Fund Holdings — Edgestream Partners, L.P.

Total Portfolio Value
$2.35B
Total Bought
$1.32B
Total Sold
$1.24B
Net Transaction
+$75.89M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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APPLE INC(AAPL)80,657124,791+44,13418,79331,2501.33%+12,457
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)4238,253+7,8304879,7860.42%+9,299
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)1,02324,194+23,1715328,9250.38%+8,393
NETFLIX INC(NFLX)8,69016,092+7,4026,16414,3430.61%+8,180
FREEPORT-MCMORAN INC(FCX)7,989219,035+211,0463998,3410.36%+7,942
CALIFORNIA RES CORP(CRC)0151,939+151,93907,8840.34%+7,884
MARRIOTT INTL INC NEW(MAR)6,14133,270+27,1291,5279,2800.40%+7,754
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)28,562144,996+116,4342,0089,5310.41%+7,523
BRUNSWICK CORP(BC)0115,479+115,47907,4690.32%+7,469
FEDERAL SIGNAL CORP(FSS)16,18994,077+77,8881,5138,6920.37%+7,179
ENACT HLDGS INC0216,061+216,06106,9960.30%+6,996
IDEXX LABS INC(IDXX)1,23718,413+17,1766257,6130.32%+6,988
JPMORGAN CHASE & CO.(JPM)9,66137,567+27,9062,0379,0050.38%+6,968
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)11,04548,013+36,9681,9518,6630.37%+6,712
ARROW ELECTRS INC057,884+57,88406,5480.28%+6,548
CUMMINS INC(CMI)73219,453+18,7212376,7810.29%+6,544
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)2,42514,878+12,4531,3497,7340.33%+6,385
PEPSICO INC(PEP)7,56848,774+41,2061,2877,4170.32%+6,130
TEXAS INSTRS INC(TXN)1,10933,537+32,4282296,2890.27%+6,059
FORTINET INC(FTNT)063,788+63,78806,0270.26%+6,027
VIRTU FINL INC(VIRT)30,358193,812+163,4549256,9150.29%+5,991
REGENERON PHARMACEUTICALS(REGN)3478,822+8,4753656,2840.27%+5,919
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)29,367153,350+123,9831,6047,4910.32%+5,887
BALCHEM CORP9,10945,815+36,7061,6037,4680.32%+5,864
DOORDASH INC(DASH)034,905+34,90505,8550.25%+5,855
JACKSON FINANCIAL INC(JXN)20,23588,313+68,0781,8467,6900.33%+5,844
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)23,71881,648+57,9302,8188,5820.37%+5,764
CONFLUENT INC0203,217+203,21705,6820.24%+5,682
KITE RLTY GROUP TR(KRG)36,468262,390+225,9229696,6230.28%+5,654
STIFEL FINL CORP(SF)053,043+53,04305,6270.24%+5,627
MERIT MED SYS INC(MMSI)8,89867,116+58,2188796,4910.28%+5,612
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)15,908111,805+95,8971,0996,5540.28%+5,455
AMCOR PLC(AMCR)0573,132+573,13205,3930.23%+5,393
ENTEGRIS INC(ENTG)3,18157,689+54,5083585,7150.24%+5,357
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)40,880101,798+60,9182,9217,9610.34%+5,039
COMMVAULT SYS INC(CVLT)033,271+33,27105,0210.21%+5,021
OMEGA HEALTHCARE INVS INC(OHI)33,938169,000+135,0621,3816,3970.27%+5,015
ALLISON TRANSMISSION HLDGS I(ALSN)046,350+46,35005,0090.21%+5,009
STATE STR CORP(STT)4,83555,082+50,2474285,4060.23%+4,979
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)20,15156,595+36,4443,2668,1850.35%+4,919
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)2,63412,915+10,2811,2966,1200.26%+4,825
SKECHERS U S A INC8,76280,273+71,5115865,3980.23%+4,811
EDISON INTL(EIX)38,114100,410+62,2963,3198,0170.34%+4,697
INTERCONTINENTAL EXCHANGE IN(ICE)3,21234,982+31,7705165,2130.22%+4,697
KIMCO RLTY CORP(KIM)127,495326,082+198,5872,9607,6400.33%+4,680
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)34,601106,819+72,2182,3316,9590.30%+4,628
BOYD GAMING CORP(BYD)4,87467,900+63,0263154,9250.21%+4,610
WINNEBAGO INDS INC(WGO)096,316+96,31604,6020.20%+4,602
INTERPARFUMS INC(IPAR)5,09539,598+34,5036605,2080.22%+4,548
HOULIHAN LOKEY INC(HLI)8,76134,139+25,3781,3845,9290.25%+4,544
UNITED RENTALS INC(URI)06,430+6,43004,5300.19%+4,530
ROYAL CARIBBEAN GROUP
COM
14,69930,933+16,2342,6077,1360.30%+4,529
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)7,07547,857+40,7829305,3010.23%+4,371
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)3,718102,233+98,5151,0825,4240.23%+4,343
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)83,214246,148+162,9342,4626,6850.28%+4,223
GRAINGER W W INC(GWW)03,974+3,97404,1890.18%+4,189
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Edgestream Partners, L.P. — 13F Holdings — Q4 2024 | TickerTrail