Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$118.3K
Total Bought
$27.1K
Total Sold
$187.9K
Net Transaction
-$160.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BECTON DICKINSON(BDX)012,485+12,485032.42%+3
PNC FINANCIAL SERVICES GROUP(PNC)5,51121,248+15,737143.16%+3
HUMANA INC(HUM)010,013+10,013032.24%+3
ROSS STORES INC(ROST)017,156+17,156021.85%+2
ASSURANT(AIZ)08,751+8,751021.55%+2
MOSAIC CO(MOS)054,212+54,212011.24%+1
FEDERAL REALTY014,080+14,080011.16%+1
US BANCORP(USB)032,153+32,153011.15%+1
REGIONS FINL(RF)062,361+62,361011.15%+1
W W GRAINGER(GWW)01,053+1,053010.88%+1
EDISON INTERNATIONAL(EIX)017,300+17,300010.86%+1
WELLS FARGO(WFC)012,547+12,547010.76%+1
AKAMAI TECHNOLOGIES INC(AKAM)2,93714,557+11,620010.99%+1
JUNIPER NETWORKS INC COM023,318+23,318010.71%+1
APPLIED MATERIALS05,023+5,023010.62%+1
CONSOLIDATED EDISON INC(ED)05,456+5,456010.51%+1
JOHNSON CONTROLS INC
SHS
07,102+7,102010.48%+1
DIGITAL REALTY TRUST(DLR)02,509+2,509000.30%0
WALMART(WMT)13,90518,394+4,489121.36%0
ABERCROMBIE & FITCH CO CL A03,496+3,496000.23%0
SYNAPTICS INC(SYNA)03,399+3,399000.18%0
KRATOS DEFENSE & SECURITY(KTOS)07,116+7,116000.18%0
TARGET(TGT)13,73519,746+6,011221.74%0
PEOPLE'S FINANCIAL04,573+4,573000.17%0
SHORE BANCSHARES011,676+11,676000.13%0
CAPRICOR015,853+15,853000.13%0
SERVICENOW(NOW)7631,199+436110.81%0
CORE SCIENTIFIC, INC(CORZ)015,847+15,847000.10%0
SEPTERNA(SEPN)018,477+18,477000.09%0
HANESBRANDS INC017,736+17,736000.09%0
SILVACO GROUP016,943+16,943000.07%0
CIPHER MINING(CIFR)012,680+12,680000.02%0
PRECIGEN(PGEN)68,68168,6810000.09%0
DOMO32,57032,5700000.21%0
GREENE COUNTY BANCORP13,15515,870+2,715000.32%0
DIGITAL TURBINE(APPS)13,30113,3010000.03%0
ENHABIT
COM
12,53312,5330000.09%0
NIOCORP27,21927,2190000.05%0
CONOCOPHILLIPS(COP)02,782+2,782000.25%0
ONE GROUP HOSPITALITY14,57414,5740000.04%0
LINEAGE CELL THERAPEUTICS INC10,71210,7120000.00%0
FIRST FINANCIAL BANKSHARES INC(FFIN)11,35011,3500000.34%-0
ZENAS BIOPHARMA(ZBIO)10,95510,9550000.07%-0
TETRA TECHNOLOGIES INC(TTI)35,67435,6740000.10%-0
CLEAR SECURE CL A(YOU)12,83412,8340000.28%-0
VIAMED14,12014,1200000.09%-0
VERDE CLEAN FUELS15,30715,3070000.04%-0
MIND MEDICINE010,759+10,759000.05%0
ENVIRI CORPORATION13,98513,9850000.08%-0
CORE MOLDING TECH11,41311,4130000.15%-0
CUSTOM TRUCK ONE SOURCE, INC(CTOS)30,33530,3350000.11%-0
SIGHT SCIENCES15,23515,2350000.03%-0
FRACTYL HEALTH21,61821,6180000.02%-0
VIVID SEATS11,52011,5200000.03%-0
EGAIN14,40914,4090000.06%-0
VARONIS(VRNS)5,0525,0520000.17%-0
AVERY DENNISON CORP COM01,506+1,506000.23%0
NOODLES000000
SAGIMENT BIOSCIENCES20,83620,8360000.06%-0
ARMADA HOFFLER PROPERTIES INC10,48110,4810000.07%-0
HEALTH CATALYST10,89310,8930000.04%-0
DIGITAL BRIDGE(DBRG)13,11613,1160000.10%-0
ARLO TECH(ARLO)24,95424,9540000.21%-0
IMMUNOME(IMNM)11,55411,5540000.07%-0
MEDIAALPHA27,54727,5470000.22%-0
TERNS PHARMACEUTICALS20,60320,6030000.05%-0
UNITE HOMES GROUP
CL A
056,776+56,776000.13%0
NEXTDECADE(NEXT)11,7760-11,77600-0
KEYCORP(KEY)45,77641,987-3,789110.57%-0
PORTILLO'S, INC.000000
SEMRUSH HOLDINGS, INC.
CL A COM
11,3740-11,37400-0
AMERICAN EAGLE OUTFITTERS INC026,861+26,861000.26%0
CHIMERIX INC44,3050-44,30500-0
SUN COUNTRY AIRLINES10,5690-10,56900-0
WEBTOON(WBTN)22,50217,314-5,188000.11%-0
NATIONAL VISION(EYE)17,5110-17,51100-0
VIKING THERAPEUTICS INC(VKTX)000000
SPDR S&P 500(SPY)3,5693,341-228221.58%-0
ULTRA CLEAN HOLDINGS(UCTT)6,2780-6,27800-0
CIGNA(CI)9490-94900-0
UPWORK INC(UPWK)16,5660-16,56600-0
FMC CORPORATION(FMC)000000
INTEGRAL AD SCIENCE27,8080-27,80800-0
MERCK(MRK)21,25920,225-1,034221.53%-0
UBER TECHNOLOGIES(UBER)000000
EOG RESOURCES(EOG)04,951+4,951010.54%+1
SUPER MICRO COMPUTER INC(SMCI)12,1800-12,18000-0
AT&T(T)015,625+15,625000.37%0
CUMMINS INC(CMI)0838+838000.22%0
EXXON MOBIL012,329+12,329011.24%+1
INTUIT(INTU)1,294669-625100.35%-0
DOW CHEMICAL(DOW)000000
NORDSON CORPORATION(NDSN)03,321+3,321010.57%+1
CHENIERE ENERGY(LNG)2,7240-2,72410-1
EXPEDITORS INTL WASH INC(EXPD)5,4480-5,44810-1
INTERNATIONAL BUS MACH(IBM)2,8570-2,85710-1
PACCAR INC(PCAR)12,0486,173-5,875110.51%-1
PPG INDUSTRIES INC(PPG)7,9412,682-5,259100.25%-1
BIOMARIN PHARMACEUTICAL INC CO(BMRN)10,5450-10,54510-1
CF INDUSTRIES HOLDINGS INC(CF)08,815+8,815010.58%+1
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