Fund HoldingsEdgestream Partners, L.P.

Total Portfolio Value
$2.35B
Total Bought
$1.32B
Total Sold
$1.24B
Net Transaction
+$75.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)0124,791+124,791031,2501.33%+31,250
KEURIG DR PEPPER INC(KDP)0309,247+309,24709,9330.42%+9,933
AMGEN INC(AMGN)037,432+37,43209,7560.42%+9,756
UNUM GROUP(UNM)0131,948+131,94809,6360.41%+9,636
SMITH A O CORP(AOS)0136,499+136,49909,3110.40%+9,311
OREILLY AUTOMOTIVE INC(ORLY)08,253+8,25309,7860.42%+9,786
NOVANTA INC(NOVT)056,648+56,64808,6540.37%+8,654
NISOURCE INC(NI)0234,150+234,15008,6070.37%+8,607
MONOLITHIC PWR SYS INC(MPWR)014,540+14,54008,6030.37%+8,603
ELEVANCE HEALTH INC(ELV)024,194+24,19408,9250.38%+8,925
NETFLIX INC(NFLX)016,092+16,092014,3430.61%+14,343
FREEPORT-MCMORAN INC(FCX)0219,035+219,03508,3410.36%+8,341
CALIFORNIA RES CORP(CRC)0151,939+151,93907,8840.34%+7,884
MARRIOTT INTL INC NEW(MAR)033,270+33,27009,2800.40%+9,280
EVERCORE INC(EVR)027,730+27,73007,6860.33%+7,686
CSW INDUSTRIALS INC(CSW)021,559+21,55907,6060.32%+7,606
BIOMARIN PHARMACEUTICAL INC(BMRN)0144,996+144,99609,5310.41%+9,531
BRUNSWICK CORP(BC)0115,479+115,47907,4690.32%+7,469
FEDERAL SIGNAL CORP(FSS)094,077+94,07708,6920.37%+8,692
ENACT HLDGS INC0216,061+216,06106,9960.30%+6,996
IDEXX LABS INC(IDXX)018,413+18,41307,6130.32%+7,613
JPMORGAN CHASE & CO.(JPM)037,567+37,56709,0050.38%+9,005
OPTION CARE HEALTH INC(OPCH)0298,810+298,81006,9320.30%+6,932
BOEING CO(BA)039,086+39,08606,9180.29%+6,918
AMERICAN TOWER CORP NEW(AMT)036,865+36,86506,7610.29%+6,761
TEXAS ROADHOUSE INC(TXRH)048,013+48,01308,6630.37%+8,663
ARROW ELECTRS INC057,884+57,88406,5480.28%+6,548
CUMMINS INC(CMI)019,453+19,45306,7810.29%+6,781
IQVIA HLDGS INC(IQV)032,900+32,90006,4650.28%+6,465
MOOG INC(MOG-A)032,609+32,60906,4190.27%+6,419
ROPER TECHNOLOGIES INC(ROP)014,878+14,87807,7340.33%+7,734
PEPSICO INC(PEP)048,774+48,77407,4170.32%+7,417
TEXAS INSTRS INC(TXN)033,537+33,53706,2890.27%+6,289
FORTINET INC(FTNT)063,788+63,78806,0270.26%+6,027
VIRTU FINL INC(VIRT)0193,812+193,81206,9150.29%+6,915
REGENERON PHARMACEUTICALS(REGN)08,822+8,82206,2840.27%+6,284
NEWMONT CORP(NEM)0158,744+158,74405,9080.25%+5,908
MUELLER WTR PRODS INC(MWA)0262,453+262,45305,9050.25%+5,905
SONOCO PRODS CO(SON)0153,350+153,35007,4910.32%+7,491
BALCHEM CORP045,815+45,81507,4680.32%+7,468
DOORDASH INC(DASH)034,905+34,90505,8550.25%+5,855
JACKSON FINANCIAL INC(JXN)088,313+88,31307,6900.33%+7,690
ALPHABET INC(GOOG)030,685+30,68505,8440.25%+5,844
MERITAGE HOMES CORP(MTH)037,856+37,85605,8230.25%+5,823
IRON MTN INC DEL(IRM)081,648+81,64808,5820.37%+8,582
CONFLUENT INC0203,217+203,21705,6820.24%+5,682
KITE RLTY GROUP TR(KRG)0262,390+262,39006,6230.28%+6,623
STIFEL FINL CORP(SF)053,043+53,04305,6270.24%+5,627
MERIT MED SYS INC(MMSI)067,116+67,11606,4910.28%+6,491
LENNAR CORP(LEN)040,744+40,74405,5560.24%+5,556
CARPENTER TECHNOLOGY CORP(CRS)032,412+32,41205,5010.23%+5,501
BRUKER CORP(BRKR)0111,805+111,80506,5540.28%+6,554
AMCOR PLC(AMCR)0573,132+573,13205,3930.23%+5,393
ENTEGRIS INC(ENTG)057,689+57,68905,7150.24%+5,715
CNO FINL GROUP INC0143,880+143,88005,3540.23%+5,354
INFORMATICA INC0203,054+203,05405,2650.22%+5,265
ATMOS ENERGY CORP(ATO)037,170+37,17005,1770.22%+5,177
ADVANCE AUTO PARTS INC(AAP)0108,187+108,18705,1160.22%+5,116
FTI CONSULTING INC(FCN)026,760+26,76005,1150.22%+5,115
TEXAS CAP BANCSHARES INC(TCBI)0101,798+101,79807,9610.34%+7,961
COMMVAULT SYS INC(CVLT)033,271+33,27105,0210.21%+5,021
OMEGA HEALTHCARE INVS INC(OHI)0169,000+169,00006,3970.27%+6,397
ALLISON TRANSMISSION HLDGS I(ALSN)046,350+46,35005,0090.21%+5,009
STATE STR CORP(STT)055,082+55,08205,4060.23%+5,406
PINTEREST INC(PINS)0171,219+171,21904,9650.21%+4,965
ESSENTIAL PPTYS RLTY TR INC0158,114+158,11404,9460.21%+4,946
JOHNSON & JOHNSON(JNJ)056,595+56,59508,1850.35%+8,185
AXALTA COATING SYS LTD(AXTA)0143,585+143,58504,9130.21%+4,913
TAPESTRY INC(TPR)92,806141,601+48,7954,3609,2510.39%+4,891
WATSCO INC(WSO)012,915+12,91506,1200.26%+6,120
SKECHERS U S A INC080,273+80,27305,3980.23%+5,398
EDISON INTL(EIX)0100,410+100,41008,0170.34%+8,017
INTERCONTINENTAL EXCHANGE IN(ICE)034,982+34,98205,2130.22%+5,213
KIMCO RLTY CORP(KIM)0326,082+326,08207,6400.33%+7,640
QUANTA SVCS INC014,786+14,78604,6730.20%+4,673
TRAVEL PLUS LEISURE CO(TNL)091,956+91,95604,6390.20%+4,639
PROGRESS SOFTWARE CORP(PRGS)0106,819+106,81906,9590.30%+6,959
BOYD GAMING CORP(BYD)067,900+67,90004,9250.21%+4,925
WINNEBAGO INDS INC(WGO)096,316+96,31604,6020.20%+4,602
INTERPARFUMS INC(IPAR)039,598+39,59805,2080.22%+5,208
HOULIHAN LOKEY INC(HLI)034,139+34,13905,9290.25%+5,929
UNITED RENTALS INC(URI)06,430+6,43004,5300.19%+4,530
ROYAL CARIBBEAN GROUP
COM
030,933+30,93307,1360.30%+7,136
LAZARD INC(LAZ)087,172+87,17204,4880.19%+4,488
BROADSTONE NET LEASE INC(BNL)0282,510+282,51004,4810.19%+4,481
ACI WORLDWIDE INC085,802+85,80204,4540.19%+4,454
COMSTOCK RES INC(CRK)0243,137+243,13704,4300.19%+4,430
LEAR CORP(LEA)046,319+46,31904,3860.19%+4,386
EXPEDITORS INTL WASH INC(EXPD)047,857+47,85705,3010.23%+5,301
KB HOME(KBH)066,375+66,37504,3620.19%+4,362
VISTRA CORP(VST)031,603+31,60304,3570.19%+4,357
TRACTOR SUPPLY CO(TSCO)0102,233+102,23305,4240.23%+5,424
ATI INC(ATI)078,692+78,69204,3310.18%+4,331
ONTO INNOVATION INC(ONTO)025,978+25,97804,3300.18%+4,330
FULLER H B CO(FUL)064,045+64,04504,3220.18%+4,322
NEW YORK TIMES CO(NYT)082,739+82,73904,3070.18%+4,307
AMAZON COM INC(AMZN)24,41840,338+15,9204,5508,8500.38%+4,300
VORNADO RLTY TR(VNO)0100,661+100,66104,2320.18%+4,232
GRAPHIC PACKAGING HLDG CO(GPK)0246,148+246,14806,6850.28%+6,685
GRAINGER W W INC(GWW)03,974+3,97404,1890.18%+4,189
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