Edgestream Partners, L.P. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$3.4B

Holdings

842

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (842 positions)

StockValue
VICIVICI PPTYS INC
$3.2M
CLFCLEVELAND-CLIFFS INC NEW
$3.2M
MRNAMODERNA INC
$3.2M
OWLBLUE OWL CAPITAL INC
$3.2M
CIENCIENA CORP
$3.2M
EXPEEXPEDIA GROUP INC
$3.2M
XELXCEL ENERGY INC
$3.1M
MAAMID-AMER APT CMNTYS INC
$3.1M
CNSCOHEN & STEERS INC
$3.1M
COOCOOPER COS INC
$3.1M
UALUNITED AIRLS HLDGS INC
$3.1M
CUCAAVIS BUDGET GROUP
$3.1M
TTTRANE TECHNOLOGIES PLC
$3.1M
EXPOEXPONENT INC
$3.1M
FTITECHNIPFMC PLC
$3.0M
VRTXVERTEX PHARMACEUTICALS INC
$3.0M
YELPYELP INC
$3.0M
OPCHOPTION CARE HEALTH INC
$3.0M
APDAIR PRODS & CHEMS INC
$3.0M
LPXLOUISIANA PAC CORP
$3.0M
APLSAPELLIS PHARMACEUTICALS INC
$2.9M
MTSIMACOM TECH SOLUTIONS HLDGS I
$2.9M
GPKGRAPHIC PACKAGING HLDG CO
$2.9M
FMCFMC CORP
$2.9M
PTENPATTERSON-UTI ENERGY INC
$2.9M
LBRTLIBERTY ENERGY INC
$2.9M
ALLEALLEGION PLC
$2.9M
RUSHARUSH ENTERPRISES INC
$2.9M
IIPRINNOVATIVE INDL PPTYS INC
$2.9M
PGPROCTER AND GAMBLE CO
$2.9M
IGSBISHARES TR
$2.9M
MGYMAGNOLIA OIL & GAS CORP
$2.8M
NGVTINGEVITY CORP
$2.8M
HOODROBINHOOD MKTS INC
$2.8M
OGM1COGENT COMMUNICATIONS HLDGS
$2.8M
PGYPAGAYA TECHNOLOGIES LTD
$2.8M
ITGARTNER INC
$2.8M
APPAPPLOVIN CORP
$2.8M
CRWDCROWDSTRIKE HLDGS INC
$2.8M
AMKRAMKOR TECHNOLOGY INC
$2.8M
FASTFASTENAL CO
$2.7M
WHDCACTUS INC
$2.7M
ENRENERGIZER HLDGS INC NEW
$2.7M
MBBISHARES TR
$2.7M
RMBS*RAMBUS INC DEL
$2.7M
ESABESAB CORPORATION
$2.7M
TEXTEREX CORP NEW
$2.7M
NTAPNETAPP INC
$2.7M
RSPINVESCO EXCHANGE TRADED FD T
$2.7M
NFLXNETFLIX INC
$2.6M
AXONAXON ENTERPRISE INC
$2.6M
WDFCWD 40 CO
$2.6M
DDOMINION ENERGY INC
$2.6M
WELLWELLTOWER INC
$2.6M
FQIDIGITAL RLTY TR INC
$2.6M
GHCGRAHAM HLDGS CO
$2.6M
CURBCURBLINE PPTYS CORP
$2.6M
CRMSALESFORCE INC
$2.6M
ADNTADIENT PLC
$2.6M
VTIPVANGUARD MALVERN FDS
$2.6M
PGNYPROGYNY INC
$2.6M
TPRTAPESTRY INC
$2.5M
QLYSQUALYS INC
$2.5M
CBCHUBB LIMITED
$2.5M
PRIMPRIMORIS SVCS CORP
$2.5M
MPMP MATERIALS CORP
$2.5M
STBAS & T BANCORP INC
$2.5M
STIPISHARES TR
$2.5M
FCXFREEPORT-MCMORAN INC
$2.5M
ORLYOREILLY AUTOMOTIVE INC
$2.5M
ROKUROKU INC
$2.4M
MOHMOLINA HEALTHCARE INC
$2.4M
HIHILLENBRAND INC
$2.4M
PINSPINTEREST INC
$2.4M
GHGUARDANT HEALTH INC
$2.4M
MRCYMERCURY SYS INC
$2.4M
MASMASCO CORP
$2.4M
CRVLCORVEL CORP
$2.4M
STSENSATA TECHNOLOGIES HLDG PL
$2.4M
HLNEHAMILTON LANE INC
$2.4M
CMCCOMMERCIAL METALS CO
$2.4M
OTTROTTER TAIL CORP
$2.4M
GLPIGAMING & LEISURE PPTYS INC
$2.4M
PSTGPURE STORAGE INC
$2.3M
ALLYALLY FINL INC
$2.3M
FRSHFRESHWORKS INC
$2.3M
FDSFACTSET RESH SYS INC
$2.3M
CFLTCONFLUENT INC
$2.3M
FLOTISHARES TR
$2.3M
LEALEAR CORP
$2.3M
TRNTRINITY INDS INC
$2.3M
NBTBNBT BANCORP INC
$2.3M
WTMWHITE MTNS INS GROUP LTD
$2.3M
JPMJPMORGAN CHASE & CO.
$2.3M
HUBBHUBBELL INC
$2.3M
SPBSPECTRUM BRANDS HLDGS INC NE
$2.3M
RIOTRIOT PLATFORMS INC
$2.3M
GEGE AEROSPACE
$2.3M
EVRGEVERGY INC
$2.2M
AXSMAXSOME THERAPEUTICS INC
$2.2M
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