Fund Holdings — Edgestream Partners, L.P.

Total Portfolio Value
$3.37B
Total Bought
$1.69B
Total Sold
$1.40B
Net Transaction
+$290.91M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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STATE STR SPDR S&P 500 ETF T(SPY)28,98451,634+22,65018,84938,5591.15%+19,709
ISHARES TR0188,006+188,006016,2470.48%+16,247
AMEREN CORP(AEE)0119,484+119,484013,5060.40%+13,506
ISHARES TR116,383281,586+165,2039,25922,5180.67%+13,259
CALIFORNIA RES CORP(CRC)0249,307+249,307013,1810.39%+13,181
CONSOLIDATED EDISON INC(ED)2,705114,406+111,70130612,6570.38%+12,351
ANNALY CAPITAL MANAGEMENT IN12,119559,414+547,29525612,5080.37%+12,252
AVERY DENNISON CORP073,783+73,783011,9790.36%+11,979
ALLEGIANT TRAVEL CO(ALGT)097,014+97,014011,4090.34%+11,409
ISHARES TR48,881151,037+102,1565,32816,4740.49%+11,146
ECOLAB INC(ECL)039,688+39,688011,0570.33%+11,057
MIDDLEBY CORP(MIDD)063,310+63,310010,8900.32%+10,890
APTARGROUP INC24,308111,331+87,0233,06313,9390.41%+10,875
OWENS CORNING NEW(OC)067,692+67,692010,7600.32%+10,760
RPM INTL INC(RPM)096,469+96,469010,7230.32%+10,723
THE CIGNA GROUP(CI)3,55041,103+37,55394711,3310.34%+10,384
ANTERO MIDSTREAM CORP(AM)206,995660,363+453,3684,71915,0230.45%+10,304
HCA HEALTHCARE INC(HCA)024,853+24,85309,6900.29%+9,690
BRIXMOR PPTY GROUP INC(BRX)104,820402,183+297,3633,01912,6810.38%+9,662
PHILLIPS 66(PSX)057,055+57,05509,6450.29%+9,645
BREAD FINANCIAL HOLDINGS INC34,588110,980+76,3922,59012,0250.36%+9,434
VANGUARD BD INDEX FDS0127,524+127,52409,3620.28%+9,362
COOPER COS INC(COO)0130,514+130,51409,3590.28%+9,359
U HAUL HOLDING COMPANY16,976174,884+157,90875810,0910.30%+9,332
MICRON TECHNOLOGY INC(MU)2,9118,785+5,87498310,1400.30%+9,157
EMCOR GROUP INC(EME)1,34412,122+10,77899210,0600.30%+9,068
ALASKA AIR GROUP INC0171,115+171,11508,9320.27%+8,932
SYSCO CORP(SYY)28,637130,804+102,1672,04310,9330.32%+8,890
CENTERPOINT ENERGY INC(CNP)6,047206,872+200,8252619,1110.27%+8,850
STATE STR SPDR DOW JONES IND(DIA)6,02722,068+16,0412,79211,5280.34%+8,736
AMETEK INC1,27936,994+35,7152748,9500.27%+8,676
BAKER HUGHES COMPANY(BKR)6,667162,651+155,9844079,0270.27%+8,620
SIMON PPTY GROUP INC NEW(SPG)22,42956,724+34,2954,18412,6860.38%+8,503
ISHARES TR14,79299,843+85,0511,4689,8820.29%+8,414
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
23,043124,201+101,1581,8279,8160.29%+7,989
WASTE MGMT INC DEL(WM)035,529+35,52907,9190.24%+7,919
SHERWIN WILLIAMS CO(SHW)2,22324,767+22,5447138,5280.25%+7,815
BUILDERS FIRSTSOURCE INC(BLDR)21,277106,747+85,4701,7529,5520.28%+7,800
KITE REALTY GROUP TRUST(KRG)12,497279,815+267,3183077,9410.24%+7,634
VAXCYTE INC(PCVX)0131,115+131,11507,6220.23%+7,622
BANK OF NY MELLON CORP29,95077,140+47,1903,55311,1550.33%+7,602
TRINET GROUP INC(TNET)0153,404+153,40407,5920.23%+7,592
AMGEN INC(AMGN)8,37629,075+20,6992,94710,5290.31%+7,582
ISHARES TR12,562104,759+92,1971,0378,6020.26%+7,565
ISHARES TR079,216+79,21607,4910.22%+7,491
ALPHABET INC(GOOG)3,94124,095+20,1541,1318,5130.25%+7,383
INDEPENDENT BK CORP MASS086,698+86,69807,2580.22%+7,258
FIRST MERCHANTS CORP(FRME)22,324185,737+163,4138658,1150.24%+7,250
XCEL ENERGY INC(XEL)35,745125,508+89,7632,84010,0780.30%+7,239
LOWES COS INC(LOW)14,69848,407+33,7093,47310,6730.32%+7,200
FIRST SOLAR INC(FSLR)030,474+30,47407,1910.21%+7,191
PROVIDENT FINL SVCS INC(PFS)0300,346+300,34607,1000.21%+7,100
RELIANCE INC(RS)2,30320,766+18,4637007,7580.23%+7,058
AVNET INC38,943106,048+67,1052,4009,4190.28%+7,020
OTIS WORLDWIDE CORP(OTIS)097,850+97,85007,0060.21%+7,006
DONALDSON INC(DCI)22,93798,972+76,0351,9478,8850.26%+6,938
ATMOS ENERGY CORP(ATO)40,95184,088+43,1377,56414,4860.43%+6,921
FIRST HAWAIIAN INC(FHB)199,886402,696+202,8104,92511,7990.35%+6,874
WARNER BROS DISCOVERY INC(WBD)0256,392+256,39206,8350.20%+6,835
AMERIS BANCORP(ABCB)61,884128,785+66,9014,82611,6240.35%+6,798
WHITE MTNS INS GROUP LTD
COM
3,1306,578+3,4486,87613,6390.41%+6,762
EXTREME NETWORKS INC(EXTR)0206,889+206,88906,6970.20%+6,697
RH(RH)040,229+40,22906,6270.20%+6,627
CF INDUSTRIES HOLD(CF)5,10167,072+61,9716627,2610.22%+6,599
TOLL BROTHERS INC(TOL)60,19989,274+29,0758,21514,7080.44%+6,493
WSFS FINL CORP(WSFS)084,416+84,41606,4770.19%+6,477
TUTOR PERINI CORP(TPC)17,35593,788+76,4331,3407,7820.23%+6,442
ALLEGRO MICROSYSTEMS INC(ALGM)092,188+92,18806,4180.19%+6,418
WILLIAMS COS INC(WMB)70,632153,751+83,1195,14111,4300.34%+6,289
CHESAPEAKE UTILS CORP(CPK)051,261+51,26106,2780.19%+6,278
CARDINAL HEALTH INC(CAH)6,54831,971+25,4231,3847,5950.23%+6,211
DUKE ENERGY CORP NEW(DUK)50,316100,170+49,8546,58812,6800.38%+6,091
INTERACTIVE BROKERS GROUP IN(IBKR)37,39998,278+60,8792,5088,5540.25%+6,046
MARATHON PETE CORP(MPC)21,43344,017+22,5845,23411,2540.33%+6,020
REGENCY CTRS CORP(REG)075,038+75,03805,9840.18%+5,984
BOSTON BEER INC(SAM)032,914+32,91405,8270.17%+5,827
PENN ENTERTAINMENT INC(PENN)0268,604+268,60405,7370.17%+5,737
CENCORA INC6,69527,684+20,9892,1037,8340.23%+5,731
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
22,22891,239+69,0111,8397,5410.22%+5,702
FREEPORT MCMORAN INC(FCX)4,44994,385+89,9362625,9360.18%+5,674
REPUBLIC SVCS INC(RSG)10,94437,873+26,9292,3978,0700.24%+5,673
WILLSCOT HLDGS CORP(WSC)103,283258,442+155,1591,7937,4590.22%+5,666
GOODYEAR TIRE & RUBR CO(GT)175,6651,027,875+852,2101,1656,7840.20%+5,619
AMERICAN WTR WKS CO INC NEW042,670+42,67005,6150.17%+5,615
JPMORGAN CHASE & CO(JPM)8,20424,323+16,1192,4137,9620.24%+5,548
SAIA INC(SAIA)013,156+13,15605,5410.16%+5,541
EVERFORTH INC(EFOR)0308,870+308,87005,5200.16%+5,520
PROGRESSIVE CORP(PGR)1,24926,143+24,8942485,7110.17%+5,463
OMEGA HEALTHCARE INVS INC(OHI)80,848186,352+105,5043,5438,8850.26%+5,343
KILROY REALTY CORP(KRC)0142,452+142,45205,3380.16%+5,338
WALMART INC(WMT)33,18383,261+50,0784,1249,4300.28%+5,306
MASTEC INC(MTZ)012,568+12,56805,2290.16%+5,229
POLARIS INC(PII)076,123+76,12305,2100.15%+5,210
ASSURANT INC(AIZ)019,275+19,27505,1760.15%+5,176
KROGER CO(KR)092,684+92,68405,1470.15%+5,147
FRANKLIN ELEC INC(FELE)9,16255,663+46,5018445,9670.18%+5,122
CINCINNATI FINL CORP(CINF)027,405+27,40505,0740.15%+5,074
ABBOTT LABORATORIES3,95660,361+56,4054065,4770.16%+5,071
ALIGN TECHNOLOGY INC3,85433,891+30,0376615,7160.17%+5,055
DROPBOX INC(DBX)110,527274,727+164,2002,5117,5470.22%+5,036
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