Fund HoldingsSTONERIDGE INVESTMENT PARTNERS LLC

Total Portfolio Value
$279.8K
Total Bought
$87.4K
Total Sold
$83.2K
Net Transaction
+$4.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CHUBB LTD
COM
027,680+27,680082.73%+8
CITIGROUP(C)13,381111,040+97,659182.79%+7
CVS HEALTH(CVS)0207,651+207,651093.33%+9
FIDELITY NATIONAL SERVICES(FIS)064,675+64,675051.87%+5
AMERICAN INTL GROUP063,377+63,377051.65%+5
XYLEM INC(XYL)032,353+32,353041.34%+4
REALTY INCOME CORP(O)082,435+82,435041.57%+4
GENUINE PARTS CO(GPC)028,755+28,755031.20%+3
GE AEROSPACE(GE)015,255+15,255030.91%+3
BAXTER INTL INC COM079,841+79,841020.83%+2
ALLEGION(ALLE)017,477+17,477020.82%+2
ALLY FINANCIAL INC(ALLY)062,822+62,822020.81%+2
MERCK(MRK)021,259+21,259020.76%+2
NORTHROP GRUMMAN CORP(NOC)04,485+4,485020.75%+2
EXELON(EXC)46,312101,738+55,426241.37%+2
LAM RESEARCH(LRCX)026,474+26,474020.68%+2
TARGET(TGT)013,735+13,735020.66%+2
BROADCOM INC(AVGO)30,69730,6970572.54%+2
STANLEY BLACK & DECKER INC(SWK)020,877+20,877020.60%+2
FIRST CITIZENS BANCSHARES(FCNCA)0787+787020.59%+2
EVERSOURCE(ES)028,134+28,134020.58%+2
NVIDIA(NVDA)0127,231+127,2310176.11%+17
APPLE(AAPL)070,930+70,9300186.35%+18
HONEYWELL INC COM(HON)05,225+5,225010.42%+1
FORD MTR CO DEL COM(F)160,049286,372+126,323231.01%+1
JOHNSON & JOHNSON(JNJ)016,555+16,555020.86%+2
PNC FINANCIAL SERVICES GROUP(PNC)05,511+5,511010.38%+1
PPG INDUSTRIES INC(PPG)07,941+7,941010.34%+1
HASBRO INC(HAS)016,637+16,637010.33%+1
AUTODESK INC011,540+11,540031.22%+3
META PLATFORMS INC.(META)12,02113,304+1,283782.78%+1
ALPHABET CLASS A(GOOG)37,51137,411-100672.53%+1
CHECK POINT SOFTWARE TECH COM
ORD
04,287+4,287010.29%+1
FIFTH THIRD BANCORP(FITB)018,677+18,677010.28%+1
KEYCORP(KEY)045,776+45,776010.28%+1
QORVO INC(QRVO)011,209+11,209010.28%+1
WALMART(WMT)5,84413,905+8,061010.45%+1
AMAZON(AMZN)50,71646,613-4,1039103.66%+1
ORACLE(ORCL)16,37121,386+5,015341.27%+1
CONSTELLATION ENERGY GROUP(CEG)03,321+3,321010.27%+1
INTERNATIONAL BUS MACH(IBM)02,857+2,857010.22%+1
EXPEDITORS INTL WASH INC(EXPD)05,448+5,448010.22%+1
BIOMARIN PHARMACEUTICAL INC CO(BMRN)4,19010,545+6,355010.25%0
CISCO SYSTEMS(CSCO)65,45565,4550341.39%0
SUPER MICRO COMPUTER INC(SMCI)012,180+12,180000.13%0
GREENE COUNTY BANCORP013,155+13,155000.13%0
CLEAR SECURE CL A(YOU)012,834+12,834000.12%0
SOUTHWEST AIRLINES(LUV)82,43982,4390230.99%0
MICROSOFT(MSFT)42,19543,825+1,63018186.60%0
MEDIAALPHA027,547+27,547000.11%0
WEBTOON(WBTN)022,502+22,502000.11%0
BAKER HUGHES COMPANY(BKR)059,322+59,322020.87%+2
DOLLAR TREE, INC(DLTR)061,672+61,672051.65%+5
AKAMAI TECHNOLOGIES INC(AKAM)02,937+2,937000.10%0
VERIZON(VZ)53,60367,103+13,500230.96%0
CIGNA(CI)0949+949000.09%0
VARONIS(VRNS)05,052+5,052000.08%0
DELTA AIR LINES INC(DAL)21,98921,889-100110.47%0
CORE MOLDING TECH011,413+11,413000.07%0
INTEGRAL AD SCIENCE11,60027,808+16,208000.10%0
ADOBE(ADBE)08,553+8,553041.36%+4
SUN COUNTRY AIRLINES010,569+10,569000.06%0
SEMRUSH HOLDINGS, INC.
CL A COM
011,374+11,374000.05%0
SERVICENOW(NOW)0763+763010.29%+1
UPWORK INC(UPWK)13,82216,566+2,744000.10%0
IMMUNOME(IMNM)011,554+11,554000.04%0
CHIMERIX INC36,17144,305+8,134000.06%0
TERNS PHARMACEUTICALS020,603+20,603000.04%0
ARMADA HOFFLER PROPERTIES INC010,481+10,481000.04%0
NEXTDECADE(NEXT)011,776+11,776000.03%0
DOMO18,79332,570+13,777000.08%0
ZENAS BIOPHARMA(ZBIO)010,955+10,955000.03%0
CHENIERE ENERGY(LNG)2,8242,724-100110.21%0
HEALTH CATALYST010,893+10,893000.03%0
REPUBLIC SERVICES INC(RSG)6,2146,556+342110.47%0
VERDE CLEAN FUELS015,307+15,307000.02%0
FIRST FINANCIAL BANKSHARES INC(FFIN)9,39511,350+1,955000.15%0
CUSTOM TRUCK ONE SOURCE, INC(CTOS)24,85730,335+5,478000.05%0
SIGHT SCIENCES015,235+15,235000.02%0
PACCAR INC(PCAR)12,14812,048-100110.45%0
VIVID SEATS011,520+11,520000.02%0
WALGREENS BOOTS ALLIANCE0142,612+142,612010.48%+1
SAGIMENT BIOSCIENCES17,05620,836+3,780000.03%0
FRACTYL HEALTH021,618+21,618000.02%0
TETRA TECHNOLOGIES INC(TTI)28,99035,674+6,684000.05%0
EGAIN11,63814,409+2,771000.03%0
ARLO TECH(ARLO)20,76124,954+4,193000.10%0
VIAMED11,56114,120+2,559000.04%0
PRECIGEN(PGEN)56,61868,681+12,063000.03%0
NATIONAL VISION(EYE)15,03617,511+2,475000.07%0
ENHABIT
COM
10,22512,533+2,308000.04%0
ULTRA CLEAN HOLDINGS(UCTT)06,278+6,278000.08%0
INTUIT(INTU)1,2941,2940110.29%0
SPDR S&P 500(SPY)3,6343,569-65220.75%0
LINEAGE CELL THERAPEUTICS INC010,712+10,712000.00%0
ONE GROUP HOSPITALITY11,89014,574+2,684000.02%-0
DIGITAL BRIDGE(DBRG)10,70813,116+2,408000.05%-0
NIOCORP22,30127,219+4,918000.02%-0
ENVIRI CORPORATION11,57313,985+2,412000.04%-0
DIGITAL TURBINE(APPS)11,35513,301+1,946000.01%-0
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