Edgestream Partners, L.P. Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$1.1T

Holdings

296

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (296 positions)

#StockSharesValue% PortfolioType
101
MRVLMARVELL TECHNOLOGY GROUP LTD
151,590$3.4B0.32%
102
MCOMOODYS CORP
15,696$3.3B0.31%
103
PNCPNC FINL SVCS GROUP INC
34,053$3.3B0.30%
104
NDQINVESCO QQQ TR
17,010$3.2B0.30%
105
CAHCARDINAL HEALTH INC
65,541$3.1B0.29%
106
JCIJOHNSON CTLS INTL PLC
112,111$3.0B0.28%
107
HLFHERBALIFE NUTRITION LTD
103,473$3.0B0.28%
108
LMTLOCKHEED MARTIN CORP
8,810$3.0B0.28%
109
W3UWESTERN UN CO
164,105$3.0B0.28%
110
XRXXEROX HOLDINGS CORP
153,149$2.9B0.27%
111
TXTTEXTRON INC
107,440$2.9B0.26%
112
NTRSNORTHERN TR CORP
37,059$2.8B0.26%
113
WHRWHIRLPOOL CORP
32,487$2.8B0.26%
114
ELLAUDER ESTEE COS INC
17,391$2.8B0.26%
115
KMXCARMAX INC
50,963$2.7B0.25%
116
NXPINXP SEMICONDUCTORS N V
32,753$2.7B0.25%
117
CNXCNX RESOURCES CORPORATION
509,561$2.7B0.25%
118
LUVSOUTHWEST AIRLS CO
75,889$2.7B0.25%
119
SPYSPDR S&P 500 ETF TR
10,196$2.6B0.24%
120
ITWILLINOIS TOOL WKS INC
17,882$2.5B0.23%
121
QVCAUSDQURATE RETAIL INC
413,122$2.5B0.23%
122
MDTMEDTRONIC PLC
27,582$2.5B0.23%
123
TTTRANE TECHNOLOGIES PLC
29,721$2.5B0.23%
124
AMATAPPLIED MATLS INC
53,414$2.4B0.23%
125
CECELANESE CORP DEL
33,194$2.4B0.23%
126
ORCLORACLE CORP
50,338$2.4B0.22%
127
ZIONZIONS BANCORPORATION N A
90,179$2.4B0.22%
128
XELXCEL ENERGY INC
39,589$2.4B0.22%
129
TMOTHERMO FISHER SCIENTIFIC INC
8,122$2.3B0.21%
130
FISVFISERV INC
23,468$2.2B0.21%
131
AEMAGNICO EAGLE MINES LTD
55,897$2.2B0.21%
132
PEGPUBLIC SVC ENTERPRISE GRP IN
48,636$2.2B0.20%
133
RSGREPUBLIC SVCS INC
28,894$2.2B0.20%
134
REEVEREST RE GROUP LTD
11,231$2.2B0.20%
135
DRIDARDEN RESTAURANTS INC
39,269$2.1B0.20%
136
PRUPRUDENTIAL FINL INC
39,988$2.1B0.19%
137
TPDTEMPUR SEALY INTL INC
47,048$2.1B0.19%
138
VVVVALVOLINE INC
156,816$2.1B0.19%
139
NRANRG ENERGY INC
75,245$2.1B0.19%
140
MSFTMICROSOFT CORP
12,905$2.0B0.19%
141
NWLNEWELL BRANDS INC
151,289$2.0B0.19%
142
JBLJABIL INC
81,695$2.0B0.19%
143
MRSHMARSH & MCLENNAN COS INC
22,731$2.0B0.18%
144
APHAMPHENOL CORP NEW
26,933$2.0B0.18%
145
LLOEWS CORP
56,124$2.0B0.18%
146
MYLAN NV
130,662$1.9B0.18%
147
LHXL3HARRIS TECHNOLOGIES INC
10,795$1.9B0.18%
148
VFCV F CORP
35,190$1.9B0.18%
149
AWNADVANCE AUTO PARTS INC
20,101$1.9B0.17%
150
AKXANSYS INC
8,015$1.9B0.17%
151
MCHPMICROCHIP TECHNOLOGY INC
27,349$1.9B0.17%
152
OCOWENS CORNING NEW
45,648$1.8B0.16%
153
LVLNSPDR SER TR
54,091$1.8B0.16%
154
BACVERIZON COMMUNICATIONS INC
31,849$1.7B0.16%
155
HESHESS CORP
50,525$1.7B0.16%
156
CATCATERPILLAR INC DEL
14,483$1.7B0.16%
157
PFEPFIZER INC
49,288$1.6B0.15%
158
AMGNAMGEN INC
7,912$1.6B0.15%
159
BAXBAXTER INTL INC
19,657$1.6B0.15%
160
WELLWELLTOWER INC
34,679$1.6B0.15%
161
PG4PRINCIPAL FINL GROUP INC
50,481$1.6B0.15%
162
ZBHZIMMER BIOMET HOLDINGS INC
15,421$1.6B0.14%
163
TERTERADYNE INC
28,492$1.5B0.14%
164
STXSEAGATE TECHNOLOGY PLC
31,384$1.5B0.14%
165
KBHKB HOME
83,735$1.5B0.14%
166
CBRECBRE GROUP INC
38,907$1.5B0.14%
167
EWGISHARES INC
67,558$1.5B0.13%
168
COFCAPITAL ONE FINL CORP
28,617$1.4B0.13%
169
RGLDROYAL GOLD INC
16,457$1.4B0.13%
170
XLBSELECT SECTOR SPDR TR
31,826$1.4B0.13%
171
CCLCARNIVAL CORP
107,507$1.4B0.13%
172
ADIANALOG DEVICES INC
15,564$1.4B0.13%
173
PVHPVH CORPORATION
36,994$1.4B0.13%
174
HOLXHOLOGIC INC
39,306$1.4B0.13%
175
TRMBTRIMBLE INC
43,026$1.4B0.13%
176
TECK/BTECK RESOURCES LTD
180,594$1.4B0.13%
177
WECWEC ENERGY GROUP INC
15,461$1.4B0.13%
178
MHKMOHAWK INDS INC
17,728$1.4B0.12%
179
QCOMQUALCOMM INC
19,647$1.3B0.12%
180
AMTTD AMERITRADE HLDG CORP
38,067$1.3B0.12%
181
KIMKIMCO RLTY CORP
134,626$1.3B0.12%
182
KBESPDR SER TR
47,973$1.3B0.12%
183
CRICARTERS INC
19,607$1.3B0.12%
184
RHIROBERT HALF INTL INC
33,850$1.3B0.12%
185
ARNCCHFARCONIC INC
77,967$1.3B0.12%
186
FITBFIFTH THIRD BANCORP
81,732$1.2B0.11%
187
CCOCAMECO CORP
158,533$1.2B0.11%
188
XLFSELECT SECTOR SPDR TR
56,265$1.2B0.11%
189
TAT&T INC
39,978$1.2B0.11%
190
XHBSPDR SER TR
38,392$1.1B0.11%
191
GTGOODYEAR TIRE & RUBR CO
193,454$1.1B0.10%
192
WMTWALMART INC
9,881$1.1B0.10%
193
ROSTROSS STORES INC
12,836$1.1B0.10%
194
EQREQUITY RESIDENTIAL
17,855$1.1B0.10%
195
NUENUCOR CORP
30,029$1.1B0.10%
196
HPEHEWLETT PACKARD ENTERPRISE C
109,148$1.1B0.10%
197
AAPLAPPLE INC
4,158$1.1B0.10%
198
BACBK OF AMERICA CORP
49,266$1.0B0.10%
199
KSSKOHLS CORP
71,343$1.0B0.10%
200
ADMARCHER DANIELS MIDLAND CO
28,740$1.0B0.09%
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