Fund HoldingsEdgestream Partners, L.P.

Total Portfolio Value
$3.60B
Total Bought
$2.06B
Total Sold
$1.42B
Net Transaction
+$636.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR150,266379,697+229,43111,85430,6230.85%+18,768
JPMORGAN CHASE & CO.(JPM)058,583+58,583016,9840.47%+16,984
EVEREST GROUP LTD(EG)043,114+43,114014,6520.41%+14,652
GOLDMAN SACHS GROUP INC(GS)020,632+20,632014,6020.41%+14,602
MICROSOFT CORP(MSFT)059,727+59,727029,7090.83%+29,709
OLD DOMINION FREIGHT LINE IN(ODFL)082,649+82,649013,4140.37%+13,414
AMEREN CORP(AEE)0138,534+138,534013,3050.37%+13,305
GODADDY INC(GDDY)084,029+84,029015,1300.42%+15,130
KB HOME(KBH)0241,953+241,953012,8160.36%+12,816
AMERIS BANCORP(ABCB)0194,177+194,177012,5630.35%+12,563
OREILLY AUTOMOTIVE INC(ORLY)0174,295+174,295015,7090.44%+15,709
ABBVIE INC(ABBV)066,958+66,958012,4290.35%+12,429
HUBSPOT INC(HUBS)020,688+20,688011,5160.32%+11,516
CLEAN HARBORS INC(CLH)058,706+58,706013,5720.38%+13,572
OGE ENERGY CORP(OGE)0344,286+344,286015,2790.42%+15,279
BANK AMERICA CORP0239,604+239,604011,3380.32%+11,338
PORTLAND GEN ELEC CO(POR)0306,833+306,833012,4670.35%+12,467
MANHATTAN ASSOCIATES INC(MANH)056,525+56,525011,1620.31%+11,162
NETFLIX INC(NFLX)08,254+8,254011,0530.31%+11,053
PRESTIGE CONSMR HEALTHCARE I(PBH)0135,511+135,511010,8210.30%+10,821
BRIXMOR PPTY GROUP INC(BRX)0458,378+458,378011,9360.33%+11,936
EASTERN BANKSHARES INC(EBC)0856,819+856,819013,0840.36%+13,084
ESCO TECHNOLOGIES INC(ESE)054,551+54,551010,4670.29%+10,467
EVERI HLDGS INC0698,496+698,49609,9470.28%+9,947
RALPH LAUREN CORP(RL)045,994+45,994012,6150.35%+12,615
GROUP 1 AUTOMOTIVE INC(GPI)032,997+32,997014,4100.40%+14,410
FOX CORP(FOX)0174,198+174,19809,7620.27%+9,762
PINNACLE WEST CAP CORP(PNW)0160,855+160,855014,3920.40%+14,392
SIMON PPTY GROUP INC NEW(SPG)060,089+60,08909,6600.27%+9,660
FIRST INDL RLTY TR INC(FR)0280,822+280,822013,5160.38%+13,516
BANK NEW YORK MELLON CORP0139,160+139,160012,6790.35%+12,679
ALTRIA GROUP INC(MO)0177,924+177,924010,4320.29%+10,432
HOULIHAN LOKEY INC(HLI)068,803+68,803012,3810.34%+12,381
APPLE HOSPITALITY REIT INC(APLE)0982,159+982,159011,4620.32%+11,462
NEUROCRINE BIOSCIENCES INC(NBIX)073,604+73,60409,2510.26%+9,251
PAYLOCITY HLDG CORP(PCTY)050,331+50,33109,1190.25%+9,119
KEYSIGHT TECHNOLOGIES INC(KEYS)059,550+59,55009,7580.27%+9,758
AXOS FINANCIAL INC(AX)0165,283+165,283012,5680.35%+12,568
HILTON WORLDWIDE HLDGS INC(HLT)039,002+39,002010,3880.29%+10,388
ATLASSIAN CORPORATION044,005+44,00508,9370.25%+8,937
NVR INC(NVR)01,205+1,20508,9000.25%+8,900
WSFS FINL CORP(WSFS)0160,619+160,61908,8340.25%+8,834
AUTOZONE INC(AZO)02,378+2,37808,8280.25%+8,828
RPM INTL INC(RPM)079,447+79,44708,7260.24%+8,726
FEDERAL RLTY INVT TR NEW(FRT)0138,824+138,824013,1870.37%+13,187
INSIGHT ENTERPRISES INC(NSIT)062,261+62,26108,5970.24%+8,597
INTERACTIVE BROKERS GROUP IN(IBKR)0194,008+194,008010,7500.30%+10,750
ROYAL CARIBBEAN GROUP
COM
027,719+27,71908,6800.24%+8,680
APPLE INC(AAPL)0104,424+104,424021,4250.60%+21,425
TERRENO RLTY CORP(TRNO)0249,092+249,092013,9670.39%+13,967
INMODE LTD(INMD)0574,407+574,40708,2940.23%+8,294
WEST PHARMACEUTICAL SVSC INC(WST)037,754+37,75408,2610.23%+8,261
OPTION CARE HEALTH INC(OPCH)0254,131+254,13108,2540.23%+8,254
CMS ENERGY CORP(CMS)0118,464+118,46408,2070.23%+8,207
TELEDYNE TECHNOLOGIES INC(TDY)015,868+15,86808,1290.23%+8,129
PRIMORIS SVCS CORP(PRIM)0104,124+104,12408,1150.23%+8,115
INNOVATIVE INDL PPTYS INC(IIPR)0146,667+146,66708,0990.23%+8,099
DONALDSON INC(DCI)0135,984+135,98409,4300.26%+9,430
BECTON DICKINSON & CO(BDX)056,313+56,31309,7000.27%+9,700
SIMPLY GOOD FOODS CO(SMPL)0255,174+255,17408,0610.22%+8,061
INTEL CORP(INTC)0388,960+388,96008,7130.24%+8,713
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)032,989+32,98908,0110.22%+8,011
APTIV PLC(APTV)0116,597+116,59707,9540.22%+7,954
PROCTER AND GAMBLE CO(PG)049,652+49,65207,9110.22%+7,911
GARTNER INC(IT)022,080+22,08008,9250.25%+8,925
FTI CONSULTING INC(FCN)077,380+77,380012,4970.35%+12,497
INVESCO QQQ TR040,762+40,762022,4860.63%+22,486
POTLATCHDELTIC CORPORATION0199,462+199,46207,6530.21%+7,653
APPLIED INDL TECHNOLOGIES IN(AIT)040,583+40,58309,4340.26%+9,434
WORKDAY INC(WDAY)031,804+31,80407,6330.21%+7,633
WILLIS TOWERS WATSON PLC LTD(WTW)024,743+24,74307,5840.21%+7,584
ROLLINS INC(ROL)0159,641+159,64109,0070.25%+9,007
AVERY DENNISON CORP043,202+43,20207,5810.21%+7,581
TEGNA INC0446,451+446,45107,4830.21%+7,483
MOTOROLA SOLUTIONS INC(MSI)026,472+26,472011,1300.31%+11,130
FLOOR & DECOR HLDGS INC(FND)098,038+98,03807,4470.21%+7,447
DEERE & CO(DE)020,510+20,510010,4290.29%+10,429
SAIA INC(SAIA)026,695+26,69507,3140.20%+7,314
FRANKLIN ELEC INC(FELE)0117,662+117,662010,5590.29%+10,559
BUNGE GLOBAL SA(BG)090,715+90,71507,2830.20%+7,283
WHITE MTNS INS GROUP LTD
COM
3,5407,809+4,2696,81714,0230.39%+7,205
CATHAY GEN BANCORP(CATY)0202,577+202,57709,2230.26%+9,223
WELLS FARGO CO NEW(WFC)088,986+88,98607,1300.20%+7,130
INSPIRE MED SYS INC(INSP)060,198+60,19807,8120.22%+7,812
ASBURY AUTOMOTIVE GROUP INC050,926+50,926012,1480.34%+12,148
MARRIOTT INTL INC NEW(MAR)038,790+38,790010,5980.29%+10,598
TUTOR PERINI CORP(TPC)0148,068+148,06806,9270.19%+6,927
KYNDRYL HLDGS INC(KD)0194,620+194,62008,1660.23%+8,166
ARCHER DANIELS MIDLAND CO0183,146+183,14609,6660.27%+9,666
INVESCO EXCH TRADED FD TR II
SR LN ETF
0496,384+496,384010,3840.29%+10,384
IRON MTN INC DEL(IRM)0131,482+131,482013,4860.38%+13,486
BALL CORP0138,432+138,43207,7650.22%+7,765
EPAM SYS INC(EPAM)038,201+38,20106,7550.19%+6,755
SOMNIGROUP INTERNATIONAL INC(SGI)099,129+99,12906,7460.19%+6,746
DAYFORCE INC0121,612+121,61206,7360.19%+6,736
ENTERGY CORP NEW(ETR)0146,306+146,306012,1610.34%+12,161
BALCHEM CORP071,632+71,632011,4040.32%+11,404
CARPENTER TECHNOLOGY CORP(CRS)030,603+30,60308,4580.24%+8,458
US FOODS HLDG CORP(USFD)0116,351+116,35108,9600.25%+8,960
CIRRUS LOGIC INC(CRUS)071,707+71,70707,4760.21%+7,476
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