Edgestream Partners, L.P. Q3 2023 Filing

Filed November 15, 2023

Portfolio Value

$1.3B

Holdings

796

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (796 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$53.2M
NDQINVESCO QQQ TR
$28.1M
AAPLAPPLE INC
$22.4M
TSLATESLA INC
$17.5M
NVDANVIDIA CORPORATION
$16.0M
LQDISHARES TR
$11.1M
HYGISHARES TR
$8.5M
METAMETA PLATFORMS INC
$7.1M
XOMEXXON MOBIL CORP
$6.9M
LINLINDE PLC
$6.2M
ORLYOREILLY AUTOMOTIVE INC
$6.1M
VVISA INC
$6.1M
PLDPROLOGIS INC.
$5.7M
WERNWERNER ENTERPRISES INC
$5.7M
HP5AEQUITY COMWLTH
$5.6M
TQQQPROSHARES TR
$5.5M
FRFIRST INDL RLTY TR INC
$5.4M
TXRHTEXAS ROADHOUSE INC
$5.3M
ARESARES MANAGEMENT CORPORATION
$5.2M
NKENIKE INC
$5.2M
AXTAAXALTA COATING SYS LTD
$5.1M
MSFTMICROSOFT CORP
$5.0M
NEENEXTERA ENERGY INC
$4.9M
HHYATT HOTELS CORP
$4.9M
WGOWINNEBAGO INDS INC
$4.8M
SHOSUNSTONE HOTEL INVS INC NEW
$4.7M
MAMASTERCARD INCORPORATED
$4.7M
07WAMR COOPER GROUP INC
$4.6M
FASTFASTENAL CO
$4.6M
CMCCOMMERCIAL METALS CO
$4.5M
KLICKULICKE & SOFFA INDS INC
$4.4M
FLOFLOWERS FOODS INC
$4.3M
RCLROYAL CARIBBEAN GROUP
$4.3M
IVVISHARES TR
$4.3M
SONSONOCO PRODS CO
$4.2M
MPWRMONOLITHIC PWR SYS INC
$4.1M
ESGRENSTAR GROUP LIMITED
$4.1M
TMHCTAYLOR MORRISON HOME CORP
$4.0M
MTGMGIC INVT CORP WIS
$4.0M
MGYMAGNOLIA OIL & GAS CORP
$4.0M
VSTVISTRA CORP
$4.0M
KRKROGER CO
$3.9M
VOOVANGUARD INDEX FDS
$3.9M
1GSNNOVANTA INC
$3.8M
ACMAECOM
$3.8M
ITWILLINOIS TOOL WKS INC
$3.7M
GWWGRAINGER W W INC
$3.7M
BKLNINVESCO EXCH TRADED FD TR II
$3.7M
DVDOUBLEVERIFY HLDGS INC
$3.7M
PKNREVVITY INC
$3.7M
HRLHORMEL FOODS CORP
$3.7M
NABLN-ABLE INC
$3.7M
CDNSCADENCE DESIGN SYSTEM INC
$3.7M
SHWSHERWIN WILLIAMS CO
$3.7M
MTDMETTLER TOLEDO INTERNATIONAL
$3.7M
VCVISTEON CORP
$3.6M
WYNNWYNN RESORTS LTD
$3.6M
ESNTESSENT GROUP LTD
$3.6M
XLVSELECT SECTOR SPDR TR
$3.5M
SCCOSOUTHERN COPPER CORP
$3.5M
PODDINSULET CORP
$3.5M
KDPKEURIG DR PEPPER INC
$3.5M
DDSDILLARDS INC
$3.4M
NFLXNETFLIX INC
$3.4M
PEPPEPSICO INC
$3.4M
ZZILLOW GROUP INC
$3.4M
SPLKCHFSPLUNK INC
$3.4M
KNKNOWLES CORP
$3.4M
MSCIMSCI INC
$3.4M
DONSPDR DOW JONES INDL AVERAGE
$3.4M
XLESELECT SECTOR SPDR TR
$3.4M
ARWARROW ELECTRS INC
$3.4M
AWRAMER STATES WTR CO
$3.4M
PFSIPENNYMAC FINL SVCS INC NEW
$3.4M
INCYINCYTE CORP
$3.3M
BMYBRISTOL-MYERS SQUIBB CO
$3.3M
CARGCARGURUS INC
$3.3M
NLYANNALY CAPITAL MANAGEMENT IN
$3.3M
DHID R HORTON INC
$3.3M
DIODDIODES INC
$3.3M
GMS1EURGMS INC
$3.3M
STWDSTARWOOD PPTY TR INC
$3.3M
JNJJOHNSON & JOHNSON
$3.2M
MCOMOODYS CORP
$3.2M
HEIHEICO CORP NEW
$3.2M
OPCHOPTION CARE HEALTH INC
$3.2M
CNSCOHEN & STEERS INC
$3.2M
FELEFRANKLIN ELEC INC
$3.2M
HBANHUNTINGTON BANCSHARES INC
$3.2M
EDCONSOLIDATED EDISON INC
$3.2M
GPKGRAPHIC PACKAGING HLDG CO
$3.1M
BLKCHFBLACKROCK INC
$3.1M
EQIXEQUINIX INC
$3.1M
FWONALIBERTY MEDIA CORP DEL
$3.1M
ACAARCOSA INC
$3.1M
OZKBANK OZK LITTLE ROCK ARK
$3.1M
LVSLAS VEGAS SANDS CORP
$3.1M
HUBGHUB GROUP INC
$3.1M
KFYKORN FERRY
$3.0M
CCLCARNIVAL CORP
$3.0M
Page 1 of 8Next