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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 36 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LII LENNOX INTL INC Industrials 1,089.0 $529K 0.01% NEW $485.78 -1.1%
702 EFX EQUIFAX INC Industrials 2,434.0 $528K 0.01% NEW $216.98 -24.8%
703 GRUPO CIBEST SA 8,258.0 $525K 0.01% NEW $63.61
704 BLDR BUILDERS FIRSTSOURCE INC Industrials 5,103.0 $525K 0.01% NEW $102.89 -28.2%
705 IONS IONIS PHARMACEUTICALS INC Healthcare 6,619.0 $524K 0.01% NEW $79.11 -4.2%
706 UI UBIQUITI INC Technology 945.0 $523K 0.01% NEW $553.35 +8.3%
707 OC OWENS CORNING NEW Industrials 4,672.0 $523K 0.01% NEW $111.91 +3.7%
708 AFG AMERICAN FINL GROUP INC OHIO Financial Services 3,823.0 $523K 0.01% NEW $136.69 +0.4%
709 KNSL KINSALE CAP GROUP INC Financial Services 1,331.0 $521K 0.01% NEW $391.15 -20.2%
710 VOE VANGUARD INDEX FDS 2,935.0 $521K 0.01% NEW $177.37 +8.6%
711 AX AXOS FINANCIAL INC Financial Services 6,034.0 $520K 0.01% NEW $86.16 -0.3%
712 DLTR DOLLAR TREE INC Consumer Defensive 4,224.0 $520K 0.01% NEW $123.01 -22.2%
713 MUNI PIMCO ETF TR 9,835.0 $515K 0.01% NEW $52.41 -0.7%
714 EXR EXTRA SPACE STORAGE INC Real Estate 3,958.0 $515K 0.01% NEW $130.22 +10.5%
715 APG API GROUP CORP Industrials 13,437.0 $514K 0.01% NEW $38.26 +8.5%
716 IYC ISHARES TR 4,932.0 $509K 0.01% NEW $103.13 -1.1%
717 MDB MONGODB INC Technology 1,211.0 $508K 0.01% NEW $419.69 -24.3%
718 KIM KIMCO RLTY CORP Real Estate 25,043.0 $508K 0.01% NEW $20.27 +18.6%
719 DTE DTE ENERGY CO Utilities 3,915.0 $505K 0.01% NEW $128.97 +11.5%
720 SPLV INVESCO EXCH TRADED FD TR II 7,056.0 $504K 0.01% NEW $71.42 +3.2%
Page 36 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%