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Natalie Gall

Edgestream Partners, L.p.

Assets Managed
$3.048B
Holdings
859
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-14.24%(2Q avg: -5.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Edgestream Partners, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 859 positions.

Assets under management

The assets under management (AUM) of Edgestream Partners, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.048B in assets, with a quarterly growth rate of -14.24% and a 2-quarter average growth rate of -5.18%. The portfolio is managed by Natalie Gall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -12.67%
0.84%
$25.548M
146,491 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -71.45%
0.62%
$18.849M
28,984 shares@ $650.35 avg price
D
Dominion Energy Inc
Recent Activity
New Position
0.5%
$15.182M
245,586 shares@ $61.83 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 0.68%
0.5%
$15.117M
17,869 shares@ $845.99 avg price
EVRG
Evergy Inc
Recent Activity
Increased 15.75%
0.5%
$15.097M
184,292 shares@ $81.93 avg price
BPOP
Popular Inc
Recent Activity
Decreased -2.45%
0.49%
$14.913M
111,147 shares@ $134.18 avg price
INCY
Incyte Corp
Recent Activity
Increased 1318.03%
0.49%
$14.821M
157,472 shares@ $94.13 avg price
STT
State Street Corp
Recent Activity
Increased 51.55%
0.48%
$14.475M
114,374 shares@ $126.56 avg price
POR
Portland General Electric Co
Recent Activity
Increased 126.75%
0.47%
$14.203M
269,147 shares@ $52.77 avg price
VICI
Vici Properties Inc
Recent Activity
Increased 166.03%
0.47%
$14.157M
518,186 shares@ $27.33 avg price

1-10 of 859