Edgestream Partners, L.P. Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$889.4B

Holdings

489

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (489 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
58,574$22K0.00%
2
ENQENTEGRIS INC
272,531$17K0.00%
3
XLFISELECT SECTOR SPDR TR
188,599$14K0.00%
4
AAPLAPPLE INC
93,190$12K0.00%
5
BNBROOKFIELD CORP
359,572$11K0.00%
6
XLVSELECT SECTOR SPDR TR
76,189$10K0.00%
7
POOLPOOL CORP
34,881$10K0.00%
8
TXNMPNM RES INC
193,628$9K0.00%
9
IVVISHARES TR
24,042$9K0.00%
10
WPMWHEATON PRECIOUS METALS CORP
236,406$9K0.00%
11
JNJJOHNSON & JOHNSON
50,059$8K0.00%
12
EPAMEPAM SYS INC
21,719$7K0.00%
13
AXSAXIS CAP HLDGS LTD
140,611$7K0.00%
14
ERIEERIE INDTY CO
32,018$7K0.00%
15
ATVIEURACTIVISION BLIZZARD INC
88,005$6K0.00%
16
SJIEURSOUTH JERSEY INDS INC
170,520$6K0.00%
17
PTENPATTERSON-UTI ENERGY INC
401,298$6K0.00%
18
KMXCARMAX INC
102,484$6K0.00%
19
ATDATI INC
211,431$6K0.00%
20
NDQINVESCO QQQ TR
23,535$6K0.00%
21
ZWSZURN ELKAY WATER SOLNS CORP
287,389$6K0.00%
22
LSCCLATTICE SEMICONDUCTOR CORP
82,083$5K0.00%
23
EGPEASTGROUP PPTYS INC
37,786$5K0.00%
24
DDSDILLARDS INC
16,938$5K0.00%
25
AMZNAMAZON COM INC
59,840$5K0.00%
26
BLDTOPBUILD CORP
36,820$5K0.00%
27
ARESARES MANAGEMENT CORPORATION
86,169$5K0.00%
28
GDXVANECK ETF TRUST
180,701$5K0.00%
29
UNHUNITEDHEALTH GROUP INC
9,619$5K0.00%
30
MATMATTEL INC
312,823$5K0.00%
31
MSCIMSCI INC
10,384$4K0.00%
32
LLOEWS CORP
73,532$4K0.00%
33
EXPEAGLE MATLS INC
36,317$4K0.00%
34
LEALEAR CORP
38,843$4K0.00%
35
CRMSALESFORCE INC
35,375$4K0.00%
36
MSIMOTOROLA SOLUTIONS INC
17,211$4K0.00%
37
RGAREINSURANCE GRP OF AMERICA I
30,236$4K0.00%
38
COSTCOSTCO WHSL CORP NEW
10,562$4K0.00%
39
AMTAMERICAN TOWER CORP NEW
19,870$4K0.00%
40
ENBENBRIDGE INC
104,749$4K0.00%
41
ARWARROW ELECTRS INC
40,753$4K0.00%
42
TTTRANE TECHNOLOGIES PLC
26,736$4K0.00%
43
GOOGALPHABET INC
50,723$4K0.00%
44
CHRCHURCHILL DOWNS INC
21,855$4K0.00%
45
RSGREPUBLIC SVCS INC
31,059$4K0.00%
46
MDTMEDTRONIC PLC
57,979$4K0.00%
47
SUSUNCOR ENERGY INC NEW
140,665$4K0.00%
48
MPWRMONOLITHIC PWR SYS INC
13,690$4K0.00%
49
ADCAGREE RLTY CORP
60,844$4K0.00%
50
MCKMCKESSON CORP
12,023$4K0.00%
51
SPGSIMON PPTY GROUP INC NEW
30,239$3K0.00%
52
MSFTMICROSOFT CORP
14,043$3K0.00%
53
EXREXTRA SPACE STORAGE INC
22,581$3K0.00%
54
IPGINTERPUBLIC GROUP COS INC
112,065$3K0.00%
55
ABTABBOTT LABS
35,104$3K0.00%
56
DDOMINION ENERGY INC
53,999$3K0.00%
57
PGPROCTER AND GAMBLE CO
20,050$3K0.00%
58
PHMPULTE GROUP INC
65,905$3K0.00%
59
FQIDIGITAL RLTY TR INC
33,927$3K0.00%
60
OI*O-I GLASS INC
229,107$3K0.00%
61
8CWCROWN CASTLE INC
27,501$3K0.00%
62
CNXCNX RES CORP
194,192$3K0.00%
63
RSRELIANCE STEEL & ALUMINUM CO
15,491$3K0.00%
64
WBDWARNER BROS DISCOVERY INC
352,623$3K0.00%
65
WSMWILLIAMS SONOMA INC
29,934$3K0.00%
66
KOCOCA COLA CO
47,800$3K0.00%
67
SRESEMPRA
20,957$3K0.00%
68
WSOWATSCO INC
15,135$3K0.00%
69
CHECHEMED CORP NEW
6,344$3K0.00%
70
CHS1USDCHICOS FAS INC
615,374$3K0.00%
71
HPHELMERICH & PAYNE INC
66,083$3K0.00%
72
ICLRICON PLC
17,647$3K0.00%
73
HSTHOST HOTELS & RESORTS INC
233,198$3K0.00%
74
HUMHUMANA INC
6,045$3K0.00%
75
SOSOUTHERN CO
46,042$3K0.00%
76
CROXCROCS INC
36,265$3K0.00%
77
ORIOLD REP INTL CORP
131,250$3K0.00%
78
GNTXGENTEX CORP
136,901$3K0.00%
79
CITCINTAS CORP
7,910$3K0.00%
80
XOMEXXON MOBIL CORP
28,435$3K0.00%
81
QLYSQUALYS INC
29,679$3K0.00%
82
LNTALLIANT ENERGY CORP
71,144$3K0.00%
83
OTXOPEN TEXT CORP
106,051$3K0.00%
84
BCEBCE INC
76,357$3K0.00%
85
JBLUJETBLUE AWYS CORP
535,892$3K0.00%
86
LNCLINCOLN NATL CORP IND
73,739$2K0.00%
87
CCLCARNIVAL CORP
302,436$2K0.00%
88
CVSCVS HEALTH CORP
27,042$2K0.00%
89
SONSONOCO PRODS CO
42,116$2K0.00%
90
HRBBLOCK H & R INC
69,633$2K0.00%
91
PAHUSDELEMENT SOLUTIONS INC
114,422$2K0.00%
92
CMSCMS ENERGY CORP
34,429$2K0.00%
93
NBRNABORS INDUSTRIES LTD
14,287$2K0.00%
94
GLGLOBE LIFE INC
18,878$2K0.00%
95
WMBWILLIAMS COS INC
65,744$2K0.00%
96
NBIXNEUROCRINE BIOSCIENCES INC
18,154$2K0.00%
97
WENWENDYS CO
89,215$2K0.00%
98
EDITEDITAS MEDICINE INC
298,901$2K0.00%
99
RMERESMED INC
13,301$2K0.00%
100
MUSAMURPHY USA INC
7,821$2K0.00%
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