Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$264.5K
Total Bought
$70.7K
Total Sold
$72.6K
Net Transaction
-$1.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CVS HEALTH(CVS)072,169+72,169041.61%+4
L3HARRIS TECHNOLOGIES(LHX)018,917+18,917041.61%+4
BRISTOL MYERS SQUIBB(BMY)46,622147,573+100,951362.32%+4
NVIDIA(NVDA)13,929128,710+114,78113166.01%+3
WR BERKLEY041,301+41,301031.23%+3
SALESFORCE.COM(CRM)022,429+22,429062.18%+6
META PLATFORMS INC.(META)8,12313,360+5,237472.55%+3
BROADCOM INC(AVGO)1,0782,559+1,481141.55%+3
DOLLAR GENERAL(DG)020,213+20,213031.01%+3
DOLLAR TREE, INC(DLTR)31,85562,360+30,505472.52%+2
PRINCIPAL FINL GROUP INC(PFG)029,300+29,300020.87%+2
INTEL(INTC)069,033+69,033020.81%+2
CATERPILLAR(CAT)06,091+6,091020.77%+2
JPMORGAN(JPM)11,66721,146+9,479241.62%+2
APPLE(AAPL)081,865+81,8650176.52%+17
REALTY INCOME CORP(O)032,000+32,000020.64%+2
EXELON(EXC)046,859+46,859020.61%+2
SMUCKER J M COMPANY(SJM)014,350+14,350020.59%+2
FORD MTR CO DEL COM(F)0123,006+123,006020.58%+2
SHERWIN WILLIAMS CO(SHW)05,163+5,163020.58%+2
NORDSON CORPORATION(NDSN)06,626+6,626020.58%+2
CHUBB LTD
COM
09,374+9,374020.90%+2
BAXTER INTL INC COM039,437+39,437010.50%+1
ORACLE(ORCL)09,214+9,214010.49%+1
ASSURANT(AIZ)011,524+11,524020.72%+2
HOST HOTELS & RESORTS INC.(HST)066,937+66,937010.46%+1
HUNTINGTON BANCSHARES INC(HBAN)090,871+90,871010.45%+1
ALPHABET CLASS C(GOOG)46,75444,704-2,050783.10%+1
SBA COMMUNICATIONS(SBAC)05,458+5,458010.40%+1
WEC ENERGY(WEC)058,935+58,935051.75%+5
CROWN CASTLE INTERNATIONAL COR(CCI)09,397+9,397010.35%+1
CISCO SYSTEMS(CSCO)066,286+66,286031.19%+3
INTUIT(INTU)01,221+1,221010.30%+1
COGNIZANT TECH SOLUTIONS CRP C(CTSH)011,179+11,179010.29%+1
GAMING AND LEISURE PROPERTIES(GLPI)016,410+16,410010.28%+1
BIOGEN(BIIB)29,87430,555+681672.68%+1
GENUINE PARTS CO(GPC)04,486+4,486010.23%+1
FORTINET INC(FTNT)08,876+8,876010.20%+1
AECOM(ACM)05,819+5,819010.19%+1
JOHNSON & JOHNSON(JNJ)16,18320,221+4,038331.12%0
AMERICAN EAGLE OUTFITTERS INC015,849+15,849000.12%0
FASTENAL COMPANY(FAST)04,950+4,950000.12%0
MICROSOFT(MSFT)42,21140,367-1,84418186.82%0
CSG SYSTEMS INTL COM05,906+5,906000.09%0
A10 NETWORKS016,471+16,471000.09%0
VIKING THERAPEUTICS INC(VKTX)04,240+4,240000.09%0
HEALTHCARE SERVICES GROUP INC(HCSG)020,781+20,781000.08%0
ARISTA NETWORKS3,1663,1660110.42%0
NATIONAL VISION(EYE)013,036+13,036000.06%0
APPLIED MATERIALS08,024+8,024020.72%+2
SPDR S&P 500(SPY)3,7543,845+91220.79%0
AUTOZONE INC(AZO)661741+80220.83%0
VIAMED011,561+11,561000.03%0
LIFE TIME GROUP HOLDINGS INC.(LTH)19,14719,1470000.14%0
LAM RESEARCH(LRCX)1,1291,079-50110.43%0
AT&T(T)69,24166,191-3,050110.48%0
BAKER HUGHES COMPANY(BKR)73,21971,069-2,150220.94%0
CHENIERE ENERGY(LNG)2,8672,8670010.19%0
COMMSCOPE HOLDING(VISN)47,49380,441+32,948000.04%0
ULTRA CLEAN HOLDINGS(UCTT)11,29611,2960110.21%0
KINDER MORGAN(KMI)38,79937,274-1,525110.28%0
ESPERION THERAPEUTICS INC93,401117,958+24,557000.10%0
CALIX INC(CALX)8,9818,659-322000.12%0
WALMART(WMT)05,844+5,844000.15%0
PRECIGEN(PGEN)56,61856,6180000.03%0
CANTALOUPE14,55714,5570000.04%0
XERIS PHARMACEUTICALS INC53,21153,2110000.05%0
SERVICENOW(NOW)1,6121,562-50110.46%0
ZSCALER(ZS)1,7461,7460000.13%0
EGAIN11,25411,2540000.03%-0
ORGANOGENESIS34,10534,1050000.04%-0
TELOS14,21814,2180000.02%-0
THREDUP INC16,95116,9510000.01%-0
CHIMERIX INC36,17136,1710000.01%-0
ENVIRI CORPORATION11,50511,5050000.04%-0
SUPER MICRO COMPUTER INC(SMCI)9751,193+218110.37%-0
DELTA AIR LINES INC(DAL)22,37022,3700110.40%-0
DIGITAL TURBINE(APPS)11,35511,3550000.01%-0
NOODLES31,76431,7640000.02%-0
CAMBIUM NETWORKS CORP10,56310,5630000.01%-0
SANDRIDGE ENERGY INC11,29011,2900000.06%-0
UPWORK INC(UPWK)13,82213,8220000.06%-0
DOMO19,10719,1070000.06%-0
NIOCORP22,30122,3010000.01%-0
RMR GROUP17,14117,1410000.15%-0
RTX CORP(RTX)012,530+12,530010.48%+1
SAGIMENT BIOSCIENCES15,73517,056+1,321000.02%-0
TETRA TECHNOLOGIES INC(TTI)28,81728,8170000.04%-0
CUSTOM TRUCK ONE SOURCE, INC(CTOS)24,72224,7220000.04%-0
FIRST FINANCIAL BANKSHARES INC(FFIN)11,32511,3250000.13%-0
PORTILLO'S, INC.10,20910,2090000.04%-0
RIGEL PHARMACEUTICALS31,3450-31,34500-0
DIGITAL BRIDGE(DBRG)10,70810,7080000.06%-0
FARO TECHNOLOGIES INC COM11,51011,5100000.07%-0
CONOCOPHILLIPS(COP)3,1572,882-275000.12%-0
CITIGROUP(C)013,381+13,381010.32%+1
EOG RESOURCES(EOG)8,3347,834-500110.37%-0
FMC CORPORATION(FMC)13,29913,2990110.29%-0
HEWLETT PACKARD ENTERPRISE CO(HPE)214,872175,997-38,875441.41%-0
INFINERA CORP21,0330-21,03300-0
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