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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 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMH VANECK ETF TRUST 939.0 $360K 0.00% NEW $383.43 +48.0%
22 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,715.0 $356K 0.00% NEW $131.01 -2.9%
23 OVV OVINTIV INC Energy 5,979.0 $355K 0.00% NEW $59.36 -0.8%
24 PNW PINNACLE WEST CAP CORP Utilities 3,449.0 $347K 0.00% NEW $100.75 +1.2%
25 STRL STERLING INFRASTRUCTURE INC Industrials 846.0 $345K 0.00% NEW $407.27 +84.6%
26 PHG KONINKLIJKE PHILIPS N V Healthcare 11,930.0 $327K 0.00% NEW $27.40 -2.4%
27 USO UNITED STS OIL FD LP Financial Services 2,500.0 $318K 0.00% NEW $127.25 +13.4%
28 MTG MGIC INVT CORP WIS Financial Services 12,022.0 $316K 0.00% NEW $26.25 -0.3%
29 MOOG INC 1,059.0 $310K 0.00% NEW $292.66
30 FNWB FIRST NORTHWEST BANCORP Financial Services 35,527.0 $308K 0.00% NEW $8.68 +12.0%
31 PAYC PAYCOM SOFTWARE INC Technology 2,523.0 $307K 0.00% NEW $121.54 +10.5%
32 IGV ISHARES TR 3,771.0 $302K 0.00% NEW $80.05 +15.5%
33 DORM DORMAN PRODS INC Consumer Cyclical 2,840.0 $296K 0.00% NEW $104.36 +13.7%
34 SLAB SILICON LABORATORIES INC Technology 1,414.0 $294K 0.00% NEW $208.15 +4.2%
35 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,676.0 $287K 0.00% NEW $61.32 +4.7%
36 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,447.0 $286K 0.00% NEW $18.52 -9.9%
37 JHG JANUS HENDERSON GROUP PLC Financial Services 5,569.0 $286K 0.00% NEW $51.37 +0.6%
38 FFIV F5 INC Technology 970.0 $281K 0.00% NEW $289.33 +32.6%
39 LMUB ISHARES TR 5,550.0 $277K 0.00% NEW $49.93 +0.0%
40 TW TRADEWEB MKTS INC Financial Services 2,328.0 $274K 0.00% NEW $117.66 -9.3%
Page 2 of 6  ·  120 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%