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)

StockValue
ORLYOREILLY AUTOMOTIVE INC
$487.1M
ALKALASKA AIR GROUP INC
$486.7M
8CWCROWN CASTLE INC
$485.3M
AONAON PLC
$484.4M
TFISPDR SER TR
$482.8M
OKTAOKTA INC
$481.8M
VEEVVEEVA SYS INC
$477.5M
CACCCREDIT ACCEP CORP MICH
$477.1M
BLBLACKLINE INC
$470.8M
LBRDKLIBERTY BROADBAND CORP
$459.4M
NVTNVENT ELECTRIC PLC
$446.8M
CTRECARETRUST REIT INC
$444.8M
KMBKIMBERLY-CLARK CORP
$443.5M
SPYGSPDR SER TR
$438.5M
WENWENDYS CO
$438.5M
IJHISHARES TR
$436.7M
ADTADT INC DEL
$434.0M
STTSTATE STR CORP
$427.8M
NOCNORTHROP GRUMMAN CORP
$427.2M
VCITVANGUARD SCOTTSDALE FDS
$426.8M
BBYBEST BUY INC
$417.5M
CALYTOPGOLF CALLAWAY BRANDS CORP
$416.6M
CLCOLGATE PALMOLIVE CO
$415.0M
WSMWILLIAMS SONOMA INC
$415.0M
VIGVANGUARD SPECIALIZED FUNDS
$412.6M
STWDSTARWOOD PPTY TR INC
$410.3M
IWDISHARES TR
$407.7M
FCXFREEPORT-MCMORAN INC
$398.8M
GXOGXO LOGISTICS INCORPORATED
$398.8M
SSENTINELONE INC
$398.6M
WECWEC ENERGY GROUP INC
$398.5M
SOXSDIREXION SHS ETF TR
$397.0M
FLSFLOWSERVE CORP
$396.6M
FEFIRSTENERGY CORP
$386.2M
HSYHERSHEY CO
$385.1M
RMERESMED INC
$382.8M
SONOSONOS INC
$380.7M
BILLBILL HOLDINGS INC
$378.2M
XLYSELECT SECTOR SPDR TR
$373.9M
PEGPUBLIC SVC ENTERPRISE GRP IN
$372.2M
STAGSTAG INDL INC
$370.2M
MTUMISHARES TR
$367.6M
REGNREGENERON PHARMACEUTICALS
$364.8M
MDYSPDR S&P MIDCAP 400 ETF TR
$360.6M
ENQENTEGRIS INC
$358.0M
RKTROCKET COS INC
$356.6M
WSCWILLSCOT HLDGS CORP
$353.6M
RYROYAL BK CDA
$352.2M
SHCSOTERA HEALTH CO
$351.4M
DUOLDUOLINGO INC
$351.1M
ARKKARK ETF TR
$349.1M
HSICHENRY SCHEIN INC
$347.7M
CHDCHURCH & DWIGHT CO INC
$346.2M
VOVANGUARD INDEX FDS
$346.1M
DRSLEONARDO DRS INC
$344.2M
TPGTPG INC
$342.1M
IWMISHARES TR
$333.5M
IBBISHARES TR
$330.8M
NNNNNN REIT INC
$330.8M
AEEAMEREN CORP
$325.4M
IGVISHARES TR
$318.1M
BYDBOYD GAMING CORP
$315.1M
CWENCLEARWAY ENERGY INC
$309.2M
USMVISHARES TR
$303.8M
PLABPHOTRONICS INC
$301.6M
SPYVSPDR SER TR
$300.5M
DGROISHARES TR
$298.2M
AGNCAGNC INVT CORP
$297.1M
OIIOCEANEERING INTL INC
$296.4M
AIGAMERICAN INTL GROUP INC
$294.6M
NUVLNUVALENT INC
$289.4M
NGVTINGEVITY CORP
$288.0M
VGTVANGUARD WORLD FD
$286.8M
SPXUPROSHARES TR
$286.6M
ITOTISHARES TR
$286.0M
SPGIS&P GLOBAL INC
$285.2M
EDCONSOLIDATED EDISON INC
$283.4M
SWTXSPRINGWORKS THERAPEUTICS INC
$277.6M
CRCRANE COMPANY
$277.0M
VYMVANGUARD WHITEHALL FDS
$274.6M
VSATVIASAT INC
$268.6M
VNQVANGUARD INDEX FDS
$261.9M
DKNGDRAFTKINGS INC NEW
$257.9M
CHKPCHECK POINT SOFTWARE TECH LT
$251.8M
CAHCARDINAL HEALTH INC
$248.3M
LIVNLIVANOVA PLC
$243.8M
AFLAFLAC INC
$242.5M
ASGNASGN INC
$238.6M
AQLTISHARES TR
$237.8M
GNLGLOBAL NET LEASE INC
$237.5M
IM8NINSMED INC
$237.3M
CMICUMMINS INC
$237.0M
EFXEQUIFAX INC
$233.6M
SRESEMPRA
$233.5M
TDTORONTO DOMINION BK ONT
$229.6M
TXNTEXAS INSTRS INC
$229.1M
XYZBLOCK INC
$221.4M
CROXCROCS INC
$219.2M
KWRQUAKER HOUGHTON
$214.7M
SESEA LTD
$214.6M
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