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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 48 of 60  ·  1,192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WING WINGSTOP INC Consumer Cyclical 1,912.0 $296K 0.00% +312.0 +19.5% $154.97 -17.3%
942 BBY BEST BUY INC Consumer Cyclical 4,607.0 $296K 0.00% +378.0 +8.9% $64.20 -4.8%
943 FTGC FIRST TR EXCHANGE TRAD FD VI 10,298.0 $296K 0.00% -2K -13.7% $28.71 +2.6%
944 SLAB SILICON LABORATORIES INC Technology 1,414.0 $294K 0.00% NEW $208.15 +4.2%
945 SOLV SOLVENTUM CORP Healthcare 4,498.0 $294K 0.00% +656.0 +17.1% $65.30 +16.6%
946 CMC COMMERCIAL METALS CO Basic Materials 4,768.0 $293K 0.00% +726.0 +18.0% $61.43 +15.1%
947 AGO ASSURED GUARANTY LTD Financial Services 3,593.0 $293K 0.00% +688.0 +23.7% $81.48 -3.4%
948 ISHARES TR 14,739.0 $291K 0.00% $19.72
949 FTV FORTIVE CORP Technology 5,248.0 $290K 0.00% +161.0 +3.2% $55.28 +6.8%
950 UMBF UMB FINL CORP Financial Services 2,566.0 $289K 0.00% +171.0 +7.1% $112.78 +15.4%
951 VIAV VIAVI SOLUTIONS INC Technology 8,692.0 $289K 0.00% -1K -13.5% $33.28 +44.5%
952 PSMT PRICESMART INC Consumer Defensive 1,921.0 $289K 0.00% +245.0 +14.6% $150.50 +10.3%
953 IJT ISHARES TR 1,992.0 $288K 0.00% $144.71 +11.0%
954 TRMB TRIMBLE INC Technology 4,417.0 $288K 0.00% +327.0 +8.0% $65.22 -14.2%
955 VIGI VANGUARD WHITEHALL FDS 3,256.0 $288K 0.00% $88.46 +6.2%
956 EVEREST GROUP LTD 880.0 $288K 0.00% +97.0 +12.4% $326.85
957 VLTO VERALTO CORP Industrials 3,246.0 $287K 0.00% -5K -62.4% $88.43 -2.5%
958 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,676.0 $287K 0.00% NEW $61.32 +4.7%
959 COOPER COS INC 4,007.0 $287K 0.00% -3K -45.7% $71.50
960 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,447.0 $286K 0.00% NEW $18.52 -9.9%
Page 48 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%