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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 34 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IDA IDACORP INC Utilities 4,585.0 $580K 0.01% NEW $126.56 +11.9%
662 CARR CARRIER GLOBAL CORPORATION Industrials 10,968.0 $580K 0.01% NEW $52.84 +17.7%
663 WEC WEC ENERGY GROUP INC Utilities 5,495.0 $580K 0.01% NEW $105.46 +4.9%
664 GWRE GUIDEWIRE SOFTWARE INC Technology 2,877.0 $578K 0.01% NEW $201.01 -32.5%
665 WAB WABTEC Industrials 2,709.0 $578K 0.01% NEW $213.43 +21.4%
666 ACGL ARCH CAP GROUP LTD Financial Services 6,025.0 $578K 0.01% NEW $95.92 +0.2%
667 ISHARES TR 25,735.0 $576K 0.01% NEW $22.37
668 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,089.0 $575K 0.01% NEW $275.14 +11.0%
669 LEN LENNAR CORP Consumer Cyclical 5,543.0 $570K 0.01% NEW $102.80 -13.6%
670 VTRS VIATRIS INC Healthcare 45,702.0 $569K 0.01% NEW $12.45 +33.3%
671 PRI PRIMERICA INC Financial Services 2,200.0 $568K 0.01% NEW $258.38 +8.8%
672 LOPE GRAND CANYON ED INC Consumer Defensive 3,407.0 $567K 0.01% NEW $166.31 -5.7%
673 VTR VENTAS INC Real Estate 7,291.0 $564K 0.01% NEW $77.38 +14.5%
674 BURL BURLINGTON STORES INC Consumer Cyclical 1,953.0 $564K 0.01% NEW $288.85 +9.4%
675 NU NU HLDGS LTD Financial Services 33,629.0 $563K 0.01% NEW $16.74 -21.4%
676 EAT BRINKER INTL INC Consumer Cyclical 3,903.0 $560K 0.01% NEW $143.52 -4.8%
677 ENB ENBRIDGE INC Energy 11,702.0 $560K 0.01% NEW $47.83 +20.8%
678 PNFP PINNACLE FINL PARTNERS INC Financial Services 5,823.0 $556K 0.01% NEW $95.41 +1.4%
679 FHN FIRST HORIZON CORPORATION Financial Services 23,239.0 $555K 0.01% NEW $23.90 +0.8%
680 ABNB AIRBNB INC Consumer Cyclical 4,085.0 $554K 0.01% NEW $135.73 -1.1%
Page 34 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%