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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 2 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 132,627.0 $12.2M 0.15% +2K +1.1% $91.64 -0.0%
22 IWF ISHARES TR 94,782.0 $11.8M 0.15% +70K +275.9% $124.17 -2.5%
23 TXN TEXAS INSTRS INC Technology 37,434.0 $11.2M 0.14% +3K +9.1% $298.07 -13.1%
24 SNDK SANDISK CORP Technology 4,760.0 $10.8M 0.14% +292.0 +6.5% $2273.50 -34.3%
25 ADI ANALOG DEVICES INC Technology 27,024.0 $10.7M 0.13% +409.0 +1.5% $397.16 -6.5%
26 GE GE AEROSPACE Industrials 27,652.0 $10.3M 0.13% +465.0 +1.7% $373.73 -8.5%
27 APH AMPHENOL CORP Technology 57,060.0 $10.1M 0.13% +417.0 +0.7% $176.32 -11.8%
28 AXON AXON ENTERPRISE INC Industrials 14,224.0 $8.0M 0.10% +7K +91.5% $560.61 +6.6%
29 LIN LINDE PLC Basic Materials 15,006.0 $7.8M 0.10% +681.0 +4.8% $518.98 -5.6%
30 BLK BLACKROCK INC Financial Services 7,500.0 $7.2M 0.09% +111.0 +1.5% $961.51 +22.0%
31 PANW PALO ALTO NETWORKS INC Technology 20,792.0 $7.1M 0.09% +3K +19.2% $341.02 +2.9%
32 WFC WELLS FARGO & CO Financial Services 82,529.0 $6.8M 0.09% +2K +2.9% $82.64 +2.5%
33 GLW CORNING INC Technology 24,776.0 $6.3M 0.08% +1K +5.2% $255.42 -43.0%
34 ETN EATON CORP PLC Industrials 13,800.0 $5.9M 0.07% +230.0 +1.7% $426.12 -4.1%
35 TMUS T-MOBILE US INC Communication Services 35,034.0 $5.9M 0.07% +19K +121.8% $167.73 +8.9%
36 TER TERADYNE INC Technology 11,838.0 $5.7M 0.07% +277.0 +2.4% $483.81 -24.6%
37 CRWD CROWDSTRIKE HLDGS INC Technology 7,460.0 $5.7M 0.07% +425.0 +6.0% $190.80 -0.1%
38 BA BOEING CO Industrials 26,015.0 $5.6M 0.07% +923.0 +3.7% $216.47 -2.8%
39 C CITIGROUP INC Financial Services 38,763.0 $5.4M 0.07% +1K +3.8% $139.96 -5.9%
40 MPC MARATHON PETE CORP Energy 19,856.0 $5.1M 0.06% +1K +7.5% $255.67 +41.8%
Page 2 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%