Stock Taper 
EDGESTREAM PARTNERS, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Illinois Tool Works Inc. | ITW | 8.38K | $2.27M |
 Paycom Software, Inc. | PAYC | 8.4K | $1.06M |
 Graham Holdings Company | GHC | 8.43K | $9.62M |
 QUALCOMM Incorporated | QCOM | 8.45K | $1.56M |
 Coherent, Inc. | COHR | 8.67K | $3.42M |
 Axsome Therapeutics, Inc. | AXSM | 8.72K | $2.13M |
 CME Group Inc. | CME | 8.72K | $1.93M |
 Advanced Micro Devices, Inc. | AMD | 8.76K | $5.09M |
 Micron Technology, Inc. | MU | 8.79K | $10.14M |
 Jabil Inc. | JBL | 8.86K | $3.41M |
 Ryman Hospitality Properties, Inc. | RHP | 8.87K | $1.14M |
 Steel Dynamics, Inc. | STLD | 8.88K | $2.04M |
 Churchill Downs Incorporated | CHDN | 8.97K | $803.71K |
 Guidewire Software, Inc. | GWRE | 9.09K | $1.12M |
 Yum! Brands, Inc. | YUM | 9.16K | $1.46M |
 United Therapeutics Corporation | UTHR | 9.18K | $4.97M |
 CNO Financial Group, Inc. | CNO | 9.18K | $467.94K |
 GATX Corporation | GATX | 9.23K | $1.64M |
 Intapp, Inc. | INTA | 9.24K | $232.97K |
 Boise Cascade Company | BCC | 9.26K | $719.01K |