Edgestream Partners, L.P. Incresed Positions in Q2 2025

Edgestream Partners, L.P.

  • $3.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LSTR
Landstar System Inc

Industrials
22K
+ 44.57%
$131.55 - $151.93 $2.9M - $3.34M
71.4K $9.93M
DOCS
Doximity, Inc.

Healthcare
38.5K
+ 92.7%
$50.71 - $61.34 $1.95M - $2.36M
80.1K $4.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5.68K
+ 769.24%
$421.16 - $509.5 $2.39M - $2.89M
6.42K $2.86M
TTMI
Ttm Technologies Inc

Technology
15.1K
+ 16.31%
$17.57 - $40.82 $265K - $617K
108K $4.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14.1K
+ 60.59%
$212.1 - $244.27 $2.98M - $3.44M
37.3K $8.15M
CBSH
Commerce Bancshares Inc

Financial Services
39.9K
+ 28.78%
$55.42 - $65.63 $2.21M - $2.62M
178K $11.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
161K
+ 90.06%
$10.8 - $16.92 $1.74M - $2.73M
340K $4.67M
NTRA
Natera, Inc.

Healthcare
12.9K
+ 154.03%
$132.23 - $171.87 $1.71M - $2.22M
21.3K $3.6M
MLI
Mueller Industries Inc

Industrials
28.2K
+ 67.12%
$68.45 - $79.6 $1.93M - $2.25M
70.3K $5.58M
EXPO
Exponent Inc

Industrials
37.1K
+ 48.58%
$72.88 - $81.75 $2.7M - $3.03M
113K $8.47M
INTA
Intapp, Inc.

Technology
58.4K
+ 51.98%
$48.49 - $59.55 $2.83M - $3.48M
171K $8.81M
ALLY
Ally Financial Inc.

Financial Services
47.8K
+ 30.95%
$30.09 - $38.95 $1.44M - $1.86M
202K $7.87M
ATI
Allegheny Technologies Inc

Industrials
5.54K
+ 10.79%
$41.97 - $86.8 $232K - $481K
56.8K $4.91M
TPR
Tapestry, Inc.

Consumer Cyclical
14K
+ 24.17%
$60.6 - $87.81 $847K - $1.23M
71.8K $6.31M
COST
Costco Wholesale Corp

Consumer Defensive
2.01K
+ 46.06%
$908.13 - $1056.85 $1.83M - $2.12M
6.37K $6.31M
DOW
Dow Inc.

Basic Materials
101K
+ 175.99%
$25.81 - $34.89 $2.6M - $3.51M
158K $4.18M
BCO
Brinks CO

Industrials
22.8K
+ 78.28%
$82.06 - $94.4 $1.87M - $2.15M
51.9K $4.64M
ABC
Amerisourcebergen Corp

Healthcare
11.4K
+ 1348.17%
N/A
12.2K $2.27M
ALK
Alaska Air Group, Inc.

Industrials
42.2K
+ 283.93%
$41.01 - $54.88 $1.73M - $2.32M
57.1K $2.82M
ASAN
Asana, Inc.

Technology
156K
+ 847.31%
$12.93 - $19.0 $2.01M - $2.96M
174K $2.35M
BUR
Burford Capital LTD

Financial Services
143K
+ 665.66%
$10.91 - $14.43 $1.56M - $2.06M
164K $2.34M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5.85K
+ 21.2%
$87.64 - $143.29 $512K - $838K
33.4K $4.79M
DUK
Duke Energy Corp

Utilities
19K
+ 31.71%
$112.46 - $124.05 $2.13M - $2.35M
78.7K $9.29M
JNK
Spdr Bloomberg High Yield Bond

ETFs
19.7K
+ 125.1%
$91.23 - $97.27 $1.8M - $1.92M
35.5K $3.45M
GE
General Electric CO

Industrials
6.8K
+ 218.09%
$166.81 - $257.39 $1.13M - $1.75M
9.92K $2.55M
ACN
Accenture PLC

Technology
6.94K
+ 59.58%
$279.23 - $323.21 $1.94M - $2.24M
18.6K $5.56M
FCPT
Four Corners Property Trust, Inc.

Real Estate
81.2K
+ 50.65%
$26.06 - $28.7 $2.12M - $2.33M
241K $6.5M
ALGN
Align Technology Inc

Healthcare
3.65K
+ 9.28%
$144.32 - $190.42 $526K - $694K
42.9K $8.13M
CVX
Chevron Corp

Energy
16.4K
+ 84.57%
$133.73 - $168.51 $2.2M - $2.77M
35.8K $5.13M
TJX
Tjx Companies Inc

Consumer Cyclical
15K
+ 642.21%
$119.13 - $135.03 $1.79M - $2.03M
17.4K $2.15M
FMC
Fmc Corp

Basic Materials
45K
+ 72.73%
$33.98 - $44.06 $1.53M - $1.98M
107K $4.46M
NKE
Nike, Inc.

Consumer Cyclical
23.1K
+ 83.58%
$53.27 - $72.04 $1.23M - $1.66M
50.8K $3.61M
FTNT
Fortinet, Inc.

Technology
12.8K
+ 24.65%
$84.71 - $108.69 $1.08M - $1.39M
64.6K $6.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.87K
+ 126.63%
$321.63 - $509.31 $922K - $1.46M
5.13K $2.61M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
16.3K
+ 29.09%
$44.23 - $62.66 $721K - $1.02M
72.4K $4.54M
BANR
Banner Corp

Financial Services
27.9K
+ 86.84%
$56.51 - $65.42 $1.57M - $1.82M
59.9K $3.85M
CROX
Crocs, Inc.

Consumer Cyclical
18.4K
+ 121.44%
$88.67 - $120.26 $1.63M - $2.21M
33.5K $3.39M
CARR
Carrier Global Corp

Industrials
23.3K
+ 344.21%
$55.55 - $75.83 $1.3M - $1.77M
30.1K $2.21M
GH
Guardant Health, Inc.

Healthcare
30.1K
+ 147.34%
$37.05 - $52.04 $1.11M - $1.57M
50.5K $2.63M
PGNY
Progyny, Inc.

Healthcare
81K
+ 99.52%
$20.52 - $23.42 $1.66M - $1.9M
162K $3.57M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
31.5K
+ 29.91%
N/A
137K $7.62M
MHO
M/I Homes, Inc.

Consumer Cyclical
15.9K
+ 95.54%
$103.9 - $115.72 $1.65M - $1.84M
32.5K $3.64M
MEDP
Medpace Holdings, Inc.

Healthcare
4.79K
+ 22.36%
$277.23 - $315.28 $1.33M - $1.51M
26.2K $8.23M
IBM
International Business Machines Corp

Technology
4.43K
+ 51.66%
$221.03 - $294.78 $978K - $1.3M
13K $3.83M
NEE
Nextera Energy Inc

Utilities
24.7K
+ 54.5%
$64.11 - $75.0 $1.58M - $1.85M
69.9K $4.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.5K
+ 47.58%
$50.36 - $50.68 $1.59M - $1.6M
97.7K $4.95M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.7K
+ 51.29%
$77.94 - $79.5 $1.53M - $1.56M
58K $4.61M
AKR
Acadia Realty Trust

Real Estate
99.7K
+ 86.26%
$17.49 - $21.18 $1.74M - $2.11M
215K $4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
45.3K
+ 97.34%
$32.62 - $33.58 $1.48M - $1.52M
91.8K $3.08M
Activity Summary
Buys All Purchases 608 New Holdings 291 Increased Positions 317 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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