STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 1, 2022

Total Value ($000): $181,627 (100.0% shares, 0.0% debt)

Holdings (96)

MSFT MICROSOFT 6.9%
Value ($000) $12,508 Shares 48,700 Est. Cost $88.74 Unrealized +196.9%
AAPL APPLE 6.3%
Value ($000) $11,415 Shares 83,491 Est. Cost $79.27 Unrealized +87.5%
JPM JPMORGAN 3.4%
Value ($000) $6,164 Shares 54,737 Est. Cost $127.85 Unrealized -11.6%
AMZN AMAZON 3.2%
Value ($000) $5,810 Shares 54,700 Est. Cost $124.71 Unrealized +0.3%
RSG REPUBLIC SERVICES INC 2.7%
Value ($000) $4,829 Shares 36,900 Est. Cost $120.97 Unrealized +3.6%
ZBH ZIMMER BIOMET 2.6%
Value ($000) $4,768 Shares 45,388 Est. Cost $144.31 Unrealized -20.4%
GOOGL ALPHABET CLASS A 2.6%
Value ($000) $4,764 Shares 2,186 Est. Cost $52.56 Unrealized +122.3%
COST COSTCO WHSL CORP 2.5%
Value ($000) $4,570 Shares 9,535 Est. Cost $489.91 Unrealized -1.0%
BAX BAXTER INTL INC COM 2.5%
Value ($000) $4,475 Shares 69,668 Est. Cost $73.66 Unrealized -9.8%
GOOG ALPHABET CLASS C 2.5%
Value ($000) $4,471 Shares 2,044 Est. Cost $52.73 Unrealized +122.4%
GM GENERAL MOTORS 2.3%
Value ($000) $4,142 Shares 130,422 Est. Cost $42.06 Unrealized -14.0%
PG PROCTER & GAMBLE 2.2%
Value ($000) $3,995 Shares 27,782 Est. Cost $137.29 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $3,979 Shares 22,418 Est. Cost $145.07 Unrealized +10.2%
WEC WEC ENERGY 2.1%
Value ($000) $3,785 Shares 37,609 Est. Cost $82.66 Unrealized +8.2%
TGT TARGET 2.0%
Value ($000) $3,575 Shares 25,314 Est. Cost $179.42 Unrealized -5.2%
DIS WALT DISNEY CO 2.0%
Value ($000) $3,548 Shares 37,581 Est. Cost $176.28 Unrealized -38.5%
V VISA 1.9%
Value ($000) $3,440 Shares 17,474 Est. Cost $151.99 Unrealized +32.3%
CRM SALESFORCE.COM 1.9%
Value ($000) $3,374 Shares 20,446 Est. Cost $253.60 Unrealized -31.2%
MDT MEDTRONIC 1.8%
Value ($000) $3,317 Shares 36,955 Est. Cost $92.53 Unrealized -2.3%
DLR DIGITAL REALTY TRUST 1.7%
Value ($000) $3,168 Shares 24,401 Est. Cost $124.41 Unrealized -2.7%
VZ VERIZON 1.7%
Value ($000) $3,143 Shares 61,933 Est. Cost $40.43 Unrealized -0.8%
CAT CATERPILLAR 1.5%
Value ($000) $2,745 Shares 15,358 Est. Cost $198.89 Unrealized -0.8%
LAM RESEARCH 1.4%
Value ($000) $2,484 Shares 5,829 Est. Cost $657.27 Unrealized
TXN TEXAS INSTRUMENTS 1.4%
Value ($000) $2,459 Shares 16,007 Est. Cost $130.17 Unrealized +16.0%
HSY THE HERSHEY FOODS CORP 1.3%
Value ($000) $2,431 Shares 11,297 Est. Cost $159.80 Unrealized +24.3%
INTC INTEL 1.3%
Value ($000) $2,395 Shares 64,008 Est. Cost $50.41 Unrealized -19.4%
GS GOLDMAN SACHS 1.3%
Value ($000) $2,308 Shares 7,770 Est. Cost $342.28 Unrealized -17.2%
VFC VF CORPORATION 1.2%
Value ($000) $2,216 Shares 50,171 Est. Cost $66.25 Unrealized -24.3%
NVDA NVIDIA 1.2%
Value ($000) $2,173 Shares 14,334 Est. Cost $23.36 Unrealized -19.3%
COF CAPITAL ONE FINL CORP 1.1%
Value ($000) $2,078 Shares 19,947 Est. Cost $135.88 Unrealized -15.8%
KLAC KLA-TENCOR 1.1%
Value ($000) $2,049 Shares 6,421 Est. Cost $303.54 Unrealized +6.7%
XRAY DENTSPLY 1.1%
Value ($000) $1,932 Shares 54,059 Est. Cost $40.44 Unrealized 0.0%
KMI KINDER MORGAN 1.0%
Value ($000) $1,827 Shares 109,011 Est. Cost $13.76 Unrealized +11.3%
O REALTY INCOME CORP 1.0%
Value ($000) $1,820 Shares 26,660 Est. Cost $48.96 Unrealized +15.4%
BK BANK OF NEW YORK MELLON 1.0%
Value ($000) $1,809 Shares 43,375 Est. Cost $43.27 Unrealized -7.4%
AIZ ASSURANT 1.0%
Value ($000) $1,795 Shares 10,383 Est. Cost $119.01 Unrealized +42.8%
WESTROCK 0.9%
Value ($000) $1,710 Shares 42,926 Est. Cost $47.03 Unrealized
APH AMPHENOL CORP 0.9%
Value ($000) $1,700 Shares 26,400 Est. Cost $38.30 Unrealized -12.3%
PCAR PACCAR INC 0.9%
Value ($000) $1,552 Shares 18,850 Est. Cost $46.49 Unrealized +4.5%
USB US BANCORP 0.8%
Value ($000) $1,488 Shares 32,325 Est. Cost $41.90 Unrealized 0.0%
PYPL PAYPAL 0.8%
Value ($000) $1,481 Shares 21,200 Est. Cost $132.78 Unrealized -34.8%
SPY SPDR S&P 500 0.8%
Value ($000) $1,439 Shares 3,815 Est. Cost $263.42 Unrealized
GWW W W GRAINGER 0.8%
Value ($000) $1,414 Shares 3,111 Est. Cost $420.04 Unrealized +11.8%
EOG EOG RESOURCES 0.7%
Value ($000) $1,286 Shares 11,647 Est. Cost $60.32 Unrealized +75.3%
WMT WALMART 0.7%
Value ($000) $1,245 Shares 10,239 Est. Cost $42.65 Unrealized +3.2%
XOM EXXON MOBIL 0.7%
Value ($000) $1,230 Shares 14,366 Est. Cost $52.58 Unrealized +51.3%
IBM INTERNATIONAL BUS MACH 0.7%
Value ($000) $1,204 Shares 8,525 Est. Cost $106.26 Unrealized +10.6%
CVS CVS HEALTH 0.6%
Value ($000) $1,149 Shares 12,400 Est. Cost $85.91 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $1,103 Shares 4,853 Est. Cost $252.93 Unrealized -10.5%
CI CIGNA 0.6%
Value ($000) $1,101 Shares 4,179 Est. Cost $200.81 Unrealized +20.2%
CSCO CISCO SYSTEMS 0.6%
Value ($000) $1,096 Shares 25,700 Est. Cost $42.82 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.6%
Value ($000) $1,092 Shares 12,000 Est. Cost $106.08 Unrealized 0.0%
META META PLATFORMS INC. 0.6%
Value ($000) $1,067 Shares 6,614 Est. Cost $228.20 Unrealized -16.0%
LINDE 0.6%
Value ($000) $1,045 Shares 3,635 Est. Cost $282.74 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 0.6%
Value ($000) $1,019 Shares 15,575 Est. Cost $64.93 Unrealized +0.3%
UPS UNITED PARCEL SERVICE CL B 0.6%
Value ($000) $1,019 Shares 5,585 Est. Cost $157.53 Unrealized -2.7%
PFE PFIZER 0.5%
Value ($000) $990 Shares 18,875 Est. Cost $42.47 Unrealized -1.1%
CHRW C.H. ROBINSON WORLDWIDE 0.5%
Value ($000) $934 Shares 9,211 Est. Cost $84.92 Unrealized +12.4%
PIONEER NATURAL RESOURCES 0.5%
Value ($000) $856 Shares 3,838 Est. Cost $120.81 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC CO 0.4%
Value ($000) $773 Shares 9,330 Est. Cost $83.67 Unrealized -4.8%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $761 Shares 9,573 Est. Cost $71.26 Unrealized +14.9%
ELAN ELAN ANIMAL HEALTH 0.4%
Value ($000) $736 Shares 37,495 Est. Cost $29.78 Unrealized -20.5%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $733 Shares 3,050 Est. Cost $231.91 Unrealized -4.8%
LNG CHENIERE ENERGY 0.4%
Value ($000) $729 Shares 5,480 Est. Cost $109.27 Unrealized +24.7%
COP CONOCOPHILLIPS 0.4%
Value ($000) $703 Shares 7,823 Est. Cost $39.20 Unrealized +129.4%
VTRS VIATRIS INC 0.4%
Value ($000) $698 Shares 66,675 Est. Cost $12.81 Unrealized -27.5%
T AT&T 0.4%
Value ($000) $673 Shares 32,125 Est. Cost $15.49 Unrealized +5.3%
SBUX STARBUCKS CORP 0.4%
Value ($000) $666 Shares 8,714 Est. Cost $84.94 Unrealized -17.1%
DE DEERE 0.4%
Value ($000) $665 Shares 2,222 Est. Cost $145.71 Unrealized +140.0%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $637 Shares 5,570 Est. Cost $146.71 Unrealized -21.2%
AVY AVERY DENNISON CORP COM 0.3%
Value ($000) $620 Shares 3,831 Est. Cost $143.64 Unrealized +11.4%
SNA SNAP-ON 0.3%
Value ($000) $618 Shares 3,139 Est. Cost $191.57 Unrealized +1.1%
SHEL SHELLPLC 0.3%
Value ($000) $607 Shares 11,600 Est. Cost $54.91 Unrealized
PVH PVH CORP 0.3%
Value ($000) $571 Shares 10,039 Est. Cost $92.43 Unrealized -25.7%
VRTX VERTEX PHARMACEUTICALS 0.3%
Value ($000) $562 Shares 1,995 Est. Cost $267.66 Unrealized 0.0%
APA APA CORP 0.3%
Value ($000) $543 Shares 15,553 Est. Cost $17.43 Unrealized +116.4%
ADI ANALOG DEVICES 0.3%
Value ($000) $497 Shares 3,400 Est. Cost $151.24 Unrealized -2.4%
TJX TJX 0.3%
Value ($000) $473 Shares 8,475 Est. Cost $64.31 Unrealized -10.7%
VST VISTRA ENERGY CORP 0.3%
Value ($000) $467 Shares 20,432 Est. Cost $23.14 Unrealized 0.0%
DHI D.R. HORTON INC 0.2%
Value ($000) $439 Shares 6,625 Est. Cost $88.14 Unrealized -23.1%
ADBE ADOBE 0.2%
Value ($000) $434 Shares 1,186 Est. Cost $625.79 Unrealized -35.0%
NEM NEWMONT MINING CORP 0.2%
Value ($000) $426 Shares 7,135 Est. Cost $53.49 Unrealized +18.3%
CBOE CBOE GLOBAL MARKETS 0.2%
Value ($000) $422 Shares 3,730 Est. Cost $112.97 Unrealized -4.8%
JACOBS 0.2%
Value ($000) $367 Shares 2,885 Est. Cost $118.60 Unrealized
FDX FEDEX 0.2%
Value ($000) $331 Shares 1,462 Est. Cost $217.56 Unrealized -9.6%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $313 Shares 2,585 Est. Cost $31.46 Unrealized +266.6%
ALB ALBEMARLE 0.2%
Value ($000) $284 Shares 1,361 Est. Cost $200.76 Unrealized +5.8%
UBER UBER TECHNOLOGIES 0.2%
Value ($000) $283 Shares 13,850 Est. Cost $35.96 Unrealized -26.2%
CTRA COTERRA ENERGY INC. 0.2%
Value ($000) $279 Shares 10,801 Est. Cost $13.45 Unrealized +90.6%
WTW WILLIS TOWERS WATSON 0.1%
Value ($000) $227 Shares 1,150 Est. Cost $203.98 Unrealized 0.0%
NRG NRG ENERGY INC 0.1%
Value ($000) $222 Shares 5,825 Est. Cost $37.04 Unrealized 0.0%
KDP KEURIG DR PEPPER 0.1%
Value ($000) $222 Shares 6,280 Est. Cost $32.86 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $221 Shares 4,000 Est. Cost $83.39 Unrealized -20.2%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $218 Shares 4,008 Est. Cost $44.39 Unrealized +7.9%
SCCO SOUTHERN COPPER 0.1%
Value ($000) $218 Shares 4,383 Est. Cost $48.08 Unrealized +6.9%
DURECT CORPORATION 0.0%
Value ($000) $8 Shares 17,719 Est. Cost $0.92 Unrealized