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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 17 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADC AGREE RLTY CORP Real Estate 4,096.0 $309K 0.00% -2K -28.7% $75.38 +0.4%
322 PSTG EVERPURE INC Technology 5,215.0 $308K 0.00% -854.0 -14.1% $59.04 +41.9%
323 PCG PG&E CORP Utilities 17,506.0 $308K 0.00% -3K -13.4% $17.57 -6.4%
324 MUR MURPHY OIL CORP Energy 7,435.0 $307K 0.00% -442.0 -5.6% $41.25 -8.4%
325 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,627.0 $306K 0.00% -231.0 -12.4% $188.02 +20.3%
326 DPZ DOMINOS PIZZA INC Consumer Cyclical 847.0 $304K 0.00% -4K -83.0% $358.73 -11.8%
327 TPH TRI POINTE HOMES INC Consumer Cyclical 6,497.0 $304K 0.00% -4K -38.2% $46.73 +0.5%
328 SEI SOLARIS ENERGY INFRAS INC Energy 5,315.0 $300K 0.00% -577.0 -9.8% $56.51 +26.4%
329 GXO GXO LOGISTICS INCORPORATED Industrials 5,748.0 $298K 0.00% -413.0 -6.7% $51.85 -9.9%
330 HLN HALEON PLC Healthcare 29,728.0 $298K 0.00% -6K -17.9% $10.01 -6.9%
331 FTGC FIRST TR EXCHANGE TRAD FD VI 10,298.0 $296K 0.00% -2K -13.7% $28.71 +2.6%
332 VIAV VIAVI SOLUTIONS INC Technology 8,692.0 $289K 0.00% -1K -13.5% $33.28 +44.5%
333 VLTO VERALTO CORP Industrials 3,246.0 $287K 0.00% -5K -62.4% $88.43 -2.5%
334 COOPER COS INC 4,007.0 $287K 0.00% -3K -45.7% $71.50
335 HR HEALTHCARE RLTY TR Real Estate 16,745.0 $284K 0.00% -1K -7.8% $16.99 +19.8%
336 HST HOST HOTELS & RESORTS INC Real Estate 14,688.0 $281K 0.00% -836.0 -5.4% $19.16 +17.0%
337 ZS ZSCALER INC Technology 2,005.0 $281K 0.00% -832.0 -29.3% $140.29 +24.3%
338 SATS ECHOSTAR CORP Technology 2,402.0 $281K 0.00% -107.0 -4.3% $117.07 +21.1%
339 ESS ESSEX PPTY TR INC Real Estate 1,153.0 $279K 0.00% -206.0 -15.2% $242.00 +13.1%
340 ITRI ITRON INC Technology 3,070.0 $275K 0.00% -99.0 -3.1% $89.63 -8.7%
Page 17 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%