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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 15 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 221.0 $417K 0.01% -10.0 -4.3% $1884.67 +5.6%
282 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,961.0 $414K 0.01% -562.0 -8.6% $69.37 +20.2%
283 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,325.0 $410K 0.01% -183.0 -4.1% $94.88 +4.1%
284 E ENI SPA Energy 7,248.0 $410K 0.01% -1K -17.1% $56.61 -2.6%
285 COLB COLUMBIA BKG SYS INC Financial Services 14,920.0 $409K 0.01% -2K -9.5% $27.43 +8.0%
286 NTAP NETAPP INC Technology 3,993.0 $409K 0.01% -251.0 -5.9% $102.39 +21.1%
287 RELY REMITLY GLOBAL INC Technology 25,564.0 $401K 0.01% -938.0 -3.5% $15.67 +37.7%
288 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 7,089.0 $400K 0.01% -4K -37.0% $56.49 -4.2%
289 CF CF INDUSTRIES HOLD Basic Materials 3,067.0 $398K 0.01% -15K -82.8% $129.85 -6.3%
290 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,792.0 $395K 0.01% -311.0 -6.1% $82.33 -10.3%
291 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,612.0 $385K 0.01% -1K -14.6% $58.24 -1.3%
292 KNSL KINSALE CAP GROUP INC Financial Services 1,125.0 $384K 0.01% -206.0 -15.5% $341.68 -8.7%
293 FNF FIDELITY NATL FINL INC Financial Services 8,089.0 $375K 0.01% -2K -17.2% $46.38 +6.4%
294 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,990.0 $371K 0.01% -6K -39.4% $41.27 +27.1%
295 NI NISOURCE INC Utilities 7,864.0 $367K 0.01% -2K -18.4% $46.66 +2.2%
296 CTRE CARETRUST REIT INC Real Estate 9,841.0 $361K 0.00% -913.0 -8.5% $36.65 +11.9%
297 ARES ARES MANAGEMENT CORPORATION Financial Services 3,254.0 $355K 0.00% -402.0 -11.0% $109.10 +13.6%
298 ARM ARM HOLDINGS PLC Technology 2,337.0 $353K 0.00% -728.0 -23.8% $151.26 +97.2%
299 ALLE ALLEGION PLC Industrials 2,425.0 $352K 0.00% -82.0 -3.3% $145.29 -10.0%
300 DBEF DBX ETF TR 7,109.0 $351K 0.00% -54.0 -0.8% $49.40 +6.8%
Page 15 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%