Fund Holdings — Edgestream Partners, L.P.

Total Portfolio Value
$3.42B
Total Bought
$1.62B
Total Sold
$1.80B
Net Transaction
-$181.89M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO QQQ TR40,762111,584+70,82222,48666,9921.96%+44,506
ISHARES TR0286,812+286,812031,9710.93%+31,971
NVIDIA CORPORATION(NVDA)51,824204,911+153,0878,18838,2321.12%+30,045
VISA INC(V)040,863+40,863013,9500.41%+13,950
WASTE MGMT INC DEL(WM)2,39762,070+59,67354813,7070.40%+13,158
ZOETIS INC(ZTS)11,110101,191+90,0811,73314,8060.43%+13,074
JONES LANG LASALLE INC(JLL)043,701+43,701013,0350.38%+13,035
CBRE GROUP INC(CBRE)081,913+81,913012,9060.38%+12,906
OSHKOSH CORP(OSK)091,130+91,130011,8200.35%+11,820
TYSON FOODS INC(TSN)46,335263,496+217,1612,59214,3080.42%+11,716
STIFEL FINL CORP(SF)0101,407+101,407011,5070.34%+11,507
ROPER TECHNOLOGIES INC(ROP)44723,364+22,91725311,6510.34%+11,398
META PLATFORMS INC(META)015,253+15,253011,2010.33%+11,201
KROGER CO(KR)0165,102+165,102011,1300.33%+11,130
REPUBLIC SVCS INC(RSG)6,84055,511+48,6711,68712,7390.37%+11,052
WATERS CORP(WAT)035,785+35,785010,7290.31%+10,729
CHOICE HOTELS INTL INC(CHH)23,626120,028+96,4022,99812,8320.38%+9,835
VERIZON COMMUNICATIONS INC(VZ)0219,426+219,42609,6440.28%+9,644
PNC FINL SVCS GROUP INC(PNC)1,32947,678+46,3492489,5800.28%+9,332
CHEVRON CORP NEW(CVX)35,82992,156+56,3275,13014,3110.42%+9,181
DANAHER CORPORATION(DHR)24,96070,206+45,2464,93113,9190.41%+8,988
HALLIBURTON CO(HAL)58,042411,075+353,0331,18310,1120.30%+8,930
MACERICH CO(MAC)0489,706+489,70608,9130.26%+8,913
ROYAL GOLD INC(RGLD)044,420+44,42008,9100.26%+8,910
3M CO(MMM)057,040+57,04008,8510.26%+8,851
SPDR S&P 500 ETF TR(SPY)41,17651,441+10,26525,44134,2691.00%+8,828
AKAMAI TECHNOLOGIES INC(AKAM)0112,925+112,92508,5550.25%+8,555
ISHARES TR9,78494,332+84,5489719,4570.28%+8,486
PROGRESSIVE CORP(PGR)4,17038,757+34,5871,1139,5710.28%+8,458
TAYLOR MORRISON HOME CORP21,169146,977+125,8081,3009,7020.28%+8,402
MARATHON PETE CORP(MPC)12,46953,930+41,4612,07110,3940.30%+8,323
SOUTHERN CO(SO)086,425+86,42508,1900.24%+8,190
KORN FERRY(KFY)3,442120,202+116,7602528,4120.25%+8,159
TENABLE HLDGS INC(TENB)67,423354,126+286,7032,27810,3260.30%+8,049
EXXON MOBIL CORP67,158133,941+66,7837,24015,1020.44%+7,862
BOOKING HOLDINGS INC(BKNG)1,1632,683+1,5206,73314,4860.42%+7,753
ARAMARK(ARMK)0201,804+201,80407,7490.23%+7,749
BOX INC(BOX)0232,063+232,06307,4890.22%+7,489
NOVANTA INC(NOVT)29,058111,640+82,5823,74611,1810.33%+7,434
CHENIERE ENERGY INC(LNG)3,24334,988+31,7457908,2210.24%+7,432
NEXSTAR MEDIA GROUP INC(NXST)037,162+37,16207,3480.21%+7,348
DNOW INC(DNOW)143,878619,326+475,4482,1349,4450.28%+7,311
LEONARDO DRS INC(DRS)0159,503+159,50307,2410.21%+7,241
RADIAN GROUP INC(RDN)84,560283,738+199,1783,04610,2770.30%+7,231
LAMAR ADVERTISING CO NEW(LAMR)6,87465,130+58,2568347,9730.23%+7,139
CABOT CORP(CBT)093,700+93,70007,1260.21%+7,126
SOUTHSTATE BK CORP071,991+71,99107,1180.21%+7,118
MARSH & MCLENNAN COS INC(MRSH)37,29875,416+38,1188,15515,1990.44%+7,044
AMDOCS LTD(DOX)085,043+85,04306,9780.20%+6,978
RED ROCK RESORTS INC(RRR)17,203128,636+111,4338957,8550.23%+6,959
PLANET FITNESS INC(PLNT)066,495+66,49506,9020.20%+6,902
REVVITY INC(RVTY)078,603+78,60306,8900.20%+6,890
PAYCHEX INC(PAYX)053,728+53,72806,8110.20%+6,811
BANKUNITED INC(BKU)0178,271+178,27106,8030.20%+6,803
RANGE RES CORP(RRC)0178,858+178,85806,7320.20%+6,732
DYNATRACE INC(DT)0138,869+138,86906,7280.20%+6,728
AFFILIATED MANAGERS GROUP IN028,093+28,09306,6980.20%+6,698
OSI SYSTEMS INC(OSIS)1,14727,789+26,6422586,9260.20%+6,668
SS&C TECHNOLOGIES HLDGS INC(SSNC)073,702+73,70206,5420.19%+6,542
EXLSERVICE HOLDINGS INC(EXLS)55,919204,104+148,1852,4498,9870.26%+6,538
RLI CORP(RLI)0100,245+100,24506,5380.19%+6,538
UNITED RENTALS INC(URI)06,765+6,76506,4580.19%+6,458
CHEESECAKE FACTORY INC(CAKE)72,391197,525+125,1344,53610,7930.32%+6,257
CRANE COMPANY(CR)033,292+33,29206,1300.18%+6,130
ZSCALER INC(ZS)020,161+20,16106,0410.18%+6,041
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
57,982132,780+74,7984,61010,6130.31%+6,004
PIPER SANDLER COMPANIES1,82518,758+16,9335076,5090.19%+6,002
KIMCO RLTY CORP(KIM)116,442385,141+268,6992,4488,4150.25%+5,968
LENNOX INTL INC(LII)92412,212+11,2885306,4650.19%+5,935
CDW CORP(CDW)037,220+37,22005,9280.17%+5,928
CAVCO INDS INC DEL(CVCO)010,203+10,20305,9250.17%+5,925
AMERICAN ELEC PWR CO INC27,52577,300+49,7752,8568,6960.25%+5,840
HALOZYME THERAPEUTICS INC(HALO)079,369+79,36905,8210.17%+5,821
CVR ENERGY INC(CVI)13,191169,233+156,0423546,1740.18%+5,819
BURLINGTON STORES INC(BURL)022,756+22,75605,7910.17%+5,791
MCDONALDS CORP(MCD)018,726+18,72605,6910.17%+5,691
ALKERMES PLC(ALKS)73,898259,411+185,5132,1147,7820.23%+5,668
CARLYLE GROUP INC(CG)090,246+90,24605,6580.17%+5,658
NVR INC(NVR)1,2051,810+6058,90014,5430.43%+5,643
TESLA INC(TSLA)4,92816,198+11,2701,5657,2040.21%+5,638
ARROW ELECTRS INC046,417+46,41705,6160.16%+5,616
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)0141,795+141,79505,6020.16%+5,602
API GROUP CORP(APG)51,090235,669+184,5792,6088,1000.24%+5,492
AAR CORP7,08865,987+58,8994885,9170.17%+5,429
CASELLA WASTE SYS INC(CWST)28,80092,173+63,3733,3238,7450.26%+5,422
DTE ENERGY CO(DTB)18,93155,767+36,8362,5087,8870.23%+5,380
BORGWARNER INC109,429204,716+95,2873,6648,9990.26%+5,336
CUBESMART(CUBE)14,354145,539+131,1856105,9180.17%+5,308
ADTALEM GLOBAL ED INC(CVSA)034,161+34,16105,2760.15%+5,276
FIRST HAWAIIAN INC(FHB)0211,124+211,12405,2420.15%+5,242
ADT INC DEL(ADT)0595,244+595,24405,1850.15%+5,185
CAL MAINE FOODS INC(CALM)18,48974,464+55,9751,8427,0070.20%+5,165
M/I HOMES INC(MHO)32,48360,605+28,1223,6428,7540.26%+5,112
QUALCOMM INC(QCOM)40,91569,824+28,9096,51611,6160.34%+5,100
HELMERICH & PAYNE INC(HP)0230,615+230,61505,0940.15%+5,094
QIAGEN NV(QGEN)0113,686+113,68605,0790.15%+5,079
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
80,923140,042+59,1196,71011,7790.34%+5,069
HUNTINGTON INGALLS INDS INC(HII)9,19225,296+16,1042,2207,2830.21%+5,063
EAGLE MATLS INC(EXP)021,592+21,59205,0320.15%+5,032
RENAISSANCERE HLDGS LTD(RNR)27,00245,625+18,6236,55911,5860.34%+5,027
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Edgestream Partners, L.P. — 13F Holdings — Q3 2025 | TickerTrail