Edgestream Partners, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.3T

Holdings

813

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (813 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
69,697$40.0B1.76%
2
NDQINVESCO QQQ TR
65,047$31.7B1.40%
3
HYGISHARES TR
384,560$30.9B1.36%
4
MSFTMICROSOFT CORP
50,630$21.8B0.96%
5
AAPLAPPLE INC
80,657$18.8B0.83%
6
METAMETA PLATFORMS INC
29,665$17.0B0.75%
7
TLTISHARES TR
159,730$15.7B0.69%
8
LINLINDE PLC
21,758$10.4B0.46%
9
SHWSHERWIN WILLIAMS CO
26,761$10.2B0.45%
10
ABBVABBVIE INC
48,466$9.6B0.42%
11
PGRPROGRESSIVE CORP
37,537$9.5B0.42%
12
NVDANVIDIA CORPORATION
78,240$9.5B0.42%
13
SPGSIMON PPTY GROUP INC NEW
55,828$9.4B0.41%
14
SHYISHARES TR
110,055$9.2B0.40%
15
ADPAUTOMATIC DATA PROCESSING IN
32,692$9.0B0.40%
16
FNFFIDELITY NATIONAL FINANCIAL
141,237$8.8B0.39%
17
EVRGEVERGY INC
141,155$8.8B0.38%
18
T7DTRANSDIGM GROUP INC
6,119$8.7B0.38%
19
MKLMARKEL GROUP INC
5,363$8.4B0.37%
20
IVVISHARES TR
14,453$8.3B0.37%
21
HASHASBRO INC
114,974$8.3B0.37%
22
HCAHCA HEALTHCARE INC
20,133$8.2B0.36%
23
BMYBRISTOL-MYERS SQUIBB CO
158,123$8.2B0.36%
24
MUBISHARES TR
75,282$8.2B0.36%
25
SPSCSPS COMM INC
41,757$8.1B0.36%
26
CUBECUBESMART
149,813$8.1B0.35%
27
MTDRMATADOR RES CO
162,639$8.0B0.35%
28
ESABESAB CORPORATION
75,523$8.0B0.35%
29
LSTRLANDSTAR SYS INC
42,240$8.0B0.35%
30
SOSOUTHERN CO
88,409$8.0B0.35%
31
ORIOLD REP INTL CORP
224,864$8.0B0.35%
32
07WAMR COOPER GROUP INC
85,952$7.9B0.35%
33
RSRELIANCE INC
27,370$7.9B0.35%
34
ODFLOLD DOMINION FREIGHT LINE IN
39,641$7.9B0.35%
35
SCHWSCHWAB CHARLES CORP
119,269$7.7B0.34%
36
IBPINSTALLED BLDG PRODS INC
30,997$7.6B0.34%
37
NEENEXTERA ENERGY INC
90,263$7.6B0.34%
38
WTMWHITE MTNS INS GROUP LTD
4,472$7.6B0.33%
39
CNACNA FINL CORP
154,993$7.6B0.33%
40
ALKSALKERMES PLC
270,671$7.6B0.33%
41
ARESARES MANAGEMENT CORPORATION
48,114$7.5B0.33%
42
QCOMQUALCOMM INC
44,073$7.5B0.33%
43
CHRDCHORD ENERGY CORPORATION
57,285$7.5B0.33%
44
TRGPTARGA RES CORP
50,374$7.5B0.33%
45
LLYELI LILLY & CO
8,344$7.4B0.33%
46
VVVVALVOLINE INC
176,433$7.4B0.32%
47
GOLFACUSHNET HLDGS CORP
115,143$7.3B0.32%
48
HHYATT HOTELS CORP
47,994$7.3B0.32%
49
HUBSHUBSPOT INC
13,737$7.3B0.32%
50
CCKCROWN HLDGS INC
76,046$7.3B0.32%
51
APGAPI GROUP CORP
220,271$7.3B0.32%
52
TENBTENABLE HLDGS INC
179,023$7.3B0.32%
53
NSANATIONAL STORAGE AFFILIATES
149,221$7.2B0.32%
54
FOXAFOX CORP
168,887$7.1B0.31%
55
CMCCOMMERCIAL METALS CO
129,838$7.1B0.31%
56
CBZCBIZ INC
105,842$7.1B0.31%
57
FLOFLOWERS FOODS INC
306,848$7.1B0.31%
58
FBPFIRST BANCORP P R
333,607$7.1B0.31%
59
PBFPBF ENERGY INC
227,902$7.1B0.31%
60
VRRMVERRA MOBILITY CORP
253,127$7.0B0.31%
61
HLTHILTON WORLDWIDE HLDGS INC
30,246$7.0B0.31%
62
CSCOCISCO SYS INC
130,569$6.9B0.31%
63
MSIMOTOROLA SOLUTIONS INC
15,432$6.9B0.31%
64
OZKBANK OZK LITTLE ROCK ARK
161,291$6.9B0.30%
65
MCXMCCORMICK & CO INC
83,928$6.9B0.30%
66
OSKOSHKOSH CORP
68,023$6.8B0.30%
67
WINGWINGSTOP INC
16,351$6.8B0.30%
68
ESSESSEX PPTY TR INC
22,898$6.8B0.30%
69
EQHEQUITABLE HLDGS INC
160,303$6.7B0.30%
70
BPOPPOPULAR INC
67,079$6.7B0.30%
71
DALDELTA AIR LINES INC DEL
130,139$6.6B0.29%
72
SHOOMADDEN STEVEN LTD
134,716$6.6B0.29%
73
GMS1EURGMS INC
72,817$6.6B0.29%
74
GNTXGENTEX CORP
222,102$6.6B0.29%
75
BB4AXOS FINANCIAL INC
104,595$6.6B0.29%
76
NHINATIONAL HEALTH INVS INC
78,088$6.6B0.29%
77
VOOVANGUARD INDEX FDS
12,395$6.5B0.29%
78
BRXBRIXMOR PPTY GROUP INC
233,967$6.5B0.29%
79
KFYKORN FERRY
86,128$6.5B0.28%
80
BHFBRIGHTHOUSE FINL INC
143,490$6.5B0.28%
81
KLACKLA CORP
8,331$6.5B0.28%
82
MEDPMEDPACE HLDGS INC
19,306$6.4B0.28%
83
RDNRADIAN GROUP INC
185,653$6.4B0.28%
84
BKLNINVESCO EXCH TRADED FD TR II
300,175$6.3B0.28%
85
ALGALAMO GROUP INC
34,851$6.3B0.28%
86
CHECHEMED CORP NEW
10,411$6.3B0.28%
87
IBKRINTERACTIVE BROKERS GROUP IN
44,786$6.2B0.27%
88
FTAIFTAI AVIATION LTD
46,771$6.2B0.27%
89
PFEPFIZER INC
213,059$6.2B0.27%
90
NFLXNETFLIX INC
8,690$6.2B0.27%
91
ESEVERSOURCE ENERGY
90,534$6.2B0.27%
92
QTWOQ2 HLDGS INC
76,361$6.1B0.27%
93
ASBASSOCIATED BANC CORP
282,344$6.1B0.27%
94
OTTROTTER TAIL CORP
77,444$6.1B0.27%
95
IEIINSIGHT ENTERPRISES INC
27,826$6.0B0.26%
96
MTGMGIC INVT CORP WIS
233,394$6.0B0.26%
97
SUXTD SYNNEX CORPORATION
49,413$5.9B0.26%
98
OCOWENS CORNING NEW
33,510$5.9B0.26%
99
IPINTERNATIONAL PAPER CO
121,064$5.9B0.26%
100
KRYSKRYSTAL BIOTECH INC
32,257$5.9B0.26%
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