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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 55 of 60  ·  1,192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CPT CAMDEN PPTY TR Real Estate 2,255.0 $220K 0.00% +385.0 +20.6% $97.64 +8.7%
1082 AMCOR PLC 5,532.0 $220K 0.00% NEW $39.75
1083 PAPI MORGAN STANLEY ETF TRUST 8,036.0 $220K 0.00% +166.0 +2.1% $27.36 -3.3%
1084 ALAB ASTERA LABS INC Technology 2,000.0 $219K 0.00% NEW $109.60 +171.8%
1085 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,438.0 $219K 0.00% -80.0 -2.3% $63.58 +4.8%
1086 ALC ALCON AG Healthcare 2,891.0 $218K 0.00% -291.0 -9.2% $75.35 -9.8%
1087 GTES GATES INDL CORP PLC Industrials 9,631.0 $218K 0.00% -3K -24.3% $22.61 +6.5%
1088 INSTALLED BLDG PRODS INC 821.0 $218K 0.00% +19.0 +2.4% $265.15
1089 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,487.0 $218K 0.00% -186.0 -11.1% $146.36 +5.6%
1090 SPYV SPDR SERIES TRUST 3,845.0 $218K 0.00% NEW $56.58 +7.1%
1091 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,356.0 $217K 0.00% -47.0 -2.0% $92.27 +20.3%
1092 MTDR MATADOR RES CO Energy 3,420.0 $216K 0.00% NEW $63.17 -11.2%
1093 NWS NEWS CORP NEW Communication Services 7,575.0 $216K 0.00% +262.0 +3.6% $28.51 +5.5%
1094 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,040.0 $216K 0.00% -1K -14.7% $35.74 +5.4%
1095 XLI SELECT SECTOR SPDR TR 1,333.0 $216K 0.00% NEW $161.76 +5.4%
1096 WDFC WD 40 CO Basic Materials 1,049.0 $214K 0.00% NEW $203.94 +2.0%
1097 AZZ AZZ INC Industrials 1,703.0 $213K 0.00% NEW $125.13 +9.5%
1098 KLIC KULICKE & SOFFA INDS INC Technology 3,242.0 $213K 0.00% NEW $65.72 +53.8%
1099 SHY ISHARES TR 2,567.0 $212K 0.00% $82.57 -0.5%
1100 EXPAND ENERGY CORPORATION 1,929.0 $212K 0.00% NEW $109.78
Page 55 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%