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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 14 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KGC KINROSS GOLD CORP Basic Materials 14,986.0 $457K 0.01% -6K -27.8% $30.52 -6.1%
262 PTC PTC INC Technology 3,208.0 $457K 0.01% -341.0 -9.6% $142.49 +3.8%
263 APG API GROUP CORP Industrials 11,236.0 $455K 0.01% -2K -16.4% $40.52 +2.4%
264 HRL HORMEL FOODS CORP Consumer Defensive 19,933.0 $451K 0.01% -64K -76.2% $22.65 -6.9%
265 GL GLOBE LIFE INC Financial Services 3,229.0 $449K 0.01% -100.0 -3.0% $139.17 +12.5%
266 WCN WASTE CONNECTIONS INC Industrials 2,757.0 $448K 0.01% -660.0 -19.3% $162.44 -3.4%
267 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,351.0 $447K 0.01% -223.0 -14.2% $330.87 -9.2%
268 DLTR DOLLAR TREE INC Consumer Defensive 4,081.0 $447K 0.01% -143.0 -3.4% $109.51 -12.6%
269 ECG EVERUS CONSTR GROUP Industrials 3,782.0 $447K 0.01% -298.0 -7.3% $118.06 +27.7%
270 CAG CONAGRA BRANDS INC Consumer Defensive 28,351.0 $446K 0.01% -8K -21.3% $15.72 -14.9%
271 IMCG ISHARES TR 5,614.0 $442K 0.01% -1K -18.8% $78.77 +14.9%
272 ROL ROLLINS INC Consumer Cyclical 8,250.0 $441K 0.01% -30K -78.5% $53.41 -0.3%
273 KHC KRAFT HEINZ CO Consumer Defensive 19,580.0 $440K 0.01% -3K -13.1% $22.49 +4.7%
274 RELX RELX PLC Communication Services 13,077.0 $434K 0.01% -23K -64.1% $33.15 +1.4%
275 TKO TKO GROUP HOLDINGS INC Communication Services 2,141.0 $432K 0.01% -58.0 -2.6% $201.65 -3.7%
276 SOMNIGROUP INTERNATIONAL INC 5,814.0 $430K 0.01% -152.0 -2.5% $73.93
277 ARW ARROW ELECTRS INC Technology 2,982.0 $428K 0.01% -43.0 -1.4% $143.41 +48.4%
278 IONS IONIS PHARMACEUTICALS INC Healthcare 5,653.0 $424K 0.01% -966.0 -14.6% $75.09 +0.9%
279 NU NU HLDGS LTD Financial Services 29,279.0 $421K 0.01% -4K -12.9% $14.37 -8.4%
280 CATY CATHAY GEN BANCORP Financial Services 8,411.0 $419K 0.01% -141.0 -1.6% $49.86 +14.8%
Page 14 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%