Edgestream Partners, L.P. Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$2.3T

Holdings

829

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (829 positions)

#StockSharesValue% PortfolioType
301
MIGAMICROSTRATEGY INC
10,793$3.1B0.13%
302
PBFPBF ENERGY INC
117,570$3.1B0.13%
303
EXTREXTREME NETWORKS
185,024$3.1B0.13%
304
BIIBBIOGEN INC
20,135$3.1B0.13%
305
LLYELI LILLY & CO
3,980$3.1B0.13%
306
MCYMERCURY GENL CORP NEW
45,768$3.0B0.13%
307
NFGNATIONAL FUEL GAS CO
49,942$3.0B0.13%
308
ALLYALLY FINL INC
84,066$3.0B0.13%
309
OKTAOKTA INC
38,273$3.0B0.13%
310
IM8NINSMED INC
43,619$3.0B0.13%
311
UALUNITED AIRLS HLDGS INC
30,560$3.0B0.13%
312
DOCUDOCUSIGN INC
32,979$3.0B0.13%
313
AGOASSURED GUARANTY LTD
32,898$3.0B0.13%
314
RRRRED ROCK RESORTS INC
63,944$3.0B0.13%
315
MPCMARATHON PETE CORP
21,162$3.0B0.13%
316
VTEBVANGUARD MUN BD FDS
58,706$2.9B0.13%
317
SAMBOSTON BEER INC
9,702$2.9B0.12%
318
PLTKPLAYTIKA HLDG CORP
415,901$2.9B0.12%
319
SFMSPROUTS FMRS MKT INC
22,559$2.9B0.12%
320
ROCKGIBRALTAR INDS INC
48,082$2.8B0.12%
321
TTCTORO CO
35,346$2.8B0.12%
322
AMKRAMKOR TECHNOLOGY INC
109,811$2.8B0.12%
323
MCMOELIS & CO
37,683$2.8B0.12%
324
LTHLIFE TIME GROUP HOLDINGS INC
125,037$2.8B0.12%
325
TXG10X GENOMICS INC
190,714$2.7B0.12%
326
BKNGBOOKING HOLDINGS INC
549$2.7B0.12%
327
ZWSZURN ELKAY WATER SOLNS CORP
72,679$2.7B0.12%
328
BKBANK NEW YORK MELLON CORP
34,930$2.7B0.11%
329
BOXBOX INC
84,537$2.7B0.11%
330
CHECHEMED CORP NEW
5,007$2.7B0.11%
331
TRMKTRUSTMARK CORP
74,986$2.7B0.11%
332
NIJNELNET INC
24,797$2.6B0.11%
333
CBTCABOT CORP
28,840$2.6B0.11%
334
SLMSLM CORP
95,363$2.6B0.11%
335
EPACENERPAC TOOL GROUP CORP
63,694$2.6B0.11%
336
SSBUSDSOUTHSTATE CORPORATION
26,247$2.6B0.11%
337
SBCSABRA HEALTH CARE REIT INC
149,700$2.6B0.11%
338
BRK/BBERKSHIRE HATHAWAY INC DEL
5,706$2.6B0.11%
339
REEVEREST GROUP LTD
7,109$2.6B0.11%
340
KFYKORN FERRY
37,963$2.6B0.11%
341
GMS1EURGMS INC
30,096$2.6B0.11%
342
CTRECARETRUST REIT INC
94,369$2.6B0.11%
343
ASANASANA INC
125,637$2.5B0.11%
344
ALKTALKAMI TECHNOLOGY INC
69,204$2.5B0.11%
345
SHYISHARES TR
30,889$2.5B0.11%
346
BXBLACKSTONE INC
14,640$2.5B0.11%
347
DVDOUBLEVERIFY HLDGS INC
130,815$2.5B0.11%
348
UTHUNITED THERAPEUTICS CORP DEL
7,117$2.5B0.11%
349
ITRIITRON INC
23,043$2.5B0.11%
350
TYLTYLER TECHNOLOGIES INC
4,321$2.5B0.11%
351
SAICSCIENCE APPLICATIONS INTL CO
22,220$2.5B0.11%
352
PATHUIPATH INC
194,803$2.5B0.11%
353
TFXTELEFLEX INCORPORATED
13,746$2.4B0.10%
354
ABBVABBVIE INC
13,722$2.4B0.10%
355
ICFIICF INTL INC
20,452$2.4B0.10%
356
ALITALIGHT INC
352,104$2.4B0.10%
357
NVTNVENT ELECTRIC PLC
35,717$2.4B0.10%
358
STESTERIS PLC
11,804$2.4B0.10%
359
CPTCAMDEN PPTY TR
20,849$2.4B0.10%
360
CRLCHARLES RIV LABS INTL INC
12,880$2.4B0.10%
361
CTRACOTERRA ENERGY INC
92,947$2.4B0.10%
362
YOUCLEAR SECURE INC
88,458$2.4B0.10%
363
VRTXVERTEX PHARMACEUTICALS INC
5,842$2.4B0.10%
364
FRSHFRESHWORKS INC
145,217$2.3B0.10%
365
MTGMGIC INVT CORP WIS
98,774$2.3B0.10%
366
UAUNDER ARMOUR INC
313,908$2.3B0.10%
367
MRSHMARSH & MCLENNAN COS INC
11,010$2.3B0.10%
368
7HPHP INC
71,256$2.3B0.10%
369
HOPEHOPE BANCORP INC
188,917$2.3B0.10%
370
CALMCAL MAINE FOODS INC
22,476$2.3B0.10%
371
CALXCALIX INC
65,945$2.3B0.10%
372
MTCHMATCH GROUP INC NEW
69,882$2.3B0.10%
373
WMTWALMART INC
25,112$2.3B0.10%
374
ARWRARROWHEAD PHARMACEUTICALS IN
120,411$2.3B0.10%
375
DTMDT MIDSTREAM INC
22,626$2.2B0.10%
376
JXC1ZIFF DAVIS INC
41,013$2.2B0.09%
377
NVSTENVISTA HOLDINGS CORPORATION
114,953$2.2B0.09%
378
SAFESAFEHOLD INC
119,956$2.2B0.09%
379
IRINGERSOLL RAND INC
24,492$2.2B0.09%
380
SWKSTANLEY BLACK & DECKER INC
27,553$2.2B0.09%
381
XLFSELECT SECTOR SPDR TR
45,622$2.2B0.09%
382
DONSPDR DOW JONES INDL AVERAGE
5,175$2.2B0.09%
383
UFPIUFP INDUSTRIES INC
19,492$2.2B0.09%
384
LSCCLATTICE SEMICONDUCTOR CORP
38,329$2.2B0.09%
385
UMBFUMB FINL CORP
19,096$2.2B0.09%
386
NSANATIONAL STORAGE AFFILIATES
56,635$2.1B0.09%
387
LUVSOUTHWEST AIRLS CO
63,763$2.1B0.09%
388
XLESELECT SECTOR SPDR TR
24,653$2.1B0.09%
389
POOLPOOL CORP
6,111$2.1B0.09%
390
ALRMALARM COM HLDGS INC
34,252$2.1B0.09%
391
TQQQPROSHARES TR
26,134$2.1B0.09%
392
BSXBOSTON SCIENTIFIC CORP
23,104$2.1B0.09%
393
AVGOBROADCOM INC
8,805$2.0B0.09%
394
KAIKADANT INC
5,914$2.0B0.09%
395
WTSWATTS WATER TECHNOLOGIES INC
10,010$2.0B0.09%
396
CPBTHE CAMPBELLS COMPANY
48,546$2.0B0.09%
397
VTRSVIATRIS INC
163,244$2.0B0.09%
398
KMIKINDER MORGAN INC DEL
73,844$2.0B0.09%
399
CTVACORTEVA INC
35,210$2.0B0.09%
400
CA8ACACI INTL INC
4,954$2.0B0.09%
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