Edgestream Partners, L.P.
Sector Allocation
- Financials16.5%$555.5M
- Technology13.9%$469.3M
- Industrials12.3%$413.0M
- Other9.6%$322.2M
- Consumer Discretionary9.6%$321.5M
- Healthcare7.9%$267.5M
- Energy7.7%$258.7M
- Real Estate7.3%$246.8M
- Materials5.0%$167.3M
- Utilities4.5%$151.8M
AUM History
13fpro.ai/research/fund/edgestream-partners-l-p-1535061
Conviction and streaks
Stable · top 10 = 5.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$38.6MNVDA
$30.2M- ISHARES$22.5M
- ISHARES$16.5M
- ISHARES$16.2M
NI
$15.3MDTM
$15.1MAM
$15.0MTOL
$14.7MATO
$14.5MNTRS
$14.2MBPOP
$14.0MATR
$13.9MWTM
$13.6MAEE
$13.5MCATY
$13.4MEVRG
$13.4MCRC
$13.2MSPG
$12.7MBRX
$12.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/edgestream-partners-l-p-1535061
Edgestream Partners, L.P. 13F holdings — Q2 2026
$3.4B portfolio (+10.5% QoQ) · 936 holdings · Q2 2026 13F · top 10 are 6% of the stock portfolio
$38.6M
1.1% of stocks
+78%This quarter-0.7%Since filed10+ qtrsHeld$30.2M
0.9% of stocks
+3%This quarter-0.7%Since filed10+ qtrsHeld- 3
ISHARES TR - IBOXX HI YD ETF
$22.5M
0.7% of stocks
+142%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - IBOXX INV CP ETF
$16.5M
0.5% of stocks
+209%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 20 YR TR BD ETF
$16.2M
0.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $15.3M
0.5% of stocks
+26%This quarter+3.4%Since filed3 qtrsHeld$15.1M
0.5% of stocks
-0.9%This quarter-5.8%Since filed3 qtrsHeld$15.0M
0.5% of stocks
+219%This quarter-5.9%Since filed7 qtrsHeld$14.7M
0.4% of stocks
+48%This quarter-8.2%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$14.5M
0.4% of stocks
+105%This quarter+1.2%Since filed3 qtrsHeld
All holdings — Edgestream Partners, L.P. (Q2 2026)
936 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NORTHERN TRUST CORP | Financials | $14.2M | 0.4% | 82K | -17% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | POPULAR, INC. | Financials | $14.0M | 0.4% | 86K | -23% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | APTARGROUP, INC. | Materials | $13.9M | 0.4% | 111K | +358% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $13.6M | 0.4% | 6,578 | +110% | 6 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMEREN CORP | Utilities | $13.5M | 0.4% | 119K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CATHAY GENERAL BANCORP | Financials | $13.4M | 0.4% | 217K | -15% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Evergy, Inc. | Utilities | $13.4M | 0.4% | 155K | -16% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | California Resources Corp | Energy | $13.2M | 0.4% | 249K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SIMON PROPERTY GROUP INC. | Real Estate | $12.7M | 0.4% | 57K | +153% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Brixmor Property Group Inc. | Real Estate | $12.7M | 0.4% | 402K | +284% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Duke Energy CORP | Utilities | $12.7M | 0.4% | 100K | +99% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CONSOLIDATED EDISON INC | Utilities | $12.7M | 0.4% | 114K | +4129% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $12.5M | 0.4% | 559K | +4516% | 6 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Magnolia Oil & Gas Corp | Energy | $12.2M | 0.4% | 479K | +36% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BREAD FINANCIAL HOLDINGS, INC. | Financials | $12.0M | 0.4% | 111K | +221% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVY | Avery Dennison Corp | Materials | $12.0M | 0.4% | 74K | New | |||
| 27 | $R | RYDER SYSTEM INC | Consumer Discretionary | $11.9M | 0.3% | 45K | +0.4% | |||
| 28 | $PHM | PULTEGROUP INC/MI/ | Industrials | $11.8M | 0.3% | 86K | +14% | |||
| 29 | $FHB | FIRST HAWAIIAN, INC. | Financials | $11.8M | 0.3% | 403K | +101% | |||
| 30 | $MKSI | MKS INC | Technology | $11.8M | 0.3% | 26K | -38% | |||
| 31 | $STT | STATE STREET CORP | Financials | $11.7M | 0.3% | 69K | -40% | |||
| 32 | $FBP | FIRST BANCORP /PR/ | Financials | $11.7M | 0.3% | 448K | -26% | |||
| 33 | $ABCB | Ameris Bancorp | Financials | $11.6M | 0.3% | 129K | +108% | |||
| 34 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $11.5M | 0.3% | 22K | +266% | |||
| 35 | $NWN | Northwest Natural Holding Co | Energy | $11.5M | 0.3% | 234K | +16% | |||
| 36 | $ACT | Enact Holdings, Inc. | Financials | $11.5M | 0.3% | 251K | +22% | |||
| 37 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $11.4M | 0.3% | 154K | +118% | |||
| 38 | $ALGT | Allegiant Travel CO | Industrials | $11.4M | 0.3% | 97K | New | |||
| 39 | $CI | Cigna Group | Healthcare | $11.3M | 0.3% | 41K | +1058% | |||
| 40 | $MPC | Marathon Petroleum Corp | Energy | $11.3M | 0.3% | 44K | +105% | |||
| 41 | $LTC | LTC PROPERTIES INC | Real Estate | $11.2M | 0.3% | 291K | +51% | |||
| 42 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $11.2M | 0.3% | 34K | -15% | |||
| 43 | $BNY | Bank of New York Mellon Corp | Financials | $11.2M | 0.3% | 77K | +158% | |||
| 44 | $ECL | ECOLAB INC. | Materials | $11.1M | 0.3% | 40K | New | |||
| 45 | $SYY | SYSCO CORP | Consumer Discretionary | $10.9M | 0.3% | 131K | +357% | |||
| 46 | $MIDD | MIDDLEBY Corp | Industrials | $10.9M | 0.3% | 63K | New | |||
| 47 | $OC | Owens Corning | Materials | $10.8M | 0.3% | 68K | New | |||
| 48 | $NMIH | NMI Holdings, Inc. | Financials | $10.7M | 0.3% | 261K | +12% | |||
| 49 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $10.7M | 0.3% | 96K | New | |||
| 50 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $10.7M | 0.3% | 48K | +229% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $10.6M | 0.3% | 10K | -42% | |||
| 52 | $AMGN | AMGEN INC | Healthcare | $10.5M | 0.3% | 29K | +247% | |||
| 53 | $MA | Mastercard Inc | Financials | $10.5M | 0.3% | 20K | +52% | |||
| 54 | $BOKF | BOK FINANCIAL CORP | Financials | $10.5M | 0.3% | 75K | +54% | |||
| 55 | $O | REALTY INCOME CORP | Real Estate | $10.5M | 0.3% | 169K | +14% | |||
| 56 | $NNN | NNN REIT, INC. | Real Estate | $10.3M | 0.3% | 222K | +33% | |||
| 57 | $ROG | ROGERS CORP | Materials | $10.3M | 0.3% | 63K | -16% | |||
| 58 | $MU | MICRON TECHNOLOGY INC | Technology | $10.1M | 0.3% | 8,785 | +202% | |||
| 59 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $10.1M | 0.3% | 32K | -11% | |||
| 60 | $UHAL | U-Haul Holding Co /NV/ | Consumer Discretionary | $10.1M | 0.3% | 175K | +930% | |||
| 61 | $XEL | XCEL ENERGY INC | Utilities | $10.1M | 0.3% | 126K | +251% | |||
| 62 | $EME | EMCOR Group, Inc. | Industrials | $10.1M | 0.3% | 12K | +802% | |||
| 63 | — | ISHARES TR - CORE US AGGBD ET | — | $9.9M | 0.3% | 100K | +575% | |||
| 64 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $9.8M | 0.3% | 124K | +439% | |||
| 65 | $FTI | TechnipFMC plc | Energy | $9.8M | 0.3% | 148K | +31% | |||
| 66 | $ESNT | Essent Group Ltd. | Financials | $9.8M | 0.3% | 152K | +18% | |||
| 67 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $9.7M | 0.3% | 13K | +2% | |||
| 68 | $HCA | HCA Healthcare, Inc. | Healthcare | $9.7M | 0.3% | 25K | New | |||
| 69 | $NVR | NVR INC | Industrials | $9.7M | 0.3% | 1,417 | +13% | |||
| 70 | $PSX | Phillips 66 | Energy | $9.6M | 0.3% | 57K | New | |||
| 71 | $GHC | Graham Holdings Co | Consumer Discretionary | $9.6M | 0.3% | 8,432 | -17% | |||
| 72 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $9.6M | 0.3% | 36K | -16% | |||
| 73 | $BLDR | Builders FirstSource, Inc. | Industrials | $9.6M | 0.3% | 107K | +402% | |||
| 74 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $9.5M | 0.3% | 88K | +22% | |||
| 75 | $MTG | MGIC INVESTMENT CORP | Financials | $9.4M | 0.3% | 335K | +29% | |||
| 76 | $WMT | Walmart Inc. | Consumer Staples | $9.4M | 0.3% | 83K | +151% | |||
| 77 | $AVT | AVNET INC | Technology | $9.4M | 0.3% | 106K | +172% | |||
| 78 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $9.4M | 0.3% | 128K | New | |||
| 79 | $COO | COOPER COMPANIES, INC. | Healthcare | $9.4M | 0.3% | 131K | New | |||
| 80 | $NWBI | Northwest Bancshares, Inc. | Financials | $9.4M | 0.3% | 617K | +0.4% | |||
| 81 | $HAL | HALLIBURTON CO | Energy | $9.2M | 0.3% | 270K | +81% | |||
| 82 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $9.2M | 0.3% | 50K | -2% | |||
| 83 | $CNP | CENTERPOINT ENERGY INC | Utilities | $9.1M | 0.3% | 207K | +3321% | |||
| 84 | $TSLA | Tesla, Inc. | Consumer Discretionary | $9.1M | 0.3% | 22K | +43% | |||
| 85 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $9.0M | 0.3% | 23K | -6% | |||
| 86 | $HR | Healthcare Realty Trust Inc | Real Estate | $9.0M | 0.3% | 448K | +17% | |||
| 87 | $BKR | Baker Hughes Co | Energy | $9.0M | 0.3% | 163K | +2340% | |||
| 88 | $KMI | KINDER MORGAN, INC. | Energy | $9.0M | 0.3% | 282K | +54% | |||
| 89 | $AME | AMETEK INC/ | Industrials | $9.0M | 0.3% | 37K | +2792% | |||
| 90 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $8.9M | 0.3% | 171K | New | |||
| 91 | $AXP | AMERICAN EXPRESS CO | Financials | $8.9M | 0.3% | 26K | +17% | |||
| 92 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $8.9M | 0.3% | 186K | +130% | |||
| 93 | $DCI | DONALDSON Co INC | Industrials | $8.9M | 0.3% | 99K | +331% | |||
| 94 | $VISN | Vistance Networks, Inc. | Technology | $8.9M | 0.3% | 695K | +79% | |||
| 95 | $CUBE | CubeSmart | Real Estate | $8.8M | 0.3% | 222K | -0.3% | |||
| 96 | $MS | MORGAN STANLEY | Financials | $8.7M | 0.3% | 42K | -51% | |||
| 97 | — | ISHARES TR - 1 3 YR TREAS BD | — | $8.6M | 0.3% | 105K | +734% | |||
| 98 | $DBD | DIEBOLD NIXDORF, Inc | Technology | $8.6M | 0.3% | 101K | -10% | |||
| 99 | $INTC | INTEL CORP | Technology | $8.6M | 0.3% | 61K | -39% | |||
| 100 | $IBKR | Interactive Brokers Group, Inc. | Financials | $8.6M | 0.3% | 98K | +163% | |||
| 101 | $ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Discretionary | $8.6M | 0.3% | 43K | -20% | |||
| 102 | $EOG | EOG RESOURCES INC | Energy | $8.5M | 0.3% | 66K | +10% | |||
| 103 | $SHW | SHERWIN WILLIAMS CO | Materials | $8.5M | 0.3% | 25K | +1014% | |||
| 104 | $GOOG | Alphabet Inc. | Technology | $8.5M | 0.3% | 24K | +511% | |||
| 105 | $CTAS | CINTAS CORP | Consumer Discretionary | $8.3M | 0.3% | 49K | +123% | |||
| 106 | $XYL | Xylem Inc. | Industrials | $8.3M | 0.3% | 70K | +16% | |||
| 107 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $8.3M | 0.3% | 144K | +52% | |||
| 108 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $8.3M | 0.3% | 102K | -34% | |||
| 109 | $EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | Real Estate | $8.2M | 0.2% | 276K | +42% | |||
| 110 | $FRME | FIRST MERCHANTS CORP | Financials | $8.1M | 0.2% | 186K | +732% | |||
| 111 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $8.1M | 0.2% | 38K | +246% | |||
| 112 | $JPM | JPMORGAN CHASE & CO | Financials | $8.0M | 0.2% | 24K | +196% | |||
| 113 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $7.9M | 0.2% | 280K | +2139% | |||
| 114 | $WM | WASTE MANAGEMENT INC | Utilities | $7.9M | 0.2% | 36K | New | |||
| 115 | $TRNO | Terreno Realty Corp | Real Estate | $7.9M | 0.2% | 122K | -11% | |||
| 116 | $AROC | Archrock, Inc. | Energy | $7.9M | 0.2% | 194K | +93% | |||
| 117 | $PFGC | Performance Food Group Co | Consumer Staples | $7.9M | 0.2% | 70K | +9% | |||
| 118 | $CALY | Callaway Golf Co | Consumer Discretionary | $7.8M | 0.2% | 417K | +10% | |||
| 119 | $COR | Cencora, Inc. | Consumer Staples | $7.8M | 0.2% | 28K | +314% | |||
| 120 | $TPC | TUTOR PERINI CORP | Industrials | $7.8M | 0.2% | 94K | +440% | |||
| 121 | $RS | RELIANCE, INC. | Consumer Discretionary | $7.8M | 0.2% | 21K | +802% | |||
| 122 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $7.7M | 0.2% | 153K | +43% | |||
| 123 | $SR | SPIRE INC | Energy | $7.7M | 0.2% | 99K | -21% | |||
| 124 | — | ISHARES TR - NATIONAL MUN ETF | — | $7.7M | 0.2% | 71K | +60% | |||
| 125 | $PCVX | Vaxcyte, Inc. | Healthcare | $7.6M | 0.2% | 131K | New | |||
| 126 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $7.6M | 0.2% | 32K | +388% | |||
| 127 | $TNET | TRINET GROUP, INC. | Industrials | $7.6M | 0.2% | 153K | New | |||
| 128 | $SMPL | Simply Good Foods Co | Consumer Staples | $7.6M | 0.2% | 570K | +28% | |||
| 129 | $DBX | DROPBOX, INC. | Technology | $7.5M | 0.2% | 275K | +149% | |||
| 130 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $7.5M | 0.2% | 91K | +310% | |||
| 131 | $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Financials | $7.5M | 0.2% | 109K | -46% | |||
| 132 | — | ISHARES TR - 7-10 YR TRSY BD | — | $7.5M | 0.2% | 79K | New | |||
| 133 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $7.5M | 0.2% | 50K | +78% | |||
| 134 | $FRSH | Freshworks Inc. | Technology | $7.5M | 0.2% | 737K | +19% | |||
| 135 | $WSC | WillScot Holdings Corp | Industrials | $7.5M | 0.2% | 258K | +150% | |||
| 136 | $CVX | CHEVRON CORP | Energy | $7.4M | 0.2% | 45K | +234% | |||
| 137 | $KFY | KORN FERRY | Industrials | $7.4M | 0.2% | 112K | +50% | |||
| 138 | $CPRT | COPART INC | Consumer Discretionary | $7.3M | 0.2% | 260K | -24% | |||
| 139 | $SKYW | SKYWEST INC | Industrials | $7.3M | 0.2% | 73K | +17% | |||
| 140 | $CF | CF Industries Holdings, Inc. | Materials | $7.3M | 0.2% | 67K | +1215% | |||
| 141 | $INDB | INDEPENDENT BANK CORP | Financials | $7.3M | 0.2% | 87K | New | |||
| 142 | $MHO | M/I HOMES, INC. | Industrials | $7.2M | 0.2% | 45K | -38% | |||
| 143 | $EXEL | EXELIXIS, INC. | Healthcare | $7.2M | 0.2% | 132K | -24% | |||
| 144 | $FSLR | FIRST SOLAR, INC. | Technology | $7.2M | 0.2% | 30K | New | |||
| 145 | $SNDR | Schneider National, Inc. | Industrials | $7.2M | 0.2% | 197K | +73% | |||
| 146 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $7.2M | 0.2% | 18K | -19% | |||
| 147 | $ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | $7.2M | 0.2% | 283K | +48% | |||
| 148 | $SF | STIFEL FINANCIAL CORP | Financials | $7.1M | 0.2% | 102K | +22% | |||
| 149 | $PFS | PROVIDENT FINANCIAL SERVICES INC | Financials | $7.1M | 0.2% | 300K | New | |||
| 150 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $7.1M | 0.2% | 115K | +76% |
What changed in Q2 2026
Against the previous quarter's 13F: 316 new, 325 added to, 291 trimmed, 239 sold out. Share-count changes; largest moves by dollar size first.
New positions (316)
- ISHARES TR - 20 YR TR BD ETF$16.2M
first bought this quarter
first bought this quarter
first bought this quarter
$AVYAvery Dennison Corp$12.0M
first bought this quarter
$ALGTAllegiant Travel CO$11.4M
first bought this quarter
$ECLECOLAB INC.$11.1M
first bought this quarter
+310 more in the Excel export
Added to (325)
now $38.6M · held 10+ qtrs
- ISHARES TR - IBOXX HI YD ETF+142%
now $22.5M
$EDCONSOLIDATED EDISON INC+4129%
now $12.7M · held 4 qtrs
$NLYANNALY CAPITAL MANAGEMENT INC+4516%
now $12.5M · held 6 qtrs, 2 adds in a row
- ISHARES TR - IBOXX INV CP ETF+209%
now $16.5M
now $13.9M · held 3 qtrs, 3 adds in a row
+319 more in the Excel export
Holdings by quarter
Every 13F Edgestream Partners, L.P. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Edgestream Partners, L.P.?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Edgestream Partners, L.P.'s top 20 holdings: 65/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
49%
Last quarter; 181% over the last 4
Top 10 weight
6%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
49%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Edgestream Partners, L.P. disclosed 936 positions worth $3.4B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 1.1% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 316 new positions and exited 239 and a full exit from $AR. The portfolio is most concentrated in Financials (16.5% of disclosed assets). All figures are sourced directly from Edgestream Partners, L.P.’s Form 13F-HR filing with the SEC under CIK 1535061.
Funds like this
managers whose biggest positions overlap Edgestream Partners, L.P.'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Edgestream Partners, L.P.
13F Pro is an AI hedge fund tracker and stock research platform. For Edgestream Partners, L.P. (SEC CIK: 1535061), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Edgestream Partners, L.P.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.