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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 7 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 7,035.0 $2.7M 0.03% +510.0 +7.8% $390.44 +66.0%
122 EMR EMERSON ELEC CO Industrials 20,918.0 $2.7M 0.03% +4K +21.1% $131.02 +3.0%
123 TT TRANE TECHNOLOGIES PLC Industrials 6,571.0 $2.7M 0.03% +417.0 +6.8% $416.72 +8.4%
124 PWR QUANTA SVCS INC Industrials 4,957.0 $2.7M 0.03% +271.0 +5.8% $549.03 +29.3%
125 EXPE EXPEDIA GROUP INC Consumer Cyclical 11,552.0 $2.7M 0.03% +8K +190.6% $230.89 -5.5%
126 VRT VERTIV HOLDINGS CO Industrials 10,499.0 $2.6M 0.03% +675.0 +6.9% $250.59 +26.0%
127 WDC WESTERN DIGITAL CORP Technology 9,481.0 $2.6M 0.03% +1K +16.9% $270.50 +69.9%
128 EFV ISHARES TR 34,454.0 $2.6M 0.03% +10K +40.9% $74.35 +6.2%
129 GWW WW GRAINGER INC Industrials 2,337.0 $2.5M 0.03% +1K +113.0% $1090.86 +13.6%
130 BRO BROWN & BROWN INC Financial Services 38,702.0 $2.5M 0.03% +9K +32.3% $65.21 -10.3%
131 BK BANK NEW YORK MELLON CORP Financial Services 20,950.0 $2.5M 0.03% +523.0 +2.6% $118.63 +17.2%
132 NUBD NUSHARES ETF TR 110,792.0 $2.5M 0.03% +987.0 +0.9% $22.21 -1.0%
133 BANC BANC OF CALIFORNIA INC Financial Services 139,092.0 $2.5M 0.03% +2K +1.6% $17.64 +6.6%
134 DTM DT MIDSTREAM INC Energy 18,197.0 $2.5M 0.03% +15K +461.3% $134.67 +10.8%
135 VMC VULCAN MATLS CO Basic Materials 8,983.0 $2.4M 0.03% +6K +236.9% $272.30 -3.3%
136 IBDT ISHARES TR 95,420.0 $2.4M 0.03% +21K +28.9% $25.33 -0.4%
137 RMD RESMED INC Healthcare 10,705.0 $2.4M 0.03% +7K +214.0% $224.47 -6.5%
138 UPS UNITED PARCEL SVCS INC Industrials 24,268.0 $2.4M 0.03% +13K +114.4% $98.38 +0.5%
139 SYY SYSCO CORP Consumer Defensive 33,163.0 $2.4M 0.03% +24K +251.8% $71.33 +5.8%
140 BMY BRISTOL-MYERS SQUIBB CO Healthcare 38,522.0 $2.3M 0.03% +6K +17.4% $60.65 -1.8%
Page 7 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%