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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 17 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SYF SYNCHRONY FINANCIAL Financial Services 10,988.0 $747K 0.01% +427.0 +4.0% $68.02 +5.9%
322 WAB WABTEC Industrials 2,991.0 $747K 0.01% +282.0 +10.4% $249.89 +3.7%
323 FSLR FIRST SOLAR INC Energy 3,743.0 $738K 0.01% +50.0 +1.4% $197.26 +26.2%
324 ROP ROPER TECHNOLOGIES INC Industrials 2,083.0 $737K 0.01% +533.0 +34.4% $353.81 -7.0%
325 FDS FACTSET RESH SYS INC Financial Services 3,375.0 $732K 0.01% +1K +68.5% $217.01 +3.7%
326 CSL CARLISLE COS INC Industrials 2,190.0 $731K 0.01% +307.0 +16.3% $333.65 -0.4%
327 TROW PRICE T ROWE GROUP INC Financial Services 8,018.0 $723K 0.01% +1K +20.9% $90.14 +13.0%
328 RJF RAYMOND JAMES FINL INC Financial Services 4,988.0 $722K 0.01% +478.0 +10.6% $144.78 +5.0%
329 KEY KEYCORP Financial Services 35,993.0 $722K 0.01% +6K +18.9% $20.05 +7.2%
330 HII HUNTINGTON INGALLS INDS INC Industrials 1,893.0 $719K 0.01% +744.0 +64.8% $379.97 -16.4%
331 THC TENET HEALTHCARE CORP Healthcare 3,809.0 $719K 0.01% +27.0 +0.7% $188.71 -0.7%
332 VRSK VERISK ANALYTICS INC Industrials 3,788.0 $719K 0.01% +1K +37.5% $189.74 -10.1%
333 AEE AMEREN CORP Utilities 6,496.0 $714K 0.01% +479.0 +8.0% $109.92 -0.1%
334 ATI ATI INC Industrials 4,903.0 $713K 0.01% +1K +42.8% $145.46 +10.3%
335 STT STATE STR CORP Financial Services 5,628.0 $712K 0.01% +569.0 +11.2% $126.57 +21.7%
336 CACI CACI INTL INC Technology 1,302.0 $708K 0.01% +61.0 +4.9% $543.87 -9.9%
337 L LOEWS CORP Financial Services 6,605.0 $705K 0.01% +973.0 +17.3% $106.74 +2.3%
338 RPM RPM INTL INC Basic Materials 7,062.0 $702K 0.01% +1K +26.0% $99.41 -0.9%
339 DXCM DEXCOM INC Healthcare 11,170.0 $701K 0.01% +5K +91.3% $62.80 +14.5%
340 CCL CARNIVAL CORP Consumer Cyclical 26,948.0 $697K 0.01% +4K +18.2% $25.88 +1.2%
Page 17 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%