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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 56 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NOV NOV INC Energy 12,938.0 $202K 0.00% NEW $15.63 +33.5%
1102 PII POLARIS INC Consumer Cyclical 3,194.0 $202K 0.00% NEW $63.26 -0.3%
1103 BLOCK INC 3,104.0 $202K 0.00% NEW $65.09
1104 SUSB ISHARES TR 7,982.0 $201K 0.00% NEW $25.24 -1.2%
1105 MGY MAGNOLIA OIL & GAS CORP Energy 9,179.0 $201K 0.00% NEW $21.89 +33.6%
1106 EMN EASTMAN CHEM CO Basic Materials 3,143.0 $201K 0.00% NEW $63.83 +14.7%
1107 DVA DAVITA INC Healthcare 1,761.0 $200K 0.00% NEW $113.61 +74.9%
1108 DY DYCOM INDS INC Industrials 592.0 $200K 0.00% NEW $337.90 +22.6%
1109 FLO FLOWERS FOODS INC Consumer Defensive 18,336.0 $199K 0.00% NEW $10.88 -35.6%
1110 VFC V F CORP Consumer Cyclical 10,843.0 $196K 0.00% NEW $18.08 -10.3%
1111 IRT INDEPENDENCE RLTY TR INC Real Estate 10,702.0 $187K 0.00% NEW $17.48 -4.0%
1112 ASC ARDMORE SHIPPING CORP Industrials 17,399.0 $184K 0.00% NEW $10.59 +82.2%
1113 VIAV VIAVI SOLUTIONS INC Technology 10,053.0 $179K 0.00% NEW $17.82 +169.9%
1114 ITUB ITAU UNIBANCO HLDG S A Financial Services 25,003.0 $179K 0.00% NEW $7.16 +11.7%
1115 VOD VODAFONE GROUP PLC NEW Communication Services 13,064.0 $173K 0.00% NEW $13.21 +15.4%
1116 LUMN LUMEN TECHNOLOGIES INC Communication Services 21,887.0 $170K 0.00% NEW $7.77 +21.5%
1117 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,562.0 $167K 0.00% NEW $13.28 -19.4%
1118 TALO TALOS ENERGY INC Energy 15,121.0 $167K 0.00% NEW $11.02 +47.0%
1119 DNOW DNOW INC Energy 11,918.0 $158K 0.00% NEW $13.25 -2.7%
1120 UMC UNITED MICROELECTRONICS CORP Technology 19,327.0 $152K 0.00% NEW $7.86 +123.4%
Page 56 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%