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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 32 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LPLA LPL FINL HLDGS INC Financial Services 1,748.0 $624K 0.01% NEW $357.17 -19.4%
622 OXY OCCIDENTAL PETE CORP Energy 15,175.0 $624K 0.01% NEW $41.12 +43.1%
623 CAG CONAGRA BRANDS INC Consumer Defensive 36,041.0 $624K 0.01% NEW $17.31 -22.7%
624 SNA SNAP ON INC Industrials 1,810.0 $624K 0.01% NEW $344.60 +4.5%
625 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,428.0 $623K 0.01% NEW $256.78 +19.0%
626 EXP EAGLE MATLS INC Basic Materials 3,012.0 $623K 0.01% NEW $206.70 -3.7%
627 BKR BAKER HUGHES COMPANY Energy 13,626.0 $621K 0.01% NEW $45.54 +44.5%
628 DOW DOW INC Basic Materials 26,472.0 $619K 0.01% NEW $23.38 +53.6%
629 PTC PTC INC Technology 3,549.0 $618K 0.01% NEW $174.21 -15.1%
630 VRSK VERISK ANALYTICS INC Industrials 2,754.0 $616K 0.01% NEW $223.67 -23.7%
631 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,869.0 $614K 0.01% NEW $328.66 -22.7%
632 ILMN ILLUMINA INC Healthcare 4,650.0 $610K 0.01% NEW $131.17 +10.4%
633 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,314.0 $610K 0.01% NEW $184.02 +7.1%
634 NGG NATIONAL GRID PLC Utilities 7,879.0 $609K 0.01% NEW $77.35 +11.7%
635 IRM IRON MTN INC DEL Real Estate 7,317.0 $607K 0.01% NEW $82.95 +53.5%
636 COOPER COS INC 7,385.0 $605K 0.01% NEW $81.96
637 CSL CARLISLE COS INC Industrials 1,883.0 $602K 0.01% NEW $319.91 +3.9%
638 LH LABCORP HOLDINGS INC Healthcare 2,400.0 $602K 0.01% NEW $250.83 +2.0%
639 AEE AMEREN CORP Utilities 6,017.0 $601K 0.01% NEW $99.86 +10.0%
640 CLH CLEAN HARBORS INC Industrials 2,561.0 $601K 0.01% NEW $234.48 +20.5%
Page 32 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%