Edgestream Partners, L.P. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.4T
Holdings
842
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (842 positions)
| Stock | Value |
|---|---|
VIAVVIAVI SOLUTIONS INC | $4.3B |
MURMURPHY OIL CORP | $4.3B |
PCGPG&E CORP | $4.3B |
WBDWARNER BROS DISCOVERY INC | $4.3B |
IEFISHARES TR | $4.3B |
TRGPTARGA RES CORP | $4.2B |
6RJ0ROCKET LAB CORP | $4.2B |
4DHDANA INC | $4.2B |
NTRSNORTHERN TR CORP | $4.2B |
FELEFRANKLIN ELEC INC | $4.2B |
VLOVALERO ENERGY CORP | $4.2B |
CRLCHARLES RIV LABS INTL INC | $4.2B |
BYDBOYD GAMING CORP | $4.2B |
FW2NBANNER CORP | $4.2B |
SHWSHERWIN WILLIAMS CO | $4.1B |
INTCINTEL CORP | $4.1B |
WECWEC ENERGY GROUP INC | $4.1B |
BRBRBELLRING BRANDS INC | $4.1B |
CITCINTAS CORP | $4.1B |
NEMNEWMONT CORP | $4.1B |
CITHE CIGNA GROUP | $4.1B |
AMGNAMGEN INC | $4.1B |
SANMSANMINA CORPORATION | $4.1B |
SIRISIRIUSXM HOLDINGS INC | $4.1B |
AESAES CORP | $4.1B |
LAURLAUREATE EDUCATION INC | $4.1B |
USHYISHARES TR | $4.0B |
WTHWORTHINGTON ENTERPRISES INC | $4.0B |
CATCATERPILLAR INC | $4.0B |
EQHEQUITABLE HLDGS INC | $4.0B |
BNDVANGUARD BD INDEX FDS | $4.0B |
KDPKEURIG DR PEPPER INC | $4.0B |
TCBITEXAS CAP BANCSHARES INC | $3.9B |
EBCEASTERN BANKSHARES INC | $3.9B |
BCOBRINKS CO | $3.9B |
QTWOQ2 HLDGS INC | $3.9B |
SLBSCHLUMBERGER LTD | $3.9B |
AMTAMERICAN TOWER CORP NEW | $3.9B |
KAIKADANT INC | $3.9B |
MRKMERCK & CO INC | $3.9B |
PQ3PROVIDENT FINL SVCS INC | $3.9B |
MNSTMONSTER BEVERAGE CORP NEW | $3.9B |
AROCARCHROCK INC | $3.9B |
LRCXLAM RESEARCH CORP | $3.9B |
MCMOELIS & CO | $3.8B |
TDSTELEPHONE & DATA SYS INC | $3.8B |
BSVVANGUARD BD INDEX FDS | $3.8B |
AMBAAMBARELLA INC | $3.8B |
MKLMARKEL GROUP INC | $3.8B |
UNPUNION PAC CORP | $3.8B |
SRLNSSGA ACTIVE ETF TR | $3.8B |
IEIISHARES TR | $3.8B |
ALKTALKAMI TECHNOLOGY INC | $3.8B |
ULTAULTA BEAUTY INC | $3.8B |
GFFGRIFFON CORP | $3.7B |
IPGPIPG PHOTONICS CORP | $3.7B |
SMSM ENERGY CO | $3.7B |
MOG/AMOOG INC | $3.7B |
HOLXHOLOGIC INC | $3.7B |
PATHUIPATH INC | $3.7B |
AWGASBURY AUTOMOTIVE GROUP INC | $3.7B |
SHOOMADDEN STEVEN LTD | $3.7B |
FCPTFOUR CORNERS PPTY TR INC | $3.6B |
TTMITTM TECHNOLOGIES INC | $3.6B |
KKRKKR & CO INC | $3.6B |
VGITVANGUARD SCOTTSDALE FDS | $3.6B |
JEFJEFFERIES FINL GROUP INC | $3.6B |
CAHCARDINAL HEALTH INC | $3.6B |
WSBCWESBANCO INC | $3.6B |
RPRXROYALTY PHARMA PLC | $3.6B |
GATXGATX CORP | $3.5B |
SPIBSPDR SERIES TRUST | $3.5B |
SLMSLM CORP | $3.5B |
MTDRMATADOR RES CO | $3.5B |
KBHKB HOME | $3.5B |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $3.5B |
ALBALBEMARLE CORP | $3.4B |
BKRBAKER HUGHES COMPANY | $3.4B |
IONQIONQ INC | $3.4B |
BKLNINVESCO EXCH TRADED FD TR II | $3.4B |
SMHVANECK ETF TRUST | $3.4B |
TAPMOLSON COORS BEVERAGE CO | $3.4B |
SONSONOCO PRODS CO | $3.4B |
TDYTELEDYNE TECHNOLOGIES INC | $3.3B |
GTESGATES INDL CORP PLC | $3.3B |
SCHWSCHWAB CHARLES CORP | $3.3B |
GBXGREENBRIER COS INC | $3.3B |
XLUSELECT SECTOR SPDR TR | $3.3B |
SRPTSAREPTA THERAPEUTICS INC | $3.3B |
BRZEBRAZE INC | $3.3B |
AFWALIGN TECHNOLOGY INC | $3.2B |
WKCWORLD KINECT CORPORATION | $3.2B |
DDSDILLARDS INC | $3.2B |
TWTRADEWEB MKTS INC | $3.2B |
PAHUSDELEMENT SOLUTIONS INC | $3.2B |
VSATVIASAT INC | $3.2B |
IOSPINNOSPEC INC | $3.2B |
KDKYNDRYL HLDGS INC | $3.2B |
FMFFORMFACTOR INC | $3.2B |
DVADAVITA INC | $3.2B |