Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$152.5K
Total Bought
$51.3K
Total Sold
$47.2K
Net Transaction
+$4.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)02,916+2,916021.57%+2
ELI LILLY(LLY)01,784+1,784021.34%+2
MICROSOFT(MSFT)019,329+19,329095.89%+9
BROADCOM INC(AVGO)017,264+17,264074.41%+7
JPMORGAN(JPM)2,1146,027+3,913121.39%+1
TESLA(TSLA)04,623+4,623010.94%+1
APPLE(AAPL)027,977+27,977095.67%+9
SYSCO CORP(SYY)013,330+13,330010.75%+1
AMAZON(AMZN)026,754+26,754074.77%+7
INTEL(INTC)012,060+12,060010.71%+1
ABBVIE INC(ABBV)04,314+4,314010.71%+1
T ROWE PRICE GROUP INC(TROW)09,331+9,331010.68%+1
ALPHABET CLASS C(GOOG)011,921+11,921042.79%+4
STERIS PLC04,497+4,497010.67%+1
DANAHER(DHR)05,095+5,095010.65%+1
ELEVANCE HEALTH(ELV)02,581+2,581010.64%+1
ALPHABET CLASS A(GOOG)014,084+14,084053.29%+5
LOCKHEED MARTIN CORPORATION(LMT)01,657+1,657010.63%+1
CORESITE REALTY CORPORATION03,058+3,058010.62%+1
BROADRIDGE FINANCIAL SOLUTIONS(BR)05,909+5,909010.60%+1
BLACKSTONE GROUP - LP06,670+6,670010.56%+1
NVIDIA(NVDA)041,213+41,213085.43%+8
RAYMOND JAMES FIN INC(RJF)04,600+4,600010.53%+1
VERISK ANALYTIC(VRSK)03,827+3,827010.49%+1
BOOKING HOLDINGS(BKNG)03,844+3,844010.49%+1
NETFLIX INC(NFLX)010,102+10,102010.47%+1
GE HEALTHCARE TECHNOLOGIES(GEHC)010,632+10,632010.47%+1
PROGRESSIVE CORP(PGR)03,326+3,326010.46%+1
ANALOG DEVICES(ADI)01,881+1,881010.45%+1
SOLVENTUM CORPORATION(SOLV)08,065+8,065010.45%+1
CME GROUP INC(CME)02,552+2,552010.45%+1
PROCTER & GAMBLE(PG)04,577+4,577010.43%+1
CATERPILLAR(CAT)0808+808010.43%+1
REGENERON PHARM(REGN)0861+861010.43%+1
CBRE(CBRE)04,453+4,453010.43%+1
CINTAS CORP(CTAS)03,041+3,041010.41%+1
INTERCONTINENTAL EXCHANGE INC(ICE)04,067+4,067010.41%+1
AON PLC(AON)01,717+1,717010.41%+1
BRISTOL MYERS SQUIBB(BMY)09,346+9,346010.40%+1
AUTOMATIC DATA PROCESSING INC02,213+2,213010.39%+1
NORTHROP GRUMMAN CORP(NOC)01,081+1,081010.38%+1
EVEREST(EG)01,562+1,562010.38%+1
NEXTERA ENERGY INC(NEE)06,707+6,707010.38%+1
OTIS WORLDWIDE(OTIS)08,092+8,092010.38%+1
TRUIST(TFC)10,08020,067+9,987010.68%+1
A.O. SMITH CORPORATION(AOS)09,510+9,510010.38%+1
S&P GLOBAL INC(SPGI)01,378+1,378010.37%+1
PEPSICO(PEP)04,016+4,016010.37%+1
AIR PRODS & CHEMS INC01,892+1,892010.37%+1
PAYCHEX INC(PAYX)04,725+4,725010.36%+1
CORNING INC(GLW)03,715+3,715010.34%+1
KENVUE INC(KVUE)025,554+25,554000.32%0
ADVANCED MICRO DEVICES(AMD)8,2644,554-3,710221.42%0
BUNGE LTD04,579+4,579000.32%0
MONDELEZ INTERNATIONAL INC(MDLZ)07,563+7,563000.31%0
ROLLINS(ROL)011,826+11,826000.29%0
WATERS CORP COM(WAT)01,181+1,181000.29%0
EQUIFAX(EFX)02,501+2,501000.28%0
WEST PHARMACEUTICAL SERVICES I(WST)01,233+1,233000.28%0
PUBLIC SERVICE ENTERPRISE(PEG)05,421+5,421000.27%0
L3HARRIS TECHNOLOGIES(LHX)01,491+1,491000.27%0
ORACLE(ORCL)012,435+12,435021.06%+2
LEIDOS HOLDINGS(LDOS)03,426+3,426000.26%0
KLA-TENCOR(KLAC)1,06710,750+9,683221.29%0
PLEXUS CORP(PLXS)01,528+1,528000.25%0
BIO-TECHNE CORP(TECH)05,221+5,221000.25%0
CISCO SYSTEMS(CSCO)03,110+3,110000.24%0
EVERSOURCE(ES)04,960+4,960000.23%0
ULTRA CLEAN HOLDINGS(UCTT)04,164+4,164000.23%0
LAM RESEARCH(LRCX)9,2777,770-1,507221.49%0
BEST BUY(BBY)010,071+10,071010.57%+1
FRANKLIN ELEC INC COM(FELE)02,688+2,688000.18%0
BLOOM ENERGY01,276+1,276000.17%0
VERTEX CL A(VERX)018,947+18,947000.16%0
AEHR TEST SYSTEMS(AEHR)02,831+2,831000.15%0
VARONIS(VRNS)05,597+5,597000.15%0
EXTREME NETWORKS INC(EXTR)07,175+7,175000.14%0
DEVON ENERGY(DVN)020,661+20,661010.61%+1
INTERDIGITAL INC(IDCC)0698+698000.14%0
MAXLINEAR INC - CLASS A(MXL)03,113+3,113000.14%0
APPLIED MATERIALS03,471+3,471021.16%+2
BANK OF AMERICA13,60913,6090110.55%0
METLIFE INC(MET)6,8346,8340010.43%0
STANLEY BLACK & DECKER INC(SWK)6,7396,7390010.42%0
QUALCOMM(QCOM)7,0897,0890110.69%0
DOLLAR TREE, INC(DLTR)6,1616,1610110.51%0
CORMEDIX013,129+13,129000.06%0
GLOBAL BUSINESS TRAVEL(GBTG)010,057+10,057000.06%0
AT&T(T)15,62523,542+7,917010.36%0
SERVICENOW(NOW)12,59712,5970110.92%0
WR BERKLEY012,324+12,324010.59%+1
META PLATFORMS INC.(META)06,267+6,267032.29%+3
TRANE INC1,6351,6350110.49%0
EPSILON ENERGY010,418+10,418000.04%0
ESPERION THERAPEUTICS INC018,237+18,237000.04%0
PHILLIPS 66(PSX)1,6791,6790000.23%0
OPUS GENETICS012,695+12,695000.03%0
TARGA RESOURCES CORP(TRGP)2,3972,3970110.42%0
ARBUTUS BIOPHARMA(ABUS)010,125+10,125000.03%0
ADOBE(ADBE)05,212+5,212010.86%+1
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