Edgestream Partners, L.P. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$3.4T

Holdings

842

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (842 positions)

#StockSharesValue% PortfolioType
101
BDXBECTON DICKINSON & CO
44,812$8.4B0.25%
102
EIXEDISON INTL
151,532$8.4B0.24%
103
SHYISHARES TR
100,700$8.4B0.24%
104
GSGOLDMAN SACHS GROUP INC
10,452$8.3B0.24%
105
LNGCHENIERE ENERGY INC
34,988$8.2B0.24%
106
CARGCARGURUS INC
220,138$8.2B0.24%
107
SOSOUTHERN CO
86,425$8.2B0.24%
108
T7DTRANSDIGM GROUP INC
6,213$8.2B0.24%
109
NMIHNMI HLDGS INC
212,977$8.2B0.24%
110
APGAPI GROUP CORP
235,669$8.1B0.24%
111
MANHMANHATTAN ASSOCIATES INC
39,408$8.1B0.24%
112
BEPCBROOKFIELD RENEWABLE CORP
233,457$8.0B0.23%
113
LAMRLAMAR ADVERTISING CO NEW
65,130$8.0B0.23%
114
SYFSYNCHRONY FINANCIAL
112,141$8.0B0.23%
115
IEIINSIGHT ENTERPRISES INC
70,213$8.0B0.23%
116
IPARINTERPARFUMS INC
80,652$7.9B0.23%
117
DTEDTE ENERGY CO
55,767$7.9B0.23%
118
RRRRED ROCK RESORTS INC
128,636$7.9B0.23%
119
WSFSWSFS FINL CORP
145,498$7.8B0.23%
120
CHECHEMED CORP NEW
17,461$7.8B0.23%
121
RSRELIANCE INC
27,812$7.8B0.23%
122
STTSTATE STR CORP
67,140$7.8B0.23%
123
FULTFULTON FINL CORP PA
418,019$7.8B0.23%
124
ALKSALKERMES PLC
259,411$7.8B0.23%
125
ARMKARAMARK
201,804$7.7B0.23%
126
MTGMGIC INVT CORP WIS
272,298$7.7B0.23%
127
OIIOCEANEERING INTL INC
311,227$7.7B0.23%
128
JT5MUELLER WTR PRODS INC
299,447$7.6B0.22%
129
PSAPUBLIC STORAGE OPER CO
26,442$7.6B0.22%
130
GRBKGREEN BRICK PARTNERS INC
102,474$7.6B0.22%
131
AMANTERO MIDSTREAM CORP
386,723$7.5B0.22%
132
FFIVF5 INC
23,254$7.5B0.22%
133
PCARPACCAR INC
76,355$7.5B0.22%
134
BOXBOX INC
232,063$7.5B0.22%
135
IVVISHARES TR
11,161$7.5B0.22%
136
INGRINGREDION INC
60,713$7.4B0.22%
137
GDDYGODADDY INC
54,029$7.4B0.22%
138
NXSTNEXSTAR MEDIA GROUP INC
37,162$7.3B0.21%
139
NNNNNN REIT INC
171,993$7.3B0.21%
140
MATXMATSON INC
74,026$7.3B0.21%
141
HIIHUNTINGTON INGALLS INDS INC
25,296$7.3B0.21%
142
TPDSOMNIGROUP INTERNATIONAL INC
86,326$7.3B0.21%
143
DRSLEONARDO DRS INC
159,503$7.2B0.21%
144
EPACENERPAC TOOL GROUP CORP
176,505$7.2B0.21%
145
HEHAWAIIAN ELEC INDUSTRIES
653,587$7.2B0.21%
146
TSLATESLA INC
16,198$7.2B0.21%
147
AMZNAMAZON COM INC
32,764$7.2B0.21%
148
FFORD MTR CO
601,387$7.2B0.21%
149
CBTCABOT CORP
93,700$7.1B0.21%
150
SSBSOUTHSTATE BK CORP
71,991$7.1B0.21%
151
BCPCBALCHEM CORP
47,176$7.1B0.21%
152
ITWILLINOIS TOOL WKS INC
27,135$7.1B0.21%
153
VTEBVANGUARD MUN BD FDS
141,013$7.1B0.21%
154
CALMCAL MAINE FOODS INC
74,464$7.0B0.20%
155
DOXAMDOCS LTD
85,043$7.0B0.20%
156
WDAYWORKDAY INC
28,782$6.9B0.20%
157
OSISOSI SYSTEMS INC
27,789$6.9B0.20%
158
PLNTPLANET FITNESS INC
66,495$6.9B0.20%
159
PKNREVVITY INC
78,603$6.9B0.20%
160
PORPORTLAND GEN ELEC CO
155,247$6.8B0.20%
161
PAYXPAYCHEX INC
53,728$6.8B0.20%
162
PBVPRESTIGE CONSMR HEALTHCARE I
109,024$6.8B0.20%
163
BKUBANKUNITED INC
178,271$6.8B0.20%
164
IBKRINTERACTIVE BROKERS GROUP IN
98,286$6.8B0.20%
165
RRCRANGE RES CORP
178,858$6.7B0.20%
166
DTDYNATRACE INC
138,869$6.7B0.20%
167
AMGAFFILIATED MANAGERS GROUP IN
28,093$6.7B0.20%
168
MOALTRIA GROUP INC
101,151$6.7B0.20%
169
SOFISOFI TECHNOLOGIES INC
251,441$6.6B0.19%
170
ENSGENSIGN GROUP INC
38,113$6.6B0.19%
171
SSNCSS&C TECHNOLOGIES HLDGS INC
73,702$6.5B0.19%
172
RLIRLI CORP
100,245$6.5B0.19%
173
SPSCSPS COMM INC
62,565$6.5B0.19%
174
MUBISHARES TR
61,154$6.5B0.19%
175
PIPRPIPER SANDLER COMPANIES
18,758$6.5B0.19%
176
LIILENNOX INTL INC
12,212$6.5B0.19%
177
URIUNITED RENTALS INC
6,765$6.5B0.19%
178
GOLFACUSHNET HLDGS CORP
81,708$6.4B0.19%
179
EPREPR PPTYS
110,375$6.4B0.19%
180
AWNADVANCE AUTO PARTS INC
104,221$6.4B0.19%
181
CWENCLEARWAY ENERGY INC
225,655$6.4B0.19%
182
BKEBUCKLE INC
107,025$6.3B0.18%
183
PRGSPROGRESS SOFTWARE CORP
142,466$6.3B0.18%
184
ITGRINTEGER HLDGS CORP
60,538$6.3B0.18%
185
NOVNOV INC
468,703$6.2B0.18%
186
AEEAMEREN CORP
59,481$6.2B0.18%
187
FL9CVR ENERGY INC
169,233$6.2B0.18%
188
ASBASSOCIATED BANC CORP
238,751$6.1B0.18%
189
CRCRANE COMPANY
33,292$6.1B0.18%
190
RXORXO INC
395,998$6.1B0.18%
191
JXNJACKSON FINANCIAL INC
59,686$6.0B0.18%
192
AAPLAPPLE INC
23,727$6.0B0.18%
193
ZSZSCALER INC
20,161$6.0B0.18%
194
EXTREXTREME NETWORKS
290,514$6.0B0.18%
195
HURNHURON CONSULTING GROUP INC
40,830$6.0B0.18%
196
EGPEASTGROUP PPTYS INC
35,074$5.9B0.17%
197
DOWDOW INC
258,769$5.9B0.17%
198
CDWCDW CORP
37,220$5.9B0.17%
199
EMBISHARES TR
62,274$5.9B0.17%
200
CVCOCAVCO INDS INC DEL
10,203$5.9B0.17%
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