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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 23 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FAST FASTENAL CO Industrials 26,454.0 $1.1M 0.01% NEW $40.13 +8.5%
442 SONY SONY GROUP CORP Technology 41,260.0 $1.1M 0.01% NEW $25.60 -10.9%
443 SAN BANCO SANTANDER SA Financial Services 89,050.0 $1.0M 0.01% NEW $11.73 +5.5%
444 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 11,566.0 $1.0M 0.01% NEW $90.03 +4.9%
445 IQVIA HLDGS INC 4,579.0 $1.0M 0.01% NEW $225.41
446 SLB SLB LIMITED Energy 26,776.0 $1.0M 0.01% NEW $38.38 +49.2%
447 XYL XYLEM INC Industrials 7,497.0 $1.0M 0.01% NEW $136.20 -20.5%
448 CNC CENTENE CORP DEL Healthcare 24,750.0 $1.0M 0.01% NEW $41.15 +40.4%
449 DOV DOVER CORP Industrials 5,208.0 $1.0M 0.01% NEW $195.24 +6.4%
450 JBL JABIL INC Technology 4,420.0 $1.0M 0.01% NEW $228.02 +56.3%
451 ULTA ULTA BEAUTY INC Consumer Cyclical 1,664.0 $1.0M 0.01% NEW $604.93 -18.5%
452 SPXC SPX TECHNOLOGIES INC Industrials 5,024.0 $1.0M 0.01% NEW $200.06 +2.7%
453 VYM VANGUARD WHITEHALL FDS 6,996.0 $1.0M 0.01% NEW $143.52 +9.6%
454 DASH DOORDASH INC Communication Services 4,431.0 $1.0M 0.01% NEW $226.48 -29.7%
455 PRU PRUDENTIAL FINL INC Financial Services 8,877.0 $1.0M 0.01% NEW $112.88 -8.6%
456 INGERSOLL RAND INC 12,544.0 $994K 0.01% NEW $79.22
457 CFR CULLEN FROST BANKERS INC Financial Services 7,797.0 $987K 0.01% NEW $126.64 +9.8%
458 NET CLOUDFLARE INC Technology 4,955.0 $977K 0.01% NEW $197.14 +7.9%
459 POCT INNOVATOR ETFS TRUST 22,196.0 $975K 0.01% NEW $43.92 +4.7%
460 MRVL MARVELL TECHNOLOGY INC Technology 11,456.0 $974K 0.01% NEW $84.98 +124.4%
Page 23 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%