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Portfolio (Quarterly) Guide ↗

COLDSTREAM CAPITAL MANAGEMENT INC

· CIK 0001082339
13F Portfolio $8.0B AUM 1,386 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 131 New 382 Added 609 Reduced 104 Exited
Page 13 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FFIV F5 INC Technology 1,435.0 $597K 0.01% +465.0 +47.9% $415.96 -8.9%
242 RRX REGAL REXNORD CORPORATION Industrials 2,504.0 $596K 0.01% +478.0 +23.6% $238.20 -31.7%
243 RKLB ROCKET LAB CORP Industrials 5,792.0 $589K 0.01% +193.0 +3.5% $101.65 -32.8%
244 CAG CONAGRA BRANDS INC Consumer Defensive 43,387.0 $584K 0.01% +15K +53.0% $13.46 +23.8%
245 CINF CINCINNATI FINL CORP Financial Services 3,149.0 $583K 0.01% +573.0 +22.2% $185.14 -7.5%
246 BLOCK INC 7,599.0 $578K 0.01% +567.0 +8.1% $76.00
247 PPG PPG INDS INC Basic Materials 4,737.0 $575K 0.01% +217.0 +4.8% $121.29 -6.6%
248 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 275.0 $572K 0.01% +54.0 +24.4% $2080.80 +4.9%
249 AFG AMERICAN FINANCIAL GROUP INC Financial Services 4,087.0 $572K 0.01% +120.0 +3.0% $139.93 +3.2%
250 LUV SOUTHWEST AIRLS CO Industrials 11,121.0 $572K 0.01% +323.0 +3.0% $51.42 -20.8%
251 AKAM AKAMAI TECHNOLOGIES INC Technology 4,801.0 $568K 0.01% +291.0 +6.5% $118.21 -10.6%
252 CPB THE CAMPBELLS COMPANY Consumer Defensive 25,327.0 $564K 0.01% +12K +87.7% $22.27 +8.5%
253 MKC MCCORMICK & CO INC Consumer Defensive 11,112.0 $560K 0.01% +2K +18.6% $50.42 +11.5%
254 FNB F N B CORP Financial Services 29,292.0 $559K 0.01% +2K +6.9% $19.08 -3.1%
255 ZTS ZOETIS INC Healthcare 7,661.0 $551K 0.01% +2K +30.2% $71.86 +7.4%
256 JLL JONES LANG LASALLE INC Real Estate 1,775.0 $550K 0.01% +38.0 +2.2% $309.95 +24.9%
257 MLI MUELLER INDS INC Industrials 4,412.0 $542K 0.01% +492.0 +12.6% $122.93 -48.4%
258 THG HANOVER INS GROUP INC Financial Services 2,500.0 $535K 0.01% +991.0 +65.7% $214.12 +6.2%
259 MFG MIZUHO FINANCIAL GROUP INC Financial Services 55,064.0 $528K 0.01% +12K +27.0% $9.58 +6.8%
260 LEIDOS HOLDINGS INC 5,039.0 $519K 0.01% +2K +46.2% $102.98
Page 13 of 20  ·  382 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 42.7%
Financial Services 12.8%
Consumer Cyclical 10.7%
Industrials 9.9%
Healthcare 7.3%
Communication Services 5.4%
Consumer Defensive 4.0%
Energy 2.7%
Utilities 1.9%
Real Estate 1.5%