Edgestream Partners, L.P. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.6T
Holdings
925
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (925 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 501 | ESEESCO TECHNOLOGIES INC | 10,405 | $2.0B | 0.06% | |
| 502 | STNGSCORPIO TANKERS INC | 42,781 | $2.0B | 0.06% | |
| 503 | PENPENUMBRA INC | 6,888 | $2.0B | 0.06% | |
| 504 | AONAON PLC | 6,526 | $2.0B | 0.06% | |
| 505 | ALSNALLISON TRANSMISSION HLDGS I | 25,273 | $2.0B | 0.06% | |
| 506 | CARGCARGURUS INC | 56,489 | $2.0B | 0.06% | |
| 507 | AGNCAGNC INVT CORP | 248,132 | $2.0B | 0.06% | |
| 508 | DPZDOMINOS PIZZA INC | 6,469 | $2.0B | 0.06% | |
| 509 | MRKMERCK & CO INC | 23,026 | $2.0B | 0.06% | |
| 510 | LZBLA Z BOY INC | 61,010 | $2.0B | 0.06% | |
| 511 | BKLNINVESCO EXCH TRADED FD TR II | 122,004 | $2.0B | 0.06% | |
| 512 | GTGOODYEAR TIRE & RUBR CO | 268,710 | $2.0B | 0.06% | |
| 513 | AFWALIGN TECHNOLOGY INC | 16,327 | $2.0B | 0.06% | |
| 514 | SAHSONIC AUTOMOTIVE INC | 47,612 | $2.0B | 0.06% | |
| 515 | NDSNNORDSON CORP | 11,222 | $2.0B | 0.06% | |
| 516 | HGVHILTON GRAND VACATIONS INC | 51,314 | $2.0B | 0.06% | |
| 517 | CNMDCONMED CORP | 58,504 | $2.0B | 0.06% | |
| 518 | BAHBOOZ ALLEN HAMILTON HLDG COR | 26,758 | $2.0B | 0.06% | |
| 519 | RAREULTRAGENYX PHARMACEUTICAL IN | 99,873 | $2.0B | 0.06% | |
| 520 | SMTCSEMTECH CORP | 39,150 | $2.0B | 0.06% | |
| 521 | VTIPVANGUARD MALVERN FDS | 42,451 | $2.0B | 0.06% | |
| 522 | PEOEXELON CORP | 65,929 | $2.0B | 0.06% | |
| 523 | MCHPMICROCHIP TECHNOLOGY INC. | 31,935 | $2.0B | 0.06% | |
| 524 | SEESEALED AIR CORP NEW | 49,824 | $2.0B | 0.06% | |
| 525 | LAMRLAMAR ADVERTISING CO NEW | 21,396 | $2.0B | 0.06% | |
| 526 | SGRYSURGERY PARTNERS INC | 134,572 | $2.0B | 0.06% | |
| 527 | LZLEGALZOOM COM INC | 207,192 | $2.0B | 0.06% | |
| 528 | FLOFLOWERS FOODS INC | 191,755 | $2.0B | 0.06% | |
| 529 | OMCLOMNICELL COM | 65,652 | $2.0B | 0.06% | |
| 530 | WKCWORLD KINECT CORPORATION | 116,662 | $2.0B | 0.06% | |
| 531 | VTVVANGUARD INDEX FDS | 12,399 | $2.0B | 0.06% | |
| 532 | FTVFORTIVE CORP | 46,428 | $2.0B | 0.06% | |
| 533 | ATGEADTALEM GLOBAL ED INC | 15,137 | $1.0B | 0.03% | |
| 534 | IDXXIDEXX LABS INC | 2,225 | $1.0B | 0.03% | |
| 535 | STSENSATA TECHNOLOGIES HLDG PL | 30,360 | $1.0B | 0.03% | |
| 536 | BCBRUNSWICK CORP | 15,982 | $1.0B | 0.03% | |
| 537 | ZZILLOW GROUP INC | 20,752 | $1.0B | 0.03% | |
| 538 | LIILENNOX INTL INC | 4,074 | $1.0B | 0.03% | |
| 539 | MDTMEDTRONIC PLC | 20,548 | $1.0B | 0.03% | |
| 540 | PIIPOLARIS INC | 31,468 | $1.0B | 0.03% | |
| 541 | IWMISHARES TR | 7,143 | $1.0B | 0.03% | |
| 542 | FW2NBANNER CORP | 22,533 | $1.0B | 0.03% | |
| 543 | CBCHUBB LIMITED | 3,362 | $1.0B | 0.03% | |
| 544 | SUBISHARES TR | 12,572 | $1.0B | 0.03% | |
| 545 | AMATAPPLIED MATLS INC | 6,038 | $1.0B | 0.03% | |
| 546 | RMBS*RAMBUS INC DEL | 11,739 | $1.0B | 0.03% | |
| 547 | RFREGIONS FINANCIAL CORP NEW | 67,172 | $1.0B | 0.03% | |
| 548 | TTCTORO CO | 13,229 | $1.0B | 0.03% | |
| 549 | SSRMSSR MINING IN | 87,169 | $1.0B | 0.03% | |
| 550 | VUGVANGUARD INDEX FDS | 2,835 | $1.0B | 0.03% | |
| 551 | SOXLDIREXION SHS ETF TR | 36,995 | $1.0B | 0.03% | |
| 552 | HRLHORMEL FOODS CORP | 84,290 | $1.0B | 0.03% | |
| 553 | DEDEERE & CO | 2,443 | $1.0B | 0.03% | |
| 554 | TERTERADYNE INC | 5,856 | $1.0B | 0.03% | |
| 555 | ITTITT INC | 10,692 | $1.0B | 0.03% | |
| 556 | FLYWFLYWIRE CORPORATION | 76,061 | $1.0B | 0.03% | |
| 557 | DUOLDUOLINGO INC | 8,488 | $1.0B | 0.03% | |
| 558 | HEHAWAIIAN ELEC INDUSTRIES | 86,473 | $1.0B | 0.03% | |
| 559 | ELFE L F BEAUTY INC | 18,106 | $1.0B | 0.03% | |
| 560 | CNMCORE & MAIN INC | 21,959 | $1.0B | 0.03% | |
| 561 | QLYSQUALYS INC | 8,167 | $1.0B | 0.03% | |
| 562 | GBXGREENBRIER COS INC | 36,376 | $1.0B | 0.03% | |
| 563 | VGITVANGUARD SCOTTSDALE FDS | 18,664 | $1.0B | 0.03% | |
| 564 | IWDISHARES TR | 7,498 | $1.0B | 0.03% | |
| 565 | PRIPRIMERICA INC | 5,518 | $1.0B | 0.03% | |
| 566 | IGSBISHARES TR | 25,629 | $1.0B | 0.03% | |
| 567 | CGCARLYLE GROUP INC | 22,113 | $1.0B | 0.03% | |
| 568 | DORMDORMAN PRODS INC | 13,118 | $1.0B | 0.03% | |
| 569 | BIVVANGUARD BD INDEX FDS | 16,959 | $1.0B | 0.03% | |
| 570 | NOCNORTHROP GRUMMAN CORP | 2,227 | $1.0B | 0.03% | |
| 571 | BKEBUCKLE INC | 20,979 | $1.0B | 0.03% | |
| 572 | ENVXENOVIX CORPORATION | 204,127 | $1.0B | 0.03% | |
| 573 | AXPAMERICAN EXPRESS CO | 3,158 | $1.0B | 0.03% | |
| 574 | ORCLORACLE CORP | 8,835 | $1.0B | 0.03% | |
| 575 | PGYPAGAYA TECHNOLOGIES LTD | 82,480 | $1.0B | 0.03% | |
| 576 | TJXTJX COS INC NEW | 11,223 | $1.0B | 0.03% | |
| 577 | 7HPHP INC | 62,354 | $1.0B | 0.03% | |
| 578 | CXTCRANE NXT CO | 23,527 | $1.0B | 0.03% | |
| 579 | TRIPTRIPADVISOR INC | 115,023 | $1.0B | 0.03% | |
| 580 | ASHASHLAND INC | 23,199 | $1.0B | 0.03% | |
| 581 | CRVLCORVEL CORP | 23,647 | $1.0B | 0.03% | |
| 582 | GILDGILEAD SCIENCES INC | 8,449 | $1.0B | 0.03% | |
| 583 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,187 | $1.0B | 0.03% | |
| 584 | COFCAPITAL ONE FINL CORP | 5,670 | $1.0B | 0.03% | |
| 585 | XLUSELECT SECTOR SPDR TR | 36,483 | $1.0B | 0.03% | |
| 586 | CSGPCOSTAR GROUP INC | 15,805 | $1.0B | 0.03% | |
| 587 | EFXEQUIFAX INC | 5,401 | $1.0B | 0.03% | |
| 588 | TMOTHERMO FISHER SCIENTIFIC INC | 2,408 | $1.0B | 0.03% | |
| 589 | SLBSLB LIMITED | 32,681 | $1.0B | 0.03% | |
| 590 | LHLABCORP HOLDINGS INC | 5,299 | $1.0B | 0.03% | |
| 591 | NEENEXTERA ENERGY INC | 13,619 | $1.0B | 0.03% | |
| 592 | VIAVVIAVI SOLUTIONS INC | 99,351 | $1.0B | 0.03% | |
| 593 | FLOTISHARES TR | 27,127 | $1.0B | 0.03% | |
| 594 | BILLBILL HOLDINGS INC | 33,676 | $1.0B | 0.03% | |
| 595 | HMNHORACE MANN EDUCATORS CORP N | 22,620 | $1.0B | 0.03% | |
| 596 | WYNNWYNN RESORTS LTD | 8,420 | $1.0B | 0.03% | |
| 597 | IWFISHARES TR | 3,573 | $1.0B | 0.03% | |
| 598 | SCHXSCHWAB STRATEGIC TR | 49,847 | $1.0B | 0.03% | |
| 599 | RUSHARUSH ENTERPRISES INC | 25,531 | $1.0B | 0.03% | |
| 600 | OCOWENS CORNING NEW | 10,250 | $1.0B | 0.03% |