Edgestream Partners, L.P. Q2 2017 Filing

Filed August 10, 2017

Portfolio Value

$265.2B

Holdings

123

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
1
POWERSHARES QQQ TRUST
225,658$31.1B11.71%
2
AAPLAPPLE INC
212,021$30.5B11.51%
3
VVISA INC
172,653$16.2B6.10%
4
TLTISHARES TR
127,963$16.0B6.04%
5
SPYSPDR S&P 500 ETF TR
65,212$15.8B5.95%
6
TSLATESLA INC
24,035$8.7B3.28%
7
REYNOLDS AMERICAN INC
124,437$8.1B3.05%
8
MOALTRIA GROUP INC
87,766$6.5B2.46%
9
METAFACEBOOK INC
35,867$5.4B2.04%
10
XLKSELECT SECTOR SPDR TR
98,580$5.4B2.03%
11
NVDANVIDIA CORP
36,446$5.3B1.99%
12
NEENEXTERA ENERGY INC
33,758$4.7B1.78%
13
AMZNAMAZON COM INC
4,424$4.3B1.61%
14
XLFISELECT SECTOR SPDR TR
64,761$3.6B1.34%
15
PEPPEPSICO INC
28,929$3.3B1.26%
16
UPROPROSHARES TR
28,794$3.0B1.13%
17
SHWSHERWIN WILLIAMS CO
8,479$3.0B1.12%
18
MAMASTERCARD INCORPORATED
24,284$2.9B1.11%
19
ADBEADOBE SYS INC
20,190$2.9B1.08%
20
CNCCENTENE CORP DEL
33,689$2.7B1.01%
21
T7DTRANSDIGM GROUP INC
9,948$2.7B1.01%
22
IWFISHARES TR
21,381$2.5B0.96%
23
SYKSTRYKER CORP
18,285$2.5B0.96%
24
UNHUNITEDHEALTH GROUP INC
11,905$2.2B0.83%
25
NOCNORTHROP GRUMMAN CORP
8,239$2.1B0.80%
26
CRMSALESFORCE COM INC
22,156$1.9B0.72%
27
YUMYUM BRANDS INC
25,838$1.9B0.72%
28
BABOEING CO
9,640$1.9B0.72%
29
CLCOLGATE PALMOLIVE CO
25,525$1.9B0.71%
30
LMTLOCKHEED MARTIN CORP
6,430$1.8B0.67%
31
VUGVANGUARD INDEX FDS
13,812$1.8B0.66%
32
FQIDIGITAL RLTY TR INC
15,103$1.7B0.64%
33
RTN1USDRAYTHEON CO
10,420$1.7B0.63%
34
MCDMCDONALDS CORP
10,966$1.7B0.63%
35
MTDMETTLER TOLEDO INTERNATIONAL
2,826$1.7B0.63%
36
LUVSOUTHWEST AIRLS CO
26,044$1.6B0.61%
37
XELXCEL ENERGY INC
34,943$1.6B0.60%
38
EQIXEQUINIX INC
3,615$1.6B0.58%
39
XLUSELECT SECTOR SPDR TR
28,865$1.5B0.57%
40
DPZDOMINOS PIZZA INC
7,086$1.5B0.57%
41
LLYLILLY ELI & CO
18,023$1.5B0.56%
42
QLDPROSHARES TR
12,729$1.5B0.55%
43
WECWEC ENERGY GROUP INC
23,419$1.4B0.54%
44
IVVISHARES TR
5,649$1.4B0.52%
45
BSXBOSTON SCIENTIFIC CORP
47,756$1.3B0.50%
46
WYNEURWYNDHAM WORLDWIDE CORP
11,494$1.2B0.44%
47
MRSHMARSH & MCLENNAN COS INC
14,312$1.1B0.42%
48
CCLCARNIVAL CORP
16,811$1.1B0.42%
49
BDXBECTON DICKINSON & CO
5,117$998.0M0.38%
50
VENVENTAS INC
13,901$966.0M0.36%
51
GDGENERAL DYNAMICS CORP
4,715$934.0M0.35%
52
IVWISHARES TR
6,790$929.0M0.35%
53
WATWATERS CORP
4,956$911.0M0.34%
54
DONSPDR DOW JONES INDL AVRG ETF
3,965$845.0M0.32%
55
MMM3M CO
3,956$824.0M0.31%
56
AWMSKYWORKS SOLUTIONS INC
7,902$758.0M0.29%
57
VAREURVARIAN MED SYS INC
7,237$747.0M0.28%
58
GOOGALPHABET INC
821$746.0M0.28%
59
INTUINTUIT
5,568$739.0M0.28%
60
JNJJOHNSON & JOHNSON
5,395$714.0M0.27%
61
EWWISHARES
13,226$713.0M0.27%
62
DTEDTE ENERGY CO
6,501$688.0M0.26%
63
IWBISHARES TR
5,034$681.0M0.26%
64
DISDISNEY WALT CO
6,331$673.0M0.25%
65
ELLAUDER ESTEE COS INC
6,803$653.0M0.25%
66
CBCHUBB LIMITED
4,478$651.0M0.25%
67
AONAON PLC
4,877$648.0M0.24%
68
FISVFISERV INC
5,236$641.0M0.24%
69
EFXEQUIFAX INC
4,645$638.0M0.24%
70
ORCLORACLE CORP
12,630$633.0M0.24%
71
AEPAMERICAN ELEC PWR INC
9,081$631.0M0.24%
72
BALLBALL CORP
14,328$605.0M0.23%
73
EWEDWARDS LIFESCIENCES CORP
4,906$580.0M0.22%
74
ESEVERSOURCE ENERGY
9,533$579.0M0.22%
75
ATVIEURACTIVISION BLIZZARD INC
10,062$579.0M0.22%
76
LRCXEURLAM RESEARCH CORP
4,040$571.0M0.22%
77
DDOMINION ENERGY INC
7,305$560.0M0.21%
78
ROCKWELL COLLINS INC
5,272$554.0M0.21%
79
PGPROCTER AND GAMBLE CO
6,187$539.0M0.20%
80
MARMARRIOTT INTL INC NEW
5,182$520.0M0.20%
81
EDCONSOLIDATED EDISON INC
6,370$515.0M0.19%
82
HSYHERSHEY CO
4,773$512.0M0.19%
83
HONHONEYWELL INTL INC
3,678$490.0M0.18%
84
WELLWELLTOWER INC
6,359$476.0M0.18%
85
SBACSBA COMMUNICATIONS CORP NEW
3,490$471.0M0.18%
86
ISRGINTUITIVE SURGICAL INC
503$470.0M0.18%
87
MTBM & T BK CORP
2,855$462.0M0.17%
88
AMTAMERICAN TOWER CORP NEW
3,479$460.0M0.17%
89
WCGEURWELLCARE HEALTH PLANS INC
2,559$459.0M0.17%
90
TMKTORCHMARK CORP
5,951$455.0M0.17%
91
RSGREPUBLIC SVCS INC
7,122$454.0M0.17%
92
APHAMPHENOL CORP NEW
6,130$453.0M0.17%
93
CMSCMS ENERGY CORP
9,776$452.0M0.17%
94
EEMISHARES TR
10,338$428.0M0.16%
95
BCRUSDBARD C R INC
1,268$401.0M0.15%
96
IWMISHARES TR
2,836$400.0M0.15%
97
HSICSCHEIN HENRY INC
2,114$387.0M0.15%
98
CLXCLOROX CO DEL
2,884$384.0M0.14%
99
EIXEDISON INTL
4,860$380.0M0.14%
100
DGXQUEST DIAGNOSTICS INC
3,406$379.0M0.14%
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