Fund HoldingsEdgestream Partners, L.P.

Total Portfolio Value
$3.55B
Total Bought
$1.77B
Total Sold
$1.64B
Net Transaction
+$128.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)51,441101,548+50,10734,26969,2481.95%+34,979
STRYKER CORPORATION(SYK)043,223+43,223015,1920.43%+15,192
AVALONBAY CMNTYS INC078,085+78,085014,1580.40%+14,158
TD SYNNEX CORPORATION(SNX)085,759+85,759012,8840.36%+12,884
ABBVIE INC(ABBV)065,632+65,632014,9960.42%+14,996
VANGUARD INDEX FDS028,362+28,362017,7870.50%+17,787
ATMOS ENERGY CORP(ATO)072,520+72,520012,1570.34%+12,157
APPLE INC(AAPL)066,727+66,727018,1400.51%+18,140
RESMED INC(RMD)049,836+49,836012,0040.34%+12,004
ISHARES TR0133,063+133,063011,5980.33%+11,598
NISOURCE INC(NI)0267,040+267,040011,1520.31%+11,152
AUTOMATIC DATA PROCESSING IN043,980+43,980011,3130.32%+11,313
LTC PPTYS INC(LTC)0309,533+309,533010,6420.30%+10,642
AVISTA CORP(AVA)0268,574+268,574010,3510.29%+10,351
MOLSON COORS BEVERAGE CO(TAP)0291,791+291,791013,6210.38%+13,621
APPLIED INDL TECHNOLOGIES IN(AIT)039,332+39,332010,0990.28%+10,099
MORGAN STANLEY(MS)057,008+57,008010,1210.28%+10,121
MCKESSON CORP(MCK)011,818+11,81809,6940.27%+9,694
ISHARES TR024,805+24,805016,9900.48%+16,990
ALPHABET INC(GOOG)029,879+29,87909,3760.26%+9,376
WATTS WATER TECHNOLOGIES INC(WTS)033,810+33,81009,3320.26%+9,332
EVERGY INC(EVRG)0159,227+159,227011,5420.32%+11,542
EAST WEST BANCORP INC(EWBC)082,252+82,25209,2440.26%+9,244
NORTHERN TR CORP(NTRS)097,919+97,919013,3750.38%+13,375
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
0561,539+561,53909,0910.26%+9,091
DIEBOLD NIXDORF INC(DBD)0133,912+133,91209,0910.26%+9,091
COPART INC(CPRT)0245,402+245,40209,6070.27%+9,607
PINNACLE WEST CAP CORP(PNW)0146,051+146,051012,9550.36%+12,955
LYONDELLBASELL INDUSTRIES N
SHS - A -
0195,452+195,45208,4630.24%+8,463
TRIMBLE INC(TRMB)0107,228+107,22808,4010.24%+8,401
TECHNIPFMC PLC(FTI)0254,825+254,825011,3550.32%+11,355
ROBLOX CORP(RBLX)0101,363+101,36308,2130.23%+8,213
AXSOME THERAPEUTICS INC(AXSM)056,364+56,364010,2940.29%+10,294
CHIPOTLE MEXICAN GRILL INC(CMG)0215,218+215,21807,9630.22%+7,963
OTIS WORLDWIDE CORP(OTIS)090,100+90,10007,8700.22%+7,870
VALMONT INDS INC(VMI)020,952+20,95208,4290.24%+8,429
RYDER SYS INC(R)065,100+65,100012,4590.35%+12,459
MICROSOFT CORP(MSFT)044,778+44,778021,6560.61%+21,656
SONOS INC(SONO)0484,296+484,29608,5040.24%+8,504
UNIVERSAL HLTH SVCS INC(UHS)037,599+37,59908,1970.23%+8,197
GRAHAM HLDGS CO(GHC)09,272+9,272010,1860.29%+10,186
HONEYWELL INTL INC(HON)038,864+38,86407,5820.21%+7,582
ASBURY AUTOMOTIVE GROUP INC048,331+48,331011,2380.32%+11,238
PERFORMANCE FOOD GROUP CO(PFGC)099,012+99,01208,9030.25%+8,903
EMCOR GROUP INC(EME)012,253+12,25307,4960.21%+7,496
APPFOLIO INC(APPF)036,779+36,77908,5570.24%+8,557
LANTHEUS HLDGS INC(LNTH)0115,319+115,31907,6740.22%+7,674
TRAVEL PLUS LEISURE CO(TNL)0103,205+103,20507,2790.20%+7,279
GOLDMAN SACHS GROUP INC(GS)017,750+17,750015,6020.44%+15,602
LINDE PLC(LIN)017,040+17,04007,2660.20%+7,266
AUTONATION INC(AN)034,946+34,94607,2160.20%+7,216
MKS INC.(MKSI)058,881+58,88109,4090.26%+9,409
AMERICAN HEALTHCARE REIT INC(AHR)0151,924+151,92407,1500.20%+7,150
META PLATFORMS INC(META)15,25327,773+12,52011,20118,3330.52%+7,131
TESLA INC(TSLA)16,19831,388+15,1907,20414,1160.40%+6,912
THE TRADE DESK INC(TTD)0188,688+188,68807,1630.20%+7,163
GARMIN LTD(GRMN)035,269+35,26907,1540.20%+7,154
WP CAREY INC(WPC)0107,243+107,24306,9020.19%+6,902
ARCHER DANIELS MIDLAND CO0120,030+120,03006,9010.19%+6,901
RELIANCE INC(RS)050,815+50,815014,6790.41%+14,679
SENTINELONE INC(S)0498,631+498,63107,4790.21%+7,479
ZIONS BANCORPORATION N A(ZION)0114,224+114,22406,6870.19%+6,687
REXFORD INDL RLTY INC(REXR)0171,063+171,06306,6240.19%+6,624
TRI POINTE HOMES INC
COM
0265,849+265,84908,3660.24%+8,366
ANDERSONS INC0122,372+122,37206,5070.18%+6,507
SOUTHWEST AIRLS CO(LUV)0154,117+154,11706,3700.18%+6,370
NNN REIT INC(NNN)0344,857+344,857013,6670.38%+13,667
NCR VOYIX CORPORATION0618,572+618,57206,3090.18%+6,309
ACI WORLDWIDE INC0131,139+131,13906,2700.18%+6,270
FORTINET INC(FTNT)078,873+78,87306,2630.18%+6,263
EQUITY RESIDENTIAL(EQR)0126,763+126,76307,9910.22%+7,991
SAIA INC(SAIA)024,486+24,48607,9950.22%+7,995
ENACT HLDGS INC0174,958+174,95806,9350.20%+6,935
NORTHWEST NAT HLDG CO(NWN)0130,887+130,88706,1180.17%+6,118
ARROW ELECTRS INC46,417106,471+60,0545,61611,7310.33%+6,115
CSX CORP(CSX)0165,572+165,57206,0020.17%+6,002
POOL CORP(POOL)026,203+26,20305,9940.17%+5,994
UGI CORP NEW(UGI)0159,676+159,67605,9770.17%+5,977
AMERIPRISE FINL INC(AMP)013,359+13,35906,5500.18%+6,550
FLUOR CORP NEW(FLR)0150,102+150,10205,9490.17%+5,949
HCA HEALTHCARE INC(HCA)013,505+13,50506,3050.18%+6,305
SYSCO CORP(SYY)0102,236+102,23607,5340.21%+7,534
CALIFORNIA RES CORP(CRC)0129,783+129,78305,8030.16%+5,803
HYATT HOTELS CORP(H)035,668+35,66805,7180.16%+5,718
PAGERDUTY INC(PD)0435,585+435,58505,7110.16%+5,711
POPULAR INC(BPOP)0113,949+113,949014,1890.40%+14,189
MASTEC INC(MTZ)029,052+29,05206,3150.18%+6,315
ONEOK INC NEW(OKE)077,166+77,16605,6720.16%+5,672
ARMSTRONG WORLD INDS INC NEW(AWI)041,108+41,10807,8560.22%+7,856
ESSEX PPTY TR INC(ESS)027,999+27,99907,3270.21%+7,327
JPMORGAN CHASE & CO.(JPM)024,562+24,56207,9140.22%+7,914
CNA FINL CORP(CNA)0117,610+117,61005,6150.16%+5,615
CIRRUS LOGIC INC(CRUS)084,846+84,846010,0540.28%+10,054
STAG INDL INC(STAG)0151,412+151,41205,5660.16%+5,566
PEGASYSTEMS INC(PEGA)092,505+92,50505,5240.16%+5,524
CUMMINS INC(CMI)010,819+10,81905,5230.16%+5,523
WW GRAINGER INC(GWW)06,934+6,93406,9970.20%+6,997
GARTNER INC(IT)032,721+32,72108,2550.23%+8,255
PINTEREST INC(PINS)0304,158+304,15807,8750.22%+7,875
OREILLY AUTOMOTIVE INC(ORLY)086,668+86,66807,9050.22%+7,905
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