Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$262.9K
Total Bought
$81.9K
Total Sold
$64.8K
Net Transaction
+$17.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA(NVDA)11,13013,929+2,7996134.79%+7
DEERE(DE)013,519+13,519062.11%+6
DOLLAR TREE, INC(DLTR)031,855+31,855041.61%+4
HEWLETT PACKARD ENTERPRISE CO(HPE)0214,872+214,872041.45%+4
HP(HPQ)0109,947+109,947031.26%+3
STATE STREET CORPORATION(STT)042,185+42,185031.24%+3
ROCKWELL AUTOMATION INC COM(ROK)3,07314,336+11,263141.59%+3
HUMANA INC(HUM)3,65313,940+10,287251.84%+3
NIKE(NKE)17,21448,871+31,657251.75%+3
SOUTHWEST AIRLINES(LUV)087,227+87,227030.97%+3
BRISTOL MYERS SQUIBB(BMY)046,622+46,622030.96%+3
BAKER HUGHES COMPANY(BKR)073,219+73,219020.93%+2
CADENCE DESIGNS SYS(CDNS)07,513+7,513020.89%+2
AFLAC INCORPORATED(AFL)026,358+26,358020.86%+2
CNA FINANCIAL CORPORATION(CNA)046,094+46,094020.80%+2
WALGREENS BOOTS ALLIANCE36,183135,742+99,559131.12%+2
EQUINIX(EQIX)02,176+2,176020.68%+2
MICROSOFT(MSFT)43,07942,211-86816186.75%+2
VISA(V)13,30117,949+4,648351.91%+2
META PLATFORMS INC.(META)6,9608,123+1,163241.50%+1
BROADCOM INC(AVGO)01,078+1,078010.54%+1
DOMINION RESOURCES(D)039,247+39,247020.73%+2
PNC FINANCIAL SERVICES GROUP(PNC)22,61029,817+7,207451.83%+1
GENERAL MOTORS(GM)136,002135,561-441562.34%+1
AT&T(T)069,241+69,241010.46%+1
ALPHABET CLASS A(GOOG)43,71148,367+4,656672.78%+1
AMAZON(AMZN)53,25751,036-2,221893.50%+1
LAM RESEARCH(LRCX)01,129+1,129010.42%+1
PALO ALTO NETWORKS INC(PANW)03,568+3,568010.39%+1
SUPER MICRO COMPUTER INC(SMCI)0975+975010.37%+1
COSTCO WHSL CORP(COST)01,211+1,211010.34%+1
KIMBERLY CLARK CORP(KMB)26,90431,084+4,180341.53%+1
EVEREST(EG)01,779+1,779010.27%+1
XCEL ENERGY INC(XEL)012,638+12,638010.26%+1
AIR PRODS & CHEMS INC4,7878,177+3,390120.75%+1
DEVON ENERGY(DVN)60,34567,812+7,467331.29%+1
KEURIG DR PEPPER(KDP)021,484+21,484010.25%+1
ALNYLAM PHARMACEUTICALS INC(ALNY)04,200+4,200010.24%+1
AUTOZONE INC(AZO)575661+86120.79%+1
ARISTA NETWORKS1,9553,166+1,211010.35%0
ALPHABET CLASS C(GOOG)47,35446,754-600772.71%0
RMR GROUP017,141+17,141000.16%0
FMC CORPORATION(FMC)7,29713,299+6,002010.32%0
FIRST FINANCIAL BANKSHARES INC(FFIN)011,325+11,325000.14%0
ZSCALER(ZS)01,746+1,746000.13%0
CRESCENT ENERGY(CRGY)027,193+27,193000.12%0
ULTRA CLEAN HOLDINGS(UCTT)5,92011,296+5,376010.20%0
MOSAIC CO(MOS)09,359+9,359000.12%0
CALIX INC(CALX)08,981+8,981000.11%0
LIFE TIME GROUP HOLDINGS INC.(LTH)019,147+19,147000.11%0
EXXON MOBIL18,63618,564-72220.82%0
SPDR S&P 500(SPY)3,5893,754+165220.75%0
FARO TECHNOLOGIES INC COM011,510+11,510000.09%0
SKYWARD(SKWD)06,158+6,158000.09%0
ONESPAWORLD
COM
017,032+17,032000.09%0
PFIZER(PFE)222,870238,671+15,801672.52%0
DIGITAL BRIDGE(DBRG)010,708+10,708000.08%0
AUTODESK INC15,25415,014-240441.49%0
DELTA AIR LINES INC(DAL)22,37022,3700110.41%0
DOMO019,107+19,107000.06%0
UPWORK INC(UPWK)013,822+13,822000.06%0
HARTFORD FINANCIAL SERVICES GR(HIG)7,2797,2790110.29%0
SANDRIDGE ENERGY INC011,290+11,290000.06%0
ESPERION THERAPEUTICS INC29,25693,401+64,145000.10%0
JOHNSON & JOHNSON(JNJ)15,32216,183+861230.97%0
BIOGEN(BIIB)24,32229,874+5,552662.45%0
PORTILLO'S, INC.010,209+10,209000.06%0
CUSTOM TRUCK ONE SOURCE, INC(CTOS)024,722+24,722000.05%0
TETRA TECHNOLOGIES INC(TTI)028,817+28,817000.05%0
XERIS PHARMACEUTICALS INC053,211+53,211000.04%0
ENVIRI CORPORATION011,505+11,505000.04%0
CANTALOUPE014,557+14,557000.04%0
SERVICENOW(NOW)1,6121,6120110.47%0
PACCAR INC(PCAR)15,50412,903-2,601220.61%0
SAGIMENT BIOSCIENCES015,735+15,735000.03%0
EGAIN011,254+11,254000.03%0
NIOCORP022,301+22,301000.02%0
NOODLES031,764+31,764000.02%0
CORTEVA(CTVA)62,69953,136-9,563331.17%0
PRECIGEN(PGEN)17,37356,618+39,245000.03%0
TELOS014,218+14,218000.02%0
FEDEX(FDX)1,3801,3800000.15%0
3M(MMM)11,88612,711+825110.51%0
CAMBIUM NETWORKS CORP010,563+10,563000.02%0
RIGEL PHARMACEUTICALS031,345+31,345000.02%0
EOG RESOURCES(EOG)8,4348,334-100110.41%0
ORGANOGENESIS13,30334,105+20,802000.04%0
CF INDUSTRIES HOLDINGS INC(CF)17,86517,575-290110.56%0
INFINERA CORP18,46521,033+2,568000.05%0
CHIMERIX INC036,171+36,171000.01%0
THREDUP INC016,951+16,951000.01%0
DIGITAL TURBINE(APPS)011,355+11,355000.01%0
CONOCOPHILLIPS(COP)3,2323,157-75000.15%0
JPMORGAN(JPM)13,58511,667-1,918220.89%0
SNAP-ON(SNA)3,2783,264-14110.37%0
COMMSCOPE HOLDING(VISN)23,81347,493+23,680000.02%-0
CHENIERE ENERGY(LNG)2,9062,867-39000.18%-0
UNITED PARCEL SERVICE CL B(UPS)14,07413,874-200220.78%-0
UBER TECHNOLOGIES(UBER)11,9416,816-5,125110.20%-0
KINDER MORGAN(KMI)53,14638,799-14,347110.27%-0
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