Edgestream Partners, L.P. Q1 2017 Filing

Filed May 15, 2017

Portfolio Value

$227.0B

Holdings

138

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
123,861$29.2B12.86%
2
AAPLAPPLE INC
116,344$16.7B7.36%
3
MOALTRIA GROUP INC
117,438$8.4B3.69%
4
VVISA INC
91,875$8.2B3.60%
5
REYNOLDS AMERICAN INC
124,774$7.9B3.46%
6
XLFISELECT SECTOR SPDR TR
124,967$6.8B3.01%
7
TLTISHARES TR
49,306$6.0B2.62%
8
NOCNORTHROP GRUMMAN CORP
23,694$5.6B2.48%
9
STZCONSTELLATION BRANDS INC
32,043$5.2B2.29%
10
DPZDOMINOS PIZZA INC
27,391$5.0B2.22%
11
AMZNAMAZON COM INC
5,135$4.6B2.01%
12
LMTLOCKHEED MARTIN CORP
16,622$4.4B1.96%
13
NEENEXTERA ENERGY INC
34,142$4.4B1.93%
14
POWERSHARES QQQ TRUST
32,086$4.2B1.87%
15
NVDANVIDIA CORP
37,312$4.1B1.79%
16
METAFACEBOOK INC
27,828$4.0B1.74%
17
UNHUNITEDHEALTH GROUP INC
22,833$3.7B1.65%
18
PEPPEPSICO INC
27,675$3.1B1.36%
19
SYKSTRYKER CORP
22,309$2.9B1.29%
20
EQIXEQUINIX INC
6,756$2.7B1.19%
21
MAMASTERCARD INCORPORATED
20,991$2.4B1.04%
22
AMDADVANCED MICRO DEVICES INC
141,195$2.1B0.90%
23
LUVSOUTHWEST AIRLS CO
36,943$2.0B0.87%
24
CMGCHIPOTLE MEXICAN GRILL INC
3,910$1.7B0.77%
25
FQIDIGITAL RLTY TR INC
16,261$1.7B0.76%
26
LLYLILLY ELI & CO
20,307$1.7B0.75%
27
HONHONEYWELL INTL INC
13,555$1.7B0.75%
28
TJXTJX COS INC NEW
21,232$1.7B0.74%
29
VENVENTAS INC
25,640$1.7B0.73%
30
XLUSELECT SECTOR SPDR TR
31,534$1.6B0.71%
31
INTUINTUIT
13,851$1.6B0.71%
32
MTDMETTLER TOLEDO INTERNATIONAL
3,335$1.6B0.70%
33
MRKMERCK & CO INC
24,357$1.5B0.68%
34
T7DTRANSDIGM GROUP INC
6,859$1.5B0.67%
35
ORCLORACLE CORP
33,828$1.5B0.66%
36
IVVISHARES TR
6,173$1.5B0.65%
37
RTN1USDRAYTHEON CO
9,031$1.4B0.61%
38
WECWEC ENERGY GROUP INC
21,068$1.3B0.56%
39
CLXCLOROX CO DEL
9,400$1.3B0.56%
40
BDXBECTON DICKINSON & CO
6,879$1.3B0.56%
41
FISFIDELITY NATL INFORMATION SV
14,918$1.2B0.52%
42
ROSTROSS STORES INC
17,360$1.1B0.50%
43
MCDMCDONALDS CORP
8,658$1.1B0.49%
44
DONSPDR DOW JONES INDL AVRG ETF
5,392$1.1B0.49%
45
ORLYO REILLY AUTOMOTIVE INC NEW
4,113$1.1B0.49%
46
LABORATORY CORP AMER HLDGS
7,655$1.1B0.48%
47
CNCCENTENE CORP DEL
15,241$1.1B0.48%
48
CLCOLGATE PALMOLIVE CO
14,780$1.1B0.48%
49
PNCPNC FINL SVCS GROUP INC
8,507$1.0B0.45%
50
XELXCEL ENERGY INC
22,851$1.0B0.45%
51
BABOEING CO
5,727$1.0B0.45%
52
MMM3M CO
5,119$979.0M0.43%
53
YUMYUM BRANDS INC
14,561$930.0M0.41%
54
EFXEQUIFAX INC
6,740$922.0M0.41%
55
DTEDTE ENERGY CO
9,001$919.0M0.40%
56
CHKPCHECK POINT SOFTWARE TECH LT
8,813$905.0M0.40%
57
UPROPROSHARES TR
9,248$888.0M0.39%
58
VNQVANGUARD INDEX FDS
10,427$861.0M0.38%
59
GDGENERAL DYNAMICS CORP
4,568$855.0M0.38%
60
REEVEREST RE GROUP LTD
3,625$848.0M0.37%
61
NKENIKE INC
15,161$845.0M0.37%
62
EEMISHARES TR
20,948$825.0M0.36%
63
CSXCSX CORP
17,581$818.0M0.36%
64
HSYHERSHEY CO
7,440$813.0M0.36%
65
AWMSKYWORKS SOLUTIONS INC
8,063$790.0M0.35%
66
PGPROCTER AND GAMBLE CO
8,715$783.0M0.34%
67
ESEVERSOURCE ENERGY
13,308$782.0M0.34%
68
MRSHMARSH & MCLENNAN COS INC
10,476$774.0M0.34%
69
XLKSELECT SECTOR SPDR TR
14,176$756.0M0.33%
70
EDCONSOLIDATED EDISON INC
9,041$702.0M0.31%
71
HSICSCHEIN HENRY INC
4,107$698.0M0.31%
72
EFAISHARES TR
11,009$686.0M0.30%
73
DDOMINION RES INC VA NEW
8,712$676.0M0.30%
74
DGXQUEST DIAGNOSTICS INC
6,769$665.0M0.29%
75
VAREURVARIAN MED SYS INC
7,285$664.0M0.29%
76
ADSKAUTODESK INC
7,588$656.0M0.29%
77
CBCHUBB LIMITED
4,816$656.0M0.29%
78
USBUS BANCORP DEL
12,445$641.0M0.28%
79
VTIVANGUARD INDEX FDS
5,034$611.0M0.27%
80
CMSCMS ENERGY CORP
13,473$603.0M0.27%
81
WATWATERS CORP
3,825$598.0M0.26%
82
WELLWELLTOWER INC
8,384$594.0M0.26%
83
LRCXEURLAM RESEARCH CORP
4,607$591.0M0.26%
84
WFCWELLS FARGO & CO NEW
10,435$581.0M0.26%
85
PBCTEURPEOPLES UNITED FINANCIAL INC
31,749$578.0M0.25%
86
MDTMEDTRONIC PLC
7,146$576.0M0.25%
87
DISDISNEY WALT CO
5,044$572.0M0.25%
88
BMYBRISTOL MYERS SQUIBB CO
10,315$561.0M0.25%
89
GDXVANECK VECTORS ETF TR
23,828$544.0M0.24%
90
PPLPPL CORP
14,368$537.0M0.24%
91
PSAPUBLIC STORAGE
2,347$514.0M0.23%
92
AEPAMERICAN ELEC PWR INC
7,615$511.0M0.23%
93
FISVFISERV INC
4,371$504.0M0.22%
94
TAT&T INC
11,766$489.0M0.22%
95
IWFISHARES TR
4,279$487.0M0.21%
96
MTBM & T BK CORP
3,074$476.0M0.21%
97
CHDCHURCH & DWIGHT INC
9,330$465.0M0.20%
98
DHRDANAHER CORP DEL
5,440$465.0M0.20%
99
IVWISHARES TR
3,477$457.0M0.20%
100
NFLXNETFLIX INC
3,068$453.0M0.20%
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