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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $8.1B AUM 1,371 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 583 Added 413 Reduced 88 Exited
Page 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EAT BRINKER INTL INC Consumer Cyclical 3,859.0 $551K 0.01% -44.0 -1.1% $142.77 -4.3%
242 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,525.0 $547K 0.01% -112.0 -1.5% $72.68 +6.1%
243 WRB BERKLEY W R CORP Financial Services 8,150.0 $540K 0.01% -22K -73.3% $66.28 +3.0%
244 LEIDOS HOLDINGS INC 3,446.0 $536K 0.01% -473.0 -12.1% $155.53
245 EXP EAGLE MATLS INC Basic Materials 2,766.0 $524K 0.01% -246.0 -8.2% $189.46 +5.1%
246 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,478.0 $522K 0.01% -158.0 -4.3% $150.00 +0.8%
247 IDA IDACORP INC Utilities 3,622.0 $518K 0.01% -963.0 -21.0% $142.98 -1.0%
248 NATWEST GROUP PLC 33,948.0 $506K 0.01% -10K -23.1% $14.90
249 ACM AECOM Industrials 5,947.0 $504K 0.01% -2K -23.1% $84.82 -17.3%
250 SPLV INVESCO EXCH TRADED FD TR II 6,864.0 $502K 0.01% -192.0 -2.7% $73.14 +0.7%
251 NBR NABORS INDUSTRIES LTD Energy 5,820.0 $501K 0.01% -2K -26.9% $86.06 +21.5%
252 EXR EXTRA SPACE STORAGE INC Real Estate 3,819.0 $501K 0.01% -139.0 -3.5% $131.13 +9.7%
253 ISHARES TR 21,593.0 $495K 0.01% -6K -21.3% $22.92
254 BUYW NORTHERN LTS FD TR IV 35,116.0 $494K 0.01% -9K -20.2% $14.08 +2.3%
255 DD DUPONT DE NEMOURS INC Basic Materials 10,729.0 $491K 0.01% -207.0 -1.9% $45.80 +2.9%
256 FLEX FLEXTRONICS INTL LTD Technology 7,501.0 $491K 0.01% -330.0 -4.2% $65.46 +100.2%
257 AIZ ASSURANT INC Financial Services 2,215.0 $482K 0.01% -227.0 -9.3% $217.77 +17.4%
258 MKC MCCORMICK & CO INC Consumer Defensive 9,367.0 $472K 0.01% -570.0 -5.7% $50.44 -6.9%
259 SCHP SCHWAB STRATEGIC TR 17,509.0 $466K 0.01% -11K -39.3% $26.61 +0.0%
260 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,527.0 $465K 0.01% -705.0 -16.7% $131.74 +18.0%
Page 13 of 21  ·  413 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 40.5%
Financial Services 12.6%
Consumer Cyclical 11.3%
Communication Services 7.7%
Industrials 7.5%
Healthcare 7.5%
Consumer Defensive 4.3%
Energy 3.4%
Utilities 2.1%
Real Estate 1.5%