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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $8.1B AUM 1,371 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 583 Added 413 Reduced 88 Exited
Page 11 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GM GENERAL MTRS CO Consumer Cyclical 21,460.0 $1.6M 0.02% +437.0 +2.1% $74.50 +3.6%
202 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,712.0 $1.6M 0.02% +195.0 +7.8% $588.60 -8.6%
203 VONG VANGUARD SCOTTSDALE FDS 14,551.0 $1.6M 0.02% +102.0 +0.7% $109.69 +17.0%
204 NVO NOVO-NORDISK A S Healthcare 43,342.0 $1.6M 0.02% +645.0 +1.5% $36.75 +20.8%
205 MRVL MARVELL TECHNOLOGY INC Technology 15,939.0 $1.6M 0.02% +4K +39.1% $99.05 +92.5%
206 JEPI J P MORGAN EXCHANGE TRADED F 27,447.0 $1.6M 0.02% +2K +7.9% $56.68 -1.1%
207 MSI MOTOROLA SOLUTIONS INC Technology 3,575.0 $1.6M 0.02% +681.0 +23.5% $434.04 -7.8%
208 SRE SEMPRA Utilities 15,899.0 $1.5M 0.02% +609.0 +4.0% $97.28 -6.0%
209 SHOP SHOPIFY INC Technology 12,943.0 $1.5M 0.02% +109.0 +0.8% $118.62 -11.5%
210 ISHARES TR 32,946.0 $1.5M 0.02% +6K +24.3% $46.23
211 LYG LLOYDS BANKING GROUP PLC Financial Services 292,419.0 $1.5M 0.02% +26K +9.7% $5.03 +7.6%
212 ROST ROSS STORES INC Consumer Cyclical 6,770.0 $1.5M 0.02% +160.0 +2.4% $216.60 -1.8%
213 CTVA CORTEVA INC Basic Materials 17,440.0 $1.5M 0.02% +961.0 +5.8% $83.71 -5.6%
214 ISPY PROSHARES TR 33,494.0 $1.5M 0.02% +8K +33.6% $43.35 +11.6%
215 REGN REGENERON PHARMACEUTICALS Healthcare 1,874.0 $1.4M 0.02% +27.0 +1.5% $772.79 -15.9%
216 XEL XCEL ENERGY INC Utilities 18,228.0 $1.4M 0.02% +9K +97.6% $79.44 +0.5%
217 JBL JABIL INC Technology 5,450.0 $1.4M 0.02% +1K +23.3% $265.63 +34.2%
218 PAYX PAYCHEX INC Industrials 15,514.0 $1.4M 0.02% +9K +138.5% $92.12 +2.3%
219 AEP AMERICAN ELEC PWR CO INC Utilities 10,887.0 $1.4M 0.02% +767.0 +7.6% $131.08 -1.1%
220 SLB SLB LIMITED Energy 27,750.0 $1.4M 0.02% +974.0 +3.6% $51.39 +11.5%
Page 11 of 30  ·  583 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 12.6%
Consumer Cyclical 11.3%
Communication Services 7.7%
Industrials 7.5%
Healthcare 7.5%
Consumer Defensive 4.3%
Energy 3.4%
Utilities 2.1%
Real Estate 1.5%