STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $265 (100.0% shares, 0.0% debt)

Holdings (127)

MSFT MICROSOFT 6.8%
Value ($000) $18 Shares 40,367 Est. Cost $107.45 Unrealized +288.3%
AAPL APPLE 6.5%
Value ($000) $17 Shares 81,865 Est. Cost $93.44 Unrealized +98.1%
NVDA NVIDIA 6.0%
Value ($000) $16 Shares 128,710 Est. Cost $94.68 Unrealized +6.7%
GOOG ALPHABET CLASS C 3.1%
Value ($000) $8 Shares 44,704 Est. Cost $107.70 Unrealized +56.8%
AMZN AMAZON 2.9%
Value ($000) $8 Shares 40,214 Est. Cost $114.37 Unrealized +60.6%
BIIB BIOGEN 2.7%
Value ($000) $7 Shares 30,555 Est. Cost $242.91 Unrealized -10.5%
META META PLATFORMS INC. 2.5%
Value ($000) $7 Shares 13,360 Est. Cost $362.45 Unrealized +33.3%
DLTR DOLLAR TREE, INC 2.5%
Value ($000) $7 Shares 62,360 Est. Cost $128.08 Unrealized -7.8%
GOOGL ALPHABET CLASS A 2.4%
Value ($000) $6 Shares 34,211 Est. Cost $110.20 Unrealized +51.9%
BMY BRISTOL MYERS SQUIBB 2.3%
Value ($000) $6 Shares 147,573 Est. Cost $42.64 Unrealized -3.8%
CRM SALESFORCE.COM 2.2%
Value ($000) $6 Shares 22,429 Est. Cost $251.28 Unrealized +5.3%
ADBE ADOBE 1.9%
Value ($000) $5 Shares 8,882 Est. Cost $431.04 Unrealized +12.3%
DE DEERE 1.8%
Value ($000) $5 Shares 12,919 Est. Cost $372.54 Unrealized +2.1%
WEC WEC ENERGY 1.7%
Value ($000) $5 Shares 58,935 Est. Cost $79.22 Unrealized -3.1%
JPM JPMORGAN 1.6%
Value ($000) $4 Shares 21,146 Est. Cost $157.86 Unrealized +19.8%
PNC PNC FINANCIAL SERVICES GROUP 1.6%
Value ($000) $4 Shares 27,439 Est. Cost $136.41 Unrealized +7.5%
CVS CVS HEALTH 1.6%
Value ($000) $4 Shares 72,169 Est. Cost $58.52 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES 1.6%
Value ($000) $4 Shares 18,917 Est. Cost $209.20 Unrealized 0.0%
AVGO BROADCOM INC 1.6%
Value ($000) $4 Shares 2,559 Est. Cost $130.74 Unrealized +5.3%
NKE NIKE 1.5%
Value ($000) $4 Shares 54,280 Est. Cost $102.81 Unrealized -12.8%
GM GENERAL MOTORS 1.5%
Value ($000) $4 Shares 82,959 Est. Cost $37.31 Unrealized +19.0%
HPE HEWLETT PACKARD ENTERPRISE CO 1.4%
Value ($000) $4 Shares 175,997 Est. Cost $15.42 Unrealized +14.3%
WRB WR BERKLEY 1.2%
Value ($000) $3 Shares 41,301 Est. Cost $51.01 Unrealized 0.0%
ADSK AUTODESK INC 1.2%
Value ($000) $3 Shares 13,030 Est. Cost $206.57 Unrealized +8.7%
CSCO CISCO SYSTEMS 1.2%
Value ($000) $3 Shares 66,286 Est. Cost $45.78 Unrealized -1.1%
DVN DEVON ENERGY 1.2%
Value ($000) $3 Shares 65,237 Est. Cost $46.19 Unrealized +2.3%
ZBH ZIMMER BIOMET 1.1%
Value ($000) $3 Shares 27,918 Est. Cost $129.17 Unrealized -10.2%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3 Shares 20,221 Est. Cost $147.26 Unrealized -4.0%
QCOM QUALCOMM 1.1%
Value ($000) $3 Shares 14,145 Est. Cost $114.42 Unrealized +59.4%
CTVA CORTEVA 1.0%
Value ($000) $3 Shares 51,357 Est. Cost $55.71 Unrealized -2.9%
DG DOLLAR GENERAL 1.0%
Value ($000) $3 Shares 20,213 Est. Cost $134.54 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.9%
Value ($000) $2 Shares 71,069 Est. Cost $29.55 Unrealized +7.1%
EMR EMERSON ELECTRIC 0.9%
Value ($000) $2 Shares 22,394 Est. Cost $79.76 Unrealized +34.7%
CB CHUBB LTD 0.9%
Value ($000) $2 Shares 9,374 Est. Cost $231.46 Unrealized +9.2%
LUV SOUTHWEST AIRLINES 0.9%
Value ($000) $2 Shares 83,377 Est. Cost $29.65 Unrealized -9.5%
PFG PRINCIPAL FINL GROUP INC 0.9%
Value ($000) $2 Shares 29,300 Est. Cost $76.36 Unrealized 0.0%
VZ VERIZON 0.8%
Value ($000) $2 Shares 54,331 Est. Cost $33.44 Unrealized +9.1%
AZO AUTOZONE INC 0.8%
Value ($000) $2 Shares 741 Est. Cost $2614.01 Unrealized +12.0%
INTC INTEL 0.8%
Value ($000) $2 Shares 69,033 Est. Cost $32.50 Unrealized 0.0%
SPY SPDR S&P 500 0.8%
Value ($000) $2 Shares 3,845 Est. Cost $240.51 Unrealized
CAT CATERPILLAR 0.8%
Value ($000) $2 Shares 6,091 Est. Cost $338.69 Unrealized 0.0%
XOM EXXON MOBIL 0.8%
Value ($000) $2 Shares 17,564 Est. Cost $64.94 Unrealized +69.5%
STT STATE STREET CORPORATION 0.7%
Value ($000) $2 Shares 26,543 Est. Cost $69.56 Unrealized +1.4%
AIZ ASSURANT 0.7%
Value ($000) $2 Shares 11,524 Est. Cost $154.53 Unrealized +9.4%
AMAT APPLIED MATERIALS 0.7%
Value ($000) $2 Shares 8,024 Est. Cost $100.96 Unrealized +109.4%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $2 Shares 13,324 Est. Cost $148.93 Unrealized -12.7%
TJX TJX 0.7%
Value ($000) $2 Shares 16,499 Est. Cost $87.27 Unrealized +13.1%
WALGREENS BOOTS ALLIANCE 0.7%
Value ($000) $2 Shares 142,643 Est. Cost $7.98 Unrealized
O REALTY INCOME CORP 0.6%
Value ($000) $2 Shares 32,000 Est. Cost $48.64 Unrealized 0.0%
HPQ HP 0.6%
Value ($000) $2 Shares 47,480 Est. Cost $27.31 Unrealized +8.8%
EXC EXELON 0.6%
Value ($000) $2 Shares 46,859 Est. Cost $34.74 Unrealized 0.0%
SJM SMUCKER J M COMPANY 0.6%
Value ($000) $2 Shares 14,350 Est. Cost $106.16 Unrealized 0.0%
F FORD MTR CO DEL COM 0.6%
Value ($000) $2 Shares 123,006 Est. Cost $11.13 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $2 Shares 5,163 Est. Cost $305.10 Unrealized 0.0%
NDSN NORDSON CORPORATION 0.6%
Value ($000) $2 Shares 6,626 Est. Cost $246.44 Unrealized 0.0%
CNA CNA FINANCIAL CORPORATION 0.5%
Value ($000) $1 Shares 30,636 Est. Cost $38.53 Unrealized +3.8%
BAX BAXTER INTL INC COM 0.5%
Value ($000) $1 Shares 39,437 Est. Cost $35.52 Unrealized 0.0%
ORCL ORACLE 0.5%
Value ($000) $1 Shares 9,214 Est. Cost $122.30 Unrealized 0.0%
T AT&T 0.5%
Value ($000) $1 Shares 66,191 Est. Cost $15.62 Unrealized +3.5%
PCAR PACCAR INC 0.5%
Value ($000) $1 Shares 12,253 Est. Cost $50.27 Unrealized +106.2%
RTX RTX CORP 0.5%
Value ($000) $1 Shares 12,530 Est. Cost $75.63 Unrealized +32.4%
CF CF INDUSTRIES HOLDINGS INC 0.5%
Value ($000) $1 Shares 16,675 Est. Cost $75.19 Unrealized -0.7%
NOW SERVICENOW 0.5%
Value ($000) $1 Shares 1,562 Est. Cost $91.29 Unrealized +60.7%
CMI CUMMINS INC 0.5%
Value ($000) $1 Shares 4,417 Est. Cost $216.82 Unrealized +27.4%
HST HOST HOTELS & RESORTS INC. 0.5%
Value ($000) $1 Shares 66,937 Est. Cost $16.98 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.5%
Value ($000) $1 Shares 90,871 Est. Cost $12.55 Unrealized 0.0%
LAM RESEARCH 0.4%
Value ($000) $1 Shares 1,079 Est. Cost $0.97 Unrealized
WFC WELLS FARGO 0.4%
Value ($000) $1 Shares 18,774 Est. Cost $40.48 Unrealized +40.5%
ARISTA NETWORKS 0.4%
Value ($000) $1 Shares 3,166 Est. Cost $0.21 Unrealized
SBAC SBA COMMUNICATIONS 0.4%
Value ($000) $1 Shares 5,458 Est. Cost $191.51 Unrealized 0.0%
DAL DELTA AIR LINES INC 0.4%
Value ($000) $1 Shares 22,370 Est. Cost $35.98 Unrealized +35.7%
EOG EOG RESOURCES 0.4%
Value ($000) $1 Shares 7,834 Est. Cost $63.71 Unrealized +91.7%
SUPER MICRO COMPUTER INC 0.4%
Value ($000) $1 Shares 1,193 Est. Cost $0.98 Unrealized
CCI CROWN CASTLE INTERNATIONAL COR 0.3%
Value ($000) $1 Shares 9,397 Est. Cost $89.76 Unrealized 0.0%
C CITIGROUP 0.3%
Value ($000) $1 Shares 13,381 Est. Cost $40.46 Unrealized +45.1%
INTU INTUIT 0.3%
Value ($000) $1 Shares 1,221 Est. Cost $614.24 Unrealized 0.0%
FMC FMC CORPORATION 0.3%
Value ($000) $1 Shares 13,299 Est. Cost $60.09 Unrealized -8.3%
CTSH COGNIZANT TECH SOLUTIONS CRP C 0.3%
Value ($000) $1 Shares 11,179 Est. Cost $66.04 Unrealized 0.0%
GLPI GAMING AND LEISURE PROPERTIES 0.3%
Value ($000) $1 Shares 16,410 Est. Cost $0.05 Unrealized
KMI KINDER MORGAN 0.3%
Value ($000) $1 Shares 37,274 Est. Cost $13.83 Unrealized +28.2%
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $1 Shares 3,367 Est. Cost $121.39 Unrealized +52.5%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1 Shares 4,486 Est. Cost $141.59 Unrealized 0.0%
UCTT ULTRA CLEAN HOLDINGS 0.2%
Value ($000) $1 Shares 11,296 Est. Cost $33.90 Unrealized +32.4%
FTNT FORTINET INC 0.2%
Value ($000) $1 Shares 8,876 Est. Cost $62.18 Unrealized 0.0%
ACM AECOM 0.2%
Value ($000) $1 Shares 5,819 Est. Cost $89.57 Unrealized 0.0%
LNG CHENIERE ENERGY 0.2%
Value ($000) $1 Shares 2,867 Est. Cost $148.05 Unrealized +7.5%
WMT WALMART 0.1%
Value ($000) $0 Shares 5,844 Est. Cost $50.81 Unrealized +22.0%
RMR RMR GROUP 0.1%
Value ($000) $0 Shares 17,141 Est. Cost $20.57 Unrealized -5.0%
UBER UBER TECHNOLOGIES 0.1%
Value ($000) $0 Shares 5,153 Est. Cost $45.68 Unrealized +52.1%
LTH LIFE TIME GROUP HOLDINGS INC. 0.1%
Value ($000) $0 Shares 19,147 Est. Cost $13.89 Unrealized +13.8%
ZS ZSCALER 0.1%
Value ($000) $0 Shares 1,746 Est. Cost $223.73 Unrealized -20.5%
FFIN FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $0 Shares 11,325 Est. Cost $29.42 Unrealized -1.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 2,882 Est. Cost $39.20 Unrealized +194.3%
AEO AMERICAN EAGLE OUTFITTERS INC 0.1%
Value ($000) $0 Shares 15,849 Est. Cost $21.59 Unrealized 0.0%
FAST FASTENAL COMPANY 0.1%
Value ($000) $0 Shares 4,950 Est. Cost $32.62 Unrealized 0.0%
CALX CALIX INC 0.1%
Value ($000) $0 Shares 8,659 Est. Cost $37.27 Unrealized -13.6%
ESPR ESPERION THERAPEUTICS INC 0.1%
Value ($000) $0 Shares 117,958 Est. Cost $2.16 Unrealized +9.0%
D DOMINION RESOURCES 0.1%
Value ($000) $0 Shares 5,109 Est. Cost $45.50 Unrealized +3.5%
CSGS CSG SYSTEMS INTL COM 0.1%
Value ($000) $0 Shares 5,906 Est. Cost $42.67 Unrealized 0.0%
ATEN A10 NETWORKS 0.1%
Value ($000) $0 Shares 16,471 Est. Cost $13.88 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.1%
Value ($000) $0 Shares 4,240 Est. Cost $65.55 Unrealized 0.0%
HCSG HEALTHCARE SERVICES GROUP INC 0.1%
Value ($000) $0 Shares 20,781 Est. Cost $11.09 Unrealized 0.0%
FARO TECHNOLOGIES INC COM 0.1%
Value ($000) $0 Shares 11,510 Est. Cost $0.02 Unrealized
EYE NATIONAL VISION 0.1%
Value ($000) $0 Shares 13,036 Est. Cost $16.37 Unrealized 0.0%
UPWK UPWORK INC 0.1%
Value ($000) $0 Shares 13,822 Est. Cost $13.60 Unrealized -16.6%
DOMO DOMO 0.1%
Value ($000) $0 Shares 19,107 Est. Cost $10.39 Unrealized -28.0%
DBRG DIGITAL BRIDGE 0.1%
Value ($000) $0 Shares 10,708 Est. Cost $18.69 Unrealized -19.9%
SD SANDRIDGE ENERGY INC 0.1%
Value ($000) $0 Shares 11,290 Est. Cost $13.50 Unrealized +2.6%
XERS XERIS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 53,211 Est. Cost $2.59 Unrealized -22.1%
CTOS CUSTOM TRUCK ONE SOURCE, INC 0.0%
Value ($000) $0 Shares 24,722 Est. Cost $6.21 Unrealized -21.6%
TTI TETRA TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 28,817 Est. Cost $4.15 Unrealized -4.0%
NVRI ENVIRI CORPORATION 0.0%
Value ($000) $0 Shares 11,505 Est. Cost $8.40 Unrealized -0.7%
VISN COMMSCOPE HOLDING 0.0%
Value ($000) $0 Shares 80,441 Est. Cost $3.18 Unrealized -62.6%
PTLO PORTILLO'S, INC. 0.0%
Value ($000) $0 Shares 10,209 Est. Cost $13.88 Unrealized -19.8%
CTLP CANTALOUPE 0.0%
Value ($000) $0 Shares 14,557 Est. Cost $6.59 Unrealized -1.7%
ORGO ORGANOGENESIS 0.0%
Value ($000) $0 Shares 34,105 Est. Cost $3.41 Unrealized -21.4%
PGEN PRECIGEN 0.0%
Value ($000) $0 Shares 56,618 Est. Cost $1.44 Unrealized +1.0%
VMD VIAMED 0.0%
Value ($000) $0 Shares 11,561 Est. Cost $7.54 Unrealized 0.0%
EGAN EGAIN 0.0%
Value ($000) $0 Shares 11,254 Est. Cost $6.86 Unrealized -9.6%
SGMT SAGIMENT BIOSCIENCES 0.0%
Value ($000) $0 Shares 17,056 Est. Cost $6.98 Unrealized -34.3%
TLS TELOS 0.0%
Value ($000) $0 Shares 14,218 Est. Cost $3.96 Unrealized -4.2%
NOODLES 0.0%
Value ($000) $0 Shares 31,764 Est. Cost $0.00 Unrealized
NB NIOCORP 0.0%
Value ($000) $0 Shares 22,301 Est. Cost $2.81 Unrealized -17.1%
CHIMERIX INC 0.0%
Value ($000) $0 Shares 36,171 Est. Cost $0.00 Unrealized
CMBM CAMBIUM NETWORKS CORP 0.0%
Value ($000) $0 Shares 10,563 Est. Cost $4.50 Unrealized -22.0%
TDUP THREDUP INC 0.0%
Value ($000) $0 Shares 16,951 Est. Cost $2.04 Unrealized -10.6%
APPS DIGITAL TURBINE 0.0%
Value ($000) $0 Shares 11,355 Est. Cost $4.24 Unrealized -54.3%