Stock Taper 
EDGESTREAM PARTNERS, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 1K | $720.76K |
 Equinix, Inc. | EQIX | 1.01K | $1.05M |
 SiTime Corporation | SITM | 1.01K | $753.76K |
 Thermo Fisher Scientific Inc. | TMO | 1.02K | $513.39K |
 DICK'S Sporting Goods, Inc. | DKS | 1.05K | $238.6K |
 Caterpillar Inc. | CAT | 1.08K | $1.15M |
 FedEx Corporation | FDX | 1.22K | $383.27K |
 Everest Group, Ltd. | EG | 1.22K | $437.25K |
 Northrop Grumman Corporation | NOC | 1.26K | $639.69K |
 Moody's Corporation | MCO | 1.29K | $583.81K |
 Eli Lilly and Company | LLY | 1.31K | $1.57M |
 Granite Construction Incorporated | GVA | 1.32K | $208.98K |
 Johnson Controls International plc | JCI | 1.38K | $200.9K |
 The Home Depot, Inc. | HD | 1.39K | $488.81K |
 TransDigm Group Incorporated | TDG | 1.41K | $1.88M |
 NVR, Inc. | NVR | 1.42K | $9.65M |
 Roku, Inc. | ROKU | 1.48K | $203.9K |
 Vertex Pharmaceuticals Incorporated | VRTX | 1.55K | $769.43K |
 Chubb Limited | CB | 1.62K | $553.02K |
 Kirby Corporation | KEX | 1.64K | $222.45K |