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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 6 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC Technology 23,547.0 $3.2M 0.04% +4K +20.2% $135.97 +41.1%
102 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,178.0 $3.2M 0.04% +3K +128.4% $616.74 +7.9%
103 AXON AXON ENTERPRISE INC Industrials 7,426.0 $3.2M 0.04% +338.0 +4.8% $424.69 -8.2%
104 CB CHUBB LTD SWITZ Financial Services 9,662.0 $3.1M 0.04% +1K +11.8% $325.98 +1.3%
105 WELL WELLTOWER INC Real Estate 15,904.0 $3.1M 0.04% +2K +12.7% $197.72 +10.6%
106 IBMQ ISHARES TR 122,804.0 $3.1M 0.04% +8K +6.8% $25.53 -0.2%
107 MO ALTRIA GROUP INC Consumer Defensive 47,288.0 $3.1M 0.04% +809.0 +1.7% $65.99 +11.7%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 14,087.0 $3.1M 0.04% +524.0 +3.9% $216.58 -4.2%
109 LMT LOCKHEED MARTIN CORP Industrials 4,984.0 $3.0M 0.04% +96.0 +2.0% $604.44 -13.5%
110 ANET ARISTA NETWORKS INC Technology 24,472.0 $3.0M 0.04% +1K +5.1% $122.78 +21.0%
111 COF CAPITAL ONE FINL CORP Financial Services 16,381.0 $3.0M 0.04% +353.0 +2.2% $182.44 +2.3%
112 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,537.0 $2.9M 0.04% +535.0 +8.9% $446.54 -3.6%
113 TOL TOLL BROTHERS INC Consumer Cyclical 21,369.0 $2.9M 0.04% +12K +127.3% $136.47 -0.1%
114 NVS NOVARTIS AG Healthcare 18,910.0 $2.9M 0.04% +6K +41.9% $152.75 -0.6%
115 SANDISK CORP 4,468.0 $2.8M 0.04% +841.0 +23.2% $635.27
116 VXUS VANGUARD STAR FDS 36,808.0 $2.8M 0.04% +8K +25.7% $77.11 +9.7%
117 WMB WILLIAMS COS INC Energy 38,708.0 $2.8M 0.04% +5K +15.1% $72.78 +7.0%
118 DLN WISDOMTREE TR 31,359.0 $2.8M 0.04% +1K +4.5% $89.33 +7.0%
119 PANW PALO ALTO NETWORKS INC Technology 17,436.0 $2.8M 0.03% +2K +14.2% $160.32 +57.8%
120 IBMP ISHARES TR 108,914.0 $2.8M 0.03% +5K +4.8% $25.44 -0.4%
Page 6 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%