CIK 1535061
Edgestream Partners, L.P.
Institutional 13F holdings & portfolio
Holdings
925
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 925
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LGND | LIGAND PHARMACEUTICALS INC | 23K | $1M+ | SH |
| FISV | FISERV INC | 64K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 18K | $1M+ | SH |
| MIDD | MIDDLEBY CORP | 29K | $1M+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 321K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 15K | $1M+ | SH |
| MUSA | MURPHY USA INC | 10K | $1M+ | SH |
| BBIO | BRIDGEBIO PHARMA INC | 55K | $1M+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 26K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| BLKB | BLACKBAUD INC | 66K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 12K | $1M+ | SH |
| AVGO | BROADCOM INC | 12K | $1M+ | SH |
| RXO | RXO INC | 330K | $1M+ | SH |
| MXL | MAXLINEAR INC | 238K | $1M+ | SH |
| OKTA | OKTA INC | 48K | $1M+ | SH |
| APP | APPLOVIN CORP | 6K | $1M+ | SH |
| DK | DELEK US HLDGS INC NEW | 139K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 49K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 17K | $1M+ | SH |
| RBA | RB GLOBAL INC | 40K | $1M+ | SH |
| KD | KYNDRYL HLDGS INC | 153K | $1M+ | SH |
| RPRX | ROYALTY PHARMA PLC | 105K | $1M+ | SH |
| IDCC | INTERDIGITAL INC | 13K | $1M+ | SH |
| SHOO | MADDEN STEVEN LTD | 96K | $1M+ | SH |
| SLM | SLM CORP | 147K | $1M+ | SH |
| AVTR | AVANTOR INC | 343K | $1M+ | SH |
| SYNA | SYNAPTICS INC | 53K | $1M+ | SH |
| MMSI | MERIT MED SYS INC | 44K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| CSTM | CONSTELLIUM SE | 206K | $1M+ | SH |
| WDAY | WORKDAY INC | 18K | $1M+ | SH |
| TIP | ISHARES TR | 35K | $1M+ | SH |
| TENB | TENABLE HLDGS INC | 162K | $1M+ | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 19K | $1M+ | SH |
| XYL | XYLEM INC | 28K | $1M+ | SH |
| TRN | TRINITY INDS INC | 143K | $1M+ | SH |
| AMKR | AMKOR TECHNOLOGY INC | 96K | $1M+ | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 24K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 22K | $1M+ | SH |
| MAS | MASCO CORP | 59K | $1M+ | SH |
| ON | ON SEMICONDUCTOR CORP | 69K | $1M+ | SH |
| TREX | TREX CO INC | 106K | $1M+ | SH |
| ETN | EATON CORP PLC | 12K | $1M+ | SH |
| BUR | BURFORD CAP LTD | 412K | $1M+ | SH |
| AMCR | AMCOR PLC | 439K | $1M+ | SH |
| FOXA | FOX CORP | 50K | $1M+ | SH |