Edgestream Partners, L.P. Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$681.6B

Holdings

205

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
RHT1EURRED HAT INC
172,157$31.5B4.61%
2
PFEPFIZER INC
460,528$19.6B2.87%
3
WMWASTE MGMT INC DEL
176,748$18.4B2.69%
4
CICIGNA CORP NEW
109,766$17.7B2.59%
5
AMGNAMGEN INC
73,613$14.0B2.05%
6
SYYSYSCO CORP
205,015$13.7B2.01%
7
MOSMOSAIC CO NEW
487,199$13.3B1.95%
8
EWZISHARES INC
299,265$12.3B1.80%
9
DRIDARDEN RESTAURANTS INC
99,611$12.1B1.78%
10
FFIVF5 NETWORKS INC
73,461$11.5B1.69%
11
NTAPNETAPP INC
165,378$11.5B1.68%
12
HUMHUMANA INC
38,761$10.3B1.51%
13
ETRAE TRADE FINANCIAL CORP
220,578$10.2B1.50%
14
HFCUSDHOLLYFRONTIER CORP
203,196$10.0B1.47%
15
AMZNAMAZON COM INC
5,067$9.0B1.32%
16
NDAQNASDAQ INC
102,964$9.0B1.32%
17
LLYLILLY ELI & CO
69,214$9.0B1.32%
18
BSXBOSTON SCIENTIFIC CORP
233,519$9.0B1.31%
19
KSSKOHLS CORP
127,189$8.7B1.28%
20
RMERESMED INC
83,601$8.7B1.28%
21
ILMNILLUMINA INC
27,494$8.5B1.25%
22
CVSCVS HEALTH CORP
150,551$8.1B1.19%
23
TSLATESLA INC
28,685$8.0B1.18%
24
CMECME GROUP INC
48,396$8.0B1.17%
25
AAPLAPPLE INC
40,019$7.6B1.12%
26
DPZDOMINOS PIZZA INC
29,217$7.5B1.11%
27
TECK/BTECK RESOURCES LTD
317,183$7.4B1.08%
28
XLVSELECT SECTOR SPDR TR
77,738$7.1B1.05%
29
TSCOTRACTOR SUPPLY CO
71,751$7.0B1.03%
30
SYKSTRYKER CORP
35,446$7.0B1.03%
31
UALUNITED CONTL HLDGS INC
87,589$7.0B1.03%
32
IACIEURIAC INTERACTIVECORP
33,054$6.9B1.02%
33
ADBEADOBE INC
25,461$6.8B1.00%
34
SBUXSTARBUCKS CORP
89,792$6.7B0.98%
35
INTCINTEL CORP
117,291$6.3B0.92%
36
COPCONOCOPHILLIPS
87,720$5.9B0.86%
37
UPROPROSHARES TR
114,712$5.7B0.83%
38
CTXSEURCITRIX SYS INC
55,980$5.6B0.82%
39
NRANRG ENERGY INC
128,313$5.5B0.80%
40
WCGEURWELLCARE HEALTH PLANS INC
20,096$5.4B0.80%
41
ELVANTHEM INC
18,159$5.2B0.76%
42
ONON SEMICONDUCTOR CORP
248,706$5.1B0.75%
43
RHIROBERT HALF INTL INC
77,729$5.1B0.74%
44
CSXCSX CORP
67,570$5.1B0.74%
45
PBRPETROLEO BRASILEIRO SA PETRO
315,451$5.0B0.74%
46
CHDCHURCH & DWIGHT INC
70,087$5.0B0.73%
47
COSTCOSTCO WHSL CORP NEW
20,331$4.9B0.72%
48
MRKMERCK & CO INC
58,315$4.8B0.71%
49
CFCF INDS HLDGS INC
117,904$4.8B0.71%
50
CLXCLOROX CO DEL
29,544$4.7B0.70%
51
JNJJOHNSON & JOHNSON
31,936$4.5B0.65%
52
GWWGRAINGER W W INC
14,508$4.4B0.64%
53
TPRTAPESTRY INC
129,229$4.2B0.62%
54
RGLDROYAL GOLD INC
45,786$4.2B0.61%
55
VALEVALE S A
314,043$4.1B0.60%
56
MDTMEDTRONIC PLC
43,773$4.0B0.58%
57
KRKROGER CO
161,913$4.0B0.58%
58
ORLYO REILLY AUTOMOTIVE INC NEW
10,163$3.9B0.58%
59
USX1UNITED STATES STL CORP NEW
197,744$3.9B0.57%
60
RSGREPUBLIC SVCS INC
47,502$3.8B0.56%
61
NDQINVESCO QQQ TR
21,203$3.8B0.56%
62
EOGEOG RES INC
39,307$3.7B0.55%
63
OMCOMNICOM GROUP INC
51,028$3.7B0.55%
64
ICEINTERCONTINENTAL EXCHANGE IN
46,833$3.6B0.52%
65
BMYBRISTOL MYERS SQUIBB CO
74,233$3.5B0.52%
66
ANFABERCROMBIE & FITCH CO
129,201$3.5B0.52%
67
FDO.FMACYS INC
142,427$3.4B0.50%
68
AMTTD AMERITRADE HLDG CORP
67,165$3.4B0.49%
69
JNPJUNIPER NETWORKS INC
126,477$3.3B0.49%
70
WMTWALMART INC
33,532$3.3B0.48%
71
NSCNORFOLK SOUTHERN CORP
17,083$3.2B0.47%
72
CREE INC
55,648$3.2B0.47%
73
NUSNU SKIN ENTERPRISES INC
65,457$3.1B0.46%
74
FEFIRSTENERGY CORP
73,067$3.0B0.45%
75
JBHTHUNT J B TRANS SVCS INC
29,378$3.0B0.44%
76
BFHALLIANCE DATA SYSTEMS CORP
16,927$3.0B0.43%
77
EATBRINKER INTL INC
65,352$2.9B0.43%
78
ABTABBOTT LABS
36,196$2.9B0.42%
79
CRICARTERS INC
28,291$2.9B0.42%
80
CNXCNX RESOURCES CORPORATION
261,943$2.8B0.41%
81
NWLNEWELL BRANDS INC
179,094$2.7B0.40%
82
HLFHERBALIFE NUTRITION LTD
51,557$2.7B0.40%
83
CTLEURCENTURYLINK INC
221,813$2.7B0.39%
84
DVADAVITA INC
48,061$2.6B0.38%
85
CCOCAMECO CORP
215,189$2.5B0.37%
86
DDMPROSHARES TR
52,199$2.4B0.36%
87
UNHUNITEDHEALTH GROUP INC
9,630$2.4B0.35%
88
K6BKBR INC
124,433$2.4B0.35%
89
EWEDWARDS LIFESCIENCES CORP
12,262$2.3B0.34%
90
OXYOCCIDENTAL PETE CORP
34,802$2.3B0.34%
91
CERNCHFCERNER CORP
40,231$2.3B0.34%
92
UAAUNDER ARMOUR INC
107,318$2.3B0.33%
93
AONAON PLC
12,951$2.2B0.32%
94
APCANADARKO PETE CORP
48,257$2.2B0.32%
95
L3 TECHNOLOGIES INC
10,590$2.2B0.32%
96
SINA CORP
34,884$2.1B0.30%
97
KOCOCA COLA CO
42,934$2.0B0.30%
98
EEMISHARES TR
45,480$2.0B0.29%
99
UNPUNION PACIFIC CORP
11,565$1.9B0.28%
100
URBNURBAN OUTFITTERS INC
65,142$1.9B0.28%
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