.0%
Value ($000) $10,245 Shares 55,829 Est. Cost $164.14 Unrealized
META FACEBOOK INC 1.9%
Value ($000) $9,979 Shares 51,356 Est. Cost $129.92 Unrealized +38.1%
V VISA INC 1.8%
Value ($000) $9,105 Shares 68,743 Est. Cost $96.40 Unrealized +26.6%
IBM INTERNATIONAL BUS MACH CORP 1.7%
Value ($000) $9,036 Shares 64,683 Est. Cost $103.60 Unrealized -3.5%
GOOGL ALPHABET INC. 1.7%
Value ($000) $8,804 Shares 7,797 Est. Cost $38.19 Unrealized +41.4%
CIGNA CORP 1.5%
Value ($000) $7,971 Shares 46,901 Est. Cost $186.89 Unrealized
GM GENERAL MOTORS CORP COM 1.5%
Value ($000) $7,852 Shares 199,287 Est. Cost $36.57 Unrealized -4.2%
EXC EXELON CORP 1.5%
Value ($000) $7,682 Shares 180,329 Est. Cost $15.30 Unrealized +43.6%
MAA MID-AMERICA APARTMENT COMMUNIT 1.4%
Value ($000) $7,463 Shares 74,131 Est. Cost $74.96 Unrealized -4.1%
GOOG ALPHABET INC 1.4%
Value ($000) $7,445 Shares 6,673 Est. Cost $35.89 Unrealized +49.4%
CVS CVS HEALTH CORPORATION 1.4%
Value ($000) $7,250 Shares 112,666 Est. Cost $57.35 Unrealized -9.9%
TAP MOLSON COORS BREWING CO 1.4%
Value ($000) $7,087 Shares 104,159 Est. Cost $70.94 Unrealized -23.4%
TPR TAPESTRY 1.4%
Value ($000) $7,029 Shares 150,488 Est. Cost $39.03 Unrealized 0.0%
APACHE CORP 1.3%
Value ($000) $6,779 Shares 144,995 Est. Cost $42.16 Unrealized
CCL CARNIVAL CORP 1.3%
Value ($000) $6,591 Shares 115,005 Est. Cost $60.39 Unrealized -2.4%
WHR WHIRLPOOL CORP 1.2%
Value ($000) $6,439 Shares 44,036 Est. Cost $175.05 Unrealized -13.2%
KLAC KLA-TENCOR CORP 1.2%
Value ($000) $6,407 Shares 62,490 Est. Cost $97.03 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $6,346 Shares 50,756 Est. Cost $121.49 Unrealized
VIACOM INC CLASS B 1.2%
Value ($000) $6,236 Shares 206,774 Est. Cost $33.51 Unrealized
AMAT APPLIED MATERIALS INC 1.2%
Value ($000) $6,169 Shares 133,552 Est. Cost $47.24 Unrealized 0.0%
ALLY ALLY FINANCIAL INC 1.2%
Value ($000) $6,079 Shares 231,408 Est. Cost $16.88 Unrealized +25.0%
GENERAL ELECTRIC CO 1.2%
Value ($000) $6,059 Shares 445,200 Est. Cost $21.54 Unrealized
T AT&T INC 1.2%
Value ($000) $6,044 Shares 188,217 Est. Cost $12.49 Unrealized +16.3%
RCL ROYAL CARIBBEAN CRUISE 1.1%
Value ($000) $5,895 Shares 56,904 Est. Cost $102.70 Unrealized 0.0%
BA BOEING CO 1.1%
Value ($000) $5,847 Shares 17,427 Est. Cost $229.48 Unrealized +44.0%
TWENTY-FIRST CENTURY FOX INC 1.1%
Value ($000) $5,717 Shares 116,039 Est. Cost $31.78 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $5,674 Shares 112,782 Est. Cost $30.30 Unrealized +6.3%
NCLH NORWEGIAN CRUISE LINE 1.1%
Value ($000) $5,672 Shares 120,052 Est. Cost $56.85 Unrealized -7.4%
EQT EQT CORPORATION 1.1%
Value ($000) $5,645 Shares 102,301 Est. Cost $28.58 Unrealized -9.8%
BFH ALLIANCE DATA SYSTEMS CORP 1.1%
Value ($000) $5,486 Shares 23,525 Est. Cost $161.71 Unrealized -7.4%
ALL ALLSTATE CORP 1.0%
Value ($000) $5,270 Shares 57,736 Est. Cost $41.78 Unrealized +90.5%
AIZ ASSURANT INC 1.0%
Value ($000) $5,190 Shares 50,145 Est. Cost $84.54 Unrealized -3.7%
TGT TARGET CORP 1.0%
Value ($000) $5,114 Shares 67,188 Est. Cost $50.62 Unrealized +17.8%
NIELSEN HLDGS PLC 1.0%
Value ($000) $5,050 Shares 163,287 Est. Cost $37.24 Unrealized
ALB ALBEMARLE CORP 0.9%
Value ($000) $4,899 Shares 51,930 Est. Cost $95.91 Unrealized -10.0%
AMG AFFILIATED MNGRS GRP COM 0.9%
Value ($000) $4,477 Shares 30,112 Est. Cost $194.15 Unrealized -17.2%
HAL HALLIBURTON CO 0.8%
Value ($000) $4,325 Shares 95,993 Est. Cost $42.59 Unrealized +0.1%
ARCONIC INC 0.8%
Value ($000) $4,154 Shares 244,238 Est. Cost $25.86 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.8%
Value ($000) $4,148 Shares 106,637 Est. Cost $20.01 Unrealized +50.6%
INTC INTEL CORP 0.8%
Value ($000) $4,128 Shares 83,046 Est. Cost $44.17 Unrealized +2.0%
BKR BAKER HUGHES A GE 0.8%
Value ($000) $4,040 Shares 122,306 Est. Cost $26.94 Unrealized +1.4%
CTRA CABOT OIL & GAS 0.8%
Value ($000) $4,035 Shares 169,542 Est. Cost $17.21 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL IN 0.8%
Value ($000) $4,027 Shares 49,877 Est. Cost $56.59 Unrealized 0.0%
RRC RANGE RESOURCES CORP 0.8%
Value ($000) $4,018 Shares 240,169 Est. Cost $17.86 Unrealized -15.3%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,992 Shares 71,130 Est. Cost $51.60 Unrealized -11.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $3,988 Shares 97,258 Est. Cost $33.35 Unrealized 0.0%
FLR FLUOR CORP 0.8%
Value ($000) $3,954 Shares 81,050 Est. Cost $49.68 Unrealized 0.0%
KEY KEYCORP 0.7%
Value ($000) $3,836 Shares 196,314 Est. Cost $7.11 Unrealized +96.8%
SUNTRUST BANKS INC 0.7%
Value ($000) $3,775 Shares 57,173 Est. Cost $40.20 Unrealized
IRM IRON MOUNTAIN 0.7%
Value ($000) $3,660 Shares 104,533 Est. Cost $23.22 Unrealized -4.4%
MPC MARATHON PETROLEUM CORPORATION 0.7%
Value ($000) $3,624 Shares 51,656 Est. Cost $60.02 Unrealized 0.0%
NEWFIELD EXPLORATION COMPANY 0.7%
Value ($000) $3,591 Shares 118,717 Est. Cost $26.34 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.7%
Value ($000) $3,459 Shares 62,508 Est. Cost $40.63 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,164 Shares 32,281 Est. Cost $70.06 Unrealized +26.5%
CLX CLOROX CO 0.6%
Value ($000) $3,100 Shares 22,917 Est. Cost $107.25 Unrealized -7.8%
IFF INTERNATIONAL FLAVORS 0.6%
Value ($000) $2,996 Shares 24,171 Est. Cost $107.03 Unrealized 0.0%
GT GOODYEAR TIRE & RUBBER CO 0.6%
Value ($000) $2,993 Shares 128,496 Est. Cost $29.53 Unrealized -13.0%
XEROX CORP COM 0.6%
Value ($000) $2,985 Shares 124,367 Est. Cost $24.00 Unrealized
KELLOGG COMPANY 0.5%
Value ($000) $2,748 Shares 39,329 Est. Cost $45.15 Unrealized -0.4%
SLB SCHLUMBERGER LIMITED 0.5%
Value ($000) $2,609 Shares 38,924 Est. Cost $54.84 Unrealized +0.4%
MYLAN INC 0.5%
Value ($000) $2,583 Shares 71,477 Est. Cost $36.14 Unrealized
GLW CORNING INC 0.5%
Value ($000) $2,536 Shares 92,177 Est. Cost $23.54 Unrealized -4.9%
AVY AVERY DENNISON CORP COM 0.5%
Value ($000) $2,520 Shares 24,679 Est. Cost $92.28 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $2,426 Shares 40,417 Est. Cost $60.02 Unrealized
SNA SNAP-ON INC 0.5%
Value ($000) $2,359 Shares 14,680 Est. Cost $124.36 Unrealized 0.0%
AES AES CORP COM 0.5%
Value ($000) $2,350 Shares 175,245 Est. Cost $8.25 Unrealized +13.6%
COTY COTY INC 0.5%
Value ($000) $2,347 Shares 166,489 Est. Cost $19.47 Unrealized -27.4%
DIS WALT DISNEY CO 0.4%
Value ($000) $2,147 Shares 20,486 Est. Cost $97.17 Unrealized 0.0%
PCAR PACCAR INC 0.4%
Value ($000) $2,121 Shares 34,233 Est. Cost $34.11 Unrealized -6.4%
AYI ACUITY BRANDS INC 0.4%
Value ($000) $2,106 Shares 18,172 Est. Cost $149.74 Unrealized -20.7%
RF REGIONS FINL CORP 0.4%
Value ($000) $2,092 Shares 117,685 Est. Cost $6.49 Unrealized +112.8%
AVGO BROADCOM INC 0.4%
Value ($000) $1,967 Shares 8,107 Est. Cost $19.73 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GR 0.4%
Value ($000) $1,899 Shares 37,131 Est. Cost $32.64 Unrealized +35.3%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $1,736 Shares 22,263 Est. Cost $45.44 Unrealized +27.6%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $1,607 Shares 24,798 Est. Cost $59.73 Unrealized -8.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,595 Shares 32,657 Est. Cost $48.07 Unrealized 0.0%
HPQ HP INC 0.3%
Value ($000) $1,571 Shares 69,258 Est. Cost $17.36 Unrealized -0.7%
PPG PPG INDUSTRIES INC 0.3%
Value ($000) $1,543 Shares 14,879 Est. Cost $91.63 Unrealized 0.0%
CIMAREX ENERGY CO 0.2%
Value ($000) $1,176 Shares 11,560 Est. Cost $101.73 Unrealized
SIG SIGNET JEWELERS 0.2%
Value ($000) $1,156 Shares 20,742 Est. Cost $50.27 Unrealized -25.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,025 Shares 19,547 Est. Cost $20.62 Unrealized +155.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $954 Shares 7,860 Est. Cost $105.60 Unrealized -4.6%
NOK NOKIA CORP 0.2%
Value ($000) $836 Shares 145,459 Est. Cost $5.75 Unrealized
VECTREN CORP 0.2%
Value ($000) $826 Shares 11,561 Est. Cost $58.91 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $795 Shares 4,047 Est. Cost $147.40 Unrealized +22.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $740 Shares 9,101 Est. Cost $70.72 Unrealized +2.8%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $717 Shares 16,674 Est. Cost $28.82 Unrealized +20.6%
STT STATE STREET CORPORATION 0.1%
Value ($000) $671 Shares 7,204 Est. Cost $71.57 Unrealized +8.8%
FDX FEDEX CORP 0.1%
Value ($000) $656 Shares 2,890 Est. Cost $220.51 Unrealized -1.8%
IVZ INVESCO LTD 0.1%
Value ($000) $634 Shares 23,889 Est. Cost $22.16 Unrealized -10.2%
CA INC 0.1%
Value ($000) $540 Shares 15,154 Est. Cost $33.54 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $532 Shares 7,133 Est. Cost $55.52 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $521 Shares 4,727 Est. Cost $72.15 Unrealized +21.0%
KIM KIMCO REALTY CORP 0.1%
Value ($000) $513 Shares 30,197 Est. Cost $11.20 Unrealized -7.1%
HLT HILTON WORLDWIDE 0.1%
Value ($000) $461 Shares 5,819 Est. Cost $79.69 Unrealized -0.5%
NORDSTROM INC 0.1%
Value ($000) $384 Shares 7,415 Est. Cost $51.79 Unrealized
WMT WALMART INC 0.1%
Value ($000) $356 Shares 4,159 Est. Cost $28.34 Unrealized -10.9%
PFE PFIZER INC 0.1%
Value ($000) $339 Shares 9,342 Est. Cost $24.24 Unrealized +0.3%
NUE NUCOR CORP 0.1%
Value ($000) $279 Shares 4,459 Est. Cost $55.79 Unrealized -3.0%
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $246 Shares 4,578 Est. Cost $49.41 Unrealized -12.7%
CMI CUMMINS INC 0.0%
Value ($000) $208 Shares 1,566 Est. Cost $139.76 Unrealized -12.3%
THERAPEUTICSMD INC 0.0%
Value ($000) $158 Shares 25,324 Est. Cost $4.90 Unrealized