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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 9 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HCA HCA HEALTHCARE INC Healthcare 4,471.0 $2.1M 0.03% +193.0 +4.5% $473.28 -17.1%
162 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,681.0 $2.1M 0.03% +542.0 +7.6% $275.18 -7.7%
163 JBHT HUNT J B TRANS SVCS INC Industrials 9,965.0 $2.1M 0.03% +9K +729.7% $211.90 +22.3%
164 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 22,748.0 $2.1M 0.03% +959.0 +4.4% $92.31 +0.0%
165 AVDV AMERICAN CENTY ETF TR 20,865.0 $2.1M 0.03% +134.0 +0.7% $99.86 +8.5%
166 VLO VALERO ENERGY CORP Energy 8,404.0 $2.1M 0.03% +673.0 +8.7% $247.11 +2.7%
167 IWD ISHARES TR 9,696.0 $2.1M 0.03% +5K +87.3% $213.68 +9.8%
168 NOC NORTHROP GRUMMAN CORP Industrials 3,036.0 $2.1M 0.03% +532.0 +21.2% $682.16 -19.1%
169 ALL ALLSTATE CORP Financial Services 9,967.0 $2.1M 0.03% +2K +27.6% $207.32 +3.4%
170 AVB AVALONBAY CMNTYS INC Real Estate 12,639.0 $2.1M 0.03% +865.0 +7.3% $163.36 +12.7%
171 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,084.0 $2.1M 0.03% +594.0 +9.2% $290.30 +3.0%
172 XLK SELECT SECTOR SPDR TR 15,213.0 $2.0M 0.03% +11K +226.2% $132.90 +34.4%
173 MDLZ MONDELEZ INTL INC Consumer Defensive 34,419.0 $2.0M 0.02% +4K +14.9% $57.69 +6.6%
174 RLI RLI CORP Financial Services 34,207.0 $2.0M 0.02% +5K +15.6% $57.04 -7.7%
175 CBSH COMMERCE BANCSHARES INC Financial Services 39,511.0 $1.9M 0.02% +3K +8.6% $49.20 +6.1%
176 CI THE CIGNA GROUP Healthcare 7,120.0 $1.9M 0.02% +1K +21.7% $266.77 +5.7%
177 IBDU ISHARES TR 81,553.0 $1.9M 0.02% +8K +11.1% $23.26 -0.5%
178 EQIX EQUINIX INC Real Estate 1,929.0 $1.9M 0.02% +282.0 +17.1% $980.42 +10.0%
179 CMCSA COMCAST CORP NEW Communication Services 65,830.0 $1.9M 0.02% +9K +15.4% $28.71 -12.6%
180 VST VISTRA CORP Utilities 12,505.0 $1.9M 0.02% +979.0 +8.5% $150.33 -4.2%
Page 9 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%