Edgestream Partners, L.P. Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$1.8B

Holdings

369

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (369 positions)

StockValue
UNPUNION PAC CORP
$34.1M
TLTISHARES TR
$28.7M
AAPLAPPLE INC
$27.8M
CSXCSX CORP
$26.2M
PGPROCTER AND GAMBLE CO
$21.9M
TSLATESLA INC
$21.2M
NVRNVR INC
$20.7M
TFCTRUIST FINL CORP
$20.1M
MKTXMARKETAXESS HLDGS INC
$19.7M
UPSUNITED PARCEL SERVICE INC
$19.2M
WMTWALMART INC
$18.6M
TALTAL EDUCATION GROUP
$18.3M
VVISA INC
$18.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$17.0M
FDXFEDEX CORP
$16.7M
SMSM ENERGY CO
$15.8M
BBBYEURBED BATH & BEYOND INC
$14.9M
HWMHOWMET AEROSPACE INC
$13.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$13.6M
JCIJOHNSON CTLS INTL PLC
$13.4M
8CWCROWN CASTLE INTL CORP NEW
$13.1M
EDUNEW ORIENTAL ED & TECHNOLOGY
$13.1M
BACVERIZON COMMUNICATIONS INC
$13.1M
FASTFASTENAL CO
$13.1M
TRGPTARGA RES CORP
$13.0M
NKENIKE INC
$12.2M
NSCNORFOLK SOUTHN CORP
$12.2M
DEDEERE & CO
$11.9M
TMOTHERMO FISHER SCIENTIFIC INC
$11.8M
CLXCLOROX CO DEL
$11.6M
PGRPROGRESSIVE CORP
$11.3M
BKBANK NEW YORK MELLON CORP
$11.2M
KSUEURKANSAS CITY SOUTHERN
$10.7M
AMRNAMARIN CORP PLC
$10.6M
ULTAULTA BEAUTY INC
$10.5M
MRKMERCK & CO. INC
$10.5M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$10.4M
CPRTCOPART INC
$10.4M
USBUS BANCORP DEL
$10.4M
QCOMQUALCOMM INC
$10.2M
LBEURL BRANDS INC
$10.2M
MSFTMICROSOFT CORP
$10.2M
JECUSDJACOBS ENGR GROUP INC
$10.0M
VLOVALERO ENERGY CORP
$10.0M
TMUST-MOBILE US INC
$9.9M
OXYOCCIDENTAL PETE CORP
$9.9M
BSXBOSTON SCIENTIFIC CORP
$9.2M
SBACSBA COMMUNICATIONS CORP NEW
$9.2M
CBOECBOE GLOBAL MKTS INC
$9.2M
EXREXTRA SPACE STORAGE INC
$9.1M
FLRFLUOR CORP NEW
$9.1M
FQIDIGITAL RLTY TR INC
$9.0M
CCOCAMECO CORP
$8.9M
CMICUMMINS INC
$8.7M
APDAIR PRODS & CHEMS INC
$8.6M
W3UWESTERN UN CO
$8.3M
BIGGQBIG LOTS INC
$8.3M
OLEDUNIVERSAL DISPLAY CORP
$8.1M
ENDO INTL PLC
$8.0M
TERTERADYNE INC
$8.0M
EMREMERSON ELEC CO
$7.9M
FISVFISERV INC
$7.9M
PENNPENN NATL GAMING INC
$7.8M
WW6WW INTL INC
$7.8M
EQIXEQUINIX INC
$7.8M
CATCATERPILLAR INC
$7.7M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$7.7M
AMZNAMAZON COM INC
$7.6M
EFAISHARES TR
$7.6M
HUMHUMANA INC
$7.5M
HONHONEYWELL INTL INC
$7.5M
PBIPITNEY BOWES INC
$7.5M
AXPAMERICAN EXPRESS CO
$7.4M
EATBRINKER INTL INC
$7.4M
CSGPCOSTAR GROUP INC
$7.4M
CICIGNA CORP NEW
$7.3M
FISFIDELITY NATL INFORMATION SV
$7.3M
GU9GUESS INC
$7.3M
BAXBAXTER INTL INC
$7.3M
MTDMETTLER TOLEDO INTERNATIONAL
$7.2M
UNHUNITEDHEALTH GROUP INC
$7.2M
AFWALIGN TECHNOLOGY INC
$7.1M
EOGEOG RES INC
$7.1M
NVDANVIDIA CORPORATION
$7.1M
LINLINDE PLC
$7.1M
NDQINVESCO QQQ TR
$7.1M
TECK/BTECK RESOURCES LTD
$6.9M
WECWEC ENERGY GROUP INC
$6.8M
FITBFIFTH THIRD BANCORP
$6.8M
DGDOLLAR GEN CORP NEW
$6.8M
TDYTELEDYNE TECHNOLOGIES INC
$6.8M
AFLAFLAC INC
$6.8M
CITCINTAS CORP
$6.7M
CLBCORE LABORATORIES N V
$6.7M
METAFACEBOOK INC
$6.7M
GOOGALPHABET INC
$6.7M
CNCCENTENE CORP DEL
$6.7M
MMM3M CO
$6.6M
HFCUSDHOLLYFRONTIER CORP
$6.6M
NBRNABORS INDUSTRIES LTD
$6.6M
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