STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 25, 2019

Total Value ($000): $339,833 (100.0% shares, 0.0% debt)

Holdings (111)

MSFT MICROSOFT CORP 5.1%
Value ($000) $17,198 Shares 145,824 Est. Cost $60.10 Unrealized +70.2%
AMZN AMAZON COM INC 3.7%
Value ($000) $12,522 Shares 7,032 Est. Cost $67.08 Unrealized +24.1%
GOOGL ALPHABET CLASS A 3.1%
Value ($000) $10,614 Shares 9,019 Est. Cost $45.62 Unrealized +22.8%
AAPL APPLE INC 2.7%
Value ($000) $9,117 Shares 47,999 Est. Cost $22.84 Unrealized +77.0%
JPM JPMORGAN CHASE & CO. 2.7%
Value ($000) $9,068 Shares 89,583 Est. Cost $54.76 Unrealized +55.8%
C CITIGROUP INC 2.2%
Value ($000) $7,331 Shares 117,825 Est. Cost $44.41 Unrealized +9.8%
CVS CVS HEALTH CORPORATION 2.1%
Value ($000) $7,205 Shares 133,590 Est. Cost $57.88 Unrealized -14.5%
COF CAPITAL ONE FINL CORP 1.9%
Value ($000) $6,530 Shares 79,932 Est. Cost $72.22 Unrealized 0.0%
CAG CONAGRA FOODS, INC 1.9%
Value ($000) $6,300 Shares 227,100 Est. Cost $25.95 Unrealized -33.0%
BAC BANK OF AMERICA CORPORATION 1.8%
Value ($000) $6,133 Shares 222,292 Est. Cost $14.21 Unrealized +68.1%
V VISA INC 1.8%
Value ($000) $6,087 Shares 38,971 Est. Cost $96.40 Unrealized +42.5%
IBM INTERNATIONAL BUS MACH CORP 1.7%
Value ($000) $5,936 Shares 42,070 Est. Cost $103.60 Unrealized -8.6%
CCI CROWN CASTLE INTERNATIONAL COR 1.6%
Value ($000) $5,575 Shares 43,556 Est. Cost $81.17 Unrealized +7.6%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $5,403 Shares 83,106 Est. Cost $50.86 Unrealized 0.0%
CRM SALESFORCE.COM INC 1.6%
Value ($000) $5,390 Shares 34,037 Est. Cost $139.03 Unrealized +10.1%
CCL CARNIVAL CORP 1.6%
Value ($000) $5,387 Shares 106,212 Est. Cost $60.19 Unrealized -12.3%
D DOMINION RESOURCES INC/VA 1.6%
Value ($000) $5,330 Shares 69,526 Est. Cost $53.27 Unrealized +1.2%
GOOG ALPHABET CLASS C 1.5%
Value ($000) $5,192 Shares 4,425 Est. Cost $35.89 Unrealized +55.2%
DAL DELTA AIR LINES INC 1.5%
Value ($000) $5,110 Shares 98,930 Est. Cost $46.78 Unrealized 0.0%
CI CIGNA CORP 1.5%
Value ($000) $4,937 Shares 30,700 Est. Cost $190.77 Unrealized -12.5%
AMAT APPLIED MATERIALS INC 1.4%
Value ($000) $4,787 Shares 120,713 Est. Cost $46.31 Unrealized -23.7%
EMR EMERSON ELECTRIC CO 1.4%
Value ($000) $4,690 Shares 68,501 Est. Cost $56.02 Unrealized 0.0%
WFC WELLS FARGO & COMPANY 1.4%
Value ($000) $4,648 Shares 96,199 Est. Cost $37.54 Unrealized +8.6%
DGX QUEST DIAGNOSTICS INC 1.4%
Value ($000) $4,606 Shares 51,225 Est. Cost $90.15 Unrealized -16.2%
MDT MEDTRONIC PLC 1.3%
Value ($000) $4,399 Shares 48,302 Est. Cost $74.33 Unrealized 0.0%
META FACEBOOK INC 1.3%
Value ($000) $4,329 Shares 25,971 Est. Cost $129.92 Unrealized +21.6%
CAT CATERPILLAR INC 1.3%
Value ($000) $4,323 Shares 31,910 Est. Cost $112.32 Unrealized +2.0%
KELLOGG COMPANY 1.2%
Value ($000) $4,221 Shares 73,566 Est. Cost $45.97 Unrealized -9.8%
MPC MARATHON PETROLEUM CORPORATION 1.2%
Value ($000) $4,216 Shares 70,445 Est. Cost $52.77 Unrealized -4.4%
T AT&T INC 1.2%
Value ($000) $4,139 Shares 131,996 Est. Cost $12.97 Unrealized +9.2%
INTC INTEL CORP 1.2%
Value ($000) $4,006 Shares 74,607 Est. Cost $43.83 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,846 Shares 27,516 Est. Cost $110.34 Unrealized 0.0%
BIIB BIOGEN INC 1.1%
Value ($000) $3,820 Shares 16,159 Est. Cost $289.82 Unrealized +8.6%
BKR BAKER HUGHES A GE 1.1%
Value ($000) $3,805 Shares 137,275 Est. Cost $23.98 Unrealized -13.3%
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $3,778 Shares 63,890 Est. Cost $36.25 Unrealized +7.4%
TGT TARGET CORP 1.1%
Value ($000) $3,589 Shares 44,722 Est. Cost $54.51 Unrealized +11.3%
MO ALTRIA GROUP INC 1.0%
Value ($000) $3,543 Shares 61,701 Est. Cost $33.08 Unrealized -10.2%
PIONEER NATURAL RESOURCES 1.0%
Value ($000) $3,481 Shares 22,856 Est. Cost $174.17 Unrealized
IFF INTERNATIONAL FLAVORS 1.0%
Value ($000) $3,457 Shares 26,840 Est. Cost $110.40 Unrealized 0.0%
EXC EXELON CORP 1.0%
Value ($000) $3,418 Shares 68,173 Est. Cost $15.30 Unrealized +74.7%
TPR TAPESTRY 1.0%
Value ($000) $3,406 Shares 104,841 Est. Cost $38.22 Unrealized -23.8%
AAL AMERICAN AIRLINES GROUP 1.0%
Value ($000) $3,271 Shares 102,994 Est. Cost $33.75 Unrealized -1.9%
CL COLGATE-PALMOLIVE CO 1.0%
Value ($000) $3,240 Shares 47,272 Est. Cost $54.99 Unrealized 0.0%
VIACOM INC CLASS B 0.9%
Value ($000) $3,185 Shares 113,480 Est. Cost $33.51 Unrealized
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $3,140 Shares 75,968 Est. Cost $34.73 Unrealized +8.5%
AIZ ASSURANT INC 0.9%
Value ($000) $3,112 Shares 32,784 Est. Cost $84.54 Unrealized +0.9%
GM GENERAL MOTORS CORP COM 0.9%
Value ($000) $3,037 Shares 81,868 Est. Cost $36.57 Unrealized -4.7%
DLR DIGITAL REALTY TRUST 0.9%
Value ($000) $3,034 Shares 25,494 Est. Cost $89.23 Unrealized -1.6%
OXY OCCIDENTAL PETROLEUM CORP 0.9%
Value ($000) $2,895 Shares 43,725 Est. Cost $56.47 Unrealized 0.0%
ALB ALBEMARLE CORP 0.8%
Value ($000) $2,787 Shares 33,998 Est. Cost $95.91 Unrealized -22.5%
ALL ALLSTATE CORP 0.8%
Value ($000) $2,757 Shares 29,277 Est. Cost $41.78 Unrealized +84.1%
APTIV PLC 0.8%
Value ($000) $2,693 Shares 33,874 Est. Cost $78.04 Unrealized
ARCONIC INC 0.8%
Value ($000) $2,568 Shares 134,385 Est. Cost $25.86 Unrealized
FLR FLUOR CORP 0.8%
Value ($000) $2,560 Shares 69,558 Est. Cost $41.25 Unrealized -14.8%
WAB WABTEC 0.7%
Value ($000) $2,546 Shares 34,535 Est. Cost $69.17 Unrealized 0.0%
MHK MOHAWK INDS INC 0.7%
Value ($000) $2,546 Shares 20,186 Est. Cost $130.19 Unrealized 0.0%
HPQ HP INC 0.7%
Value ($000) $2,489 Shares 128,081 Est. Cost $16.70 Unrealized 0.0%
MYLAN INC 0.7%
Value ($000) $2,478 Shares 87,438 Est. Cost $34.04 Unrealized
TSN TYSON FOODS INC CL A 0.7%
Value ($000) $2,444 Shares 35,200 Est. Cost $48.34 Unrealized +5.4%
PVH PVH CORP 0.7%
Value ($000) $2,314 Shares 18,976 Est. Cost $127.34 Unrealized -14.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.7%
Value ($000) $2,256 Shares 21,755 Est. Cost $89.16 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP 0.6%
Value ($000) $2,120 Shares 65,221 Est. Cost $20.01 Unrealized +28.1%
LYB LYONDELL BASELL INDUSTRY 0.6%
Value ($000) $2,115 Shares 25,153 Est. Cost $57.50 Unrealized -3.5%
WESTROCK 0.6%
Value ($000) $1,990 Shares 51,888 Est. Cost $38.35 Unrealized
DIS WALT DISNEY CO 0.6%
Value ($000) $1,942 Shares 17,490 Est. Cost $97.17 Unrealized +11.0%
ADSK AUTODESK INC 0.6%
Value ($000) $1,931 Shares 12,395 Est. Cost $149.48 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $1,860 Shares 13,663 Est. Cost $106.65 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,815 Shares 21,394 Est. Cost $62.40 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $1,743 Shares 54,653 Est. Cost $26.28 Unrealized -3.5%
AES AES CORP COM 0.5%
Value ($000) $1,734 Shares 95,893 Est. Cost $8.25 Unrealized +59.5%
DXC DXC Technology 0.5%
Value ($000) $1,611 Shares 25,058 Est. Cost $66.27 Unrealized -7.2%
BFH ALLIANCE DATA SYSTEMS CORP 0.5%
Value ($000) $1,562 Shares 8,929 Est. Cost $161.71 Unrealized -25.6%
TE CONNECTIVITY 0.4%
Value ($000) $1,438 Shares 17,803 Est. Cost $80.77 Unrealized
CPRI CAPRI HOLDINGS 0.4%
Value ($000) $1,418 Shares 30,987 Est. Cost $43.70 Unrealized 0.0%
JUNIPER NETWORKS INC COM 0.4%
Value ($000) $1,402 Shares 52,981 Est. Cost $26.92 Unrealized
CBS CORPORATION 0.4%
Value ($000) $1,393 Shares 29,302 Est. Cost $44.11 Unrealized
SPY SPDR S&P 500 0.4%
Value ($000) $1,374 Shares 4,865 Est. Cost $252.89 Unrealized
NOK NOKIA CORP 0.4%
Value ($000) $1,354 Shares 236,783 Est. Cost $5.69 Unrealized
PWR QUANTA SERVICES INC 0.4%
Value ($000) $1,287 Shares 34,114 Est. Cost $32.91 Unrealized +4.2%
XYZ SQUARE INC 0.4%
Value ($000) $1,267 Shares 16,907 Est. Cost $72.47 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $1,262 Shares 15,297 Est. Cost $65.26 Unrealized +0.6%
FDX FEDEX CORP 0.4%
Value ($000) $1,247 Shares 6,875 Est. Cost $214.36 Unrealized -27.3%
NOBLE ENERGY INC 0.4%
Value ($000) $1,241 Shares 50,187 Est. Cost $26.46 Unrealized
KLAC KLA-TENCOR CORP 0.4%
Value ($000) $1,193 Shares 9,987 Est. Cost $98.08 Unrealized 0.0%
DPZ DOMINA'S PIZZA INC 0.3%
Value ($000) $1,037 Shares 4,017 Est. Cost $239.79 Unrealized 0.0%
CTRA CABOT OIL & GAS 0.3%
Value ($000) $1,020 Shares 39,095 Est. Cost $18.65 Unrealized 0.0%
HUM HUMANA INC 0.3%
Value ($000) $1,018 Shares 3,826 Est. Cost $293.53 Unrealized -7.6%
HIG HARTFORD FINANCIAL SERVICES GR 0.3%
Value ($000) $1,003 Shares 20,166 Est. Cost $32.64 Unrealized +24.9%
ANADARKO PETROLEUM CORP COM 0.3%
Value ($000) $970 Shares 21,329 Est. Cost $45.48 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $918 Shares 16,089 Est. Cost $51.60 Unrealized -11.4%
RF REGIONS FINL CORP 0.3%
Value ($000) $915 Shares 64,675 Est. Cost $6.49 Unrealized +77.9%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $882 Shares 16,332 Est. Cost $29.79 Unrealized +32.6%
MS MORGAN STANLEY 0.2%
Value ($000) $820 Shares 19,424 Est. Cost $38.47 Unrealized -11.6%
PSA PUBLIC STORAGE 0.2%
Value ($000) $756 Shares 3,471 Est. Cost $157.22 Unrealized 0.0%
KEY KEYCORP 0.2%
Value ($000) $688 Shares 43,680 Est. Cost $7.11 Unrealized +68.4%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $658 Shares 15,254 Est. Cost $37.72 Unrealized -7.5%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $655 Shares 20,744 Est. Cost $21.96 Unrealized -8.8%
RRC RANGE RESOURCES CORP 0.2%
Value ($000) $636 Shares 56,566 Est. Cost $17.86 Unrealized -39.3%
NORDSTROM INC 0.2%
Value ($000) $625 Shares 14,082 Est. Cost $46.42 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $622 Shares 8,674 Est. Cost $66.22 Unrealized 0.0%
LAM RESEARCH CORP 0.2%
Value ($000) $614 Shares 3,430 Est. Cost $139.48 Unrealized
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $521 Shares 10,044 Est. Cost $48.28 Unrealized 0.0%
MAR MARRIOTT INTL INC 0.2%
Value ($000) $516 Shares 4,125 Est. Cost $111.57 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $463 Shares 6,192 Est. Cost $21.10 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $443 Shares 2,319 Est. Cost $133.20 Unrealized +9.3%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $332 Shares 2,500 Est. Cost $175.05 Unrealized -24.5%
RL RALPH LAUREN CORP 0.1%
Value ($000) $331 Shares 2,550 Est. Cost $104.01 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $311 Shares 31,133 Est. Cost $21.54 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $233 Shares 7,121 Est. Cost $39.06 Unrealized -25.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $200 Shares 1,927 Est. Cost $70.72 Unrealized +23.0%
THERAPEUTICSMD INC 0.0%
Value ($000) $123 Shares 25,324 Est. Cost $4.90 Unrealized