Edgestream Partners, L.P.

Position in TKR — Timken Co

CIK 1535061 Princeton, NJ

Position in TKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,517,853

+$2,213,676 QoQ

Shares Held

31,089

+10.3% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#165

of 600 holders

Holding Since

Dec 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Edgestream Partners, L.P. holds $13,469,641 across 5 Tools & Accessories names. TKR ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TKR	Timken Co This page	31,089	$4,517,853
2	KMT	Kennametal Inc	121,659	$4,264,147
3	LECO	Lincoln Electric Holdings Inc	6,611	$1,755,286
4	RBC	RBC Bearings INC	2,665	$1,716,419
5	SWK	Stanley Black & Decker, Inc.	12,919	$1,215,936

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,517,853	31,089	+10.3%	Shares	Sole	2026-08-11
2023-03-31	$2,304,177	28,196	+34.0%	Shares	Sole	2023-05-15
2022-12-31	$1,487,038	21,042	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.