STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 30, 2018

Total Value ($000): $470,153 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL APPLE INC 4.8%
Value ($000) $22,718 Shares 100,638 Est. Cost $22.84 Unrealized +115.7%
MSFT MICROSOFT CORP 4.8%
Value ($000) $22,526 Shares 196,955 Est. Cost $60.10 Unrealized +67.7%
BIIB BIOGEN INC 4.3%
Value ($000) $20,234 Shares 57,269 Est. Cost $289.82 Unrealized +18.8%
AMZN AMAZON COM INC 3.4%
Value ($000) $16,058 Shares 8,017 Est. Cost $66.08 Unrealized +42.3%
GOOGL ALPHABET INC. 3.0%
Value ($000) $14,244 Shares 11,800 Est. Cost $45.62 Unrealized +31.7%
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $9,964 Shares 88,305 Est. Cost $49.40 Unrealized +87.5%
C CITIGROUP INC 2.0%
Value ($000) $9,466 Shares 131,945 Est. Cost $43.90 Unrealized +24.8%
BAC BANK OF AMERICA CORPORATION 1.9%
Value ($000) $9,098 Shares 308,822 Est. Cost $14.21 Unrealized +79.2%
V VISA INC 1.9%
Value ($000) $8,892 Shares 59,243 Est. Cost $96.40 Unrealized +40.1%
CIGNA CORP 1.8%
Value ($000) $8,315 Shares 39,926 Est. Cost $186.89 Unrealized
IBM INTERNATIONAL BUS MACH CORP 1.8%
Value ($000) $8,307 Shares 54,940 Est. Cost $103.60 Unrealized -2.3%
CVS CVS HEALTH CORPORATION 1.7%
Value ($000) $7,776 Shares 98,784 Est. Cost $57.35 Unrealized -1.5%
WFC WELLS FARGO & COMPANY 1.6%
Value ($000) $7,613 Shares 144,844 Est. Cost $34.42 Unrealized +35.1%
PM PHILIP MORRIS INTERNATIONAL IN 1.5%
Value ($000) $7,073 Shares 86,742 Est. Cost $56.12 Unrealized -1.1%
CCL CARNIVAL CORP 1.4%
Value ($000) $6,810 Shares 106,785 Est. Cost $60.39 Unrealized -5.9%
GOOG ALPHABET INC 1.4%
Value ($000) $6,763 Shares 5,667 Est. Cost $35.89 Unrealized +65.7%
META FACEBOOK INC 1.4%
Value ($000) $6,738 Shares 40,968 Est. Cost $129.92 Unrealized +38.4%
EXC EXELON CORP 1.3%
Value ($000) $6,311 Shares 144,558 Est. Cost $15.30 Unrealized +55.6%
TPR TAPESTRY 1.3%
Value ($000) $6,050 Shares 120,358 Est. Cost $39.03 Unrealized +2.4%
AMAT APPLIED MATERIALS INC 1.3%
Value ($000) $6,015 Shares 155,623 Est. Cost $46.31 Unrealized -12.1%
GM GENERAL MOTORS CORP COM 1.3%
Value ($000) $5,924 Shares 175,935 Est. Cost $36.57 Unrealized -9.5%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $5,871 Shares 41,996 Est. Cost $121.49 Unrealized
CAG CONAGRA FOODS, INC 1.2%
Value ($000) $5,685 Shares 167,350 Est. Cost $27.33 Unrealized 0.0%
VIACOM INC CLASS B 1.2%
Value ($000) $5,626 Shares 166,647 Est. Cost $33.51 Unrealized
EQT EQT CORPORATION 1.2%
Value ($000) $5,620 Shares 127,060 Est. Cost $27.98 Unrealized -8.8%
TGT TARGET CORP 1.2%
Value ($000) $5,455 Shares 61,845 Est. Cost $50.62 Unrealized +34.2%
HAL HALLIBURTON CO 1.1%
Value ($000) $5,370 Shares 132,497 Est. Cost $40.65 Unrealized -12.5%
T AT&T INC 1.1%
Value ($000) $5,362 Shares 159,690 Est. Cost $12.49 Unrealized +15.9%
KLAC KLA-TENCOR CORP 1.1%
Value ($000) $5,280 Shares 51,910 Est. Cost $97.03 Unrealized +1.2%
SBAC SBA COMMUNICATIONS 1.1%
Value ($000) $5,230 Shares 32,561 Est. Cost $147.24 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 1.1%
Value ($000) $5,134 Shares 83,485 Est. Cost $70.94 Unrealized -23.5%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $5,069 Shares 94,944 Est. Cost $30.30 Unrealized +17.6%
ALLY ALLY FINANCIAL INC 1.0%
Value ($000) $4,904 Shares 185,409 Est. Cost $16.88 Unrealized +27.8%
ALL ALLSTATE CORP 1.0%
Value ($000) $4,863 Shares 49,273 Est. Cost $41.78 Unrealized +96.4%
AVGO BROADCOM INC 1.0%
Value ($000) $4,803 Shares 19,465 Est. Cost $18.88 Unrealized -3.2%
PIONEER NATURAL RESOURCES 1.0%
Value ($000) $4,706 Shares 27,019 Est. Cost $174.17 Unrealized
TWENTY-FIRST CENTURY FOX INC 1.0%
Value ($000) $4,625 Shares 100,948 Est. Cost $31.78 Unrealized
AIZ ASSURANT INC 1.0%
Value ($000) $4,618 Shares 42,775 Est. Cost $84.54 Unrealized +9.0%
ALB ALBEMARLE CORP 0.9%
Value ($000) $4,464 Shares 44,735 Est. Cost $95.91 Unrealized -9.0%
WHR WHIRLPOOL CORP 0.9%
Value ($000) $4,462 Shares 37,571 Est. Cost $175.05 Unrealized -24.3%
BFH ALLIANCE DATA SYSTEMS CORP 0.9%
Value ($000) $4,437 Shares 18,787 Est. Cost $161.71 Unrealized +2.5%
GENERAL ELECTRIC CO 0.9%
Value ($000) $4,394 Shares 389,151 Est. Cost $21.54 Unrealized
LAB CORP OF AMERICA NEW 0.9%
Value ($000) $4,385 Shares 25,246 Est. Cost $173.69 Unrealized
DGX QUEST DIAGNOSTICS INC 0.9%
Value ($000) $4,356 Shares 40,365 Est. Cost $94.62 Unrealized 0.0%
ARCONIC INC 0.9%
Value ($000) $4,306 Shares 195,661 Est. Cost $25.86 Unrealized
AMG AFFILIATED MNGRS GRP COM 0.7%
Value ($000) $3,458 Shares 25,294 Est. Cost $194.15 Unrealized -25.7%
EBAY EBAY INC 0.7%
Value ($000) $3,389 Shares 102,631 Est. Cost $30.84 Unrealized 0.0%
STERICYCLE INC 0.7%
Value ($000) $3,326 Shares 56,677 Est. Cost $58.68 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.7%
Value ($000) $3,315 Shares 85,951 Est. Cost $20.01 Unrealized +46.7%
KEY KEYCORP 0.7%
Value ($000) $3,293 Shares 165,540 Est. Cost $7.11 Unrealized +106.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $3,187 Shares 74,187 Est. Cost $33.35 Unrealized +6.7%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $3,180 Shares 27,241 Est. Cost $88.44 Unrealized 0.0%
WY WEYERHAEUSER CO COM 0.7%
Value ($000) $3,180 Shares 98,557 Est. Cost $25.91 Unrealized 0.0%
MYLAN INC 0.7%
Value ($000) $3,138 Shares 85,740 Est. Cost $36.21 Unrealized
CTRA CABOT OIL & GAS 0.7%
Value ($000) $3,070 Shares 136,337 Est. Cost $17.21 Unrealized +0.3%
SUNTRUST BANKS INC 0.6%
Value ($000) $3,053 Shares 45,713 Est. Cost $40.20 Unrealized
NOBLE ENERGY INC 0.6%
Value ($000) $3,020 Shares 96,811 Est. Cost $31.19 Unrealized
GAP GAP INC 0.6%
Value ($000) $3,016 Shares 104,556 Est. Cost $23.06 Unrealized 0.0%
CCI CROWN CASTLE INTERNATIONAL COR 0.6%
Value ($000) $2,909 Shares 26,127 Est. Cost $81.32 Unrealized 0.0%
HANESBRANDS INC 0.6%
Value ($000) $2,889 Shares 156,735 Est. Cost $18.43 Unrealized
STT STATE STREET CORPORATION 0.6%
Value ($000) $2,793 Shares 33,334 Est. Cost $69.79 Unrealized -0.7%
BKR BAKER HUGHES A GE 0.6%
Value ($000) $2,760 Shares 81,590 Est. Cost $26.94 Unrealized -0.6%
ITW ILLINOIS TOOL WORKS INC 0.6%
Value ($000) $2,742 Shares 19,431 Est. Cost $117.42 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB COM 0.6%
Value ($000) $2,712 Shares 43,681 Est. Cost $40.63 Unrealized +10.7%
XEROX CORP COM 0.6%
Value ($000) $2,707 Shares 100,332 Est. Cost $24.00 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $2,698 Shares 11,203 Est. Cost $214.36 Unrealized -1.0%
ORCL ORACLE CORP 0.5%
Value ($000) $2,439 Shares 47,309 Est. Cost $43.08 Unrealized +1.2%
NIELSEN HLDGS PLC 0.5%
Value ($000) $2,379 Shares 86,023 Est. Cost $37.24 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $2,270 Shares 19,410 Est. Cost $97.17 Unrealized +9.7%
PCAR PACCAR INC 0.5%
Value ($000) $2,144 Shares 31,436 Est. Cost $34.11 Unrealized -4.0%
RRC RANGE RESOURCES CORP 0.4%
Value ($000) $2,096 Shares 123,360 Est. Cost $17.86 Unrealized -10.1%
AVY AVERY DENNISON CORP COM 0.4%
Value ($000) $2,080 Shares 19,195 Est. Cost $92.28 Unrealized +2.2%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $2,077 Shares 34,095 Est. Cost $54.84 Unrealized -5.1%
FBIN FORTUNE BRANDS HOME & SECURITY 0.4%
Value ($000) $2,024 Shares 38,652 Est. Cost $42.83 Unrealized -2.1%
AES AES CORP COM 0.4%
Value ($000) $1,967 Shares 140,498 Est. Cost $8.25 Unrealized +25.5%
PPL PPL CORP 0.4%
Value ($000) $1,895 Shares 64,764 Est. Cost $21.13 Unrealized 0.0%
APACHE CORP 0.4%
Value ($000) $1,875 Shares 39,324 Est. Cost $42.16 Unrealized
SYF SYNCHRONY FINANCIAL 0.4%
Value ($000) $1,848 Shares 59,459 Est. Cost $26.46 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,822 Shares 13,186 Est. Cost $106.58 Unrealized +1.4%
DLR DIGITAL REALTY TRUST 0.4%
Value ($000) $1,785 Shares 15,868 Est. Cost $92.56 Unrealized 0.0%
KELLOGG COMPANY 0.4%
Value ($000) $1,767 Shares 25,234 Est. Cost $45.15 Unrealized +13.7%
RF REGIONS FINL CORP 0.4%
Value ($000) $1,729 Shares 94,232 Est. Cost $6.49 Unrealized +115.0%
APTIV PLC 0.4%
Value ($000) $1,713 Shares 20,417 Est. Cost $83.90 Unrealized
NCLH NORWEGIAN CRUISE LINE 0.4%
Value ($000) $1,698 Shares 29,569 Est. Cost $56.85 Unrealized -8.9%
COTY COTY INC 0.4%
Value ($000) $1,681 Shares 133,816 Est. Cost $19.47 Unrealized -38.4%
NEWFIELD EXPLORATION COMPANY 0.3%
Value ($000) $1,535 Shares 53,230 Est. Cost $26.34 Unrealized
PWR QUANTA SERVICES INC 0.3%
Value ($000) $1,496 Shares 44,808 Est. Cost $33.38 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO 0.3%
Value ($000) $1,479 Shares 22,091 Est. Cost $59.73 Unrealized -6.3%
HIG HARTFORD FINANCIAL SERVICES GR 0.3%
Value ($000) $1,477 Shares 29,573 Est. Cost $32.64 Unrealized +33.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,469 Shares 20,399 Est. Cost $51.60 Unrealized +5.9%
GT GOODYEAR TIRE & RUBBER CO 0.3%
Value ($000) $1,467 Shares 62,710 Est. Cost $29.53 Unrealized -20.4%
NOK NOKIA CORP 0.3%
Value ($000) $1,430 Shares 256,253 Est. Cost $5.68 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,429 Shares 31,598 Est. Cost $31.52 Unrealized +56.1%
HPQ HP INC 0.3%
Value ($000) $1,428 Shares 55,402 Est. Cost $17.36 Unrealized +8.2%
MLM MARTIN MARIETTA MATL INC 0.3%
Value ($000) $1,388 Shares 7,631 Est. Cost $195.48 Unrealized 0.0%
PVH PVH CORP 0.3%
Value ($000) $1,365 Shares 9,455 Est. Cost $146.28 Unrealized 0.0%
WESTROCK CO 0.3%
Value ($000) $1,329 Shares 24,878 Est. Cost $53.42 Unrealized
NXPI NXP SEMICONDUCTORS 0.3%
Value ($000) $1,195 Shares 13,982 Est. Cost $85.25 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,045 Shares 7,730 Est. Cost $98.81 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,012 Shares 4,547 Est. Cost $153.22 Unrealized +30.7%
DUKE REALTY 0.2%
Value ($000) $953 Shares 33,600 Est. Cost $28.36 Unrealized
AYI ACUITY BRANDS INC 0.2%
Value ($000) $949 Shares 6,037 Est. Cost $149.74 Unrealized -6.5%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $938 Shares 19,274 Est. Cost $29.79 Unrealized +21.0%
VECTREN CORP 0.2%
Value ($000) $937 Shares 13,111 Est. Cost $60.40 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $818 Shares 17,560 Est. Cost $38.94 Unrealized 0.0%
SIG SIGNET JEWELERS 0.2%
Value ($000) $769 Shares 11,671 Est. Cost $50.27 Unrealized +5.3%
LAM RESEARCH CORP 0.1%
Value ($000) $692 Shares 4,559 Est. Cost $151.79 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $637 Shares 8,033 Est. Cost $55.86 Unrealized +4.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $632 Shares 6,989 Est. Cost $70.72 Unrealized +10.7%
IVZ INVESCO LTD 0.1%
Value ($000) $615 Shares 26,889 Est. Cost $21.64 Unrealized -19.2%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $600 Shares 5,500 Est. Cost $91.63 Unrealized +3.4%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $572 Shares 5,327 Est. Cost $74.19 Unrealized +21.6%
KIM KIMCO REALTY CORP 0.1%
Value ($000) $569 Shares 33,997 Est. Cost $11.27 Unrealized +4.4%
ADBE ADOBE INC 0.1%
Value ($000) $450 Shares 1,668 Est. Cost $257.84 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $381 Shares 4,059 Est. Cost $28.34 Unrealized -3.5%
MAS MASCO CORPORATION 0.1%
Value ($000) $339 Shares 9,257 Est. Cost $34.15 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $321 Shares 5,059 Est. Cost $55.64 Unrealized -1.9%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $280 Shares 4,707 Est. Cost $50.84 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $256 Shares 1,754 Est. Cost $137.23 Unrealized -15.3%
MRK MERCK & CO INC 0.1%
Value ($000) $241 Shares 3,400 Est. Cost $50.65 Unrealized 0.0%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $240 Shares 4,347 Est. Cost $41.81 Unrealized 0.0%
AIG AMERICAN INTL GROUP COM 0.0%
Value ($000) $210 Shares 3,951 Est. Cost $44.18 Unrealized 0.0%
THERAPEUTICSMD INC 0.0%
Value ($000) $166 Shares 25,324 Est. Cost $4.90 Unrealized