Edgestream Partners, L.P. holds a diversified book of 859 stocks worth $3.0B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Dominion Energy Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 1% of the equity book. Cloning the disclosed picks since 2014 would be +289% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1535061/holdings"
Use Arkolith to show Edgestream Partners, L.P.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +343.7%, a 54.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Edgestream Partners, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $25.5M | 146.5K | 0.8% | ▼−13% Reduced · −21K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $18.8M | 29.0K | 0.6% | ▼−71% Reduced · −73K sh | |
| 3 | Dominion Energy Inc COM | $15.2M | 245.6K | 0.5% | ▲New New position | |
| 4 | Goldman Sachs Group Inc COM | $15.1M | 17.9K | 0.5% | ▲+0.7% Added · +119 sh | |
| 5 | Evergy Inc COM | $15.1M | 184.3K | 0.5% | ▲+16% Added · +25K sh | |
| 6 | Popular Inc COM NEW | $14.9M | 111.1K | 0.5% | ▼−2.5% Reduced · −3K sh | |
| 7 | Incyte Corp COM | $14.8M | 157.5K | 0.5% | ▲14× Added · +146K sh | |
| 8 | State STR Corp COM | $14.5M | 114.4K | 0.5% | ▲+52% Added · +39K sh | |
| 9 | Portland Gen Elec Co COM NEW | $14.2M | 269.1K | 0.5% | ▲+127% Added · +150K sh | |
| 10 | Vici Pptys Inc COM | $14.2M | 518.2K | 0.5% | ▲+166% Added · +323K sh | |
| 11 | Morgan Stanley COM NEW | $14.0M | 85.1K | 0.5% | ▲+49% Added · +28K sh | |
| 12 | DT Midstream Inc COMMON STOCK | $14.0M | 103.7K | 0.5% | ▲16× Added · +97K sh | |
| 13 | Northern TR Corp COM | $13.8M | 98.8K | 0.5% | ▲+0.9% Added · +867 sh | |
| 14 | Microsoft Corp COM | $13.7M | 37.1K | 0.5% | ▼−17% Reduced · −8K sh | |
| 15 | Reinsurance Group Amer Inc COM NEW | $13.2M | 64.5K | 0.4% | ▲+402% Added · +52K sh | |
| 16 | First Bancorp Corporation COM NEW | $13.0M | 608.0K | 0.4% | ▲+47% Added · +194K sh | |
| 17 | Autozone Inc COM | $12.9M | 3.8K | 0.4% | ▲+165% Added · +2K sh | |
| 18 | Cathay Gen Bancorp COM | $12.7M | 254.1K | 0.4% | ▼−2.3% Reduced · −6K sh | |
| 19 | Cal Maine Foods Inc COM NEW | $12.2M | 154.6K | 0.4% | ▲+64% Added · +61K sh | |
| 20 | Hilton Worldwide Hldgs Inc COM | $12.1M | 39.8K | 0.4% | ▲+4.8% Added · +2K sh | |
| 21 | Exelon Corp COM | $12.1M | 246.5K | 0.4% | ▲+274% Added · +181K sh | |
| 22 | Nisource Inc COM | $11.9M | 255.3K | 0.4% | ▼−4.4% Reduced · −12K sh | |
| 23 | Verra Mobility Corp CL A COM STK | $11.7M | 818.6K | 0.4% | ▲+42% Added · +240K sh | |
| 24 | Zions Bancorporation Natl As COM | $11.5M | 199.7K | 0.4% | ▲+75% Added · +85K sh | |
| 25 | Copart Inc COM | $11.4M | 342.5K | 0.4% | ▲+40% Added · +97K sh | |
| 26 | Spire Inc COM | $11.4M | 125.5K | 0.4% | ▲+226% Added · +87K sh | |
| 27 | Ralph Lauren Corp CL A | $11.3M | 33.0K | 0.4% | ▲+88% Added · +15K sh | |
| 28 | Magnolia Oil & Gas Corp CL A | $11.1M | 353.0K | 0.4% | ▲+46% Added · +111K sh | |
| 29 | Appfolio Inc COM CL A | $11.1M | 70.1K | 0.4% | ▲+91% Added · +33K sh | |
| 30 | Jackson Financial Inc COM CL A | $10.9M | 103.4K | 0.4% | ▲+18% Added · +16K sh | |
| 31 | Agree Rlty Corp COM | $10.8M | 143.3K | 0.4% | ▲New New position | |
| 32 | Antero Resources Corp COM | $10.8M | 254.3K | 0.4% | ▲12× Added · +233K sh | |
| 33 | Graham Hldgs Co COM CL B | $10.7M | 10.2K | 0.4% | ▲+9.5% Added · +883 sh | |
| 34 | Northwest Nat Hldg Co COM | $10.7M | 201.7K | 0.4% | ▲+54% Added · +71K sh | |
| 35 | Avalonbay Cmntys Inc COM | $10.7M | 65.6K | 0.4% | ▼−16% Reduced · −12K sh | |
| 36 | Booking Holdings Inc COM | $10.7M | 2.5K | 0.3% | ▲+599% Added · +2K sh | |
| 37 | Renaissancere Hldgs Ltd COM | $10.6M | 35.7K | 0.3% | ▼−13% Reduced · −6K sh | |
| 38 | Wabtec COM | $10.6M | 42.5K | 0.3% | ▲New New position | |
| 39 | Autonation Inc COM | $10.5M | 53.9K | 0.3% | ▲+54% Added · +19K sh | |
| 40 | Dana Inc COM | $10.5M | 311.9K | 0.3% | ▲+16% Added · +44K sh | |
| 41 | Asbury Automotive Group Inc COM | $10.4M | 53.3K | 0.3% | ▲+10% Added · +5K sh | |
| 42 | Brookfield Renewable Corp CL A EX SUB VTG | $10.3M | 257.7K | 0.3% | ▲New New position | |
| 43 | Core & Main Inc CL A | $10.0M | 201.6K | 0.3% | ▲+818% Added · +180K sh | |
| 44 | Amcor PLC COM NEW | $9.9M | 250.0K | 0.3% | ▲New New position | |
| 45 | General MTRS Co COM | $9.9M | 133.1K | 0.3% | ▲+11% Added · +14K sh | |
| 46 | Mettler Toledo International COM | $9.9M | 7.8K | 0.3% | ▼−12% Reduced · −1K sh | |
| 47 | MKS Inc. COM | $9.8M | 42.7K | 0.3% | ▼−27% Reduced · −16K sh | |
| 48 | Southern Co COM | $9.7M | 100.8K | 0.3% | ▲19× Added · +95K sh | |
| 49 | Fluor Corp COM | $9.7M | 208.4K | 0.3% | ▲+39% Added · +58K sh | |
| 50 | Avista Corp COM | $9.5M | 237.6K | 0.3% | ▼−12% Reduced · −31K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 859 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 925 | $3.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 842 | $3.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 827 | $3.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 813 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 829 | $2.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 813 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 815 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 783 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 800 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 796 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 703 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 534 | $905.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 489 | $889.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 435 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 494 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 523 | $1.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 468 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 476 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 433 | $1.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 369 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 351 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 281 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 294 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.