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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $7.8B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1160 New
Page 51 of 58  ·  1,160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 J JACOBS SOLUTIONS INC Industrials 1,866.0 $247K 0.00% NEW $132.47 -13.9%
1002 MUR MURPHY OIL CORP Energy 7,877.0 $246K 0.00% NEW $31.25 +20.9%
1003 PKE PARK AEROSPACE CORP Industrials 11,520.0 $246K 0.00% NEW $21.34 +58.7%
1004 ESI ELEMENT SOLUTIONS INC Basic Materials 9,808.0 $245K 0.00% NEW $24.99 +61.5%
1005 LKQ LKQ CORP Consumer Cyclical 8,106.0 $245K 0.00% NEW $30.20 -11.0%
1006 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,673.0 $244K 0.00% NEW $66.39 +13.8%
1007 AKRE PROFESIONALLY MANAGED PORTFO 3,714.0 $243K 0.00% NEW $65.51 -16.8%
1008 IYJ ISHARES TR 1,642.0 $243K 0.00% NEW $148.17 +4.6%
1009 BBIO BRIDGEBIO PHARMA INC Healthcare 3,171.0 $243K 0.00% NEW $76.49 -8.1%
1010 NEBIUS GROUP N.V. 2,890.0 $242K 0.00% NEW $83.71
1011 DFIV DIMENSIONAL ETF TRUST 4,838.0 $241K 0.00% NEW $49.90 +11.8%
1012 EGP EASTGROUP PPTYS INC Real Estate 1,355.0 $241K 0.00% NEW $178.12 +15.2%
1013 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,648.0 $240K 0.00% NEW $90.62 +26.8%
1014 PI IMPINJ INC Technology 1,378.0 $240K 0.00% NEW $174.01 -21.2%
1015 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,098.0 $239K 0.00% NEW $218.02 -24.6%
1016 RNR RENAISSANCERE HLDGS LTD Financial Services 851.0 $239K 0.00% NEW $281.17 +7.8%
1017 TPL TEXAS PACIFIC LAND CORPORATI Energy 833.0 $239K 0.00% NEW $287.22 +40.1%
1018 OTIS OTIS WORLDWIDE CORP Industrials 2,723.0 $238K 0.00% NEW $87.35 -18.0%
1019 WOR WORTHINGTON ENTERPRISES INC Industrials 4,583.0 $236K 0.00% NEW $51.57 +6.0%
1020 QRVO QORVO INC Technology 2,791.0 $236K 0.00% NEW $84.51 +16.9%
Page 51 of 58  ·  1,160 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 39.1%
Financial Services 14.6%
Consumer Cyclical 10.3%
Healthcare 8.7%
Communication Services 7.8%
Industrials 7.4%
Consumer Defensive 4.1%
Energy 2.6%
Utilities 2.2%
Real Estate 1.8%