Edgestream Partners, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.3B

Holdings

813

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (813 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
69,697$40.0T1758545.11%
2
NDQINVESCO QQQ TR
65,047$31.7T1396106.47%
3
HYGISHARES TR
384,560$30.9T1357965.74%
4
MSFTMICROSOFT CORP
50,630$21.8T958050.56%
5
AAPLAPPLE INC
80,657$18.8T826432.03%
6
METAMETA PLATFORMS INC
29,665$17.0T746764.21%
7
TLTISHARES TR
159,730$15.7T689072.09%
8
LINLINDE PLC
21,758$10.4T456266.97%
9
SHWSHERWIN WILLIAMS CO
26,761$10.2T449158.40%
10
ABBVABBVIE INC
48,466$9.6T420890.83%
11
PGRPROGRESSIVE CORP
37,537$9.5T418882.17%
12
NVDANVIDIA CORPORATION
78,240$9.5T417830.15%
13
SPGSIMON PPTY GROUP INC NEW
55,828$9.4T414953.42%
14
SHYISHARES TR
110,055$9.2T402421.50%
15
ADPAUTOMATIC DATA PROCESSING IN
32,692$9.0T397838.57%
16
FNFFIDELITY NATIONAL FINANCIAL
141,237$8.8T385451.20%
17
EVRGEVERGY INC
141,155$8.8T384917.08%
18
T7DTRANSDIGM GROUP INC
6,119$8.7T384019.36%
19
MKLMARKEL GROUP INC
5,363$8.4T369933.49%
20
IVVISHARES TR
14,453$8.3T366612.65%
21
HASHASBRO INC
114,974$8.3T365651.39%
22
HCAHCA HEALTHCARE INC
20,133$8.2T359835.00%
23
BMYBRISTOL-MYERS SQUIBB CO
158,123$8.2T359774.71%
24
MUBISHARES TR
75,282$8.2T359625.19%
25
SPSCSPS COMM INC
41,757$8.1T356550.13%
26
CUBECUBESMART
149,813$8.1T354636.19%
27
MTDRMATADOR RES CO
162,639$8.0T353456.99%
28
ESABESAB CORPORATION
75,523$8.0T353071.37%
29
LSTRLANDSTAR SYS INC
42,240$8.0T350829.46%
30
SOSOUTHERN CO
88,409$8.0T350603.21%
31
ORIOLD REP INTL CORP
224,864$8.0T350249.60%
32
07WAMR COOPER GROUP INC
85,952$7.9T348419.00%
33
RSRELIANCE INC
27,370$7.9T348094.59%
34
ODFLOLD DOMINION FREIGHT LINE IN
39,641$7.9T346274.45%
35
SCHWSCHWAB CHARLES CORP
119,269$7.7T339921.60%
36
IBPINSTALLED BLDG PRODS INC
30,997$7.6T335691.48%
37
NEENEXTERA ENERGY INC
90,263$7.6T335528.77%
38
WTMWHITE MTNS INS GROUP LTD
4,472$7.6T333570.77%
39
CNACNA FINL CORP
154,993$7.6T333568.62%
40
ALKSALKERMES PLC
270,671$7.6T333160.70%
41
ARESARES MANAGEMENT CORPORATION
48,114$7.5T329730.84%
42
QCOMQUALCOMM INC
44,073$7.5T329578.16%
43
CHRDCHORD ENERGY CORPORATION
57,285$7.5T328065.94%
44
TRGPTARGA RES CORP
50,374$7.5T327873.77%
45
LLYELI LILLY & CO
8,344$7.4T325078.12%
46
VVVVALVOLINE INC
176,433$7.4T324701.61%
47
GOLFACUSHNET HLDGS CORP
115,143$7.3T322795.05%
48
HHYATT HOTELS CORP
47,994$7.3T321226.06%
49
HUBSHUBSPOT INC
13,737$7.3T321133.80%
50
CCKCROWN HLDGS INC
76,046$7.3T320636.92%
51
APGAPI GROUP CORP
220,271$7.3T319847.92%
52
TENBTENABLE HLDGS INC
179,023$7.3T318997.61%
53
NSANATIONAL STORAGE AFFILIATES
149,221$7.2T316290.49%
54
FOXAFOX CORP
168,887$7.1T314379.10%
55
CMCCOMMERCIAL METALS CO
129,838$7.1T313803.42%
56
CBZCBIZ INC
105,842$7.1T313197.09%
57
FLOFLOWERS FOODS INC
306,848$7.1T311300.65%
58
FBPFIRST BANCORP P R
333,607$7.1T310574.05%
59
PBFPBF ENERGY INC
227,902$7.1T310182.97%
60
VRRMVERRA MOBILITY CORP
253,127$7.0T309562.70%
61
HLTHILTON WORLDWIDE HLDGS INC
30,246$7.0T306582.98%
62
CSCOCISCO SYS INC
130,569$6.9T305579.41%
63
MSIMOTOROLA SOLUTIONS INC
15,432$6.9T305131.22%
64
OZKBANK OZK LITTLE ROCK ARK
161,291$6.9T304920.58%
65
MCXMCCORMICK & CO INC
83,928$6.9T303749.69%
66
OSKOSHKOSH CORP
68,023$6.8T299761.61%
67
WINGWINGSTOP INC
16,351$6.8T299178.45%
68
ESSESSEX PPTY TR INC
22,898$6.8T297472.34%
69
EQHEQUITABLE HLDGS INC
160,303$6.7T296285.36%
70
BPOPPOPULAR INC
67,079$6.7T295778.59%
71
DALDELTA AIR LINES INC DEL
130,139$6.6T290666.41%
72
SHOOMADDEN STEVEN LTD
134,716$6.6T290225.65%
73
GMS1EURGMS INC
72,817$6.6T290018.92%
74
GNTXGENTEX CORP
222,102$6.6T289982.51%
75
BB4AXOS FINANCIAL INC
104,595$6.6T289222.88%
76
NHINATIONAL HEALTH INVS INC
78,088$6.6T288657.49%
77
VOOVANGUARD INDEX FDS
12,395$6.5T287619.36%
78
BRXBRIXMOR PPTY GROUP INC
233,967$6.5T286645.35%
79
KFYKORN FERRY
86,128$6.5T284972.09%
80
BHFBRIGHTHOUSE FINL INC
143,490$6.5T284140.25%
81
KLACKLA CORP
8,331$6.5T283711.71%
82
MEDPMEDPACE HLDGS INC
19,306$6.4T283392.14%
83
RDNRADIAN GROUP INC
185,653$6.4T283214.48%
84
BKLNINVESCO EXCH TRADED FD TR II
300,175$6.3T277338.23%
85
ALGALAMO GROUP INC
34,851$6.3T276064.44%
86
CHECHEMED CORP NEW
10,411$6.3T275140.44%
87
IBKRINTERACTIVE BROKERS GROUP IN
44,786$6.2T274466.65%
88
FTAIFTAI AVIATION LTD
46,771$6.2T273344.79%
89
PFEPFIZER INC
213,059$6.2T271148.71%
90
NFLXNETFLIX INC
8,690$6.2T271044.44%
91
ESEVERSOURCE ENERGY
90,534$6.2T270924.96%
92
QTWOQ2 HLDGS INC
76,361$6.1T267867.71%
93
ASBASSOCIATED BANC CORP
282,344$6.1T267444.36%
94
OTTROTTER TAIL CORP
77,444$6.1T266183.71%
95
IEIINSIGHT ENTERPRISES INC
27,826$6.0T263563.62%
96
MTGMGIC INVT CORP WIS
233,394$6.0T262747.61%
97
SUXTD SYNNEX CORPORATION
49,413$5.9T260928.22%
98
OCOWENS CORNING NEW
33,510$5.9T260122.24%
99
IPINTERNATIONAL PAPER CO
121,064$5.9T260069.08%
100
KRYSKRYSTAL BIOTECH INC
32,257$5.9T258211.82%
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