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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 24 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VOT VANGUARD INDEX FDS 1,545.0 $398K 0.01% +498.0 +47.6% $257.35 +12.3%
462 FE FIRSTENERGY CORP Utilities 7,817.0 $396K 0.01% +1K +15.4% $50.66 -10.2%
463 CORPAY INC 1,354.0 $394K 0.01% +529.0 +64.1% $290.99
464 LNC LINCOLN NATL CORP IND Financial Services 11,087.0 $394K 0.01% +2K +18.3% $35.50 +1.4%
465 COKE COCA COLA CONS INC Consumer Defensive 2,050.0 $393K 0.01% +565.0 +38.0% $191.77 -8.0%
466 SOFI SOFI TECHNOLOGIES INC Financial Services 24,693.0 $392K 0.01% +11K +83.2% $15.88 -1.2%
467 CYTK CYTOKINETICS INC Healthcare 5,945.0 $392K 0.01% +625.0 +11.8% $65.91 +18.4%
468 PNR PENTAIR PLC Industrials 4,489.0 $391K 0.01% +948.0 +26.8% $87.11 -14.8%
469 RKT ROCKET COS INC Financial Services 27,218.0 $388K 0.01% +9K +53.4% $14.25 -4.4%
470 TECH BIO-TECHNE CORP Healthcare 7,389.0 $386K 0.01% +300.0 +4.2% $52.26 -10.6%
471 POR PORTLAND GEN ELEC CO Utilities 7,293.0 $385K 0.01% +3K +69.0% $52.77 -5.8%
472 ONTO ONTO INNOVATION INC Technology 1,870.0 $383K 0.01% +390.0 +26.4% $205.07 +27.5%
473 IBB ISHARES TR 2,264.0 $382K 0.01% +703.0 +45.0% $168.86 +0.1%
474 HUM HUMANA INC Healthcare 2,170.0 $376K 0.01% +713.0 +48.9% $173.39 +75.1%
475 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,158.0 $376K 0.01% +2K +64.3% $90.41 -5.6%
476 BROWN FORMAN CORP 14,145.0 $374K 0.01% +1K +7.9% $26.44
477 EGP EASTGROUP PPTYS INC Real Estate 2,014.0 $373K 0.01% +659.0 +48.6% $185.09 +10.9%
478 R RYDER SYS INC Industrials 1,815.0 $372K 0.01% +268.0 +17.3% $204.77 +14.7%
479 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,403.0 $368K 0.01% +236.0 +10.9% $153.10 -17.2%
480 VTHR VANGUARD SCOTTSDALE FDS 1,278.0 $368K 0.01% +10.0 +0.8% $287.58 +13.6%
Page 24 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%