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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 25 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CHE CHEMED CORP NEW Healthcare 972.0 $367K 0.01% +60.0 +6.6% $377.70 +16.9%
482 POWL POWELL INDS INC Industrials 675.0 $365K 0.01% +35.0 +5.5% $541.27 -49.9%
483 RKLB ROCKET LAB CORP Industrials 5,599.0 $360K 0.00% +2K +39.9% $64.22 +109.1%
484 TXT TEXTRON INC Industrials 4,070.0 $356K 0.00% +347.0 +9.3% $87.56 +2.2%
485 AOA ISHARES TR 3,867.0 $342K 0.00% +1K +50.7% $88.50 +9.2%
486 PFXF VANECK ETF TRUST 19,418.0 $341K 0.00% +3K +17.4% $17.54 +5.1%
487 NXT NEXTPOWER INC Technology 2,817.0 $340K 0.00% +187.0 +7.1% $120.55 +0.4%
488 AYI ACUITY INC Industrials 1,211.0 $339K 0.00% +260.0 +27.3% $280.22 +0.3%
489 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 4,559.0 $339K 0.00% +777.0 +20.5% $74.38 -32.5%
490 CRUS CIRRUS LOGIC INC Technology 2,338.0 $338K 0.00% +151.0 +6.9% $144.62 +15.2%
491 PINS PINTEREST INC Communication Services 18,393.0 $337K 0.00% +4K +32.1% $18.34 +2.6%
492 EXEL EXELIXIS INC Healthcare 7,836.0 $336K 0.00% +1K +15.5% $42.89 +15.8%
493 WCC WESCO INTL INC Industrials 1,228.0 $336K 0.00% +26.0 +2.2% $273.63 +27.9%
494 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,546.0 $334K 0.00% +512.0 +49.5% $215.83 -31.0%
495 BROS DUTCH BROS INC Consumer Cyclical 6,546.0 $332K 0.00% +3K +94.8% $50.66 +5.5%
496 IP INTERNATIONAL PAPER CO Consumer Cyclical 9,188.0 $328K 0.00% +3K +39.8% $35.70 -11.8%
497 MDB MONGODB INC Technology 1,324.0 $324K 0.00% +113.0 +9.3% $244.77 +29.7%
498 MANH MANHATTAN ASSOCIATES INC Technology 2,428.0 $323K 0.00% +490.0 +25.3% $133.12 +1.1%
499 ALK ALASKA AIR GROUP INC Industrials 8,775.0 $323K 0.00% +3K +56.8% $36.78 +11.7%
500 NOV NOV INC Energy 17,144.0 $322K 0.00% +4K +32.5% $18.81 +10.9%
Page 25 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%