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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 44 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CYTK CYTOKINETICS INC Healthcare 5,320.0 $338K 0.00% NEW $63.54 +22.9%
862 MANH MANHATTAN ASSOCIATES INC Technology 1,938.0 $336K 0.00% NEW $173.31 -22.4%
863 ARM ARM HOLDINGS PLC Technology 3,065.0 $335K 0.00% NEW $109.30 +172.9%
864 SCCO SOUTHERN COPPER CORP Basic Materials 2,330.0 $334K 0.00% NEW $143.47 +21.3%
865 TTD THE TRADE DESK INC Technology 8,800.0 $334K 0.00% NEW $37.96 -44.6%
866 ARW ARROW ELECTRS INC Technology 3,025.0 $333K 0.00% NEW $110.18 +93.2%
867 E ENI S P A Energy 8,740.0 $332K 0.00% NEW $37.94 +45.3%
868 TPH TRI POINTE HOMES INC Consumer Cyclical 10,507.0 $331K 0.00% NEW $31.47 +49.2%
869 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,593.0 $330K 0.00% NEW $71.79 +7.5%
870 FRONTIER COMMUNICATIONS PARE 8,640.0 $329K 0.00% NEW $38.07
871 FSS FEDERAL SIGNAL CORP Industrials 3,023.0 $328K 0.00% NEW $108.58 +2.8%
872 IVZ INVESCO LTD Financial Services 12,458.0 $327K 0.00% NEW $26.27 +2.7%
873 RGEN REPLIGEN CORP Healthcare 1,992.0 $326K 0.00% NEW $163.86 -31.8%
874 PCG PG&E CORP Utilities 20,212.0 $325K 0.00% NEW $16.07 +2.3%
875 TXT TEXTRON INC Industrials 3,723.0 $325K 0.00% NEW $87.17 +2.7%
876 GXO GXO LOGISTICS INCORPORATED Industrials 6,161.0 $324K 0.00% NEW $52.64 -11.2%
877 AKAM AKAMAI TECHNOLOGIES INC Technology 3,703.0 $323K 0.00% NEW $87.25 +67.6%
878 NYT NEW YORK TIMES CO Communication Services 4,637.0 $322K 0.00% NEW $69.42 +7.0%
879 CVNA CARVANA CO Consumer Cyclical 762.0 $322K 0.00% NEW $422.02 -84.7%
880 TRMB TRIMBLE INC Technology 4,090.0 $320K 0.00% NEW $78.34 -28.6%
Page 44 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%