Fund HoldingsEdgestream Partners, L.P.

Total Portfolio Value
$1.26B
Total Bought
$699.20M
Total Sold
$548.07M
Net Transaction
+$151.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0124,446+124,446053,1844.24%+53,184
ISHARES TR0108,571+108,571011,0760.88%+11,076
EXXON MOBIL CORP058,574+58,57406,8870.55%+6,887
LINDE PLC(LIN)016,648+16,64806,1990.49%+6,199
ISHARES TR0115,068+115,06808,4830.68%+8,483
OREILLY AUTOMOTIVE INC(ORLY)06,753+6,75306,1380.49%+6,138
PROLOGIS INC.(PLD)050,647+50,64705,6830.45%+5,683
VISA INC(V)026,622+26,62206,1230.49%+6,123
WERNER ENTERPRISES INC(WERN)0145,145+145,14505,6530.45%+5,653
AXALTA COATING SYS LTD(AXTA)0189,050+189,05005,0850.41%+5,085
WINNEBAGO INDS INC(WGO)079,928+79,92804,7520.38%+4,752
MASTERCARD INCORPORATED(MA)011,822+11,82204,6800.37%+4,680
MR COOPER GROUP INC085,361+85,36104,5720.36%+4,572
SONOCO PRODS CO(SON)076,568+76,56804,1610.33%+4,161
TEXAS ROADHOUSE INC(TXRH)054,907+54,90705,2770.42%+5,277
NOVANTA INC(NOVT)026,713+26,71303,8320.31%+3,832
FLOWERS FOODS INC(FLO)0193,843+193,84304,2990.34%+4,299
DOUBLEVERIFY HLDGS INC(DV)0133,105+133,10503,7200.30%+3,720
CADENCE DESIGN SYSTEM INC(CDNS)015,658+15,65803,6690.29%+3,669
VISTEON CORP(VC)026,394+26,39403,6440.29%+3,644
FASTENAL CO(FAST)083,379+83,37904,5560.36%+4,556
REVVITY INC(RVTY)033,432+33,43203,7010.29%+3,701
NIKE INC(NKE)053,940+53,94005,1580.41%+5,158
DILLARDS INC(DDS)010,414+10,41403,4450.27%+3,445
ZILLOW GROUP INC(Z)074,067+74,06703,4190.27%+3,419
SPLUNK INC023,263+23,26303,4020.27%+3,402
N-ABLE INC0285,004+285,00403,6770.29%+3,677
KNOWLES CORP(KN)0228,467+228,46703,3840.27%+3,384
ARROW ELECTRS INC026,817+26,81703,3590.27%+3,359
NVIDIA CORPORATION(NVDA)29,82236,700+6,87812,61515,9641.27%+3,349
SUNSTONE HOTEL INVS INC NEW(SHO)0505,918+505,91804,7300.38%+4,730
SHERWIN WILLIAMS CO(SHW)014,351+14,35103,6600.29%+3,660
MONOLITHIC PWR SYS INC(MPWR)08,922+8,92204,1220.33%+4,122
D R HORTON INC(DHI)030,434+30,43403,2710.26%+3,271
GMS INC050,889+50,88903,2550.26%+3,255
STARWOOD PPTY TR INC(STWD)0168,016+168,01603,2510.26%+3,251
MOODYS CORP(MCO)010,258+10,25803,2430.26%+3,243
OPTION CARE HEALTH INC(OPCH)099,264+99,26403,2110.26%+3,211
NEXTERA ENERGY INC(NEE)086,393+86,39304,9490.39%+4,949
EQUINIX INC(EQIX)04,317+4,31703,1350.25%+3,135
LIBERTY MEDIA CORP DEL(FWONA)050,296+50,29603,1330.25%+3,133
ARCOSA INC043,511+43,51103,1280.25%+3,128
BANK OZK LITTLE ROCK ARK(OZK)083,234+83,23403,0850.25%+3,085
SELECT SECTOR SPDR TR
ST STR CARE ETF
027,225+27,22503,5050.28%+3,505
COPART INC(CPRT)068,755+68,75502,9630.24%+2,963
POWER INTEGRATIONS INC(POWI)038,624+38,62402,9470.23%+2,947
ISHARES TR09,897+9,89704,2500.34%+4,250
GRAINGER W W INC(GWW)05,402+5,40203,7370.30%+3,737
FIRST INDL RLTY TR INC(FR)0113,600+113,60005,4060.43%+5,406
MUELLER INDS INC(MLI)038,239+38,23902,8740.23%+2,874
PEPSICO INC(PEP)020,230+20,23003,4280.27%+3,428
SELECT SECTOR SPDR TR
ST STR ENERG ETF
037,183+37,18303,3610.27%+3,361
API GROUP CORP(APG)0106,669+106,66902,7660.22%+2,766
KULICKE & SOFFA INDS INC(KLIC)091,441+91,44104,4470.35%+4,447
LINCOLN ELEC HLDGS INC(LECO)015,085+15,08502,7420.22%+2,742
TAYLOR MORRISON HOME CORP(TMHC)094,726+94,72604,0360.32%+4,036
CARGURUS INC(CARG)0188,670+188,67003,3050.26%+3,305
MONSTER BEVERAGE CORP NEW(MNST)050,703+50,70302,6850.21%+2,685
RADIAN GROUP INC(RDN)0104,488+104,48802,6240.21%+2,624
ASSURED GUARANTY LTD(AGO)042,953+42,95302,6000.21%+2,600
CHESAPEAKE ENERGY CORP(EXE)029,998+29,99802,5870.21%+2,587
WESTROCK CO072,054+72,05402,5800.21%+2,580
BEACON ROOFING SUPPLY INC033,423+33,42302,5790.21%+2,579
GXO LOGISTICS INCORPORATED(GXO)043,695+43,69502,5630.20%+2,563
BLACKROCK INC(BLK)04,854+4,85403,1380.25%+3,138
SUNNOVA ENERGY INTL INC.0240,184+240,18402,5150.20%+2,515
MICROSOFT CORP(MSFT)7,30315,835+8,5322,4875,0000.40%+2,513
INVESCO EXCH TRADED FD TR II
SR LN ETF
0177,931+177,93103,7350.30%+3,735
MURPHY OIL CORP(MUR)052,486+52,48602,3800.19%+2,380
TRANSDIGM GROUP INC(TDG)02,805+2,80502,3650.19%+2,365
SELECT SECTOR SPDR TR
ST STR INDL ETF
023,209+23,20902,3530.19%+2,353
UNITED RENTALS INC(URI)06,108+6,10802,7150.22%+2,715
GRAPHIC PACKAGING HLDG CO(GPK)0141,138+141,13803,1450.25%+3,145
SCIENCE APPLICATIONS INTL CO(SAIC)026,593+26,59302,8070.22%+2,807
TEGNA INC0153,774+153,77402,2400.18%+2,240
LOUISIANA PAC CORP(LPX)047,916+47,91602,6480.21%+2,648
SIMPSON MFG INC(SSD)014,889+14,88902,2310.18%+2,231
VORNADO RLTY TR(VNO)097,889+97,88902,2200.18%+2,220
DISNEY WALT CO(DIS)030,379+30,37902,4620.20%+2,462
INTERNATIONAL BUSINESS MACHS(IBM)015,682+15,68202,2000.18%+2,200
CROWN CASTLE INC(CCI)027,069+27,06902,4910.20%+2,491
ICU MED INC(ICUI)018,332+18,33202,1820.17%+2,182
AMDOCS LTD(DOX)025,697+25,69702,1710.17%+2,171
INCYTE CORP(INCY)057,550+57,55003,3250.26%+3,325
SELECT SECTOR SPDR TR
ST STR FINL ETF
074,196+74,19602,4610.20%+2,461
COMMERCIAL METALS CO(CMC)090,876+90,87604,4900.36%+4,490
AVNET INC048,397+48,39702,3320.19%+2,332
ERIE INDTY CO(ERIE)07,028+7,02802,0650.16%+2,065
FREEPORT-MCMORAN INC(FCX)074,437+74,43702,7760.22%+2,776
NELNET INC(NNI)028,985+28,98502,5890.21%+2,589
BOX INC(BOX)084,291+84,29102,0410.16%+2,041
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)014,418+14,41802,0240.16%+2,024
MARRIOTT INTL INC NEW(MAR)010,161+10,16101,9970.16%+1,997
AGILENT TECHNOLOGIES INC(A)020,693+20,69302,3140.18%+2,314
CHEVRON CORP NEW(CVX)011,705+11,70501,9740.16%+1,974
IAC INC(PPLI)039,079+39,07901,9690.16%+1,969
SERVICENOW INC(NOW)03,513+3,51301,9640.16%+1,964
VIATRIS INC(VTRS)0198,841+198,84101,9610.16%+1,961
ENTEGRIS INC(ENTG)020,859+20,85901,9590.16%+1,959
CABOT CORP(CBT)036,078+36,07802,4990.20%+2,499
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