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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 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BE BLOOM ENERGY CORP Industrials 2,004.0 $272K 0.00% NEW $135.49 +127.2%
42 XLG INVESCO EXCHANGE TRADED FD T 4,924.0 $269K 0.00% NEW $54.55 +16.4%
43 RECS COLUMBIA ETF TR I 6,803.0 $265K 0.00% NEW $38.98 +10.4%
44 JD JD.COM INC Consumer Cyclical 8,908.0 $263K 0.00% NEW $29.57 +6.4%
45 SUI SUN CMNTYS INC Real Estate 2,082.0 $262K 0.00% NEW $125.93 -2.3%
46 THG HANOVER INS GROUP INC Financial Services 1,509.0 $262K 0.00% NEW $173.35 +12.2%
47 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,743.0 $254K 0.00% NEW $92.76 +50.2%
48 MAS MASCO CORP Industrials 4,213.0 $254K 0.00% NEW $60.37 +11.2%
49 SSD SIMPSON MFG INC Industrials 1,476.0 $253K 0.00% NEW $171.67 +7.8%
50 FORM FORMFACTOR INC Technology 2,577.0 $250K 0.00% NEW $96.99 +32.0%
51 SKM SK TELECOM CO LTD Communication Services 8,452.0 $248K 0.00% NEW $29.29 +29.6%
52 IEO ISHARES TR 1,963.0 $245K 0.00% NEW $124.90 -5.4%
53 AVT AVNET INC Technology 3,966.0 $244K 0.00% NEW $61.63 +35.3%
54 FR FIRST INDL RLTY TR INC Real Estate 4,212.0 $244K 0.00% NEW $57.85 +7.9%
55 CNI CANADIAN NATL RY CO Industrials 2,367.0 $243K 0.00% NEW $102.78 +11.1%
56 AIR LEASE CORP 3,713.0 $241K 0.00% NEW $64.94
57 GNRC GENERAC HLDGS INC Industrials 1,227.0 $240K 0.00% NEW $195.33 +26.9%
58 MFC MANULIFE FINL CORP Financial Services 6,950.0 $239K 0.00% NEW $34.44 +13.3%
59 RBLX ROBLOX CORP Technology 4,214.0 $238K 0.00% NEW $56.56 -19.0%
60 TTC TORO CO Industrials 2,538.0 $237K 0.00% NEW $93.46 -4.6%
Page 3 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%