Edgestream Partners, L.P. Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$2.1B

Holdings

815

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (815 positions)

StockValue
CSWCSW INDUSTRIALS INC
$716K
GDGENERAL DYNAMICS CORP
$714K
NWSANEWS CORP NEW
$712K
BLMNBLOOMIN BRANDS INC
$711K
ELLAUDER ESTEE COS INC
$711K
CBTCABOT CORP
$710K
SCHDSCHWAB STRATEGIC TR
$708K
TIPISHARES TR
$705K
BMYBRISTOL-MYERS SQUIBB CO
$696K
EBCEASTERN BANKSHARES INC
$694K
UMBFUMB FINL CORP
$693K
SOXXISHARES TR
$688K
BBYBEST BUY INC
$680K
PDDPDD HOLDINGS INC
$678K
BSXBOSTON SCIENTIFIC CORP
$677K
PTCTPTC THERAPEUTICS INC
$675K
MLMMARTIN MARIETTA MATLS INC
$673K
APTVAPTIV PLC
$671K
AMATAPPLIED MATLS INC
$657K
SMARGBPSMARTSHEET INC
$657K
WBAWALGREENS BOOTS ALLIANCE INC
$655K
FLSFLOWSERVE CORP
$652K
WDCWESTERN DIGITAL CORP.
$649K
MIGAMICROSTRATEGY INC
$647K
3M4MASIMO CORP
$645K
DISDISNEY WALT CO
$644K
WELLWELLTOWER INC
$642K
PLXSPLEXUS CORP
$633K
DBXDROPBOX INC
$632K
ETNEATON CORP PLC
$624K
UALUNITED AIRLS HLDGS INC
$620K
VTYVERINT SYS INC
$619K
ADIANALOG DEVICES INC
$618K
STSENSATA TECHNOLOGIES HLDG PL
$609K
MORFMORPHIC HLDG INC
$605K
VGSHVANGUARD SCOTTSDALE FDS
$599K
WWAYFAIR INC
$599K
CMICUMMINS INC
$598K
MATMATTEL INC
$594K
SKAASKECHERS U S A INC
$589K
APGAPI GROUP CORP
$585K
GLOBGLOBANT S A
$584K
OPLNOPENLANE INC
$583K
GDXVANECK ETF TRUST
$582K
VIGVANGUARD SPECIALIZED FUNDS
$581K
DTEDTE ENERGY CO
$576K
UPROPROSHARES TR
$565K
7HPHP INC
$563K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$563K
FCNCAFIRST CTZNS BANCSHARES INC N
$557K
WMWASTE MGMT INC DEL
$554K
HASHASBRO INC
$553K
CITHE CIGNA GROUP
$547K
MURMURPHY OIL CORP
$547K
4I1PHILIP MORRIS INTL INC
$546K
IM8NINSMED INC
$540K
ATKRATKORE INC
$539K
AYIACUITY BRANDS INC
$537K
EFAISHARES TR
$526K
SSOPROSHARES TR
$520K
SPYVSPDR SER TR
$518K
CGNXCOGNEX CORP
$518K
GLPIGAMING & LEISURE PPTYS INC
$518K
IBBISHARES TR
$518K
ORCLORACLE CORP
$517K
VTVANGUARD INTL EQUITY INDEX F
$511K
IVWISHARES TR
$509K
WOOFOOT LOCKER INC
$508K
SKYSKYLINE CHAMPION CORPORATION
$496K
MRSHMARSH & MCLENNAN COS INC
$492K
CARGCARGURUS INC
$491K
CBSHCOMMERCE BANCSHARES INC
$489K
NEUNEWMARKET CORP
$486K
DHRDANAHER CORPORATION
$484K
VTRSVIATRIS INC
$479K
MCMOELIS & CO
$479K
QLDPROSHARES TR
$476K
SPLVINVESCO EXCH TRADED FD TR II
$475K
BOOTBOOT BARN HLDGS INC
$469K
ORLYOREILLY AUTOMOTIVE INC
$467K
LRCXEURLAM RESEARCH CORP
$463K
ODP1THE ODP CORP
$459K
IVEISHARES TR
$456K
AZOAUTOZONE INC
$454K
AFLAFLAC INC
$450K
BERYEURBERRY GLOBAL GROUP INC
$448K
PCTYPAYLOCITY HLDG CORP
$443K
ESSESSEX PPTY TR INC
$443K
EWEDWARDS LIFESCIENCES CORP
$438K
AMHAMERICAN HOMES 4 RENT
$438K
ARKKARK ETF TR
$435K
HNIHNI CORP
$428K
CROXCROCS INC
$428K
MSCIMSCI INC
$428K
CBOECBOE GLOBAL MKTS INC
$417K
DOWDOW INC
$417K
ROSTROSS STORES INC
$415K
NCLHNORWEGIAN CRUISE LINE HLDG L
$411K
NVSTENVISTA HOLDINGS CORPORATION
$407K
TNDMTANDEM DIABETES CARE INC
$405K
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