Stoneridge Investment Partners as of Sept. 30, 2024
Portfolio Holdings for Stoneridge Investment Partners
Stoneridge Investment Partners holds 120 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.7 | $18M | 42k | 430.31 | |
| Apple (AAPL) | 6.1 | $17M | 71k | 233.01 | |
| NVIDIA Corporation (NVDA) | 5.8 | $16M | 129k | 121.44 | |
| Wells Fargo & Company (WFC) | 4.1 | $11M | 196k | 56.49 | |
| Amazon (AMZN) | 3.5 | $9.4M | 51k | 186.33 | |
| General Motors Company (GM) | 3.0 | $8.0M | 178k | 44.84 | |
| Bristol Myers Squibb (BMY) | 2.8 | $7.6M | 146k | 51.74 | |
| Alphabet Inc Class C cs (GOOG) | 2.7 | $7.4M | 44k | 167.18 | |
| Facebook Inc cl a (META) | 2.6 | $6.9M | 12k | 572.41 | |
| Biogen Idec (BIIB) | 2.4 | $6.6M | 34k | 193.85 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $6.2M | 38k | 165.84 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $6.1M | 29k | 210.88 | |
| Wec Energy Group (WEC) | 2.1 | $5.6M | 58k | 96.18 | |
| salesforce (CRM) | 2.0 | $5.5M | 20k | 273.70 | |
| Deere & Company (DE) | 2.0 | $5.3M | 13k | 417.35 | |
| Broadcom (AVGO) | 2.0 | $5.3M | 31k | 172.49 | |
| L3harris Technologies (LHX) | 1.7 | $4.4M | 19k | 237.86 | |
| Dollar Tree (DLTR) | 1.6 | $4.3M | 62k | 70.32 | |
| Hewlett Packard Enterprise (HPE) | 1.6 | $4.3M | 208k | 20.46 | |
| Dollar General (DG) | 1.4 | $3.9M | 46k | 84.57 | |
| Zimmer Holdings (ZBH) | 1.4 | $3.8M | 35k | 107.96 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $3.6M | 7.0k | 517.84 | |
| W.R. Berkley Corporation (WRB) | 1.3 | $3.5M | 62k | 56.73 | |
| Cisco Systems (CSCO) | 1.3 | $3.5M | 66k | 53.23 | |
| CVS Caremark Corporation (CVS) | 1.3 | $3.5M | 55k | 62.88 | |
| Bank of America Corporation (BAC) | 1.1 | $3.0M | 75k | 39.68 | |
| Camden Property Trust (CPT) | 1.1 | $2.9M | 24k | 123.54 | |
| Emerson Electric (EMR) | 1.0 | $2.8M | 26k | 109.35 | |
| Oracle Corporation (ORCL) | 1.0 | $2.8M | 16k | 170.42 | |
| Corteva (CTVA) | 1.0 | $2.8M | 47k | 58.78 | |
| Principal Financial (PFG) | 1.0 | $2.6M | 30k | 85.89 | |
| Devon Energy Corporation (DVN) | 0.9 | $2.5M | 64k | 39.11 | |
| Autodesk (ADSK) | 0.9 | $2.5M | 9.1k | 275.48 | |
| McKesson Corporation (MCK) | 0.9 | $2.5M | 5.0k | 494.50 | |
| Southwest Airlines (LUV) | 0.9 | $2.4M | 82k | 29.63 | |
| Estee Lauder Companies (EL) | 0.9 | $2.4M | 24k | 99.70 | |
| Verizon Communications (VZ) | 0.9 | $2.4M | 54k | 44.90 | |
| Qualcomm (QCOM) | 0.9 | $2.4M | 14k | 170.04 | |
| Caterpillar (CAT) | 0.9 | $2.4M | 6.0k | 391.20 | |
| Intel Corporation (INTC) | 0.9 | $2.3M | 98k | 23.46 | |
| NetApp (NTAP) | 0.8 | $2.3M | 18k | 123.52 | |
| Baker Hughes A Ge Company (BKR) | 0.8 | $2.1M | 59k | 36.14 | |
| Spdr S&p 500 Etf (SPY) | 0.8 | $2.1M | 3.6k | 573.75 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.0M | 18k | 117.21 | |
| TJX Companies (TJX) | 0.7 | $2.0M | 17k | 117.56 | |
| Exelon Corporation (EXC) | 0.7 | $1.9M | 46k | 40.55 | |
| United Parcel Service (UPS) | 0.7 | $1.8M | 13k | 136.33 | |
| Applied Materials (AMAT) | 0.6 | $1.7M | 8.5k | 202.10 | |
| Wp Carey (WPC) | 0.6 | $1.7M | 27k | 62.29 | |
| Ford Motor Company (F) | 0.6 | $1.7M | 160k | 10.56 | |
| Nordson Corporation (NDSN) | 0.6 | $1.6M | 6.1k | 262.63 | |
| Ross Stores (ROST) | 0.6 | $1.6M | 11k | 150.53 | |
| At&t (T) | 0.5 | $1.4M | 65k | 22.01 | |
| CF Industries Holdings (CF) | 0.5 | $1.4M | 17k | 85.78 | |
| Cummins (CMI) | 0.5 | $1.4M | 4.4k | 323.81 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.3M | 8.0k | 162.10 | |
| Humana (HUM) | 0.5 | $1.3M | 4.1k | 316.85 | |
| Walgreen Boots Alliance | 0.5 | $1.3M | 143k | 8.96 | |
| Republic Services (RSG) | 0.5 | $1.2M | 6.2k | 200.84 | |
| Paccar (PCAR) | 0.4 | $1.2M | 12k | 98.70 | |
| Assurant (AIZ) | 0.4 | $1.2M | 6.0k | 198.90 | |
| Valero Energy Corporation (VLO) | 0.4 | $1.1M | 8.3k | 135.06 | |
| Delta Air Lines (DAL) | 0.4 | $1.1M | 22k | 50.80 | |
| Hp (HPQ) | 0.4 | $1.1M | 30k | 35.88 | |
| Air Products & Chemicals (APD) | 0.4 | $1000k | 3.4k | 297.80 | |
| Realty Income (O) | 0.4 | $976k | 15k | 63.41 | |
| EOG Resources (EOG) | 0.4 | $955k | 7.8k | 122.89 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $843k | 11k | 77.18 | |
| Citigroup (C) | 0.3 | $838k | 13k | 62.63 | |
| Intuit (INTU) | 0.3 | $804k | 1.3k | 621.33 | |
| Dow (DOW) | 0.3 | $753k | 14k | 54.60 | |
| Digital Realty Trust (DLR) | 0.3 | $693k | 4.3k | 161.92 | |
| Servicenow (NOW) | 0.3 | $682k | 763.00 | 893.84 | |
| AECOM Technology Corporation (ACM) | 0.2 | $590k | 5.7k | 103.33 | |
| Super Micro Computer | 0.2 | $516k | 1.2k | 416.80 | |
| Cheniere Energy (LNG) | 0.2 | $508k | 2.8k | 179.89 | |
| American Eagle Outfitters (AEO) | 0.2 | $504k | 23k | 22.41 | |
| Wal-Mart Stores (WMT) | 0.2 | $472k | 5.8k | 80.77 | |
| FMC Corporation (FMC) | 0.2 | $439k | 6.7k | 66.02 | |
| Uber Technologies (UBER) | 0.1 | $382k | 5.1k | 75.18 | |
| First Financial Bankshares (FFIN) | 0.1 | $348k | 9.4k | 37.04 | |
| Avery Dennison Corporation (AVY) | 0.1 | $344k | 1.6k | 221.08 | |
| ConocoPhillips (COP) | 0.1 | $303k | 2.9k | 105.14 | |
| United Homes Group (UHG) | 0.1 | $298k | 49k | 6.13 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $295k | 4.2k | 70.41 | |
| Dominion Resources (D) | 0.1 | $295k | 5.1k | 57.74 | |
| Viking Therapeutics (VKTX) | 0.1 | $268k | 4.2k | 63.21 | |
| Rmr Group Inc cl a (RMR) | 0.1 | $260k | 10k | 25.43 | |
| Arlo Technologies (ARLO) | 0.1 | $251k | 21k | 12.09 | |
| A10 Networks (ATEN) | 0.1 | $238k | 17k | 14.45 | |
| FARO Technologies (FARO) | 0.1 | $218k | 11k | 19.13 | |
| Ultra Clean Holdings (UCTT) | 0.1 | $212k | 5.3k | 39.98 | |
| Healthcare Services (HCSG) | 0.1 | $210k | 19k | 11.15 | |
| Esperion Therapeutics (ESPR) | 0.1 | $195k | 118k | 1.65 | |
| National Vision Hldgs (EYE) | 0.1 | $164k | 15k | 10.91 | |
| DigitalBridge Group (DBRG) | 0.1 | $151k | 11k | 14.10 | |
| Upwork (UPWK) | 0.1 | $144k | 14k | 10.42 | |
| Domo Cl B Ord (DOMO) | 0.1 | $141k | 19k | 7.50 | |
| Portillos (PTLO) | 0.1 | $138k | 10k | 13.52 | |
| Integral Ad Science Hldng (IAS) | 0.0 | $125k | 12k | 10.78 | |
| Harsco Corporation (NVRI) | 0.0 | $120k | 12k | 10.37 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $98k | 34k | 2.87 | |
| Treace Med Concepts (TMCI) | 0.0 | $98k | 17k | 5.82 | |
| Mind Medicine Mindmed (MNMD) | 0.0 | $93k | 16k | 5.68 | |
| TETRA Technologies (TTI) | 0.0 | $90k | 29k | 3.10 | |
| Custom Truck One (CTOS) | 0.0 | $86k | 25k | 3.46 | |
| Viemed Healthcare (VMD) | 0.0 | $85k | 12k | 7.35 | |
| Enhabit Ord (EHAB) | 0.0 | $81k | 10k | 7.92 | |
| Ouster (OUST) | 0.0 | $67k | 11k | 6.27 | |
| eGain Communications Corporation (EGAN) | 0.0 | $59k | 12k | 5.07 | |
| Precigen (PGEN) | 0.0 | $54k | 57k | 0.95 | |
| Telos Corp Md (TLS) | 0.0 | $51k | 14k | 3.59 | |
| Niocorp Devs (NB) | 0.0 | $49k | 22k | 2.20 | |
| Sagimet Biosciences Inc-a (SGMT) | 0.0 | $47k | 17k | 2.76 | |
| One Group Hospitality In (STKS) | 0.0 | $44k | 12k | 3.70 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $43k | 15k | 2.86 | |
| Noodles & Co (NDLS) | 0.0 | $38k | 32k | 1.20 | |
| Digital Turbine (APPS) | 0.0 | $35k | 11k | 3.08 | |
| Chimerix (CMRX) | 0.0 | $34k | 36k | 0.94 | |
| Cambium Networks Corp (CMBM) | 0.0 | $19k | 11k | 1.80 |