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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 35 of 60  ·  1,192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 USFD US FOODS HLDG CORP Consumer Defensive 6,137.0 $566K 0.01% +2K +65.0% $92.21 -12.0%
682 BHP BHP BILLITON LIMITED Basic Materials 7,773.0 $565K 0.01% +888.0 +12.9% $72.74 +16.8%
683 RSP INVESCO EXCHANGE TRADED FD T 2,922.0 $561K 0.01% +1K +100.8% $191.90 +6.7%
684 GIS GENERAL MILLS INC Consumer Defensive 15,016.0 $559K 0.01% -2K -11.3% $37.22 -10.1%
685 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,101.0 $558K 0.01% +803.0 +9.7% $61.35 -14.7%
686 THRO BLACKROCK ETF TRUST 15,395.0 $558K 0.01% -2K -11.9% $36.22 +17.5%
687 KIM KIMCO REALTY CORP Real Estate 24,789.0 $557K 0.01% -254.0 -1.0% $22.47 +7.0%
688 EPD ENTERPRISE PRODS PARTNERS L Energy 14,716.0 $557K 0.01% +2K +18.5% $37.84 +4.3%
689 VOE VANGUARD INDEX FDS 3,015.0 $556K 0.01% +80.0 +2.7% $184.28 +4.5%
690 BURL BURLINGTON STORES INC Consumer Cyclical 1,704.0 $554K 0.01% -249.0 -12.8% $325.38 -2.9%
691 BC BRUNSWICK CORP Consumer Cyclical 7,610.0 $554K 0.01% -881.0 -10.4% $72.76 +8.2%
692 EAT BRINKER INTL INC Consumer Cyclical 3,859.0 $551K 0.01% -44.0 -1.1% $142.77 -4.3%
693 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6,794.0 $547K 0.01% NEW $80.55 -13.0%
694 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,525.0 $547K 0.01% -112.0 -1.5% $72.68 +6.1%
695 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,876.0 $545K 0.01% $290.74 -12.6%
696 FHN FIRST HORIZON CORPORATION Financial Services 23,916.0 $544K 0.01% +677.0 +2.9% $22.76 +5.9%
697 DINO HF SINCLAIR CORP Energy 8,700.0 $543K 0.01% +2K +34.0% $62.39 +9.6%
698 WRB BERKLEY W R CORP Financial Services 8,150.0 $540K 0.01% -22K -73.3% $66.28 +3.0%
699 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,024.0 $539K 0.01% +8K +151.6% $38.42 +14.5%
700 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 47,718.0 $538K 0.01% +1K +2.3% $11.27 +17.5%
Page 35 of 60  ·  1,192 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%