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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $7.8B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1160 New
Page 15 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OZK BANK OZK LITTLE ROCK ARK Financial Services 44,555.0 $2.1M 0.03% NEW $46.02 +4.7%
282 AON AON PLC Financial Services 5,784.0 $2.0M 0.03% NEW $352.87 -8.1%
283 PNC PNC FINL SVCS GROUP INC Financial Services 9,765.0 $2.0M 0.03% NEW $208.73 +3.9%
284 WMB WILLIAMS COS INC Energy 33,634.0 $2.0M 0.03% NEW $60.11 +29.6%
285 VBR VANGUARD INDEX FDS 9,505.0 $2.0M 0.03% NEW $211.79 +9.0%
286 HCA HCA HEALTHCARE INC Healthcare 4,278.0 $2.0M 0.03% NEW $466.90 -15.9%
287 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,139.0 $2.0M 0.03% NEW $278.92 -9.0%
288 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 21,789.0 $2.0M 0.03% NEW $91.21 +1.2%
289 HRL HORMEL FOODS CORP Consumer Defensive 83,578.0 $2.0M 0.03% NEW $23.70 -11.1%
290 DVY ISHARES TR 14,023.0 $2.0M 0.03% NEW $141.14 +9.2%
291 PWR QUANTA SVCS INC Industrials 4,686.0 $2.0M 0.03% NEW $422.07 +68.2%
292 TEL TE CONNECTIVITY PLC Technology 8,657.0 $2.0M 0.03% NEW $227.51 -11.5%
293 AVDV AMERICAN CENTY ETF TR 20,731.0 $1.9M 0.03% NEW $93.97 +15.3%
294 ISHARES TR 74,465.0 $1.9M 0.03% NEW $25.95
295 ESGD ISHARES TR 20,312.0 $1.9M 0.03% NEW $95.09 +8.2%
296 DYNF BLACKROCK ETF TRUST 31,680.0 $1.9M 0.03% NEW $60.81 +9.4%
297 MGRC MCGRATH RENTCORP Industrials 18,318.0 $1.9M 0.03% NEW $104.93 +4.5%
298 BX BLACKSTONE INC Financial Services 12,366.0 $1.9M 0.03% NEW $154.13 -23.1%
299 CBSH COMMERCE BANCSHARES INC Financial Services 36,373.0 $1.9M 0.03% NEW $52.34 -0.3%
300 RLI RLI CORP Financial Services 29,602.0 $1.9M 0.02% NEW $63.98 -17.7%
Page 15 of 58  ·  1,160 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 39.1%
Financial Services 14.6%
Consumer Cyclical 10.3%
Healthcare 8.7%
Communication Services 7.8%
Industrials 7.4%
Consumer Defensive 4.1%
Energy 2.6%
Utilities 2.2%
Real Estate 1.8%