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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 19 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,704.0 $243K 0.00% -665.0 -28.1% $142.85 -7.8%
362 OGS ONE GAS INC Utilities 2,819.0 $243K 0.00% -59.0 -2.0% $86.14 -4.4%
363 RNR RENAISSANCERE HLDGS LTD Financial Services 816.0 $243K 0.00% -35.0 -4.1% $297.24 +2.0%
364 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,625.0 $242K 0.00% -159.0 -5.7% $92.04 -9.7%
365 AMKR AMKOR TECHNOLOGY INC Technology 5,274.0 $237K 0.00% -2K -25.1% $45.03 +46.3%
366 ITGR INTEGER HLDGS CORP Healthcare 2,681.0 $236K 0.00% -618.0 -18.7% $88.00 +2.3%
367 SBAC SBA COMMUNICATIONS CORP Real Estate 1,369.0 $236K 0.00% -114.0 -7.7% $172.15 +20.7%
368 CWEN CLEARWAY ENERGY INC Utilities 5,960.0 $234K 0.00% -568.0 -8.7% $39.29 -2.9%
369 WOR WORTHINGTON ENTERPRISES INC Industrials 4,452.0 $232K 0.00% -131.0 -2.9% $52.14 +4.8%
370 TALO TALOS ENERGY INC Energy 14,708.0 $232K 0.00% -413.0 -2.7% $15.76 +2.8%
371 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,974.0 $226K 0.00% -4K -59.3% $76.16 +10.9%
372 EQH EQUITABLE HLDGS INC Financial Services 6,092.0 $226K 0.00% -1K -17.5% $37.11 +14.6%
373 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,403.0 $226K 0.00% -380.0 -13.7% $93.87 +106.0%
374 LKQ LKQ CORP Consumer Cyclical 7,669.0 $225K 0.00% -437.0 -5.4% $29.37 -8.5%
375 PKE PARK AEROSPACE CORP Industrials 8,221.0 $225K 0.00% -3K -28.6% $27.38 +23.7%
376 RGEN REPLIGEN CORP Healthcare 1,906.0 $225K 0.00% -86.0 -4.3% $117.82 -5.2%
377 NPO ENPRO INC Industrials 881.0 $221K 0.00% -194.0 -18.1% $250.65 +20.8%
378 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,438.0 $219K 0.00% -80.0 -2.3% $63.58 +4.8%
379 ALC ALCON AG Healthcare 2,891.0 $218K 0.00% -291.0 -9.2% $75.35 -9.8%
380 GTES GATES INDL CORP PLC Industrials 9,631.0 $218K 0.00% -3K -24.3% $22.61 +6.5%
Page 19 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%