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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 18 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PR PERMIAN RESOURCES CORP Energy 12,904.0 $275K 0.00% -2K -15.6% $21.32 -2.0%
342 GPC GENUINE PARTS CO Consumer Cyclical 2,590.0 $274K 0.00% -404.0 -13.5% $105.77 -7.7%
343 ESI ELEMENT SOLUTIONS INC Basic Materials 7,980.0 $272K 0.00% -2K -18.6% $34.14 +18.2%
344 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,733.0 $272K 0.00% -860.0 -18.7% $72.83 +6.0%
345 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,172.0 $272K 0.00% -666.0 -17.4% $85.66 +10.5%
346 ONON ON HLDG AG Consumer Cyclical 7,829.0 $266K 0.00% -5K -39.3% $34.02 +15.2%
347 ARGX ARGENX SE Healthcare 363.0 $265K 0.00% -71.0 -16.4% $730.25 +11.8%
348 HOLOGIC INC 3,495.0 $264K 0.00% -4K -51.4% $75.59
349 DVA DAVITA INC Healthcare 1,704.0 $262K 0.00% -57.0 -3.2% $153.69 +29.3%
350 EAGG ISHARES TR 5,483.0 $261K 0.00% -8K -59.5% $47.55 -1.0%
351 VVX V2X INC Industrials 3,790.0 $260K 0.00% -1K -27.7% $68.50 +4.7%
352 GATX GATX CORP Industrials 1,510.0 $258K 0.00% -76.0 -4.8% $170.75 +1.3%
353 KNF KNIFE RIVER CORP Basic Materials 3,156.0 $258K 0.00% -885.0 -21.9% $81.65 -9.8%
354 MAA MID-AMER APT CMNTYS INC Real Estate 2,106.0 $257K 0.00% -1K -32.5% $122.08 +6.5%
355 PDEC INNOVATOR ETFS TRUST 6,007.0 $255K 0.00% -155.0 -2.5% $42.50 +7.1%
356 FLR FLUOR CORP Industrials 5,422.0 $253K 0.00% -130.0 -2.3% $46.65 -4.4%
357 APTIV PLC 3,634.0 $252K 0.00% -5K -59.6% $69.44
358 SANM SANMINA CORP Technology 1,935.0 $251K 0.00% -704.0 -26.7% $129.64 +78.3%
359 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,310.0 $247K 0.00% -905.0 -8.1% $23.93 -10.9%
360 ABCB AMERIS BANCORP Financial Services 3,126.0 $244K 0.00% -302.0 -8.8% $77.99 +8.7%
Page 18 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%