Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$269.0K
Total Bought
$49.1K
Total Sold
$52.9K
Net Transaction
-$3.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WELLS FARGO(WFC)0195,561+195,5610114.11%+11
GENERAL MOTORS(GM)0178,443+178,443082.97%+8
BANK OF AMERICA074,777+74,777031.10%+3
CAMDEN PROPERTY TRUST(CPT)023,580+23,580031.08%+3
MCKESSON(MCK)04,999+4,999020.92%+2
ESTEE LAUDER COMPANIES CL A(EL)024,334+24,334020.90%+2
NETAPP INC(NTAP)018,215+18,215020.84%+2
JPMORGAN(JPM)21,14628,965+7,819462.27%+2
WP CAREY(WPC)027,163+27,163020.63%+2
AMAZON(AMZN)050,716+50,716093.51%+9
ROSS STORES INC(ROST)010,543+10,543020.59%+2
ORACLE(ORCL)9,21416,371+7,157131.04%+1
BRISTOL MYERS SQUIBB(BMY)147,573146,029-1,544682.81%+1
HUMANA INC(HUM)04,065+4,065010.48%+1
DOLLAR GENERAL(DG)20,21346,079+25,866341.45%+1
BROADCOM INC(AVGO)2,55930,697+28,138451.97%+1
VALERO ENERGY(VLO)08,278+8,278010.42%+1
AIR PRODS & CHEMS INC03,358+3,358010.37%+1
WEC ENERGY(WEC)58,93558,139-796562.08%+1
ZIMMER BIOMET(ZBH)035,337+35,337041.42%+4
DOW CHEMICAL(DOW)013,792+13,792010.28%+1
DIGITAL REALTY TRUST(DLR)04,280+4,280010.26%+1
REPUBLIC SERVICES INC(RSG)06,214+6,214010.46%+1
HEWLETT PACKARD ENTERPRISE CO(HPE)175,997208,230+32,233441.58%+1
DEERE(DE)012,735+12,735051.98%+5
AVERY DENNISON CORP COM01,556+1,556000.13%0
CATERPILLAR(CAT)6,0916,043-48220.88%0
CISCO SYSTEMS(CSCO)66,28665,455-831331.30%0
EMERSON ELECTRIC(EMR)025,523+25,523031.04%+3
PRINCIPAL FINL GROUP INC(PFG)29,30030,284+984230.97%0
UNITE HOMES GROUP
CL A
048,589+48,589000.11%0
BIOMARIN PHARMACEUTICAL INC CO(BMRN)04,190+4,190000.11%0
EXELON(EXC)46,85946,312-547220.70%0
ARLO TECH(ARLO)020,761+20,761000.09%0
WR BERKLEY41,30161,451+20,150331.30%0
CUMMINS INC(CMI)04,373+4,373010.53%+1
L3HARRIS TECHNOLOGIES(LHX)18,91718,671-246441.65%0
CF INDUSTRIES HOLDINGS INC(CF)016,647+16,647010.53%+1
AMERICAN EAGLE OUTFITTERS INC15,84922,495+6,646010.19%0
AT&T(T)66,19165,342-849110.53%0
VERIZON(VZ)053,603+53,603020.89%+2
INTEL(INTC)69,03397,846+28,813220.85%0
FORD MTR CO DEL COM(F)123,006160,049+37,043220.63%0
META PLATFORMS INC.(META)13,36012,021-1,339772.56%0
TJX(TJX)016,672+16,672020.73%+2
INTEGRAL AD SCIENCE011,600+11,600000.05%0
MICROSOFT(MSFT)40,36742,195+1,82818186.75%0
TREACE MEDICAL016,852+16,852000.04%0
MIND MEDICINE016,362+16,362000.03%0
COGNIZANT TECH SOLUTIONS CRP C(CTSH)11,17910,922-257110.31%0
ENHABIT
COM
010,225+10,225000.03%0
AECOM(ACM)5,8195,710-109110.22%0
WALMART(WMT)5,8445,8440000.18%0
OUSTER(OUST)010,686+10,686000.02%0
NORDSON CORPORATION(NDSN)6,6266,096-530220.60%0
SOUTHWEST AIRLINES(LUV)082,439+82,439020.91%+2
DELTA AIR LINES INC(DAL)22,37021,989-381110.42%0
DOMINION RESOURCES(D)05,109+5,109000.11%0
ONE GROUP HOSPITALITY011,890+11,890000.02%0
VIKING THERAPEUTICS INC(VKTX)4,2404,2400000.10%0
PORTILLO'S, INC.10,20910,2090000.05%0
FARO TECHNOLOGIES INC COM11,51011,398-112000.08%0
EXXON MOBIL017,464+17,464020.76%+2
ENVIRI CORPORATION11,50511,573+68000.04%0
DIGITAL TURBINE(APPS)11,35511,3550000.01%0
FIRST FINANCIAL BANKSHARES INC(FFIN)11,3259,395-1,930000.13%0
CORTEVA(CTVA)047,309+47,309031.03%+3
A10 NETWORKS16,47116,4710000.09%0
NIOCORP22,30122,3010000.02%0
VIAMED11,56111,5610000.03%0
CHENIERE ENERGY(LNG)2,8672,824-43110.19%0
UBER TECHNOLOGIES(UBER)05,081+5,081000.14%0
DIGITAL BRIDGE(DBRG)10,70810,7080000.06%0
ORGANOGENESIS34,10534,1050000.04%0
CHIMERIX INC36,17136,1710000.01%0
INTUIT(INTU)1,2211,294+73110.30%0
UPWORK INC(UPWK)13,82213,8220000.05%-0
TELOS14,21814,2180000.02%-0
DOMO19,10718,793-314000.05%-0
NATIONAL VISION(EYE)13,03615,036+2,000000.06%-0
SPDR S&P 500(SPY)3,8453,634-211220.78%-0
CAMBIUM NETWORKS CORP10,56310,5630000.01%-0
HEALTHCARE SERVICES GROUP INC(HCSG)20,78118,834-1,947000.08%-0
TETRA TECHNOLOGIES INC(TTI)28,81728,990+173000.03%-0
ALPHABET CLASS A(GOOG)037,511+37,511062.31%+6
CITIGROUP(C)13,38113,3810110.31%-0
SAGIMENT BIOSCIENCES17,05617,0560000.02%-0
EGAIN11,25411,638+384000.02%-0
NOODLES31,76431,7640000.01%-0
UNITED PARCEL SERVICE CL B(UPS)013,240+13,240020.67%+2
CUSTOM TRUCK ONE SOURCE, INC(CTOS)24,72224,857+135000.03%-0
CONOCOPHILLIPS(COP)2,8822,8820000.11%-0
THREDUP INC16,9510-16,95100-0
EOG RESOURCES(EOG)7,8347,771-63110.36%-0
PRECIGEN(PGEN)56,61856,6180000.02%-0
PACCAR INC(PCAR)012,148+12,148010.45%+1
ESPERION THERAPEUTICS INC117,958117,9580000.07%-0
XERIS PHARMACEUTICALS INC53,21115,028-38,183000.02%-0
CANTALOUPE14,5570-14,55700-0
COMMSCOPE HOLDING(VISN)80,4410-80,44100-0
Page 1 of 1