Edgestream Partners, L.P. Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$2.0B

Holdings

783

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (783 positions)

StockValue
AIZASSURANT INC
$2.3M
BWABORGWARNER INC
$2.3M
SITESITEONE LANDSCAPE SUPPLY INC
$2.3M
DNLIDENALI THERAPEUTICS INC
$2.3M
RHIROBERT HALF INC.
$2.3M
TDSTELEPHONE & DATA SYS INC
$2.3M
PPGPPG INDS INC
$2.2M
CBOECBOE GLOBAL MKTS INC
$2.2M
VMIVALMONT INDS INC
$2.2M
SMHVANECK ETF TRUST
$2.2M
UPSTUPSTART HLDGS INC
$2.2M
NTNXNUTANIX INC
$2.2M
EXPEAGLE MATLS INC
$2.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.2M
SPGSIMON PPTY GROUP INC NEW
$2.2M
HRLHORMEL FOODS CORP
$2.2M
VVISA INC
$2.2M
PFSIPENNYMAC FINL SVCS INC NEW
$2.2M
MTGMGIC INVT CORP WIS
$2.2M
ALKSALKERMES PLC
$2.2M
EXPDEXPEDITORS INTL WASH INC
$2.1M
ESEESCO TECHNOLOGIES INC
$2.1M
RUNSUNRUN INC
$2.1M
CDWCDW CORP
$2.1M
TOSTTOAST INC
$2.1M
APLEAPPLE HOSPITALITY REIT INC
$2.1M
CRVLCORVEL CORP
$2.1M
CMCSACOMCAST CORP NEW
$2.1M
FICOFAIR ISAAC CORP
$2.1M
OMFONEMAIN HLDGS INC
$2.1M
SPNTSIRIUSPOINT LTD
$2.0M
EXPEEXPEDIA GROUP INC
$2.0M
SJMSMUCKER J M CO
$2.0M
MKLMARKEL GROUP INC
$2.0M
HRMYHARMONY BIOSCIENCES HLDGS IN
$2.0M
MOALTRIA GROUP INC
$2.0M
VRNSVARONIS SYS INC
$2.0M
MMM3M CO
$2.0M
TPRTAPESTRY INC
$2.0M
GISGENERAL MLS INC
$2.0M
AVBAVALONBAY CMNTYS INC
$2.0M
MXLMAXLINEAR INC
$2.0M
FULTFULTON FINL CORP PA
$1.9M
JBTJOHN BEAN TECHNOLOGIES CORP
$1.9M
NEONEOGENOMICS INC
$1.9M
CGCARLYLE GROUP INC
$1.9M
LDOSLEIDOS HOLDINGS INC
$1.9M
NVTNVENT ELECTRIC PLC
$1.9M
QSQUANTUMSCAPE CORP
$1.9M
IBKRINTERACTIVE BROKERS GROUP IN
$1.9M
MRO*MARATHON OIL CORP
$1.9M
SOSOUTHERN CO
$1.8M
IRMIRON MTN INC DEL
$1.8M
LNCLINCOLN NATL CORP IND
$1.8M
DBRGDIGITALBRIDGE GROUP INC
$1.8M
FLOTISHARES TR
$1.8M
VVVVALVOLINE INC
$1.8M
FEFIRSTENERGY CORP
$1.8M
YETIYETI HLDGS INC
$1.8M
FRFIRST INDL RLTY TR INC
$1.8M
CITHE CIGNA GROUP
$1.8M
XLESELECT SECTOR SPDR TR
$1.8M
AXTAAXALTA COATING SYS LTD
$1.7M
IBMINTERNATIONAL BUSINESS MACHS
$1.7M
CRSCARPENTER TECHNOLOGY CORP
$1.7M
ORCLORACLE CORP
$1.7M
DYHTARGET CORP
$1.7M
HAEHAEMONETICS CORP MASS
$1.7M
BMRNBIOMARIN PHARMACEUTICAL INC
$1.7M
CVBFCVB FINL CORP
$1.7M
TTEKTETRA TECH INC NEW
$1.7M
RSRELIANCE INC
$1.7M
ODP1THE ODP CORP
$1.7M
FNFABRINET
$1.7M
XLYSELECT SECTOR SPDR TR
$1.7M
PDPAGERDUTY INC
$1.7M
TDYTELEDYNE TECHNOLOGIES INC
$1.7M
COLBCOLUMBIA BKG SYS INC
$1.7M
AWCAMERICAN WTR WKS CO INC NEW
$1.7M
FIXCOMFORT SYS USA INC
$1.7M
TMOTHERMO FISHER SCIENTIFIC INC
$1.7M
ORLYOREILLY AUTOMOTIVE INC
$1.7M
DARDARLING INGREDIENTS INC
$1.7M
WDCWESTERN DIGITAL CORP.
$1.6M
0VVBPARAMOUNT GLOBAL
$1.6M
PTVEPACTIV EVERGREEN INC
$1.6M
WRBBERKLEY W R CORP
$1.6M
SCCOSOUTHERN COPPER CORP
$1.6M
SPXLDIREXION SHS ETF TR
$1.6M
FELEFRANKLIN ELEC INC
$1.6M
FIBKFIRST INTST BANCSYSTEM INC
$1.6M
LOWLOWES COS INC
$1.6M
PRGSPROGRESS SOFTWARE CORP
$1.6M
BNLBROADSTONE NET LEASE INC
$1.6M
UCBUNITED CMNTY BKS BLAIRSVLE G
$1.6M
TEXTEREX CORP NEW
$1.6M
FLNCFLUENCE ENERGY INC
$1.6M
ULTAULTA BEAUTY INC
$1.6M
CLCOLGATE PALMOLIVE CO
$1.6M
PTCTPTC THERAPEUTICS INC
$1.6M
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