STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

Location: Radnor, PA

CIK: 0001108831 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 6, 2026

Total Value: $152M

Holdings (146)

New Positions (71)

MU MICRON TECHNOLOGY INC 1.6%
Value $2.4M Shares 2,916 Est. Cost $823.05 Unrealized
LLY ELI LILLY 1.3%
Value $2.05M Shares 1,784 Est. Cost $1149.10 Unrealized
TSLA TESLA 0.9%
Value $1.439M Shares 4,623 Est. Cost $311.27 Unrealized
SYY SYSCO CORP 0.7%
Value $1.136M Shares 13,330 Est. Cost $85.22 Unrealized
INTC INTEL 0.7%
Value $1.088M Shares 12,060 Est. Cost $90.22 Unrealized
ABBV ABBVIE INC 0.7%
Value $1.083M Shares 4,314 Est. Cost $251.04 Unrealized
TROW T ROWE PRICE GROUP INC 0.7%
Value $1.043M Shares 9,331 Est. Cost $111.78 Unrealized
1741046D STERIS PLC 0.7%
Value $1.027M Shares 4,497 Est. Cost $228.37 Unrealized
DHR DANAHER 0.7%
Value $993K Shares 5,095 Est. Cost $194.90 Unrealized
ELV ELEVANCE HEALTH 0.6%
Value $970K Shares 2,581 Est. Cost $375.82 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.6%
Value $966K Shares 1,657 Est. Cost $582.98 Unrealized
CORESITE REALTY CORPORATION 0.6%
Value $952K Shares 3,058 Est. Cost $311.31 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value $910K Shares 5,909 Est. Cost $154.00 Unrealized
BLACKSTONE GROUP - LP 0.6%
Value $852K Shares 6,670 Est. Cost $127.74 Unrealized
RJF RAYMOND JAMES FIN INC 0.5%
Value $810K Shares 4,600 Est. Cost $176.09 Unrealized
VRSK VERISK ANALYTIC 0.5%
Value $746K Shares 3,827 Est. Cost $194.93 Unrealized
BKNG BOOKING HOLDINGS 0.5%
Value $742K Shares 3,844 Est. Cost $193.03 Unrealized
NFLX NETFLIX INC 0.5%
Value $724K Shares 10,102 Est. Cost $71.67 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES 0.5%
Value $723K Shares 10,632 Est. Cost $68.00 Unrealized
PGR PROGRESSIVE CORP 0.5%
Value $703K Shares 3,326 Est. Cost $211.37 Unrealized
ADI ANALOG DEVICES 0.5%
Value $691K Shares 1,881 Est. Cost $367.36 Unrealized
SOLV SOLVENTUM CORPORATION 0.5%
Value $689K Shares 8,065 Est. Cost $85.43 Unrealized
CME CME GROUP INC 0.4%
Value $683K Shares 2,552 Est. Cost $267.63 Unrealized
PG PROCTER & GAMBLE 0.4%
Value $661K Shares 4,577 Est. Cost $144.42 Unrealized
CAT CATERPILLAR 0.4%
Value $658K Shares 808 Est. Cost $814.36 Unrealized
REGN REGENERON PHARM 0.4%
Value $657K Shares 861 Est. Cost $763.07 Unrealized
CBRE CBRE 0.4%
Value $654K Shares 4,453 Est. Cost $146.87 Unrealized
CTAS CINTAS CORP 0.4%
Value $622K Shares 3,041 Est. Cost $204.54 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.4%
Value $620K Shares 4,067 Est. Cost $152.45 Unrealized
AON AON PLC 0.4%
Value $619K Shares 1,717 Est. Cost $360.51 Unrealized
BMY BRISTOL MYERS SQUIBB 0.4%
Value $610K Shares 9,346 Est. Cost $65.27 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value $590K Shares 2,213 Est. Cost $266.61 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $586K Shares 1,081 Est. Cost $542.09 Unrealized
EG EVEREST 0.4%
Value $584K Shares 1,562 Est. Cost $373.88 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value $583K Shares 6,707 Est. Cost $86.92 Unrealized
OTIS OTIS WORLDWIDE 0.4%
Value $582K Shares 8,092 Est. Cost $71.92 Unrealized
AOS A.O. SMITH CORPORATION 0.4%
Value $572K Shares 9,510 Est. Cost $60.15 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $568K Shares 1,378 Est. Cost $412.19 Unrealized
PEP PEPSICO 0.4%
Value $560K Shares 4,016 Est. Cost $139.44 Unrealized
APD AIR PRODS & CHEMS INC 0.4%
Value $558K Shares 1,892 Est. Cost $294.93 Unrealized
PAYX PAYCHEX INC 0.4%
Value $552K Shares 4,725 Est. Cost $116.83 Unrealized
GLW CORNING INC 0.3%
Value $514K Shares 3,715 Est. Cost $138.36 Unrealized
KVUE KENVUE INC 0.3%
Value $492K Shares 25,554 Est. Cost $19.25 Unrealized
BUNGE LTD 0.3%
Value $486K Shares 4,579 Est. Cost $106.14 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value $471K Shares 7,563 Est. Cost $62.28 Unrealized
ROL ROLLINS 0.3%
Value $449K Shares 11,826 Est. Cost $37.97 Unrealized
WAT WATERS CORP COM 0.3%
Value $446K Shares 1,181 Est. Cost $377.65 Unrealized
EFX EQUIFAX 0.3%
Value $432K Shares 2,501 Est. Cost $172.73 Unrealized
WST WEST PHARMACEUTICAL SERVICES I 0.3%
Value $420K Shares 1,233 Est. Cost $340.63 Unrealized
PEG PUBLIC SERVICE ENTERPRISE 0.3%
Value $416K Shares 5,421 Est. Cost $76.74 Unrealized
LHX L3HARRIS TECHNOLOGIES 0.3%
Value $413K Shares 1,491 Est. Cost $277.00 Unrealized
LDOS LEIDOS HOLDINGS 0.3%
Value $396K Shares 3,426 Est. Cost $115.59 Unrealized
PLXS PLEXUS CORP 0.3%
Value $384K Shares 1,528 Est. Cost $251.31 Unrealized
TECH BIO-TECHNE CORP 0.2%
Value $376K Shares 5,221 Est. Cost $72.02 Unrealized
CSCO CISCO SYSTEMS 0.2%
Value $361K Shares 3,110 Est. Cost $116.08 Unrealized
ES EVERSOURCE 0.2%
Value $355K Shares 4,960 Est. Cost $71.57 Unrealized
UCTT ULTRA CLEAN HOLDINGS 0.2%
Value $347K Shares 4,164 Est. Cost $83.33 Unrealized
FELE FRANKLIN ELEC INC COM 0.2%
Value $281K Shares 2,688 Est. Cost $104.54 Unrealized
BE BLOOM ENERGY 0.2%
Value $263K Shares 1,276 Est. Cost $206.11 Unrealized
VERX VERTEX CL A 0.2%
Value $245K Shares 18,947 Est. Cost $12.93 Unrealized
AEHR AEHR TEST SYSTEMS 0.1%
Value $226K Shares 2,831 Est. Cost $79.83 Unrealized
VRNS VARONIS 0.1%
Value $224K Shares 5,597 Est. Cost $40.02 Unrealized
EXTR EXTREME NETWORKS INC 0.1%
Value $216K Shares 7,175 Est. Cost $30.10 Unrealized
IDCC INTERDIGITAL INC 0.1%
Value $213K Shares 698 Est. Cost $305.16 Unrealized
MXL MAXLINEAR INC - CLASS A 0.1%
Value $208K Shares 3,113 Est. Cost $66.82 Unrealized
CRMD CORMEDIX 0.1%
Value $99,000 Shares 13,129 Est. Cost $7.54 Unrealized
GBTG GLOBAL BUSINESS TRAVEL 0.1%
Value $95,000 Shares 10,057 Est. Cost $9.45 Unrealized
EPSN EPSILON ENERGY 0.0%
Value $58,000 Shares 10,418 Est. Cost $5.57 Unrealized
ESPR ESPERION THERAPEUTICS INC 0.0%
Value $58,000 Shares 18,237 Est. Cost $3.18 Unrealized
IRD OPUS GENETICS 0.0%
Value $47,000 Shares 12,695 Est. Cost $3.70 Unrealized
ABUS ARBUTUS BIOPHARMA 0.0%
Value $44,000 Shares 10,125 Est. Cost $4.35 Unrealized

Increased Positions (11)

Exited Positions (53)

GM GENERAL MOTORS 0.7%
Value $1.009M Shares 13,547 Est. Cost $53.72 Unrealized
APH AMPHENOL CORP 0.5%
Value $775K Shares 6,133 Est. Cost $146.40 Unrealized
WLDN WILLDAN GROUP 0.5%
Value $750K Shares 9,799 Est. Cost $109.99 Unrealized
SANM SANMINA 0.5%
Value $740K Shares 5,708 Est. Cost $156.75 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.4%
Value $678K Shares 7,421 Est. Cost $102.30 Unrealized
FG F&G ANNUITIES AND LIFE 0.4%
Value $638K Shares 25,187 Est. Cost $29.33 Unrealized
NDSN NORDSON CORPORATION 0.3%
Value $524K Shares 1,970 Est. Cost $246.44 Unrealized
GCBC GREENE COUNTY BANCORP 0.3%
Value $507K Shares 22,615 Est. Cost $26.96 Unrealized
FFIN FIRST FINANCIAL BANKSHARES INC 0.3%
Value $398K Shares 13,500 Est. Cost $31.21 Unrealized
OUST OUSTER 0.2%
Value $343K Shares 18,677 Est. Cost $26.42 Unrealized
CMT CORE MOLDING TECH 0.2%
Value $325K Shares 14,506 Est. Cost $16.98 Unrealized
CTRA COTERRA ENERGY INC. 0.2%
Value $321K Shares 9,137 Est. Cost $24.07 Unrealized
ZVRA ZEVRA THERAPEUTICS 0.2%
Value $306K Shares 32,788 Est. Cost $9.83 Unrealized
WDAY WORKDAY CL A 0.2%
Value $306K Shares 2,359 Est. Cost $241.92 Unrealized
DYN DYNE THERAPEUTICS 0.2%
Value $301K Shares 16,611 Est. Cost $17.12 Unrealized
HCI HCI GROUP, INC. 0.2%
Value $282K Shares 1,824 Est. Cost $165.10 Unrealized
HLIT HARMONIC INC 0.2%
Value $278K Shares 30,996 Est. Cost $9.26 Unrealized
PPG PPG INDUSTRIES INC 0.2%
Value $275K Shares 2,570 Est. Cost $121.53 Unrealized
WWW WOLVERINE WORLDWIDE INC 0.2%
Value $262K Shares 16,045 Est. Cost $20.09 Unrealized
CAPR CAPRICOR 0.2%
Value $255K Shares 8,397 Est. Cost $13.06 Unrealized
CVRX CVRx, INC. 0.1%
Value $224K Shares 23,648 Est. Cost $7.27 Unrealized
AMTB AMERANT BANCORP CL A 0.1%
Value $224K Shares 10,160 Est. Cost $18.50 Unrealized
SVV SAVERS VALUE VILLAGE INC 0.1%
Value $219K Shares 29,456 Est. Cost $10.10 Unrealized
INOD INNODATA ISOGEN INC 0.1%
Value $202K Shares 5,231 Est. Cost $65.22 Unrealized
PRGS PROGRESS SOFTWARE CORP COM 0.1%
Value $201K Shares 7,853 Est. Cost $43.59 Unrealized
NRIM NORTHRIM BANCORP 0.1%
Value $200K Shares 8,755 Est. Cost $26.02 Unrealized
CRGY CRESCENT ENERGY 0.1%
Value $190K Shares 14,095 Est. Cost $8.51 Unrealized
FIVN FIVE9 INC 0.1%
Value $190K Shares 12,517 Est. Cost $25.42 Unrealized
CTOS CUSTOM TRUCK ONE SOURCE, INC 0.1%
Value $180K Shares 27,359 Est. Cost $5.90 Unrealized
CHCT COMMUNITY HEALTHCARE 0.1%
Value $167K Shares 10,501 Est. Cost $16.38 Unrealized
QBTS DWAVE 0.1%
Value $151K Shares 10,483 Est. Cost $23.66 Unrealized
JYNT JOINT 0.1%
Value $144K Shares 16,311 Est. Cost $10.26 Unrealized
RR RICHTECH ROBOTICS CL B 0.1%
Value $135K Shares 64,433 Est. Cost $3.55 Unrealized
STGW STAGWELL CL A 0.1%
Value $130K Shares 20,727 Est. Cost $5.20 Unrealized
BLZE BACKBLAZE 0.1%
Value $126K Shares 36,518 Est. Cost $6.85 Unrealized
GAMB GAMBLING.COM GROUP LIMITED 0.1%
Value $124K Shares 31,944 Est. Cost $11.04 Unrealized
DOMO DOMO 0.1%
Value $118K Shares 38,586 Est. Cost $11.76 Unrealized
UDMY UDEMY 0.1%
Value $114K Shares 24,654 Est. Cost $6.91 Unrealized
VMD VIAMED 0.1%
Value $111K Shares 12,061 Est. Cost $7.46 Unrealized
TTGT TECHTARGET 0.1%
Value $109K Shares 28,079 Est. Cost $5.38 Unrealized
SVCO SILVACO GROUP 0.1%
Value $102K Shares 14,360 Est. Cost $6.45 Unrealized
LZM LIFEZONE METALS 0.1%
Value $101K Shares 29,953 Est. Cost $4.52 Unrealized
APPS DIGITAL TURBINE 0.1%
Value $94,000 Shares 32,663 Est. Cost $4.72 Unrealized
THRY THRYV 0.1%
Value $92,000 Shares 33,492 Est. Cost $12.24 Unrealized
SLS SELLAS LIFE SCIENCES GROUP 0.1%
Value $86,000 Shares 20,287 Est. Cost $1.80 Unrealized
NTIC NORTHERN TECH 0.1%
Value $84,000 Shares 10,173 Est. Cost $7.67 Unrealized
MDXG MIMEDX GROUP INC 0.0%
Value $71,000 Shares 17,932 Est. Cost $6.75 Unrealized
AHRT AH REALTY 0.0%
Value $70,000 Shares 11,141 Est. Cost $10.01 Unrealized
UHG UNITE HOMES GROUP 0.0%
Value $64,000 Shares 55,039 Est. Cost $5.75 Unrealized
PGEN PRECIGEN 0.0%
Value $62,000 Shares 16,126 Est. Cost $1.70 Unrealized
RCEL AVITA MEDICAL 0.0%
Value $51,000 Shares 13,719 Est. Cost $3.99 Unrealized
VGAS VERDE CLEAN FUELS 0.0%
Value $29,000 Shares 17,423 Est. Cost $3.82 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value $20,000 Shares 12,540 Est. Cost $1.73 Unrealized

Decreased Positions (38)

WFC WELLS FARGO 0.7%
Value $1.044M (-83.3%) Shares 12,082 (-84.6%) Est. Cost $90.04 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $724K (-86.1%) Shares 15,486 (-81.3%) Est. Cost $85.82 Unrealized
TGT TARGET 0.5%
Value $815K (-72.5%) Shares 5,643 (-76.9%) Est. Cost $117.27 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.7%
Value $1.04M (-67.3%) Shares 61,054 (-70.0%) Est. Cost $17.20 Unrealized
NKE NIKE 1.5%
Value $2.22M (-46.7%) Shares 53,227 (-32.5%) Est. Cost $65.56 Unrealized
FISV FISERVE 0.6%
Value $944K (-57.6%) Shares 17,495 (-56.1%) Est. Cost $121.56 Unrealized
CARR CARRIER 0.4%
Value $564K (-69.0%) Shares 9,126 (-71.7%) Est. Cost $61.34 Unrealized
AAPL APPLE 5.7%
Value $8.642M (+16.6%) Shares 27,977 (-4.2%) Est. Cost $108.83 Unrealized
AMZN AMAZON 4.8%
Value $7.266M (+18.0%) Shares 26,754 (-9.5%) Est. Cost $173.38 Unrealized
BKR BAKER HUGHES COMPANY 0.3%
Value $420K (-69.3%) Shares 6,950 (-69.0%) Est. Cost $56.08 Unrealized
NVDA NVIDIA 5.4%
Value $8.274M (+11.4%) Shares 41,213 (-3.3%) Est. Cost $96.28 Unrealized
ABT ABBOTT LABORATORIES 0.8%
Value $1.291M (-39.2%) Shares 12,214 (-41.0%) Est. Cost $115.41 Unrealized
EXC EXELON 0.6%
Value $898K (-47.5%) Shares 19,589 (-43.8%) Est. Cost $43.18 Unrealized
UBER UBER TECHNOLOGIES 0.8%
Value $1.184M (-37.8%) Shares 16,834 (-36.4%) Est. Cost $86.73 Unrealized
BIIB BIOGEN 0.5%
Value $693K (-46.2%) Shares 3,414 (-51.4%) Est. Cost $239.68 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.5%
Value $734K (-44.6%) Shares 7,041 (-47.8%) Est. Cost $124.50 Unrealized
FITB FIFTH THIRD BANCORP 0.5%
Value $724K (-42.9%) Shares 12,821 (-53.1%) Est. Cost $51.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value $1.151M (-31.5%) Shares 2,778 (-55.3%) Est. Cost $320.57 Unrealized
PPL PPL CORP 0.3%
Value $522K (-50.0%) Shares 14,824 (-45.7%) Est. Cost $35.83 Unrealized
AMCOR 0.3%
Value $446K (-53.1%) Shares 9,942 (-58.5%) Est. Cost $39.73 Unrealized
ALLE ALLEGION 0.4%
Value $664K (-42.4%) Shares 4,219 (-46.8%) Est. Cost $139.95 Unrealized
AMD ADVANCED MICRO DEVICES 1.4%
Value $2.168M (+29.0%) Shares 4,554 (-44.9%) Est. Cost $222.81 Unrealized
AIZ ASSURANT 0.6%
Value $839K (-35.1%) Shares 3,004 (-49.4%) Est. Cost $209.88 Unrealized
XYL XYLEM INC 0.4%
Value $582K (-43.6%) Shares 4,978 (-42.3%) Est. Cost $124.71 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value $570K (-41.2%) Shares 5,218 (-48.1%) Est. Cost $103.08 Unrealized
EL ESTEE LAUDER COMPANIES CL A 0.4%
Value $597K (-40.1%) Shares 7,112 (-48.8%) Est. Cost $111.88 Unrealized
MMM 3M 0.5%
Value $823K (-32.5%) Shares 4,667 (-44.5%) Est. Cost $163.96 Unrealized
VZ VERIZON 0.4%
Value $567K (-40.0%) Shares 12,118 (-35.6%) Est. Cost $34.64 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value $972K (-26.1%) Shares 7,964 (-40.8%) Est. Cost $107.39 Unrealized
FEDERAL REALTY 0.5%
Value $763K (-29.4%) Shares 6,152 (-39.5%) Est. Cost $97.80 Unrealized
LRCX LAM RESEARCH 1.5%
Value $2.277M (+14.9%) Shares 7,770 (-16.2%) Est. Cost $225.94 Unrealized
VLTO VERALTO 0.3%
Value $450K (-37.0%) Shares 4,781 (-40.8%) Est. Cost $99.36 Unrealized
AMBA AMBARELLA 0.2%
Value $231K (-51.8%) Shares 2,691 (-71.1%) Est. Cost $78.54 Unrealized
AMAT APPLIED MATERIALS 1.2%
Value $1.762M (+12.6%) Shares 3,471 (-24.2%) Est. Cost $170.64 Unrealized
NAGE NIAGEN BIOSCIENCE 0.0%
Value $49,000 (-78.0%) Shares 14,477 (-71.4%) Est. Cost $6.96 Unrealized
LUV SOUTHWEST AIRLINES 0.3%
Value $393K (-29.4%) Shares 8,749 (-41.0%) Est. Cost $29.65 Unrealized
RMBS RAMBUS INC 0.1%
Value $204K (-6.8%) Shares 2,237 (-12.2%) Est. Cost $104.73 Unrealized
ANGO ANGIODYNAMICS INC 0.1%
Value $182K (+7.7%) Shares 12,298 (-17.4%) Est. Cost $10.79 Unrealized

Unchanged Positions (26)

GOOGL ALPHABET CLASS A 3.3%
Value $5.016M Shares 14,084 Est. Cost $119.87 Unrealized
BAC BANK OF AMERICA 0.6%
Value $843K Shares 13,609 Est. Cost $53.66 Unrealized
MET METLIFE INC 0.4%
Value $657K Shares 6,834 Est. Cost $77.44 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value $637K Shares 6,739 Est. Cost $88.04 Unrealized
WMT WALMART 0.8%
Value $1.176M Shares 10,577 Est. Cost $122.03 Unrealized
QCOM QUALCOMM 0.7%
Value $1.046M Shares 7,089 Est. Cost $163.52 Unrealized
DLTR DOLLAR TREE, INC 0.5%
Value $784K Shares 6,161 Est. Cost $128.42 Unrealized
ACN ACCENTURE 0.3%
Value $527K Shares 3,174 Est. Cost $302.88 Unrealized
NOW SERVICENOW 0.9%
Value $1.401M Shares 12,597 Est. Cost $145.83 Unrealized
WRB WR BERKLEY 0.6%
Value $894K Shares 12,324 Est. Cost $72.74 Unrealized
MLM MARTIN MARIETTA MATL INC 0.3%
Value $532K Shares 1,014 Est. Cost $661.01 Unrealized
MOS MOSAIC CO 0.3%
Value $421K Shares 19,048 Est. Cost $25.88 Unrealized
TRANE INC 0.5%
Value $744K Shares 1,635 Est. Cost $416.51 Unrealized
PSX PHILLIPS 66 0.2%
Value $355K Shares 1,679 Est. Cost $134.01 Unrealized
TRGP TARGA RESOURCES CORP 0.4%
Value $648K Shares 2,397 Est. Cost $168.08 Unrealized
ADBE ADOBE 0.9%
Value $1.305M Shares 5,212 Est. Cost $442.41 Unrealized
CTVA CORTEVA 0.4%
Value $537K Shares 6,828 Est. Cost $64.54 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $299K Shares 2,483 Est. Cost $59.93 Unrealized
O REALTY INCOME CORP 0.4%
Value $673K Shares 10,539 Est. Cost $57.36 Unrealized
CRM SALESFORCE.COM 0.9%
Value $1.346M Shares 7,316 Est. Cost $252.91 Unrealized
EOG EOG RESOURCES 0.3%
Value $506K Shares 3,402 Est. Cost $63.71 Unrealized
ZBH ZIMMER BIOMET 0.2%
Value $336K Shares 3,572 Est. Cost $94.58 Unrealized
DTE DTE ENERGY 0.2%
Value $349K Shares 2,460 Est. Cost $134.80 Unrealized
TTI TETRA TECHNOLOGIES INC 0.1%
Value $81,000 Shares 10,509 Est. Cost $4.04 Unrealized
AMT AMERICAN TOWER CORP 0.7%
Value $1.006M Shares 5,803 Est. Cost $184.88 Unrealized
OKE ONEOK INC 0.6%
Value $840K Shares 9,252 Est. Cost $70.46 Unrealized