Fund Holdings — Edgestream Partners, L.P.

Total Portfolio Value
$3.05B
Total Bought
$1.33B
Total Sold
$1.82B
Net Transaction
-$494.10M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DOMINION ENERGY INC(D)0245,586+245,586015,1820.50%+15,182
INCYTE CORP(INCY)11,105157,472+146,3671,09714,8210.49%+13,724
DT MIDSTREAM INC(DTM)6,474103,683+97,20977513,9630.46%+13,188
AGREE RLTY CORP0143,314+143,314010,8030.35%+10,803
WABTEC(WAB)042,475+42,475010,6150.35%+10,615
REINSURANCE GROUP AMER INC(RGA)12,84464,482+51,6382,61313,1650.43%+10,551
BROOKFIELD RENEWABLE CORP(BEPC)0257,702+257,702010,2640.34%+10,264
ANTERO RESOURCES CORP(AR)21,107254,300+233,19372710,7920.35%+10,065
AMCOR PLC
COM NEW
0249,978+249,97809,9370.33%+9,937
BRISTOL-MYERS SQUIBB CO(BMY)0154,427+154,42709,3660.31%+9,366
COMCAST CORP NEW(CCZ)0325,235+325,23509,3370.31%+9,337
SOUTHERN CO(SO)5,332100,794+95,4624659,7290.32%+9,264
EXELON CORP(EXC)65,929246,513+180,5842,87412,0840.40%+9,210
COMMERCIAL METALS CO(CMC)6,277154,183+147,9064349,4710.31%+9,037
M/I HOMES INC(MHO)072,095+72,09508,8280.29%+8,828
CORE & MAIN INC(CNM)21,959201,577+179,6181,1419,9580.33%+8,817
BOOKING HOLDINGS INC(BKNG)3622,532+2,1701,93910,6610.35%+8,722
VICI PPTYS INC(VICI)194,787518,186+323,3995,47714,1570.46%+8,679
PORTLAND GEN ELEC CO(POR)118,698269,147+150,4495,69614,2030.47%+8,507
HANCOCK WHITNEY CORPORATION(HWC)0132,984+132,98408,4560.28%+8,456
TOLL BROTHERS INC(TOL)060,199+60,19908,2150.27%+8,215
SPIRE INC(SR)38,429125,465+87,0363,17811,3600.37%+8,182
HUB GROUP INC(HUBG)0223,897+223,89708,0690.26%+8,069
AUTOZONE INC(AZO)1,4403,817+2,3774,88412,8930.42%+8,009
IDEXX LABS INC(IDXX)2,22516,469+14,2441,5059,2540.30%+7,748
ESSENT GROUP LTD(ESNT)0129,458+129,45807,5660.25%+7,566
GLOBE LIFE INC053,984+53,98407,5130.25%+7,513
D R HORTON INC(DHI)054,640+54,64007,4980.25%+7,498
FERGUSON ENTERPRISES INC(FERG)031,973+31,97307,4580.24%+7,458
UMB FINL CORP(UMBF)065,640+65,64007,4040.24%+7,404
LIVE NATION ENTERTAINMENT IN(LYV)4,56951,171+46,6026517,8040.26%+7,153
KULICKE & SOFFA INDS INC(KLIC)12,841117,130+104,2895857,6980.25%+7,113
MADISON SQUARE GRDN SPRT COR(MSGS)022,121+22,12107,1100.23%+7,110
METLIFE INC(MET)2,662101,398+98,7362107,1710.24%+6,961
OLIN CORP(OLN)0231,874+231,87406,8940.23%+6,894
INGREDION INC(INGR)9,86970,654+60,7851,0887,9600.26%+6,872
HUNT J B TRANS SVCS INC(JBHT)032,394+32,39406,8640.23%+6,864
COMFORT SYS USA INC(FIX)04,938+4,93806,8090.22%+6,809
BANKUNITED INC(BKU)0150,507+150,50706,7970.22%+6,797
LIBERTY BROADBAND CORP(LBRDA)0134,725+134,72506,7770.22%+6,777
REVOLUTION MEDICINES INC(RVMD)069,262+69,26206,7360.22%+6,736
MARRIOTT INTL INC NEW(MAR)3,13723,440+20,3039737,6670.25%+6,693
TEXAS CAP BANCSHARES INC(TCBI)070,513+70,51306,6900.22%+6,690
CONCENTRIX CORP(CNXC)0244,154+244,15406,6800.22%+6,680
HEALTHCARE RLTY TR(HR)0382,013+382,01306,4900.21%+6,490
TEXTRON INC(TXT)073,172+73,17206,4070.21%+6,407
HOULIHAN LOKEY INC(HLI)9,06155,338+46,2771,5787,9480.26%+6,369
COUPANG INC(CPNG)12,140350,892+338,7522866,6250.22%+6,338
BOK FINL CORP(BOKF)048,786+48,78606,2480.21%+6,248
STERIS PLC(STE)028,117+28,11706,2180.20%+6,218
CHEMOURS CO(CC)24,045294,881+270,8362836,4960.21%+6,213
PRICESMART INC(PSMT)040,365+40,36506,0750.20%+6,075
ENVIRI CORP(NVRI)0302,497+302,49705,9350.19%+5,935
HORACE MANN EDUCATORS CORP N(HMN)22,620163,101+140,4811,0456,9610.23%+5,917
MSCI INC(MSCI)010,945+10,94505,8990.19%+5,899
HUMANA INC(HUM)033,957+33,95705,8880.19%+5,888
MAGNOLIA OIL & GAS CORP(MGY)242,321352,998+110,6775,30411,1440.37%+5,840
HALLIBURTON CO(HAL)0149,735+149,73505,8380.19%+5,838
REALTY INCOME CORP(O)56,653147,569+90,9163,1949,0280.30%+5,835
LAS VEGAS SANDS CORP(LVS)30,611145,011+114,4001,9927,8130.26%+5,821
WHITE MTNS INS GROUP LTD
COM
5293,130+2,6011,0996,8760.23%+5,777
G III APPAREL GROUP LTD(GIII)0207,810+207,81005,7560.19%+5,756
CHARTER COMMUNICATIONS INC(CHTR)026,595+26,59505,7410.19%+5,741
LEAR CORP(LEA)046,726+46,72605,6580.19%+5,658
ZOETIS INC(ZTS)28,05877,506+49,4483,5309,1620.30%+5,632
AMERICAN EXPRESS CO(AXP)3,15822,432+19,2741,1686,7850.22%+5,617
VEEVA SYS INC(VEEV)031,839+31,83905,5930.18%+5,593
TG THERAPEUTICS INC(TGTX)0168,351+168,35105,5930.18%+5,593
HUNTSMAN CORP(HUN)68,807464,069+395,2626886,1770.20%+5,489
KINDER MORGAN INC DEL(KMI)24,275183,268+158,9936676,1450.20%+5,478
INTERNATIONAL BANCSHARES COR(IBOC)080,144+80,14405,3930.18%+5,393
GXO LOGISTICS INCORPORATED(GXO)7,519108,601+101,0823965,6310.18%+5,235
IONIS PHARMACEUTICALS INC(IONS)068,369+68,36905,1340.17%+5,134
RALPH LAUREN CORP(RL)17,54732,959+15,4126,20511,3380.37%+5,133
ROGERS CORP(ROG)31,86974,898+43,0292,9188,0390.26%+5,121
S&P GLOBAL INC(SPGI)1,69714,069+12,3728875,9840.20%+5,097
INTERPARFUMS INC(IPAR)7,50560,809+53,3046375,5240.18%+4,887
KNOWLES CORP(KN)102,021274,840+172,8192,1867,0580.23%+4,872
ALIGNMENT HEALTHCARE INC(ALHC)0275,393+275,39304,8520.16%+4,852
ENTERGY CORP NEW(ETR)042,901+42,90104,8200.16%+4,820
ZIONS BANCORPORATION NATL AS(ZION)114,224199,682+85,4586,68711,5060.38%+4,819
CARMAX INC(KMX)0114,365+114,36504,7550.16%+4,755
CAL MAINE FOODS INC(CALM)94,069154,627+60,5587,48512,2390.40%+4,754
TALOS ENERGY INC(TALO)140,180399,501+259,3211,5456,2960.21%+4,751
STATE STR CORP(STT)75,470114,374+38,9049,73614,4750.47%+4,739
BLACK HILLS CORP13,77581,492+67,7179565,6560.19%+4,700
FLUENCE ENERGY INC(FLNC)32,522385,804+353,2826435,3090.17%+4,665
FTAI AVIATION LTD(FTAI)018,851+18,85104,6180.15%+4,618
NORTHWEST NAT HLDG CO(NWN)130,887201,660+70,7736,11810,7320.35%+4,615
NU HLDGS LTD(NU)0315,404+315,40404,5320.15%+4,532
DUOLINGO INC(DUOL)8,48860,827+52,3391,4905,9960.20%+4,506
WILLIAMS COS INC(WMB)10,78670,632+59,8466485,1410.17%+4,492
NETSCOUT SYS INC(NTCT)35,815171,391+135,5769695,4490.18%+4,479
DRAFTKINGS INC NEW(DKNG)0206,892+206,89204,4730.15%+4,473
WERNER ENTERPRISES INC(WERN)0151,519+151,51904,4560.15%+4,456
FORMFACTOR INC(FORM)045,884+45,88404,4500.15%+4,450
VIATRIS INC(VTRS)0329,276+329,27604,4490.15%+4,449
HOME DEPOT INC(HD)4,44218,154+13,7121,5285,9710.20%+4,442
DECKERS OUTDOOR CORP(DECK)44,17690,066+45,8904,5809,0150.30%+4,435
AMERICAN TOWER CORP(AMT)13,76139,582+25,8212,4166,8310.22%+4,415
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Edgestream Partners, L.P. — 13F Holdings — Q1 2026 | TickerTrail