Edgestream Partners, L.P. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.48 Billion distributed in 827 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $30.6M, Microsoft Corp with a value of $29.7M, Spdr S&P 500 ETF Trust with a value of $25.4M, Invesco Qqq Trust, Series 1 with a value of $22.5M, and Apple Inc. with a value of $21.4M.
Examining the 13F form we can see an increase of $608M in the current position value, from $2.88B to 3.48B.
Edgestream Partners, L.P. is based out at Princeton, NJ
Below you can find more details about Edgestream Partners, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$3.48 Billion
Financial Services: $631 Million
Technology: $562 Million
Industrials: $499 Million
Consumer Cyclical: $366 Million
Healthcare: $312 Million
Real Estate: $230 Million
ETFs: $214 Million
Utilities: $154 Million
Other: $510 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
