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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 55 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 XPEV XPENG INC Consumer Cyclical 10,238.0 $208K 0.00% NEW $20.28 -25.3%
1082 CINF CINCINNATI FINL CORP Financial Services 1,271.0 $208K 0.00% NEW $163.32 +3.1%
1083 POR PORTLAND GEN ELEC CO Utilities 4,315.0 $207K 0.00% NEW $47.99 +3.6%
1084 REGCO REGENCY CTRS CORP Real Estate 2,998.0 $207K 0.00% NEW $69.03 -66.9%
1085 TPYP TORTOISE CAPITAL SERIES TRUS 5,844.0 $206K 0.00% NEW $35.29 +24.3%
1086 CPT CAMDEN PPTY TR Real Estate 1,870.0 $206K 0.00% NEW $110.08 -3.6%
1087 MYRG MYR GROUP INC DEL Industrials 942.0 $206K 0.00% NEW $218.50 +100.9%
1088 BROS DUTCH BROS INC Consumer Cyclical 3,360.0 $206K 0.00% NEW $61.22 -12.7%
1089 PSMT PRICESMART INC Consumer Defensive 1,676.0 $206K 0.00% NEW $122.67 +35.3%
1090 LAD LITHIA MTRS INC Consumer Cyclical 618.0 $205K 0.00% NEW $332.33 -17.4%
1091 IAGG ISHARES TR 4,102.0 $205K 0.00% NEW $50.01 +0.0%
1092 FOXA FOX CORP Communication Services 2,805.0 $205K 0.00% NEW $73.07 -12.1%
1093 EQR EQUITY RESIDENTIAL Real Estate 3,250.0 $205K 0.00% NEW $63.04 +4.3%
1094 POWL POWELL INDS INC Industrials 640.0 $204K 0.00% NEW $318.94 -15.0%
1095 HQY HEALTHEQUITY INC Healthcare 2,221.0 $203K 0.00% NEW $91.61 -5.7%
1096 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 2,476.0 $203K 0.00% NEW $82.12 -47.6%
1097 NYF ISHARES TR 3,794.0 $203K 0.00% NEW $53.51 -0.8%
1098 PAPI MORGAN STANLEY ETF TRUST 7,870.0 $203K 0.00% NEW $25.78 +2.6%
1099 NOVT NOVANTA INC Technology 1,704.0 $203K 0.00% NEW $118.99 +30.2%
1100 Z ZILLOW GROUP INC Communication Services 2,971.0 $203K 0.00% NEW $68.22 -46.5%
Page 55 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%