STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 4, 2021

Total Value ($000): $205,585 (100.0% shares, 0.0% debt)

Holdings (104)

AAPL APPLE 6.7%
Value ($000) $13,739 Shares 100,314 Est. Cost $79.27 Unrealized +59.5%
MSFT MICROSOFT 6.4%
Value ($000) $13,173 Shares 48,627 Est. Cost $67.78 Unrealized +261.1%
C CITIGROUP 4.3%
Value ($000) $8,849 Shares 125,075 Est. Cost $50.12 Unrealized +25.1%
PNC PNC FINANCIAL SERVICES GROUP 3.5%
Value ($000) $7,128 Shares 37,368 Est. Cost $139.91 Unrealized +13.4%
V VISA 3.2%
Value ($000) $6,613 Shares 28,282 Est. Cost $147.83 Unrealized +49.5%
AMZN AMAZON 2.9%
Value ($000) $5,955 Shares 1,731 Est. Cost $100.07 Unrealized +66.1%
DIS WALT DISNEY CO 2.8%
Value ($000) $5,668 Shares 32,247 Est. Cost $180.17 Unrealized -2.5%
ZBH ZIMMER BIOMET 2.7%
Value ($000) $5,550 Shares 34,510 Est. Cost $151.59 Unrealized +2.7%
GOOG ALPHABET CLASS C 2.5%
Value ($000) $5,148 Shares 2,054 Est. Cost $45.72 Unrealized +158.7%
GOOGL ALPHABET CLASS A 2.4%
Value ($000) $4,984 Shares 2,041 Est. Cost $46.08 Unrealized +151.5%
SBUX STARBUCKS CORP 2.1%
Value ($000) $4,362 Shares 39,015 Est. Cost $98.05 Unrealized +3.7%
GM GENERAL MOTORS 2.0%
Value ($000) $4,093 Shares 69,173 Est. Cost $33.58 Unrealized +68.9%
TXN TEXAS INSTRUMENTS 2.0%
Value ($000) $4,059 Shares 21,106 Est. Cost $124.70 Unrealized +31.7%
WMT WALMART 2.0%
Value ($000) $4,057 Shares 28,767 Est. Cost $42.47 Unrealized +3.1%
DLTR DOLLAR TREE, INC 2.0%
Value ($000) $4,049 Shares 40,692 Est. Cost $108.70 Unrealized 0.0%
BAX BAXTER INTL INC COM 1.9%
Value ($000) $3,942 Shares 48,970 Est. Cost $75.68 Unrealized 0.0%
INTC INTEL 1.7%
Value ($000) $3,578 Shares 63,740 Est. Cost $50.93 Unrealized +5.2%
AEP AMERICAN ELECTRIC POWER 1.5%
Value ($000) $3,163 Shares 37,388 Est. Cost $69.01 Unrealized +5.4%
VFC VF CORPORATION 1.5%
Value ($000) $3,151 Shares 38,414 Est. Cost $82.02 Unrealized +1.6%
META FACEBOOK INC 1.4%
Value ($000) $2,909 Shares 8,366 Est. Cost $199.04 Unrealized +60.1%
TJX TJX 1.4%
Value ($000) $2,899 Shares 43,006 Est. Cost $63.41 Unrealized +0.4%
VZ VERIZON 1.2%
Value ($000) $2,491 Shares 44,458 Est. Cost $39.67 Unrealized +9.4%
AMAT APPLIED MATERIALS 1.2%
Value ($000) $2,464 Shares 17,300 Est. Cost $128.83 Unrealized 0.0%
BDX BECTON DICKINSON 1.1%
Value ($000) $2,303 Shares 9,472 Est. Cost $221.35 Unrealized +0.3%
CHRW C.H. ROBINSON WORLDWIDE 1.1%
Value ($000) $2,295 Shares 24,500 Est. Cost $84.92 Unrealized +2.7%
COP CONOCOPHILLIPS 1.1%
Value ($000) $2,282 Shares 37,464 Est. Cost $39.20 Unrealized +20.4%
LAM RESEARCH 1.1%
Value ($000) $2,182 Shares 3,354 Est. Cost $602.97 Unrealized
SYK STRYKER 1.1%
Value ($000) $2,181 Shares 8,396 Est. Cost $227.77 Unrealized +6.9%
QCOM QUALCOMM 1.0%
Value ($000) $2,103 Shares 14,714 Est. Cost $91.36 Unrealized +33.7%
LHX L3HARRIS TECHNOLOGIES 1.0%
Value ($000) $2,086 Shares 9,653 Est. Cost $178.20 Unrealized +9.8%
CLX CLOROX CO 1.0%
Value ($000) $2,067 Shares 11,488 Est. Cost $157.42 Unrealized 0.0%
ZION ZIONS BANCORP 1.0%
Value ($000) $2,020 Shares 38,220 Est. Cost $56.00 Unrealized 0.0%
O REALTY INCOME CORP 0.9%
Value ($000) $1,921 Shares 28,786 Est. Cost $45.59 Unrealized +13.7%
GWW W W GRAINGER 0.9%
Value ($000) $1,916 Shares 4,375 Est. Cost $420.23 Unrealized 0.0%
MAS MASCO CORPORATION 0.9%
Value ($000) $1,799 Shares 30,535 Est. Cost $50.31 Unrealized +12.4%
DLR DIGITAL REALTY TRUST 0.9%
Value ($000) $1,785 Shares 11,865 Est. Cost $118.11 Unrealized +8.7%
HD HOME DEPOT 0.8%
Value ($000) $1,703 Shares 5,340 Est. Cost $238.96 Unrealized +18.8%
SPY SPDR S&P 500 0.8%
Value ($000) $1,684 Shares 3,935 Est. Cost $257.10 Unrealized
LINDE 0.8%
Value ($000) $1,598 Shares 5,526 Est. Cost $280.13 Unrealized
XOM EXXON MOBIL 0.8%
Value ($000) $1,579 Shares 25,033 Est. Cost $40.76 Unrealized +22.8%
EMR EMERSON ELECTRIC 0.8%
Value ($000) $1,566 Shares 16,273 Est. Cost $71.26 Unrealized +20.0%
CAT CATERPILLAR 0.8%
Value ($000) $1,561 Shares 7,175 Est. Cost $211.85 Unrealized 0.0%
CMS CMS ENERGY CORPORATION 0.7%
Value ($000) $1,507 Shares 25,500 Est. Cost $53.98 Unrealized 0.0%
TE CONNECTIVITY 0.7%
Value ($000) $1,451 Shares 10,732 Est. Cost $90.00 Unrealized
KLAC KLA-TENCOR 0.7%
Value ($000) $1,448 Shares 4,466 Est. Cost $285.88 Unrealized +6.7%
PM PHILIP MORRIS 0.7%
Value ($000) $1,440 Shares 14,531 Est. Cost $60.36 Unrealized +26.6%
ADSK AUTODESK INC 0.7%
Value ($000) $1,410 Shares 4,832 Est. Cost $288.12 Unrealized -1.0%
NEM NEWMONT MINING CORP 0.7%
Value ($000) $1,374 Shares 21,685 Est. Cost $53.49 Unrealized +8.3%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,349 Shares 8,186 Est. Cost $121.41 Unrealized +19.4%
VIACOMCBS 0.6%
Value ($000) $1,328 Shares 29,375 Est. Cost $45.09 Unrealized
BIIB BIOGEN 0.6%
Value ($000) $1,328 Shares 3,834 Est. Cost $263.55 Unrealized +14.9%
NOW SERVICENOW 0.6%
Value ($000) $1,296 Shares 2,359 Est. Cost $101.38 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.6%
Value ($000) $1,289 Shares 6,130 Est. Cost $143.64 Unrealized +35.1%
HSY THE HERSHEY FOODS CORP 0.6%
Value ($000) $1,282 Shares 7,360 Est. Cost $134.06 Unrealized +12.4%
NVDA NVIDIA 0.6%
Value ($000) $1,279 Shares 1,598 Est. Cost $12.79 Unrealized +25.0%
CSCO CISCO SYSTEMS 0.6%
Value ($000) $1,220 Shares 23,019 Est. Cost $39.89 Unrealized +14.9%
KDP KEURIG DR PEPPER 0.6%
Value ($000) $1,192 Shares 33,838 Est. Cost $28.51 Unrealized +10.9%
NTAP NETAPP INC 0.6%
Value ($000) $1,189 Shares 14,532 Est. Cost $59.71 Unrealized +17.0%
PIONEER NATURAL RESOURCES 0.6%
Value ($000) $1,184 Shares 7,287 Est. Cost $120.81 Unrealized
NKE NIKE 0.6%
Value ($000) $1,136 Shares 7,351 Est. Cost $129.56 Unrealized -3.0%
IBM INTERNATIONAL BUS MACH 0.5%
Value ($000) $1,054 Shares 7,187 Est. Cost $101.65 Unrealized +11.6%
DE DEERE 0.5%
Value ($000) $1,043 Shares 2,956 Est. Cost $145.71 Unrealized +135.3%
T AT&T 0.5%
Value ($000) $1,016 Shares 35,300 Est. Cost $16.99 Unrealized 0.0%
AIZ ASSURANT 0.5%
Value ($000) $1,009 Shares 6,458 Est. Cost $96.50 Unrealized +49.5%
TAP MOLSON COORS BREWING CO 0.5%
Value ($000) $967 Shares 18,016 Est. Cost $45.41 Unrealized +7.1%
MASI MASIMO CORP 0.5%
Value ($000) $967 Shares 3,987 Est. Cost $228.17 Unrealized 0.0%
FEDERAL REALTY 0.5%
Value ($000) $966 Shares 8,241 Est. Cost $101.44 Unrealized
GD GENERAL DYNAMICS 0.5%
Value ($000) $938 Shares 4,983 Est. Cost $148.60 Unrealized +15.0%
RSG REPUBLIC SERVICES INC 0.5%
Value ($000) $933 Shares 8,478 Est. Cost $74.49 Unrealized +35.7%
CERNER 0.4%
Value ($000) $920 Shares 11,775 Est. Cost $71.90 Unrealized
VRSK VERISK ANALYTIC 0.4%
Value ($000) $826 Shares 4,725 Est. Cost $172.13 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $791 Shares 11,835 Est. Cost $53.89 Unrealized 0.0%
CVS CVS HEALTH 0.4%
Value ($000) $738 Shares 8,850 Est. Cost $56.03 Unrealized +25.8%
VTRS VIATRIS INC 0.4%
Value ($000) $735 Shares 51,400 Est. Cost $13.33 Unrealized -11.0%
JBHT HUNT JB TRANSPRT SVCS INC 0.3%
Value ($000) $719 Shares 4,411 Est. Cost $126.49 Unrealized +27.8%
WFC WELLS FARGO 0.3%
Value ($000) $658 Shares 14,521 Est. Cost $30.93 Unrealized +29.3%
CTSH COGNIZANT TECH SOLUTIONS CRP C 0.3%
Value ($000) $610 Shares 8,813 Est. Cost $70.72 Unrealized -2.1%
ALLE ALLEGION 0.3%
Value ($000) $564 Shares 4,046 Est. Cost $102.16 Unrealized +25.8%
MLM MARTIN MARIETTA MATL INC 0.3%
Value ($000) $563 Shares 1,600 Est. Cost $346.07 Unrealized 0.0%
NUE NUCOR 0.3%
Value ($000) $551 Shares 5,739 Est. Cost $39.45 Unrealized +120.5%
JACOBS 0.3%
Value ($000) $532 Shares 3,985 Est. Cost $118.60 Unrealized
REGN REGENERON PHARM 0.3%
Value ($000) $531 Shares 950 Est. Cost $503.83 Unrealized 0.0%
ORCL ORACLE 0.3%
Value ($000) $514 Shares 6,600 Est. Cost $55.51 Unrealized +32.6%
FBIN FORTUNE BRANDS HOME & SECURITY 0.2%
Value ($000) $442 Shares 4,438 Est. Cost $67.41 Unrealized +20.6%
VRTX VERTEX PHARMACEUTICALS 0.2%
Value ($000) $441 Shares 2,188 Est. Cost $227.43 Unrealized -8.0%
EOG EOG RESOURCES 0.2%
Value ($000) $431 Shares 5,165 Est. Cost $62.84 Unrealized 0.0%
EVRG EVERGY 0.2%
Value ($000) $369 Shares 6,100 Est. Cost $51.92 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.2%
Value ($000) $315 Shares 3,475 Est. Cost $65.30 Unrealized +42.6%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $290 Shares 3,088 Est. Cost $31.46 Unrealized +113.9%
APA APA CORP 0.1%
Value ($000) $275 Shares 12,700 Est. Cost $18.04 Unrealized 0.0%
II-VI INC 0.1%
Value ($000) $275 Shares 3,787 Est. Cost $68.39 Unrealized
FDX FEDEX 0.1%
Value ($000) $268 Shares 897 Est. Cost $214.36 Unrealized +26.1%
NTR NUTRIEN 0.1%
Value ($000) $267 Shares 4,400 Est. Cost $37.68 Unrealized +36.3%
CTVA CORTEVA 0.1%
Value ($000) $254 Shares 5,725 Est. Cost $26.63 Unrealized +64.8%
QRVO QORVO INC 0.1%
Value ($000) $242 Shares 1,238 Est. Cost $175.57 Unrealized +5.1%
BMRN BIOMARIN PHARMACEUTICAL INC CO 0.1%
Value ($000) $231 Shares 2,766 Est. Cost $81.69 Unrealized -3.0%
MPT MEDICAL PROPERTIES 0.1%
Value ($000) $230 Shares 11,460 Est. Cost $20.07 Unrealized
PRIM PRIMORIS SERVICES CORPORATION 0.1%
Value ($000) $223 Shares 7,583 Est. Cost $32.92 Unrealized -2.0%
UCTT ULTRA CLEAN HOLDINGS 0.1%
Value ($000) $215 Shares 3,995 Est. Cost $53.53 Unrealized 0.0%
CONTANGO OIL & GAS 0.1%
Value ($000) $124 Shares 28,811 Est. Cost $4.30 Unrealized
PAE 0.1%
Value ($000) $106 Shares 11,925 Est. Cost $9.06 Unrealized
THERAPEUTICSMD INC 0.0%
Value ($000) $45 Shares 37,544 Est. Cost $3.82 Unrealized
DURECT CORPORATION 0.0%
Value ($000) $29 Shares 17,719 Est. Cost $0.92 Unrealized
BAUDAX BIO 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $1.00 Unrealized