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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 36 of 60  ·  1,192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LEIDOS HOLDINGS INC 3,446.0 $536K 0.01% -473.0 -12.1% $155.53
702 J P MORGAN EXCHANGE TRADED F 8,670.0 $532K 0.01% $61.32
703 JLL JONES LANG LASALLE INC Real Estate 1,737.0 $529K 0.01% +265.0 +18.0% $304.32 -3.7%
704 OTTR OTTER TAIL CORP Utilities 5,983.0 $525K 0.01% +127.0 +2.2% $87.77 -1.3%
705 EXP EAGLE MATLS INC Basic Materials 2,766.0 $524K 0.01% -246.0 -8.2% $189.46 +5.1%
706 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,478.0 $522K 0.01% -158.0 -4.3% $150.00 +0.8%
707 EPR EPR PPTYS Real Estate 10,415.0 $520K 0.01% +992.0 +10.5% $49.96 +17.5%
708 ZION ZIONS BANCORPORATION NATL AS Financial Services 9,017.0 $520K 0.01% +942.0 +11.7% $57.62 +7.1%
709 AKAM AKAMAI TECHNOLOGIES INC Technology 4,510.0 $518K 0.01% +807.0 +21.8% $114.85 +27.3%
710 IDA IDACORP INC Utilities 3,622.0 $518K 0.01% -963.0 -21.0% $142.98 -1.0%
711 MUNI PIMCO ETF TR 9,885.0 $516K 0.01% +50.0 +0.5% $52.19 -0.3%
712 VNO VORNADO RLTY TR Real Estate 19,837.0 $516K 0.01% $25.99 +21.6%
713 CLX CLOROX CO DEL Consumer Defensive 4,959.0 $514K 0.01% +2K +72.1% $103.63 -8.2%
714 CMS CMS ENERGY CORP Utilities 6,612.0 $513K 0.01% +252.0 +4.0% $77.58 -5.1%
715 LEN LENNAR CORP Consumer Cyclical 5,907.0 $513K 0.01% +364.0 +6.6% $86.84 +2.3%
716 AX AXOS FINANCIAL INC Financial Services 6,017.0 $512K 0.01% $85.09 +1.0%
717 EL LAUDER ESTEE COS INC Consumer Defensive 7,126.0 $511K 0.01% +533.0 +8.1% $71.77 +9.9%
718 VIOO VANGUARD ADMIRAL FDS INC 4,446.0 $511K 0.01% $114.83 +9.7%
719 ON ON SEMICONDUCTOR CORP Technology 8,233.0 $510K 0.01% +2K +22.5% $61.92 +77.0%
720 GWRE GUIDEWIRE SOFTWARE INC Technology 3,395.0 $508K 0.01% +518.0 +18.0% $149.56 -9.3%
Page 36 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%