HoldingsChannel.com
Edgestream Partners L.P. Top Holdings
As of  06/30/2022, below is a summary of the Edgestream Partners L.P. top holdings by largest position size, as per the latest 13f filing made by Edgestream Partners L.P.. In the Edgestream Partners L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Edgestream Partners L.P. in that top holding, then the share count change between reporting periods, and finally the Edgestream Partners L.P. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 115,972 +105,742 $29,785
     MSFT115,972+105,742$29,785
AMPHENOL CORP NEW 361,250 +248,459 $23,257
     APH361,250+248,459$23,257
MICROCHIP TECHNOLOGY INC. 326,577 +326,577 $18,968
     MCHP326,577+326,577$18,968
SPDR SER TR (SDY) 138,207 +133,722 $16,404
     SDY138,207+133,722$16,404
LINDE PLC 48,415 +24,921 $13,921
     LIN48,415+24,921$13,921
JOHNSON & JOHNSON 77,273 +36,529 $13,717
     JNJ77,273+36,529$13,717
FTI CONSULTING INC 72,036 +58,522 $13,028
     FCN72,036+58,522$13,028
BANK NEW YORK MELLON CORP 303,109 +153,999 $12,643
     BK303,109+153,999$12,643
UNITEDHEALTH GROUP INC 23,465 +11,672 $12,052
     UNH23,465+11,672$12,052
STRYKER CORPORATION 57,124 +57,124 $11,364
     SYK57,124+57,124$11,364
INVESCO QQQ TR 40,330 +40,330 $11,304
     QQQ40,330+40,330$11,304
BROOKFIELD ASSET MGMT INC 227,835 +127,404 $10,132
     BAM227,835+127,404$10,132
EASTGROUP PPTYS INC 64,914 +7,502 $10,018
     EGP64,914+7,502$10,018
TRANSDIGM GROUP INC 18,207 +16,688 $9,771
     TDG18,207+16,688$9,771
HEALTHPEAK PROPERTIES INC 368,953 +268,994 $9,560
     PEAK368,953+268,994$9,560
NVIDIA CORPORATION 61,219 +4,482 $9,280
     NVDA61,219+4,482$9,280
TESLA INC 13,333 +9,887 $8,979
     TSLA13,333+9,887$8,979
FASTENAL CO 177,645 +17,353 $8,868
     FAST177,645+17,353$8,868
SPDR S&P 500 ETF TR (SPY) 23,193 -1,254 $8,750
     SPY23,193-1,254$8,750
WERNER ENTERPRISES INC 224,376 +72,102 $8,647
     WERN224,376+72,102$8,647
OREILLY AUTOMOTIVE INC 13,523 +11,273 $8,543
     ORLY13,523+11,273$8,543
TRUIST FINL CORP 179,548 +100,913 $8,516
     TFC179,548+100,913$8,516
AFLAC INC 148,561 +56,733 $8,220
     AFL148,561+56,733$8,220
CAMECO CORP 390,618 +231,099 $8,211
     CCJ390,618+231,099$8,211
SEAGEN INC 45,715 +3,135 $8,089
     SGEN45,715+3,135$8,089
COPART INC 73,600 -13,405 $7,997
     CPRT73,600-13,405$7,997
GENERAL MTRS CO 251,206 +148,867 $7,978
     GM251,206+148,867$7,978
SM ENERGY CO 229,309 -105,026 $7,840
     SM229,309-105,026$7,840
MASTERCARD INCORPORATED 24,683 +9,145 $7,787
     MA24,683+9,145$7,787
META PLATFORMS INC 47,900 +39,273 $7,724
     FB47,900+39,273$7,724
LILLY ELI & CO 21,959 -2,527 $7,120
     LLY21,959-2,527$7,120
MSCI INC 16,945 -12,732 $6,984
     MSCI16,945-12,732$6,984
ITAU UNIBANCO HLDG S A 1,619,820 +1,197,023 $6,933
     ITUB1,619,820+1,197,023$6,933
VISA INC 35,001 -11,873 $6,891
     V35,001-11,873$6,891
MARATHON OIL CORP 305,782 +129,085 $6,874
     MRO305,782+129,085$6,874
KENNAMETAL INC 293,718 +221,242 $6,823
     KMT293,718+221,242$6,823
ISHARES INC (EWY) 116,099 +108,554 $6,756
     EWY116,099+108,554$6,756
ISHARES INC (EWA) 313,596 +298,177 $6,655
     EWA313,596+298,177$6,655
DOVER CORP 54,215 +21,344 $6,577
     DOV54,215+21,344$6,577
D R HORTON INC 99,304 -59,985 $6,573
     DHI99,304-59,985$6,573
METLIFE INC 104,420 +93,378 $6,557
     MET104,420+93,378$6,557
CHEVRON CORP NEW 45,168 +45,168 $6,539
     CVX45,168+45,168$6,539
APPLE INC 46,771 -57,760 $6,395
     AAPL46,771-57,760$6,395
SOUTHERN CO 89,565 +49,673 $6,387
     SO89,565+49,673$6,387
JETBLUE AWYS CORP 741,803 +741,803 $6,209
     JBLU741,803+741,803$6,209
PACCAR INC 74,426 +71,758 $6,128
     PCAR74,426+71,758$6,128
PARKER HANNIFIN CORP 24,693 +18,553 $6,076
     PH24,693+18,553$6,076
HF SINCLAIR CORP 133,339 +133,339 $6,022
     DINO133,339+133,339$6,022
AMER STATES WTR CO 73,637 -2,075 $6,002
     AWR73,637-2,075$6,002
NICE LTD 31,172 -13,397 $5,999
     NICE31,172-13,397$5,999

See Full List: All Stocks Held By Edgestream Partners L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Edgestream Partners L.P.

Size ($ in 1000's)
At 06/30/2022: $1,268,490
At 03/31/2022: $1,255,994

Edgestream Partners L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Edgestream Partners L.P. 13F filings. Link to 13F filings: SEC filings

Edgestream Partners L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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