Edgestream Partners, L.P.

CIK

1535061

City

Princeton

State / Country

NJ

Stock

AX — Axos Financial, Inc.

Top Portfolio Positions

773 positions · $2,922,392,905 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	146,491	$25,548,030	0.87%
SPY	Spdr S&P 500 ETF Trust	28,984	$18,849,454	0.65%
D	Dominion Energy, Inc Utilities	245,586	$15,182,126	0.52%
GS	Goldman Sachs Group Inc Financial Services	17,869	$15,116,995	0.52%
EVRG	Evergy, Inc. Utilities	184,292	$15,097,200	0.52%
BPOP	Popular, Inc. Financial Services	111,147	$14,912,592	0.51%
INCY	Incyte Corp Healthcare	157,472	$14,821,264	0.51%
STT	State Street Corp Financial Services	114,374	$14,475,173	0.50%
POR	Portland General Electric Co /Or/ Utilities	269,147	$14,202,887	0.49%
VICI	Vici Properties Inc. Real Estate	518,186	$14,156,841	0.48%

Portfolio Trend

25 quarters · across all stocks

Holdings in AX

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,092,130	12,835	-91.5%	Shares	Sole	2026-05-18
2025-12-31	$13,021,360	151,130	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$12,455,570	147,142	-11.0%	Shares	Sole	2025-11-12
2025-06-30	$12,568,119	165,283	+199.7%	Shares	Sole	2025-08-13
2025-03-31	$3,558,084	55,147	+11.5%	Shares	Sole	2025-05-02
2024-12-31	$3,455,130	49,465	-52.7%	Shares	Sole	2025-02-07
2024-09-30	$6,576,933	104,595	+94.8%	Shares	Sole	2024-11-14
2024-06-30	$3,069,069	53,702	-24.3%	Shares	Sole	2024-08-09
2024-03-31	$3,832,246	70,915	+82.7%	Shares	Sole	2024-05-10
2023-12-31	$2,119,408	38,817	-25.4%	Shares	Sole	2024-02-14
2023-09-30	$1,969,060	52,009	+12.1%	Shares	Sole	2023-11-15
2023-06-30	$1,830,528	46,413	—	Shares	Sole	2023-08-10
No 13F history on record for this holder in this stock.