Edgestream Partners, L.P. Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$1.5T

Holdings

281

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (281 positions)

#StockSharesValue% PortfolioType
101
XELXCEL ENERGY INC
72,438$5.0B0.32%
102
STZCONSTELLATION BRANDS INC
25,992$4.9B0.32%
103
9990302DAPACHE CORP
517,028$4.9B0.32%
104
RTXRAYTHEON TECHNOLOGIES CORP
84,887$4.9B0.32%
105
MARMARRIOTT INTL INC NEW
52,196$4.8B0.31%
106
ITWILLINOIS TOOL WKS INC
24,978$4.8B0.31%
107
OXYOCCIDENTAL PETE CORP
482,102$4.8B0.31%
108
HLFHERBALIFE NUTRITION LTD
102,558$4.8B0.31%
109
LENLENNAR CORP
58,415$4.8B0.31%
110
KRKROGER CO
140,681$4.8B0.31%
111
DDOMINION ENERGY INC
59,050$4.7B0.30%
112
KMBKIMBERLY CLARK CORP
31,292$4.6B0.30%
113
HIGHARTFORD FINL SVCS GROUP INC
125,272$4.6B0.30%
114
TERTERADYNE INC
57,515$4.6B0.30%
115
WELLWELLTOWER INC
82,890$4.6B0.29%
116
AFLAFLAC INC
125,523$4.6B0.29%
117
DPZDOMINOS PIZZA INC
10,433$4.4B0.29%
118
ODFLOLD DOMINION FREIGHT LINE IN
24,268$4.4B0.28%
119
T7DTRANSDIGM GROUP INC
9,192$4.4B0.28%
120
HDHOME DEPOT INC
15,704$4.4B0.28%
121
USBUS BANCORP DEL
121,542$4.4B0.28%
122
IJRISHARES TR
61,393$4.3B0.28%
123
GWWGRAINGER W W INC
11,966$4.3B0.28%
124
DLTRDOLLAR TREE INC
46,480$4.2B0.27%
125
NTRSNORTHERN TR CORP
54,101$4.2B0.27%
126
ADIANALOG DEVICES INC
35,448$4.1B0.27%
127
DBDEUTSCHE BANK A G
491,968$4.1B0.27%
128
BKBANK NEW YORK MELLON CORP
119,343$4.1B0.26%
129
DGXQUEST DIAGNOSTICS INC
35,772$4.1B0.26%
130
IWNISHARES TR
41,113$4.1B0.26%
131
MTBM & T BK CORP
44,120$4.1B0.26%
132
EWWISHARES INC
120,542$4.0B0.26%
133
DWDMORGAN STANLEY
81,703$4.0B0.26%
134
JNPJUNIPER NETWORKS INC
182,274$3.9B0.25%
135
CFCF INDS HLDGS INC
127,213$3.9B0.25%
136
EQIXEQUINIX INC
5,101$3.9B0.25%
137
MTDMETTLER TOLEDO INTERNATIONAL
3,933$3.8B0.25%
138
AGCOAGCO CORP
50,835$3.8B0.24%
139
CCLCARNIVAL CORP
248,659$3.8B0.24%
140
TSLATESLA INC
8,786$3.8B0.24%
141
OMCOMNICOM GROUP INC
75,873$3.8B0.24%
142
XMESPDR SER TR
159,782$3.7B0.24%
143
WECWEC ENERGY GROUP INC
37,207$3.6B0.23%
144
PNCPNC FINL SVCS GROUP INC
32,183$3.5B0.23%
145
EIXEDISON INTL
68,168$3.5B0.22%
146
GISGENERAL MLS INC
56,180$3.5B0.22%
147
CBCHUBB LIMITED
29,754$3.5B0.22%
148
ADPAUTOMATIC DATA PROCESSING IN
24,759$3.5B0.22%
149
NYCBEURNEW YORK CMNTY BANCORP INC
416,514$3.4B0.22%
150
AKAMAKAMAI TECHNOLOGIES INC
30,940$3.4B0.22%
151
BXPBOSTON PROPERTIES INC
40,619$3.3B0.21%
152
EWAISHARES INC
164,608$3.2B0.21%
153
AONAON PLC
15,648$3.2B0.21%
154
MCHPMICROCHIP TECHNOLOGY INC.
31,340$3.2B0.21%
155
XOPSPDR SER TR
73,502$3.1B0.20%
156
TDTORONTO DOMINION BK ONT
65,888$3.0B0.20%
157
CNRCANADIAN NATL RY CO
28,533$3.0B0.20%
158
TAT&T INC
104,110$3.0B0.19%
159
NTAPNETAPP INC
67,099$2.9B0.19%
160
BDXBECTON DICKINSON & CO
12,522$2.9B0.19%
161
DOCHEALTHPEAK PROPERTIES INC
107,061$2.9B0.19%
162
OCOWENS CORNING NEW
41,732$2.9B0.19%
163
STXSEAGATE TECHNOLOGY PLC
58,278$2.9B0.19%
164
TFCTRUIST FINL CORP
75,432$2.9B0.19%
165
IJHISHARES TR
15,424$2.9B0.18%
166
SPGSIMON PPTY GROUP INC NEW
42,348$2.7B0.18%
167
PG4PRINCIPAL FINANCIAL GROUP IN
67,351$2.7B0.18%
168
ECLECOLAB INC
13,357$2.7B0.17%
169
REGNREGENERON PHARMACEUTICALS
4,764$2.7B0.17%
170
CLFCLEVELAND-CLIFFS INC NEW
409,735$2.6B0.17%
171
ENDO INTL PLC
776,407$2.6B0.17%
172
LULULULULEMON ATHLETICA INC
7,629$2.5B0.16%
173
PRUPRUDENTIAL FINL INC
39,358$2.5B0.16%
174
WHRWHIRLPOOL CORP
13,475$2.5B0.16%
175
RYROYAL BK CDA
35,309$2.5B0.16%
176
CNCCENTENE CORP DEL
41,727$2.4B0.16%
177
GU9GUESS INC
205,637$2.4B0.15%
178
KIMKIMCO RLTY CORP
205,863$2.3B0.15%
179
PRGOPERRIGO CO PLC
49,987$2.3B0.15%
180
MYLAN NV
154,210$2.3B0.15%
181
UDRUDR INC
68,592$2.2B0.14%
182
KEYKEYCORP
185,227$2.2B0.14%
183
COFCAPITAL ONE FINL CORP
30,435$2.2B0.14%
184
NWLNEWELL BRANDS INC
122,862$2.1B0.14%
185
LVLNSPDR SER TR
58,085$2.1B0.13%
186
NKENIKE INC
16,332$2.0B0.13%
187
IRMIRON MTN INC NEW
75,272$2.0B0.13%
188
XLESELECT SECTOR SPDR TR
62,753$1.9B0.12%
189
BHCBAUSCH HEALTH COS INC
118,459$1.8B0.12%
190
CMACOMERICA INC
47,804$1.8B0.12%
191
AEEAMEREN CORP
22,948$1.8B0.12%
192
TIFEURTIFFANY & CO NEW
15,171$1.8B0.11%
193
BWABORGWARNER INC
44,397$1.7B0.11%
194
AG8AGILENT TECHNOLOGIES INC
16,992$1.7B0.11%
195
EQREQUITY RESIDENTIAL
33,323$1.7B0.11%
196
OEFISHARES TR
10,983$1.7B0.11%
197
HRBBLOCK H & R INC
104,544$1.7B0.11%
198
AVBAVALONBAY CMNTYS INC
11,328$1.7B0.11%
199
RLRALPH LAUREN CORP
24,271$1.6B0.11%
200
ALSALLSTATE CORP
17,086$1.6B0.10%
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