Edgestream Partners, L.P. Q3 2018 Filing

Filed November 7, 2018

Portfolio Value

$587.2B

Holdings

251

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
57,107$16.6B2.83%
2
HFCUSDHOLLYFRONTIER CORP
167,363$11.7B1.99%
3
IACIEURIAC INTERACTIVECORP
51,472$11.2B1.90%
4
ELLAUDER ESTEE COS INC
75,738$11.0B1.87%
5
VMWEURVMWARE INC
68,520$10.7B1.82%
6
EQIXEQUINIX INC
21,769$9.4B1.60%
7
SBACSBA COMMUNICATIONS CORP NEW
54,097$8.7B1.48%
8
CMECME GROUP INC
51,035$8.7B1.48%
9
L3 TECHNOLOGIES INC
37,330$7.9B1.35%
10
MGMMGM RESORTS INTERNATIONAL
275,540$7.7B1.31%
11
MCOMOODYS CORP
45,926$7.7B1.31%
12
BLKCHFBLACKROCK INC
15,595$7.3B1.25%
13
PGRPROGRESSIVE CORP OHIO
102,902$7.3B1.24%
14
CNPCENTERPOINT ENERGY INC
261,583$7.2B1.23%
15
KSSKOHLS CORP
96,018$7.2B1.22%
16
SPGIS&P GLOBAL INC
36,153$7.1B1.20%
17
MLMMARTIN MARIETTA MATLS INC
38,620$7.0B1.20%
18
FFORD MTR CO DEL
740,059$6.8B1.17%
19
NOCNORTHROP GRUMMAN CORP
21,296$6.8B1.15%
20
ETRAE TRADE FINANCIAL CORP
126,368$6.6B1.13%
21
CSXCSX CORP
86,162$6.4B1.09%
22
RHT1EURRED HAT INC
45,746$6.2B1.06%
23
HRSEURHARRIS CORP DEL
35,686$6.0B1.03%
24
BABOEING CO
15,385$5.7B0.97%
25
ALVAUTOLIV INC
62,257$5.4B0.92%
26
SYKSTRYKER CORP
29,735$5.3B0.90%
27
VLOVALERO ENERGY CORP NEW
46,171$5.3B0.89%
28
ZIONZIONS BANCORPORATION
104,278$5.2B0.89%
29
CNRCANADIAN NATL RY CO
57,411$5.2B0.88%
30
NDAQNASDAQ INC
58,174$5.0B0.85%
31
EDCONSOLIDATED EDISON INC
65,121$5.0B0.85%
32
ANFABERCROMBIE & FITCH CO
233,380$4.9B0.84%
33
DXCDXC TECHNOLOGY CO
52,038$4.9B0.83%
34
RGLDROYAL GOLD INC
62,030$4.8B0.81%
35
MTBM & T BK CORP
28,703$4.7B0.80%
36
NRANRG ENERGY INC
126,262$4.7B0.80%
37
WFCWELLS FARGO CO NEW
87,226$4.6B0.78%
38
LVSLAS VEGAS SANDS CORP
76,634$4.5B0.77%
39
NEENEXTERA ENERGY INC
26,389$4.4B0.75%
40
ETRENTERGY CORP NEW
53,819$4.4B0.74%
41
CRICARTERS INC
44,050$4.3B0.74%
42
RTN1USDRAYTHEON CO
20,958$4.3B0.74%
43
TSNTYSON FOODS INC
72,217$4.3B0.73%
44
AEMAGNICO EAGLE MINES LTD
125,415$4.3B0.73%
45
PEGPUBLIC SVC ENTERPRISE GROUP
81,064$4.3B0.73%
46
SCHWSCHWAB CHARLES CORP NEW
86,446$4.2B0.72%
47
INTUINTUIT
18,562$4.2B0.72%
48
ELVANTHEM INC
15,278$4.2B0.71%
49
TXTTEXTRON INC
57,268$4.1B0.70%
50
PBRPETROLEO BRASILEIRO SA PETRO
338,924$4.1B0.70%
51
UPROPROSHARES TR
69,668$4.0B0.68%
52
WMWASTE MGMT INC DEL
44,119$4.0B0.68%
53
RSGREPUBLIC SVCS INC
53,274$3.9B0.66%
54
ACNACCENTURE PLC IRELAND
22,698$3.9B0.66%
55
VVISA INC
25,181$3.8B0.64%
56
OXYOCCIDENTAL PETE CORP DEL
45,746$3.8B0.64%
57
EWEDWARDS LIFESCIENCES CORP
21,502$3.7B0.64%
58
8CWCROWN CASTLE INTL CORP NEW
32,808$3.7B0.62%
59
FEFIRSTENERGY CORP
97,652$3.6B0.62%
60
SINA CORP
52,083$3.6B0.62%
61
UNMUNUM GROUP
91,955$3.6B0.61%
62
PSAPUBLIC STORAGE
17,791$3.6B0.61%
63
ADBEADOBE SYS INC
12,571$3.4B0.58%
64
CNXCNX RESOURCES CORPORATION
236,175$3.4B0.58%
65
AMATAPPLIED MATLS INC
86,938$3.4B0.57%
66
ABXBARRICK GOLD CORP
300,495$3.3B0.57%
67
MCDMCDONALDS CORP
19,469$3.3B0.55%
68
TROWPRICE T ROWE GROUP INC
29,584$3.2B0.55%
69
TLTISHARES TR
27,256$3.2B0.54%
70
MARMARRIOTT INTL INC NEW
24,019$3.2B0.54%
71
UAAUNDER ARMOUR INC
147,422$3.1B0.53%
72
WMTWALMART INC
33,201$3.1B0.53%
73
UNHUNITEDHEALTH GROUP INC
11,605$3.1B0.53%
74
PEOEXELON CORP
69,978$3.1B0.52%
75
GU9GUESS INC
134,969$3.0B0.52%
76
CSCOCISCO SYS INC
61,759$3.0B0.51%
77
AEEAMEREN CORP
46,467$2.9B0.50%
78
CTXSEURCITRIX SYS INC
24,677$2.7B0.47%
79
IVVISHARES TR
9,255$2.7B0.46%
80
EAELECTRONIC ARTS INC
21,955$2.6B0.45%
81
TNADIREXION SHS ETF TR
29,011$2.6B0.44%
82
SOSOUTHERN CO
59,020$2.6B0.44%
83
AMZNAMAZON COM INC
1,266$2.5B0.43%
84
IRMIRON MTN INC NEW
72,464$2.5B0.43%
85
DGXQUEST DIAGNOSTICS INC
22,620$2.4B0.42%
86
CMGCHIPOTLE MEXICAN GRILL INC
5,296$2.4B0.41%
87
PHMPULTE GROUP INC
97,063$2.4B0.41%
88
DKSDICKS SPORTING GOODS INC
67,195$2.4B0.41%
89
AEPAMERICAN ELEC PWR INC
33,627$2.4B0.41%
90
AMTTD AMERITRADE HLDG CORP
44,833$2.4B0.40%
91
DONSPDR DOW JONES INDL AVRG ETF
8,756$2.3B0.39%
92
TECK/BTECK RESOURCES LTD
95,783$2.3B0.39%
93
HUMHUMANA INC
6,775$2.3B0.39%
94
AMTAMERICAN TOWER CORP NEW
15,474$2.2B0.38%
95
K6BKBR INC
103,780$2.2B0.37%
96
JBHTHUNT J B TRANS SVCS INC
18,413$2.2B0.37%
97
URBNURBAN OUTFITTERS INC
53,498$2.2B0.37%
98
DDMPROSHARES TR
44,058$2.2B0.37%
99
CMSCMS ENERGY CORP
43,764$2.1B0.37%
100
MAMASTERCARD INCORPORATED
9,611$2.1B0.36%
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