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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 9 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PCAR PACCAR INC Industrials 42,738.0 $4.7M 0.06% NEW $109.57 -0.2%
162 DIS DISNEY WALT CO Communication Services 39,803.0 $4.5M 0.06% NEW $113.83 -9.0%
163 SUB ISHARES TR 42,074.0 $4.5M 0.06% NEW $106.70 -0.4%
164 MPWR MONOLITHIC PWR SYS INC Technology 4,867.0 $4.4M 0.06% NEW $906.45 +72.2%
165 VTWO VANGUARD SCOTTSDALE FDS 44,176.0 $4.4M 0.06% NEW $99.52 +14.7%
166 LOW LOWES COS INC Consumer Cyclical 17,446.0 $4.2M 0.05% NEW $241.16 -9.9%
167 WSM WILLIAMS SONOMA INC Consumer Cyclical 23,547.0 $4.2M 0.05% NEW $178.59 +0.9%
168 SYK STRYKER CORPORATION Healthcare 11,903.0 $4.2M 0.05% NEW $351.55 -8.6%
169 CRBN ISHARES TR 18,105.0 $4.2M 0.05% NEW $230.53 +9.0%
170 INTC INTEL CORP Technology 109,693.0 $4.0M 0.05% NEW $36.90 +221.1%
171 AXON AXON ENTERPRISE INC Industrials 7,088.0 $4.0M 0.05% NEW $567.93 -31.4%
172 EXPD EXPEDITORS INTL WASH INC Industrials 26,537.0 $4.0M 0.05% NEW $149.01 +5.5%
173 APH AMPHENOL CORP NEW Technology 29,094.0 $3.9M 0.05% NEW $135.14 -7.6%
174 RFG INVESCO EXCHANGE TRADED FD T 74,982.0 $3.9M 0.05% NEW $52.44 +16.8%
175 ETN EATON CORP PLC Industrials 12,334.0 $3.9M 0.05% NEW $318.50 +19.8%
176 EBAY EBAY INC. Consumer Cyclical 44,624.0 $3.9M 0.05% NEW $87.10 +34.5%
177 COF CAPITAL ONE FINL CORP Financial Services 16,028.0 $3.9M 0.05% NEW $242.37 -23.0%
178 C CITIGROUP INC Financial Services 32,851.0 $3.8M 0.05% NEW $116.69 +7.3%
179 ASML ASML HOLDING N V Technology 3,568.0 $3.8M 0.05% NEW $1070.00 +48.8%
180 STE STERIS PLC Healthcare 15,010.0 $3.8M 0.05% NEW $253.51 -14.8%
Page 9 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%