Fund HoldingsEdgestream Partners, L.P.

Total Portfolio Value
$1.39B
Total Bought
$801.03M
Total Sold
$672.61M
Net Transaction
+$128.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMEDISYS INC060,636+60,63605,7640.41%+5,764
TARGA RES CORP(TRGP)068,269+68,26905,9310.43%+5,931
OWENS CORNING NEW(OC)036,301+36,30105,3810.39%+5,381
CENTURY CMNTYS INC(CCS)056,770+56,77005,1740.37%+5,174
ROPER TECHNOLOGIES INC(ROP)09,444+9,44405,1490.37%+5,149
EASTGROUP PPTYS INC(EGP)033,482+33,48206,1450.44%+6,145
WATTS WATER TECHNOLOGIES INC(WTS)029,067+29,06706,0560.44%+6,056
CIRRUS LOGIC INC(CRUS)061,896+61,89605,1490.37%+5,149
M/I HOMES INC(MHO)035,104+35,10404,8350.35%+4,835
ABBVIE INC(ABBV)035,274+35,27405,4660.39%+5,466
META PLATFORMS INC(META)033,006+33,006011,6830.84%+11,683
DYNATRACE INC(DT)089,411+89,41104,8900.35%+4,890
NATIONAL STORAGE AFFILIATES0107,613+107,61304,4630.32%+4,463
REGENCY CTRS CORP(REG)065,329+65,32904,3770.32%+4,377
BOSTON PROPERTIES INC(BXP)062,262+62,26204,3690.31%+4,369
SOUTHWEST AIRLS CO(LUV)0149,478+149,47804,3170.31%+4,317
APPLIED INDL TECHNOLOGIES IN(AIT)024,957+24,95704,3100.31%+4,310
OLD DOMINION FREIGHT LINE IN(ODFL)011,280+11,28004,5720.33%+4,572
EATON CORP PLC(ETN)017,353+17,35304,1790.30%+4,179
DELTA AIR LINES INC DEL(DAL)0120,807+120,80704,8600.35%+4,860
NVR INC(NVR)0746+74605,2220.38%+5,222
AMAZON COM INC(AMZN)033,683+33,68305,1180.37%+5,118
AIR PRODS & CHEMS INC019,488+19,48805,3360.38%+5,336
STIFEL FINL CORP(SF)056,206+56,20603,8870.28%+3,887
EQUITY RESIDENTIAL(EQR)062,446+62,44603,8190.27%+3,819
MCCORMICK & CO INC(MKC)055,586+55,58603,8030.27%+3,803
TRANE TECHNOLOGIES PLC(TT)015,527+15,52703,7870.27%+3,787
RITHM CAPITAL CORP(RITM)0529,892+529,89205,6590.41%+5,659
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
053,266+53,26604,1210.30%+4,121
RELIANCE STEEL & ALUMINUM CO(RS)022,236+22,23606,2190.45%+6,219
BELLRING BRANDS INC(BRBR)078,923+78,92304,3750.31%+4,375
BADGER METER INC028,994+28,99404,4760.32%+4,476
JPMORGAN CHASE & CO(JPM)029,788+29,78805,0670.36%+5,067
CCC INTELLIGENT SOLUTIONS HL(CCC)0322,194+322,19403,6700.26%+3,670
CARNIVAL CORP0197,540+197,54003,6620.26%+3,662
AZEK CO INC094,991+94,99103,6330.26%+3,633
PROGRESS SOFTWARE CORP(PRGS)078,418+78,41804,2580.31%+4,258
ENVISTA HOLDINGS CORPORATION(NVST)0187,738+187,73804,5170.33%+4,517
SKYWORKS SOLUTIONS INC(SWKS)031,635+31,63503,5560.26%+3,556
IRON MTN INC DEL(IRM)056,322+56,32203,9410.28%+3,941
CHOICE HOTELS INTL INC(CHH)044,438+44,43805,0350.36%+5,035
MACOM TECH SOLUTIONS HLDGS I(MTSI)041,026+41,02603,8130.27%+3,813
ARCH RESOURCES INC020,855+20,85503,4610.25%+3,461
KEYSIGHT TECHNOLOGIES INC(KEYS)021,718+21,71803,4550.25%+3,455
CDW CORP(CDW)017,064+17,06403,8790.28%+3,879
PHILLIPS EDISON & CO INC(PECO)093,965+93,96503,4280.25%+3,428
CROWN HLDGS INC(CCK)037,140+37,14003,4200.25%+3,420
ENACT HLDGS INC0117,851+117,85103,4050.25%+3,405
REPUBLIC SVCS INC(RSG)019,981+19,98103,2950.24%+3,295
VARONIS SYS INC(VRNS)072,338+72,33803,2750.24%+3,275
HERSHEY CO(HSY)021,634+21,63404,0330.29%+4,033
GIBRALTAR INDS INC(ROCK)041,230+41,23003,2560.23%+3,256
ISHARES TR032,857+32,85703,2490.23%+3,249
ROBERT HALF INC.(RHI)041,394+41,39403,6390.26%+3,639
AVERY DENNISON CORP015,977+15,97703,2300.23%+3,230
AT&T INC(T)0189,655+189,65503,1820.23%+3,182
DOORDASH INC(DASH)031,986+31,98603,1630.23%+3,163
BLUE OWL CAPITAL INC(OBDC)0212,202+212,20203,1620.23%+3,162
BERKSHIRE HATHAWAY INC DEL09,869+9,86903,5200.25%+3,520
AMEREN CORP(AEE)042,675+42,67503,0870.22%+3,087
AGCO CORP025,418+25,41803,0860.22%+3,086
CORNING INC(GLW)0100,869+100,86903,0710.22%+3,071
APPFOLIO INC(APPF)017,717+17,71703,0690.22%+3,069
TYSON FOODS INC(TSN)062,206+62,20603,3440.24%+3,344
SKECHERS U S A INC066,479+66,47904,1440.30%+4,144
TELEDYNE TECHNOLOGIES INC(TDY)06,812+6,81203,0400.22%+3,040
CAMDEN PPTY TR(CPT)036,322+36,32203,6060.26%+3,606
PAYPAL HLDGS INC(PYPL)051,975+51,97503,1920.23%+3,192
XCEL ENERGY INC(XEL)048,163+48,16302,9820.21%+2,982
RPM INTL INC(RPM)037,383+37,38304,1730.30%+4,173
SEABOARD CORP DEL(SEB)0809+80902,8880.21%+2,888
FLYWIRE CORPORATION(FLYW)0123,672+123,67202,8630.21%+2,863
VANGUARD INDEX FDS015,495+15,49506,7680.49%+6,768
IDEX CORP(IEX)013,127+13,12702,8500.21%+2,850
HEICO CORP NEW(HEI)015,472+15,47202,7670.20%+2,767
EPAM SYS INC(EPAM)012,229+12,22903,6360.26%+3,636
MACERICH CO(MAC)0186,580+186,58002,8790.21%+2,879
UGI CORP NEW(UGI)0125,355+125,35503,0840.22%+3,084
SIMON PPTY GROUP INC NEW(SPG)021,455+21,45503,0600.22%+3,060
MUELLER WTR PRODS INC(MWA)0187,134+187,13402,6950.19%+2,695
PNM RES INC(TXNM)064,733+64,73302,6930.19%+2,693
ENSIGN GROUP INC(ENSG)023,829+23,82902,6740.19%+2,674
MID-AMER APT CMNTYS INC(MAA)024,504+24,50403,2950.24%+3,295
POLARIS INC(PII)044,192+44,19204,1880.30%+4,188
UPBOUND GROUP INC(UPBD)076,828+76,82802,6100.19%+2,610
COURSERA INC(COUR)0134,496+134,49602,6050.19%+2,605
FORWARD AIR CORP057,964+57,96403,6440.26%+3,644
HUMANA INC(HUM)06,227+6,22702,8510.21%+2,851
DANAHER CORPORATION(DHR)016,731+16,73103,8710.28%+3,871
NRG ENERGY INC(NRG)092,706+92,70604,7930.34%+4,793
ZIFF DAVIS INC(ZD)038,040+38,04002,5560.18%+2,556
PARK HOTELS & RESORTS INC(PK)0227,543+227,54303,4810.25%+3,481
MARATHON PETE CORP(MPC)017,081+17,08102,5340.18%+2,534
XPEL INC(XPEL)046,893+46,89302,5250.18%+2,525
CARRIER GLOBAL CORPORATION(CARR)043,821+43,82102,5180.18%+2,518
ZOETIS INC(ZTS)012,723+12,72302,5110.18%+2,511
CNX RES CORP(CNX)0154,146+154,14603,0830.22%+3,083
OTIS WORLDWIDE CORP(OTIS)034,526+34,52603,0890.22%+3,089
ISHARES TR023,232+23,23202,4970.18%+2,497
MICROSOFT CORP(MSFT)15,83519,932+4,0975,0007,4950.54%+2,495
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