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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 19 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BAI BLACKROCK ETF TRUST 19,520.0 $643K 0.01% +3K +18.9% $32.95 +44.2%
362 EIX EDISON INTL Utilities 8,752.0 $640K 0.01% +410.0 +4.9% $73.18 -3.9%
363 SNOW SNOWFLAKE INC Technology 4,246.0 $640K 0.01% +2K +59.3% $150.83 +10.7%
364 A AGILENT TECHNOLOGIES INC Healthcare 5,582.0 $636K 0.01% +498.0 +9.8% $113.97 +0.7%
365 IT GARTNER INC Technology 4,014.0 $636K 0.01% +689.0 +20.7% $158.34 -0.7%
366 VTR VENTAS INC Real Estate 7,764.0 $635K 0.01% +473.0 +6.5% $81.78 +8.3%
367 EVRG EVERGY INC Utilities 7,710.0 $632K 0.01% +774.0 +11.2% $81.92 +2.1%
368 TYL TYLER TECHNOLOGIES INC Technology 1,839.0 $630K 0.01% +998.0 +118.7% $342.38 -7.3%
369 FN FABRINET Technology 1,201.0 $626K 0.01% +181.0 +17.8% $521.52 +34.8%
370 LII LENNOX INTL INC Industrials 1,346.0 $625K 0.01% +257.0 +23.6% $464.28 +3.5%
371 TWLO TWILIO INC Communication Services 4,927.0 $620K 0.01% +137.0 +2.9% $125.82 +50.5%
372 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,172.0 $620K 0.01% +363.0 +12.9% $195.42 +6.3%
373 LAMR LAMAR ADVERTISING CO Real Estate 4,852.0 $615K 0.01% +1K +34.9% $126.68 +20.5%
374 ACGL ARCH CAP GROUP LTD Financial Services 6,381.0 $613K 0.01% +356.0 +5.9% $95.99 +0.1%
375 BLD TOPBUILD COR Industrials 1,743.0 $612K 0.01% +108.0 +6.6% $351.30 +17.0%
376 ESGE ISHARES INC 13,464.0 $612K 0.01% +94.0 +0.7% $45.47 +15.8%
377 BRX BRIXMOR PPTY GROUP INC Real Estate 21,256.0 $612K 0.01% +3K +14.0% $28.80 +7.2%
378 CCI CROWN CASTLE INC Real Estate 7,445.0 $605K 0.01% +826.0 +12.5% $81.30 +13.2%
379 ILMN ILLUMINA INC Healthcare 4,907.0 $605K 0.01% +257.0 +5.5% $123.26 +17.5%
380 NTRA NATERA INC Healthcare 2,989.0 $598K 0.01% +1K +57.8% $199.99 +1.8%
Page 19 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%