STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 29, 2019

Total Value ($000): $281,624 (100.0% shares, 0.0% debt)

Holdings (113)

MSFT MICROSOFT CORP 5.0%
Value ($000) $14,042 Shares 104,825 Est. Cost $60.10 Unrealized +98.9%
WFC WELLS FARGO & COMPANY 3.3%
Value ($000) $9,155 Shares 193,480 Est. Cost $38.31 Unrealized +2.0%
JPM JPMORGAN CHASE & CO. 3.0%
Value ($000) $8,407 Shares 75,193 Est. Cost $54.76 Unrealized +68.0%
GOOGL ALPHABET CLASS A 2.8%
Value ($000) $8,005 Shares 7,393 Est. Cost $45.62 Unrealized +26.0%
AAPL APPLE INC 2.8%
Value ($000) $7,777 Shares 39,292 Est. Cost $22.84 Unrealized +104.1%
C CITIGROUP INC 2.5%
Value ($000) $6,910 Shares 98,677 Est. Cost $44.41 Unrealized +19.1%
AMZN AMAZON COM INC 2.4%
Value ($000) $6,832 Shares 3,608 Est. Cost $67.08 Unrealized +38.9%
GILD GILEAD SCIENCES INC 2.2%
Value ($000) $6,159 Shares 91,165 Est. Cost $50.85 Unrealized -0.1%
CVS CVS HEALTH CORPORATION 2.2%
Value ($000) $6,131 Shares 112,512 Est. Cost $57.88 Unrealized -24.7%
MPC MARATHON PETROLEUM CORPORATION 2.1%
Value ($000) $5,875 Shares 105,139 Est. Cost $49.97 Unrealized -11.4%
V VISA INC 2.0%
Value ($000) $5,653 Shares 32,571 Est. Cost $96.40 Unrealized +62.2%
CCL CARNIVAL CORP 1.8%
Value ($000) $5,120 Shares 109,994 Est. Cost $59.85 Unrealized -15.9%
BMY BRISTOL MYERS SQUIBB COM 1.8%
Value ($000) $4,955 Shares 109,267 Est. Cost $36.12 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $4,765 Shares 43,455 Est. Cost $90.50 Unrealized 0.0%
GM GENERAL MOTORS CORP COM 1.6%
Value ($000) $4,384 Shares 113,769 Est. Cost $36.05 Unrealized -3.7%
CRM SALESFORCE.COM INC 1.5%
Value ($000) $4,290 Shares 28,273 Est. Cost $139.03 Unrealized +11.4%
CBS CORPORATION 1.5%
Value ($000) $4,212 Shares 84,416 Est. Cost $47.89 Unrealized
GOOG ALPHABET CLASS C 1.5%
Value ($000) $4,207 Shares 3,892 Est. Cost $35.89 Unrealized +59.5%
CAT CATERPILLAR INC 1.4%
Value ($000) $4,055 Shares 29,753 Est. Cost $112.32 Unrealized +2.1%
CI CIGNA CORP 1.4%
Value ($000) $4,008 Shares 25,442 Est. Cost $190.77 Unrealized -24.9%
LOW LOWE'S COMPANIES INC 1.4%
Value ($000) $3,859 Shares 38,246 Est. Cost $93.45 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $3,717 Shares 65,060 Est. Cost $36.32 Unrealized +10.2%
T AT&T INC 1.3%
Value ($000) $3,609 Shares 107,700 Est. Cost $12.97 Unrealized +16.3%
AAL AMERICAN AIRLINES GROUP 1.3%
Value ($000) $3,584 Shares 109,890 Est. Cost $33.63 Unrealized -5.1%
CAG CONAGRA FOODS, INC 1.3%
Value ($000) $3,573 Shares 134,729 Est. Cost $25.95 Unrealized -14.4%
KSS KOHLS CORP 1.3%
Value ($000) $3,571 Shares 75,097 Est. Cost $60.32 Unrealized 0.0%
PIONEER NATURAL RESOURCES 1.3%
Value ($000) $3,536 Shares 22,983 Est. Cost $174.17 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 1.2%
Value ($000) $3,422 Shares 68,054 Est. Cost $53.74 Unrealized -9.1%
LAM RESEARCH CORP 1.2%
Value ($000) $3,313 Shares 17,636 Est. Cost $178.45 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $3,287 Shares 68,666 Est. Cost $43.83 Unrealized -1.7%
KELLOGG COMPANY 1.1%
Value ($000) $3,226 Shares 60,218 Est. Cost $45.97 Unrealized -9.3%
IBM INTERNATIONAL BUS MACH CORP 1.1%
Value ($000) $3,205 Shares 23,238 Est. Cost $103.60 Unrealized -4.8%
META FACEBOOK INC 1.1%
Value ($000) $3,126 Shares 16,199 Est. Cost $129.92 Unrealized +39.7%
PM PHILIP MORRIS INTERNATIONAL IN 1.1%
Value ($000) $3,109 Shares 39,589 Est. Cost $58.27 Unrealized 0.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $2,956 Shares 30,357 Est. Cost $74.33 Unrealized +2.5%
GLW CORNING INC 1.0%
Value ($000) $2,837 Shares 85,360 Est. Cost $26.62 Unrealized 0.0%
LW LAMB WESTON 1.0%
Value ($000) $2,780 Shares 43,871 Est. Cost $59.53 Unrealized 0.0%
DXC DXC Technology 1.0%
Value ($000) $2,726 Shares 49,421 Est. Cost $61.15 Unrealized -8.6%
BK BANK OF NEW YORK MELLON CORP 1.0%
Value ($000) $2,723 Shares 61,665 Est. Cost $38.80 Unrealized 0.0%
VST VISTRA ENERGY CORP 1.0%
Value ($000) $2,699 Shares 119,224 Est. Cost $21.56 Unrealized 0.0%
VIACOM INC CLASS B 0.9%
Value ($000) $2,580 Shares 86,364 Est. Cost $33.51 Unrealized
TPR TAPESTRY 0.9%
Value ($000) $2,496 Shares 78,650 Est. Cost $38.22 Unrealized -31.6%
ALL ALLSTATE CORP 0.9%
Value ($000) $2,475 Shares 24,338 Est. Cost $41.78 Unrealized +99.8%
FLR FLUOR CORP 0.9%
Value ($000) $2,451 Shares 72,744 Est. Cost $40.86 Unrealized -20.7%
ARISTA NETWORKS 0.9%
Value ($000) $2,402 Shares 9,253 Est. Cost $259.59 Unrealized
D DOMINION RESOURCES INC/VA 0.9%
Value ($000) $2,396 Shares 30,990 Est. Cost $53.27 Unrealized +6.7%
DAL DELTA AIR LINES INC 0.9%
Value ($000) $2,396 Shares 42,228 Est. Cost $46.78 Unrealized +13.9%
WMT WALMART INC 0.8%
Value ($000) $2,363 Shares 21,384 Est. Cost $31.30 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $2,344 Shares 49,668 Est. Cost $47.19 Unrealized
CCI CROWN CASTLE INTERNATIONAL COR 0.8%
Value ($000) $2,275 Shares 17,455 Est. Cost $81.17 Unrealized +19.0%
ALB ALBEMARLE CORP 0.8%
Value ($000) $2,195 Shares 31,180 Est. Cost $95.91 Unrealized -29.7%
QCOM QUALCOMM INC 0.7%
Value ($000) $2,094 Shares 27,523 Est. Cost $56.21 Unrealized +11.6%
BA BOEING CO 0.7%
Value ($000) $2,057 Shares 5,651 Est. Cost $357.24 Unrealized 0.0%
XYZ SQUARE INC 0.7%
Value ($000) $2,053 Shares 28,303 Est. Cost $71.42 Unrealized -2.2%
WAB WABTEC 0.7%
Value ($000) $2,005 Shares 27,935 Est. Cost $69.17 Unrealized -1.5%
LUV SOUTHWEST AIRLINES CO 0.7%
Value ($000) $1,954 Shares 38,470 Est. Cost $47.75 Unrealized -0.4%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,865 Shares 34,073 Est. Cost $37.81 Unrealized +19.5%
MRK MERCK & CO INC 0.6%
Value ($000) $1,798 Shares 21,438 Est. Cost $62.14 Unrealized 0.0%
CFG CITIZENS FINANCIAL GROUP 0.6%
Value ($000) $1,783 Shares 50,415 Est. Cost $20.01 Unrealized +30.0%
MYLAN INC 0.6%
Value ($000) $1,767 Shares 92,811 Est. Cost $33.17 Unrealized
LYB LYONDELL BASELL INDUSTRY 0.6%
Value ($000) $1,749 Shares 20,307 Est. Cost $57.50 Unrealized -3.7%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1,711 Shares 44,335 Est. Cost $34.73 Unrealized +7.0%
DLR DIGITAL REALTY TRUST 0.6%
Value ($000) $1,656 Shares 14,058 Est. Cost $89.23 Unrealized +6.0%
PVH PVH CORP 0.6%
Value ($000) $1,593 Shares 16,828 Est. Cost $127.34 Unrealized -14.0%
WESTROCK 0.5%
Value ($000) $1,544 Shares 42,342 Est. Cost $38.35 Unrealized
DE DEERE & COMPANY 0.5%
Value ($000) $1,471 Shares 8,875 Est. Cost $141.43 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.5%
Value ($000) $1,431 Shares 49,361 Est. Cost $14.21 Unrealized +72.4%
BFH ALLIANCE DATA SYSTEMS CORP 0.5%
Value ($000) $1,372 Shares 9,793 Est. Cost $156.91 Unrealized -31.6%
NRG NRG ENERGY INC 0.5%
Value ($000) $1,362 Shares 38,787 Est. Cost $31.38 Unrealized 0.0%
RF REGIONS FINL CORP 0.5%
Value ($000) $1,355 Shares 90,721 Est. Cost $7.85 Unrealized +43.1%
JBHT HUNT JB TRANSPRT SVCS INC 0.5%
Value ($000) $1,346 Shares 14,725 Est. Cost $88.77 Unrealized 0.0%
BIIB BIOGEN INC 0.5%
Value ($000) $1,308 Shares 5,591 Est. Cost $289.82 Unrealized -20.3%
SPY SPDR S&P 500 0.5%
Value ($000) $1,306 Shares 4,456 Est. Cost $252.89 Unrealized
NEKTAR THERAPEUTICS 0.5%
Value ($000) $1,294 Shares 36,377 Est. Cost $35.57 Unrealized
TAP MOLSON COORS BREWING CO 0.4%
Value ($000) $1,256 Shares 22,425 Est. Cost $48.86 Unrealized 0.0%
MOS MOSAIC CO 0.4%
Value ($000) $1,254 Shares 50,100 Est. Cost $21.57 Unrealized 0.0%
STT STATE STREET CORPORATION 0.4%
Value ($000) $1,251 Shares 22,309 Est. Cost $50.01 Unrealized 0.0%
MAC MACERICH 0.4%
Value ($000) $1,246 Shares 37,202 Est. Cost $33.49 Unrealized
CHKP CHECK POINT SOFTWARE TECH COM 0.4%
Value ($000) $1,232 Shares 10,657 Est. Cost $118.07 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,151 Shares 13,447 Est. Cost $62.40 Unrealized +1.0%
FDX FEDEX CORP 0.4%
Value ($000) $1,129 Shares 6,875 Est. Cost $214.36 Unrealized -27.8%
AVGO BROADCOM INC 0.4%
Value ($000) $1,113 Shares 3,868 Est. Cost $24.38 Unrealized 0.0%
RL RALPH LAUREN CORP 0.4%
Value ($000) $1,063 Shares 9,357 Est. Cost $104.88 Unrealized +0.3%
CNA CNA FINANCIAL CORPORATION 0.4%
Value ($000) $1,018 Shares 21,637 Est. Cost $28.67 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.3%
Value ($000) $978 Shares 25,615 Est. Cost $32.91 Unrealized +13.4%
NOBLE ENERGY INC 0.3%
Value ($000) $975 Shares 43,530 Est. Cost $26.46 Unrealized
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $963 Shares 21,443 Est. Cost $46.31 Unrealized -15.0%
CPRI CAPRI HOLDINGS 0.3%
Value ($000) $923 Shares 26,623 Est. Cost $43.70 Unrealized -6.9%
HST HOST HOTELS & RESORTS INC. 0.3%
Value ($000) $901 Shares 49,442 Est. Cost $14.76 Unrealized 0.0%
NORDSTROM INC 0.3%
Value ($000) $877 Shares 27,515 Est. Cost $39.32 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $851 Shares 19,424 Est. Cost $38.47 Unrealized -5.7%
CONTINENTAL RESOURCES INC 0.3%
Value ($000) $840 Shares 19,948 Est. Cost $42.11 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.3%
Value ($000) $840 Shares 15,082 Est. Cost $32.64 Unrealized +39.7%
NTAP NETAPP INC 0.2%
Value ($000) $688 Shares 11,157 Est. Cost $56.11 Unrealized 0.0%
SL GREEN REALTY 0.2%
Value ($000) $642 Shares 7,990 Est. Cost $80.35 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $624 Shares 28,750 Est. Cost $21.07 Unrealized 0.0%
NOK NOKIA CORP 0.2%
Value ($000) $610 Shares 121,713 Est. Cost $5.69 Unrealized
MAR MARRIOTT INTL INC 0.2%
Value ($000) $579 Shares 4,125 Est. Cost $111.57 Unrealized +13.2%
APACHE CORP 0.2%
Value ($000) $543 Shares 18,758 Est. Cost $28.95 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $533 Shares 6,041 Est. Cost $67.76 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $455 Shares 3,961 Est. Cost $92.76 Unrealized 0.0%
EXC EXELON CORP 0.2%
Value ($000) $446 Shares 9,304 Est. Cost $15.30 Unrealized +82.5%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $443 Shares 15,545 Est. Cost $21.96 Unrealized -2.7%
GAP GAP INC 0.1%
Value ($000) $382 Shares 21,259 Est. Cost $17.73 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $358 Shares 2,239 Est. Cost $119.10 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $327 Shares 31,133 Est. Cost $21.54 Unrealized
RRC RANGE RESOURCES CORP 0.1%
Value ($000) $294 Shares 42,160 Est. Cost $17.86 Unrealized -51.4%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $233 Shares 1,420 Est. Cost $149.90 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $232 Shares 5,881 Est. Cost $33.63 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $201 Shares 17,352 Est. Cost $10.74 Unrealized 0.0%
THERAPEUTICSMD INC 0.0%
Value ($000) $66 Shares 25,324 Est. Cost $4.90 Unrealized
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $50 Shares 16,914 Est. Cost $2.96 Unrealized
DURECT CORPORATION 0.0%
Value ($000) $10 Shares 14,992 Est. Cost $0.67 Unrealized