STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 5, 2020

Total Value ($000): $237,595 (100.0% shares, 0.0% debt)

Holdings (111)

MSFT MICROSOFT 6.7%
Value ($000) $15,957 Shares 78,411 Est. Cost $60.10 Unrealized +187.9%
AAPL APPLE 6.2%
Value ($000) $14,813 Shares 40,605 Est. Cost $33.68 Unrealized +123.0%
PG PROCTER & GAMBLE 3.2%
Value ($000) $7,624 Shares 63,763 Est. Cost $95.81 Unrealized +6.0%
BDX BECTON DICKINSON & CO 3.0%
Value ($000) $7,141 Shares 29,843 Est. Cost $220.31 Unrealized 0.0%
CVS CVS HEALTH 2.9%
Value ($000) $6,821 Shares 104,986 Est. Cost $56.03 Unrealized -6.1%
GOOGL ALPHABET CLASS A 2.8%
Value ($000) $6,604 Shares 4,657 Est. Cost $46.08 Unrealized +45.2%
C CITIGROUP 2.6%
Value ($000) $6,119 Shares 119,736 Est. Cost $47.65 Unrealized -18.8%
PFE PFIZER INC 2.5%
Value ($000) $6,041 Shares 184,733 Est. Cost $26.00 Unrealized -0.0%
JPM JPMORGAN 2.4%
Value ($000) $5,737 Shares 60,992 Est. Cost $54.76 Unrealized +49.3%
GOOG ALPHABET CLASS C 2.4%
Value ($000) $5,659 Shares 4,003 Est. Cost $42.90 Unrealized +56.1%
AMZN AMAZON 2.3%
Value ($000) $5,540 Shares 2,008 Est. Cost $67.93 Unrealized +77.8%
GM GENERAL MOTORS 2.0%
Value ($000) $4,650 Shares 183,792 Est. Cost $33.58 Unrealized -30.1%
V VISA 1.9%
Value ($000) $4,628 Shares 23,959 Est. Cost $102.16 Unrealized +71.8%
META FACEBOOK INC 1.8%
Value ($000) $4,162 Shares 18,331 Est. Cost $158.61 Unrealized +30.7%
CAT CATERPILLAR 1.7%
Value ($000) $3,965 Shares 31,347 Est. Cost $112.85 Unrealized -5.9%
IBM INTERNATIONAL BUS MACH 1.7%
Value ($000) $3,955 Shares 32,745 Est. Cost $101.65 Unrealized -10.1%
BAC BANK OF AMERICA 1.7%
Value ($000) $3,932 Shares 165,553 Est. Cost $21.51 Unrealized -4.4%
QCOM QUALCOMM 1.6%
Value ($000) $3,804 Shares 41,706 Est. Cost $62.48 Unrealized +13.6%
EXC EXELON 1.5%
Value ($000) $3,670 Shares 101,117 Est. Cost $23.89 Unrealized -9.1%
CSCO CISCO SYSTEMS 1.4%
Value ($000) $3,361 Shares 72,068 Est. Cost $39.89 Unrealized -7.2%
CRM SALESFORCE.COM 1.4%
Value ($000) $3,336 Shares 17,808 Est. Cost $143.73 Unrealized +15.8%
MA MASTERCARD 1.3%
Value ($000) $3,171 Shares 10,724 Est. Cost $266.59 Unrealized +2.5%
MAXIM INTEGRATED PRODS INC COM 1.3%
Value ($000) $3,119 Shares 51,466 Est. Cost $60.60 Unrealized
VZ VERIZON 1.2%
Value ($000) $2,963 Shares 53,742 Est. Cost $37.99 Unrealized +7.3%
UPS UNITED PARCEL SERVICE CL B 1.2%
Value ($000) $2,763 Shares 24,854 Est. Cost $79.74 Unrealized 0.0%
ACTIVISION BLIZZARD 1.2%
Value ($000) $2,749 Shares 36,224 Est. Cost $49.45 Unrealized
INTC INTEL 1.1%
Value ($000) $2,690 Shares 44,963 Est. Cost $53.20 Unrealized 0.0%
MO ALTRIA GROUP 1.1%
Value ($000) $2,540 Shares 64,705 Est. Cost $24.96 Unrealized 0.0%
VMC VULCAN MATERIALS 1.0%
Value ($000) $2,459 Shares 21,229 Est. Cost $128.70 Unrealized -18.8%
T AT&T 1.0%
Value ($000) $2,415 Shares 79,892 Est. Cost $15.50 Unrealized 0.0%
GILD GILEAD SCIENCES 1.0%
Value ($000) $2,278 Shares 29,607 Est. Cost $61.47 Unrealized 0.0%
KO COCA COLA CO 1.0%
Value ($000) $2,277 Shares 50,953 Est. Cost $38.72 Unrealized 0.0%
CCI CROWN CASTLE INTERNATIONAL COR 1.0%
Value ($000) $2,259 Shares 13,498 Est. Cost $115.79 Unrealized +8.0%
TXN TEXAS INSTRUMENTS 0.9%
Value ($000) $2,255 Shares 17,759 Est. Cost $103.75 Unrealized -4.1%
WALGREENS BOOTS ALLIANCE 0.9%
Value ($000) $2,187 Shares 51,600 Est. Cost $45.75 Unrealized
CPB CAMPBELL SOUP CO 0.9%
Value ($000) $2,128 Shares 42,877 Est. Cost $41.23 Unrealized 0.0%
DLR DIGITAL REALTY TRUST 0.9%
Value ($000) $2,126 Shares 14,958 Est. Cost $90.20 Unrealized +29.0%
FISV FISERV 0.9%
Value ($000) $2,093 Shares 21,440 Est. Cost $110.48 Unrealized -8.9%
WHR WHIRLPOOL 0.8%
Value ($000) $2,002 Shares 15,454 Est. Cost $131.37 Unrealized -12.9%
GD GENERAL DYNAMICS 0.8%
Value ($000) $1,943 Shares 12,998 Est. Cost $148.60 Unrealized -16.3%
DE DEERE & COMPANY 0.8%
Value ($000) $1,883 Shares 11,984 Est. Cost $145.71 Unrealized -7.9%
ADBE ADOBE INC 0.8%
Value ($000) $1,881 Shares 4,321 Est. Cost $370.53 Unrealized 0.0%
DD DU PONT 0.7%
Value ($000) $1,768 Shares 33,279 Est. Cost $19.88 Unrealized -12.3%
VIACOMCBS 0.7%
Value ($000) $1,711 Shares 73,365 Est. Cost $39.12 Unrealized
TGT TARGET 0.7%
Value ($000) $1,639 Shares 13,668 Est. Cost $94.98 Unrealized +3.4%
NUE NUCOR 0.7%
Value ($000) $1,579 Shares 38,132 Est. Cost $39.45 Unrealized -7.7%
KR KROGER 0.7%
Value ($000) $1,576 Shares 46,550 Est. Cost $27.57 Unrealized +4.4%
AIZ ASSURANT INC 0.7%
Value ($000) $1,559 Shares 15,094 Est. Cost $93.65 Unrealized 0.0%
SNA SNAP-ON 0.6%
Value ($000) $1,535 Shares 11,080 Est. Cost $129.25 Unrealized -15.1%
VST VISTRA ENERGY CORP 0.6%
Value ($000) $1,535 Shares 82,452 Est. Cost $20.63 Unrealized -19.5%
WM WASTE MGMT 0.6%
Value ($000) $1,513 Shares 14,284 Est. Cost $96.93 Unrealized -4.9%
PSA PUBLIC STORAGE 0.6%
Value ($000) $1,482 Shares 7,724 Est. Cost $154.71 Unrealized -2.0%
WMT WALMART 0.6%
Value ($000) $1,431 Shares 11,944 Est. Cost $36.93 Unrealized +3.1%
MPC MARATHON PETROLEUM 0.6%
Value ($000) $1,426 Shares 38,157 Est. Cost $41.91 Unrealized -35.2%
MDT MEDTRONIC 0.6%
Value ($000) $1,401 Shares 15,275 Est. Cost $81.38 Unrealized +0.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,390 Shares 9,881 Est. Cost $110.69 Unrealized +12.2%
EOG EOG RESOURCES 0.6%
Value ($000) $1,352 Shares 26,685 Est. Cost $47.23 Unrealized -20.9%
WFC WELLS FARGO 0.6%
Value ($000) $1,318 Shares 51,467 Est. Cost $36.99 Unrealized -35.2%
BK BANK OF NEW YORK MELLON 0.6%
Value ($000) $1,316 Shares 34,052 Est. Cost $37.58 Unrealized -17.3%
HPQ HP INC 0.5%
Value ($000) $1,280 Shares 73,416 Est. Cost $13.08 Unrealized 0.0%
VLO VALERO ENERGY 0.5%
Value ($000) $1,265 Shares 21,512 Est. Cost $60.16 Unrealized -20.6%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,260 Shares 24,450 Est. Cost $34.73 Unrealized +32.5%
EBAY EBAY 0.5%
Value ($000) $1,228 Shares 23,407 Est. Cost $33.34 Unrealized +15.3%
SPY SPDR S&P 500 0.5%
Value ($000) $1,219 Shares 3,953 Est. Cost $254.22 Unrealized
BIIB BIOGEN 0.5%
Value ($000) $1,195 Shares 4,468 Est. Cost $275.36 Unrealized +9.2%
RSG REPUBLIC SERVICES INC 0.5%
Value ($000) $1,192 Shares 14,528 Est. Cost $74.49 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $1,118 Shares 33,150 Est. Cost $33.18 Unrealized 0.0%
BBY BEST BUY 0.5%
Value ($000) $1,104 Shares 12,651 Est. Cost $62.44 Unrealized -3.4%
TE CONNECTIVITY 0.5%
Value ($000) $1,071 Shares 13,130 Est. Cost $90.00 Unrealized
BLACKROCK 0.4%
Value ($000) $1,016 Shares 1,867 Est. Cost $445.78 Unrealized
XOM EXXON MOBIL 0.4%
Value ($000) $1,000 Shares 22,353 Est. Cost $37.16 Unrealized -6.3%
KSS KOHLS 0.4%
Value ($000) $987 Shares 47,503 Est. Cost $55.22 Unrealized -65.1%
MYLAN INC 0.4%
Value ($000) $885 Shares 55,011 Est. Cost $33.17 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $877 Shares 2,778 Est. Cost $24.38 Unrealized +0.6%
MRK MERCK 0.4%
Value ($000) $863 Shares 11,154 Est. Cost $64.30 Unrealized -2.2%
PWR QUANTA SERVICES INC 0.4%
Value ($000) $845 Shares 21,528 Est. Cost $33.72 Unrealized +4.5%
DTE DTE ENERGY 0.3%
Value ($000) $813 Shares 7,562 Est. Cost $87.47 Unrealized -16.3%
PEG PUBLIC SERVICE ENTERPRISE 0.3%
Value ($000) $787 Shares 16,016 Est. Cost $48.29 Unrealized -14.8%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $766 Shares 18,315 Est. Cost $32.27 Unrealized 0.0%
ALL ALLSTATE CORP 0.3%
Value ($000) $700 Shares 7,213 Est. Cost $85.63 Unrealized 0.0%
ETR ENTERGY CORP 0.3%
Value ($000) $679 Shares 7,240 Est. Cost $39.52 Unrealized 0.0%
UA UNDER ARMOUR CLASS C 0.3%
Value ($000) $676 Shares 76,474 Est. Cost $14.34 Unrealized -40.8%
LAM RESEARCH 0.3%
Value ($000) $671 Shares 2,074 Est. Cost $178.45 Unrealized
YUM YUM! BRANDS INC 0.3%
Value ($000) $662 Shares 7,614 Est. Cost $76.84 Unrealized 0.0%
LOW LOWE'S 0.3%
Value ($000) $662 Shares 4,900 Est. Cost $103.31 Unrealized 0.0%
NEKTAR THERAPEUTICS 0.3%
Value ($000) $635 Shares 27,439 Est. Cost $35.57 Unrealized
CTVA CORTEVA 0.2%
Value ($000) $573 Shares 21,407 Est. Cost $26.63 Unrealized -8.6%
DUK DUKE ENERGY 0.2%
Value ($000) $546 Shares 6,833 Est. Cost $71.81 Unrealized -5.8%
UAL UNITED AIRLINES 0.2%
Value ($000) $539 Shares 15,577 Est. Cost $55.84 Unrealized -46.3%
LHX L3HARRIS TECHNOLOGIES 0.2%
Value ($000) $505 Shares 2,978 Est. Cost $177.58 Unrealized -5.5%
FDX FEDEX 0.2%
Value ($000) $496 Shares 3,540 Est. Cost $214.36 Unrealized -47.2%
MS MORGAN STANLEY 0.2%
Value ($000) $492 Shares 10,189 Est. Cost $38.47 Unrealized -8.5%
OXY OCCIDENTAL PETROLEUM 0.2%
Value ($000) $460 Shares 25,137 Est. Cost $41.75 Unrealized -64.5%
TRV TRAVELERS 0.2%
Value ($000) $457 Shares 4,010 Est. Cost $123.86 Unrealized -24.5%
CI CIGNA 0.2%
Value ($000) $450 Shares 2,397 Est. Cost $190.47 Unrealized -8.9%
NWL NEWELL BRANDS INC 0.2%
Value ($000) $394 Shares 24,795 Est. Cost $10.65 Unrealized 0.0%
NOW SERVICENOW 0.2%
Value ($000) $393 Shares 970 Est. Cost $70.61 Unrealized 0.0%
PIONEER NATURAL RESOURCES 0.2%
Value ($000) $359 Shares 3,671 Est. Cost $97.79 Unrealized
PVH PVH CORP 0.2%
Value ($000) $358 Shares 7,456 Est. Cost $118.83 Unrealized -61.1%
HAS HASBRO INC 0.1%
Value ($000) $337 Shares 4,490 Est. Cost $68.83 Unrealized -15.6%
ARISTA NETWORKS 0.1%
Value ($000) $321 Shares 1,529 Est. Cost $209.94 Unrealized
CPRI CAPRI HOLDINGS 0.1%
Value ($000) $307 Shares 19,637 Est. Cost $41.26 Unrealized -64.1%
HST HOST HOTELS & RESORTS INC. 0.1%
Value ($000) $304 Shares 28,214 Est. Cost $12.27 Unrealized -22.6%
FIS FIDELITY NATIONAL SERVICES INC 0.1%
Value ($000) $298 Shares 2,225 Est. Cost $116.75 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $287 Shares 7,914 Est. Cost $32.56 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $257 Shares 4,258 Est. Cost $54.36 Unrealized -5.7%
WAB WABTEC 0.1%
Value ($000) $257 Shares 4,472 Est. Cost $66.30 Unrealized -17.3%
AIG AMERICAN INTL GROUP 0.1%
Value ($000) $228 Shares 7,325 Est. Cost $36.75 Unrealized -33.7%
PSX PHILLIPS 66 0.1%
Value ($000) $217 Shares 3,023 Est. Cost $56.22 Unrealized 0.0%
DURECT CORPORATION 0.0%
Value ($000) $41 Shares 17,719 Est. Cost $0.92 Unrealized
THERAPEUTICSMD INC 0.0%
Value ($000) $32 Shares 25,324 Est. Cost $4.90 Unrealized