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
ECL
Ecolab Inc.

Basic Materials
4.56K
+ 28.58%
$225.65 - $270.95 $1.03M - $1.23M
20.5K $5.52M
PLTR
Palantir Technologies Inc.

Technology
8.4K
+ 132.34%
$74.01 - $144.25 $622K - $1.21M
14.7K $2.01M
NHI
National Health Investors Inc

Real Estate
21.8K
+ 139.72%
$68.74 - $76.77 $1.5M - $1.67M
37.4K $2.62M
NABL
N Able, Inc.

Technology
82.7K
+ 10.46%
$6.22 - $8.3 $514K - $686K
874K $7.08M
MSTR
Microstrategy Inc

Technology
3.17K
+ 199.25%
$237.95 - $421.61 $754K - $1.34M
4.76K $1.92M
GOOG
Alphabet Inc.

Communication Services
7.1K
+ 73.9%
$146.58 - $180.01 $1.04M - $1.28M
16.7K $2.96M
CWST
Casella Waste Systems Inc

Industrials
12K
+ 71.39%
$103.78 - $120.37 $1.24M - $1.44M
28.8K $3.32M
RJF
Raymond James Financial Inc

Financial Services
7.76K
+ 47.32%
$123.65 - $153.88 $960K - $1.19M
24.2K $3.71M
AGCO
Agco Corp

Industrials
9.31K
+ 21.27%
$75.77 - $108.43 $705K - $1.01M
53.1K $5.48M
CNX
Cnx Resources Corp

Energy
37K
+ 59.71%
$28.13 - $34.85 $1.04M - $1.29M
99K $3.34M
UE
Urban Edge Properties

Real Estate
72.3K
+ 185.38%
$16.3 - $19.42 $1.18M - $1.4M
111K $2.08M
SYY
Sysco Corp

Consumer Defensive
17.3K
+ 79.04%
$68.0 - $75.91 $1.18M - $1.31M
39.2K $2.97M
TRN
Trinity Industries Inc

Industrials
62.3K
+ 17.15%
$24.11 - $28.86 $1.5M - $1.8M
426K $11.5M
HUM
Humana Inc

Healthcare
7.12K
+ 31.21%
$224.93 - $295.04 $1.6M - $2.1M
29.9K $7.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24.8K
+ 122.17%
$50.1 - $51.02 $1.24M - $1.27M
45.1K $2.3M
MPC
Marathon Petroleum Corp

Energy
6.5K
+ 108.86%
$118.55 - $170.08 $770K - $1.11M
12.5K $2.07M
AMCR
Amcor PLC

Consumer Cyclical
153K
+ 29.9%
$8.57 - $9.81 $1.31M - $1.5M
666K $6.12M
BLKB
Blackbaud Inc

Technology
17K
+ 153.03%
$59.04 - $64.55 $1M - $1.1M
28.1K $1.81M
CWEN
Clearway Energy, Inc.

Utilities
32.2K
+ 65.64%
$26.74 - $32.22 $861K - $1.04M
81.2K $2.6M
JXN
Jackson Financial Inc.

Financial Services
7.08K
+ 7.72%
$70.35 - $89.5 $498K - $633K
98.7K $8.77M
RUN
Sunrun Inc.

Technology
107K
+ 124.49%
$5.67 - $12.85 $609K - $1.38M
194K $1.58M
APH
Amphenol Corp

Technology
8.34K
+ 114.9%
$59.09 - $98.75 $493K - $823K
15.6K $1.54M
XLV
Select Sector Spdr Fund Health

ETFs
8.9K
+ 67.9%
$128.77 - $144.3 $1.15M - $1.28M
22K $2.97M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
61K
+ 23.23%
$28.81 - $34.65 $1.76M - $2.11M
324K $9.89M
TDG
Trans Digm Group Inc

Industrials
201
+ 3.91%
$1231.75 - $1520.64 $248K - $306K
5.34K $8.12M
SIGI
Selective Insurance Group Inc

Financial Services
12.8K
+ 62.13%
$82.37 - $92.83 $1.06M - $1.19M
33.4K $2.9M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
14.9K
+ 126.75%
$52.22 - $73.66 $777K - $1.1M
26.6K $1.76M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
81.3K
+ 60.06%
$8.48 - $11.94 $689K - $970K
217K $2.25M
MTG
Mgic Investment Corp

Financial Services
11.7K
+ 5.33%
$22.43 - $28.1 $262K - $328K
230K $6.42M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.71K
+ 10.61%
$262.08 - $316.81 $449K - $543K
17.9K $5.61M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
7.71K
+ 8.79%
$56.27 - $73.32 $434K - $565K
95.4K $6.95M
SCHW
Schwab Charles Corp

Financial Services
9.51K
+ 240.68%
$69.06 - $91.24 $657K - $868K
13.5K $1.23M
ENS
Ener Sys

Industrials
12.3K
+ 47.54%
$78.52 - $100.4 $969K - $1.24M
38.3K $3.28M
DAR
Darling Ingredients Inc.

Consumer Defensive
17.2K
+ 48.9%
$27.63 - $38.64 $474K - $663K
52.3K $1.98M
PGR
Progressive Corp

Financial Services
3.37K
+ 419.95%
$255.27 - $288.74 $860K - $972K
4.17K $1.11M
HOLX
Hologic Inc

Healthcare
12.7K
+ 75.46%
$52.73 - $65.22 $668K - $827K
29.5K $1.92M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
74.4K
+ 870.29%
$17.1 - $63.66 $1.27M - $4.74M
83K $1.42M
AMED
Amedisys Inc

Healthcare
8.53K
+ 191.57%
$91.31 - $98.39 $778K - $839K
13K $1.28M
NVCR
Novo Cure LTD

Healthcare
48.1K
+ 29.98%
$15.37 - $19.4 $739K - $932K
208K $3.71M
EOG
Eog Resources Inc

Energy
12.6K
+ 16.32%
$104.61 - $129.97 $1.32M - $1.64M
90K $10.8M
CHH
Choice Hotels International Inc

Consumer Cyclical
7.12K
+ 43.17%
$117.49 - $134.0 $837K - $955K
23.6K $3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
8.73K
+ 127.8%
$40.51 - $71.03 $353K - $620K
15.6K $1.09M
MCO
Moodys Corp

Financial Services
1.11K
+ 19.3%
$396.7 - $501.59 $440K - $556K
6.85K $3.44M
SLM
Slm Corp

Financial Services
18.4K
+ 40.0%
$24.84 - $34.36 $457K - $632K
64.4K $2.11M
CNO
Cno Financial Group, Inc.

Financial Services
37.6K
+ 16.71%
$36.12 - $42.37 $1.36M - $1.59M
263K $10.1M
BYD
Boyd Gaming Corp

Consumer Cyclical
6.95K
+ 59.74%
$60.8 - $79.02 $423K - $550K
18.6K $1.45M
PWR
Quanta Services, Inc.

Industrials
1.52K
+ 184.28%
$239.47 - $381.26 $365K - $581K
2.35K $888K
SE
Sea LTD

Consumer Cyclical
3.44K
+ 105.71%
$105.57 - $170.4 $363K - $586K
6.7K $1.07M
VTV
Vanguard Value ETF

ETFs
3.59K
+ 193.74%
$153.67 - $176.74 $552K - $635K
5.45K $962K
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
Track This Portfolio

Track Edgestream Partners, L.P. Portfolio

Follow Edgestream Partners, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edgestream Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Edgestream Partners, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email