Fund Holdings — Edgestream Partners, L.P.

Total Portfolio Value
$3.55B
Total Bought
$1.74B
Total Sold
$1.61B
Net Transaction
+$129.91M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)51,441101,548+50,10734,26969,2481.95%+34,979
STRYKER CORPORATION(SYK)1,05743,223+42,16639115,1920.43%+14,801
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)9,48265,632+56,1502,19514,9960.42%+12,801
VANGUARD INDEX FDS8,85028,362+19,5125,42017,7870.50%+12,367
ATMOS ENERGY CORP(ATO)072,520+72,520012,1570.34%+12,157
APPLE INC(AAPL)23,72766,727+43,0006,04218,1400.51%+12,099
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 IN80843,980+43,17223711,3130.32%+11,076
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)74,293291,791+217,4983,36213,6210.38%+10,259
APPLIED INDL TECHNOLOGIES IN(AIT)039,332+39,332010,0990.28%+10,099
MORGAN STANLEY(MS)2,17557,008+54,83334610,1210.28%+9,775
MCKESSON CORP(MCK)011,818+11,81809,6940.27%+9,694
ISHARES TR11,16124,805+13,6447,47016,9900.48%+9,520
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)29,488159,227+129,7392,24211,5420.32%+9,301
EAST WEST BANCORP INC(EWBC)082,252+82,25209,2440.26%+9,244
NORTHERN TR CORP(NTRS)31,09997,919+66,8204,18613,3750.38%+9,189
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)16,458245,402+228,9447409,6070.27%+8,867
PINNACLE WEST CAP CORP(PNW)49,167146,051+96,8844,40812,9550.36%+8,546
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)77,265254,825+177,5603,04811,3550.32%+8,307
ROBLOX CORP(RBLX)0101,363+101,36308,2130.23%+8,213
AXSOME THERAPEUTICS INC(AXSM)18,34656,364+38,0182,22810,2940.29%+8,066
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)1,70920,952+19,2436638,4290.24%+7,767
RYDER SYS INC(R)24,88065,100+40,2204,69312,4590.35%+7,766
MICROSOFT CORP(MSFT)26,97844,778+17,80013,97321,6560.61%+7,682
SONOS INC(SONO)54,617484,296+429,6798638,5040.24%+7,641
UNIVERSAL HLTH SVCS INC(UHS)2,72537,599+34,8745578,1970.23%+7,640
GRAHAM HLDGS CO(GHC)2,2039,272+7,0692,59410,1860.29%+7,593
HONEYWELL INTL INC(HON)038,864+38,86407,5820.21%+7,582
ASBURY AUTOMOTIVE GROUP INC14,99348,331+33,3383,66511,2380.32%+7,573
PERFORMANCE FOOD GROUP CO(PFGC)13,48399,012+85,5291,4038,9030.25%+7,500
EMCOR GROUP INC(EME)012,253+12,25307,4960.21%+7,496
APPFOLIO INC(APPF)4,05936,779+32,7201,1198,5570.24%+7,438
LANTHEUS HLDGS INC(LNTH)5,396115,319+109,9232777,6740.22%+7,398
TRAVEL PLUS LEISURE CO(TNL)0103,205+103,20507,2790.20%+7,279
GOLDMAN SACHS GROUP INC(GS)10,45217,750+7,2988,32315,6020.44%+7,279
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)17,80158,881+41,0802,2039,4090.26%+7,206
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)5,147188,688+183,5412527,1630.20%+6,910
GARMIN LTD(GRMN)1,01935,269+34,2502517,1540.20%+6,903
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)27,81250,815+23,0037,81014,6790.41%+6,868
SENTINELONE INC(S)43,421498,631+455,2107657,4790.21%+6,715
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
52,290265,849+213,5591,7768,3660.24%+6,590
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)171,993344,857+172,8647,32213,6670.38%+6,345
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(VMRK)26,855126,763+99,9081,7387,9910.22%+6,253
SAIA INC(SAIA)5,89524,486+18,5911,7657,9950.22%+6,230
ENACT HLDGS INC19,976174,958+154,9827666,9350.20%+6,169
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)1,22313,359+12,1366016,5500.18%+5,950
FLUOR CORP NEW(FLR)0150,102+150,10205,9490.17%+5,949
HCA HEALTHCARE INC(HCA)98113,505+12,5244186,3050.18%+5,887
SYSCO CORP(SYY)20,524102,236+81,7121,6907,5340.21%+5,844
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)66,853113,949+47,0968,49114,1890.40%+5,698
MASTEC INC(MTZ)2,98429,052+26,0686356,3150.18%+5,680
ONEOK INC NEW(OKE)077,166+77,16605,6720.16%+5,672
ARMSTRONG WORLD INDS INC NEW(AWI)11,15841,108+29,9502,1877,8560.22%+5,669
ESSEX PPTY TR INC(ESS)6,31227,999+21,6871,6897,3270.21%+5,637
JPMORGAN CHASE & CO.(JPM)7,26424,562+17,2982,2917,9140.22%+5,623
CNA FINL CORP(CNA)0117,610+117,61005,6150.16%+5,615
CIRRUS LOGIC INC(CRUS)35,44784,846+49,3994,44110,0540.28%+5,613
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)1,5656,934+5,3691,4916,9970.20%+5,505
GARTNER INC(IT)10,54432,721+22,1772,7728,2550.23%+5,483
PINTEREST INC(PINS)75,033304,158+229,1252,4147,8750.22%+5,461
OREILLY AUTOMOTIVE INC(ORLY)22,75886,668+63,9102,4547,9050.22%+5,451
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Edgestream Partners, L.P. — 13F Holdings — Q4 2025 | TickerTrail