Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$211.9K
Total Bought
$39.3K
Total Sold
$56.4K
Net Transaction
-$17.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ZIMMER BIOMET(ZBH)11,63146,785+35,154252.48%+4
DOLLAR TREE, INC(DLTR)031,081+31,081031.56%+3
KIMBERLY CLARK CORP(KMB)026,086+26,086031.49%+3
PFIZER(PFE)090,109+90,109031.41%+3
CITIGROUP(C)066,366+66,366031.29%+3
WELLS FARGO(WFC)13,21867,480+54,262131.30%+2
WASTE MGMT(WM)014,213+14,213021.02%+2
DISCOVER FINANCIAL SERVICES023,209+23,209020.95%+2
EDWARDS LIFESCIENCES CORP023,706+23,706020.77%+2
RALPH LAUREN(RL)013,845+13,845020.76%+2
AMAZON(AMZN)41,24953,257+12,008573.19%+1
NVIDIA(NVDA)6,9069,916+3,010342.04%+1
DEVON ENERGY(DVN)22,38850,074+27,686121.13%+1
REGIONS FINL(RF)105,989173,645+67,656231.41%+1
AUTOZONE INC(AZO)109461+352010.55%+1
CORTEVA(CTVA)41,20663,042+21,836231.52%+1
VF CORPORATION(VFC)044,140+44,140010.37%+1
WALMART(WMT)2,4347,221+4,787010.55%+1
UBER TECHNOLOGIES(UBER)015,850+15,850010.34%+1
GENUINE PARTS CO(GPC)04,917+4,917010.34%+1
ALBEMARLE(ALB)1,6105,262+3,652010.42%+1
TAPESTRY(TPR)6,47827,815+21,337010.38%+1
CSX CORP COM(CSX)014,176+14,176000.21%0
KENVUE INC(KVUE)019,791+19,791000.19%0
ALPHABET CLASS C(GOOG)51,85650,248-1,608673.13%0
FMC CORPORATION(FMC)03,821+3,821000.12%0
CF INDUSTRIES HOLDINGS INC(CF)15,37914,845-534110.60%0
CHUBB LTD
COM
17,07116,264-807331.60%0
EXXON MOBIL19,74818,696-1,052221.04%0
EOG RESOURCES(EOG)12,27211,663-609110.70%0
DIAMONDBACK ENERGY INC(FANG)3,0032,951-52000.22%0
APA CORP(APA)9,2579,114-143000.18%0
META PLATFORMS INC.(META)5,0004,974-26110.70%0
WR BERKLEY55,49752,900-2,597331.59%0
ADOBE(ADBE)8,9828,713-269442.10%0
EMERSON ELECTRIC(EMR)24,50423,427-1,077221.07%0
ELAN ANIMAL HEALTH(ELAN)43,30642,877-429000.23%0
NORFOLK SOUTHERN CORP(NSC)5,2166,223+1,007110.58%0
ARISTA NETWORKS1,9701,955-15000.17%0
CONOCOPHILLIPS(COP)3,4283,232-196000.18%0
CHENIERE ENERGY(LNG)2,9622,906-56000.23%0
ACCENTURE
SHS CLASS A
7,7677,838+71221.14%0
PRECIGEN(PGEN)017,373+17,373000.01%0
FEDEX(FDX)1,4621,380-82000.17%0
ORGANOGENESIS013,303+13,303000.02%0
CISCO SYSTEMS(CSCO)35,47734,060-1,417220.86%-0
UNITED RENTALS INC(URI)771760-11000.16%-0
ESPERION THERAPEUTICS INC029,256+29,256000.01%0
INFINERA CORP018,465+18,465000.04%0
NOODLES013,811+13,811000.02%0
VIATRIS INC(VTRS)58,22057,040-1,180110.27%-0
FIFTH THIRD BANCORP(FITB)11,01410,197-817000.12%-0
HARTFORD FINANCIAL SERVICES GR(HIG)7,7167,318-398110.24%-0
AUTODESK INC11,50411,175-329221.09%-0
COMMSCOPE HOLDING(VISN)018,260+18,260000.03%0
MICROCHIP TECH INC(MCHP)3,5073,469-38000.13%-0
SERVICENOW(NOW)2,7192,651-68210.70%-0
JPMORGAN(JPM)7,8287,497-331110.51%-0
FIDELITY NATIONAL SERVICES(FIS)29,14327,853-1,290220.73%-0
PEPSICO(PEP)3,0332,881-152100.23%-0
SPDR S&P 500(SPY)3,6293,570-59220.72%-0
AT&T(T)63,33060,288-3,042110.43%-0
QUALCOMM(QCOM)23,40924,118+709331.26%-0
3M(MMM)12,42011,905-515110.53%-0
PIONEER NATURAL RESOURCES4,1013,112-989110.34%-0
ANALOG DEVICES(ADI)5,4675,287-180110.44%-0
SNAP-ON(SNA)3,3863,278-108110.39%-0
UNITED PARCEL SERVICE CL B(UPS)10,13910,688+549220.79%-0
PHILIP MORRIS(PM)21,08420,089-995220.88%-0
PRIMORIS SERVICES CORPORATION(PRIM)000000
SHELLPLC(SHEL)8,9855,145-3,840100.16%-0
PAYPAL(PYPL)19,62918,654-975110.51%-0
VISA(V)13,87213,332-540331.45%-0
ULTRA CLEAN HOLDINGS(UCTT)5,9200-5,92000-0
STEEL DYNAMICS(STLD)2,1390-2,13900-0
ASSURANT(AIZ)12,1328,921-3,211210.60%-0
APPLIED MATERIALS25,20824,490-718431.60%-0
WALGREENS BOOTS ALLIANCE37,17336,183-990110.38%-0
DELTA AIR LINES INC(DAL)22,87822,474-404110.39%-0
TARGET(TGT)10,3799,950-429110.52%-0
SOUTHWEST AIRLINES(LUV)8,7120-8,71200-0
MARRIOTT INTL INC(MAR)1,7440-1,74400-0
WEC ENERGY(WEC)32,02830,748-1,280321.17%-0
SALESFORCE.COM(CRM)22,69621,897-799542.10%-0
DOMINION RESOURCES(D)38,92637,163-1,763220.78%-0
SOUTHERN COPPER(SCCO)5,1240-5,12400-0
ALPHABET CLASS A(GOOG)52,95545,549-7,406662.81%-0
VERIZON(VZ)64,56362,183-2,380220.95%-0
WALT DISNEY CO(DIS)37,61235,873-1,739331.37%-0
NUCOR(NUE)2,7500-2,75000-0
NIKE(NKE)19,61317,244-2,369220.78%-1
HILTON WORLDWIDE(HLT)3,9300-3,93010-1
GENERAL DYNAMICS(GD)2,8750-2,87510-1
LINDE(LIN)1,6500-1,65010-1
PACCAR INC(PCAR)23,54515,533-8,012210.62%-1
LAM RESEARCH(LRCX)1,0210-1,02110-1
KLA-TENCOR(KLAC)1,3680-1,36810-1
TEXAS INSTRUMENTS(TXN)23,35621,660-1,696431.63%-1
HEALTHPEAK PROPERTIES(DOC)38,9190-38,91910-1
KEYCORP(KEY)92,8900-92,89010-1
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