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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 6 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JEPI J P MORGAN EXCHANGE TRADED F 32,670.0 $1.8M 0.02% +5K +19.0% $56.48 +2.8%
102 VGT VANGUARD WORLD FD 15,429.0 $1.8M 0.02% +13K +659.7% $119.52 -2.6%
103 GM GENERAL MTRS CO Consumer Cyclical 23,516.0 $1.8M 0.02% +2K +9.6% $77.08 +12.8%
104 D DOMINION ENERGY INC Utilities 25,932.0 $1.8M 0.02% +6K +28.0% $68.29 -2.5%
105 TDG TRANSDIGM GROUP INC Industrials 1,308.0 $1.7M 0.02% +88.0 +7.2% $1331.99 -10.0%
106 SNPS SYNOPSYS INC Technology 3,817.0 $1.7M 0.02% +71.0 +1.9% $446.07 -11.6%
107 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,094.0 $1.7M 0.02% +474.0 +10.3% $330.46 -0.1%
108 AON AON PLC Financial Services 5,022.0 $1.7M 0.02% +35.0 +0.7% $331.66 +8.3%
109 TSCO TRACTOR SUPPLY CO Consumer Cyclical 52,563.0 $1.7M 0.02% +2K +3.0% $31.61 +13.6%
110 AZO AUTOZONE INC Consumer Cyclical 515.0 $1.6M 0.02% +3.0 +0.6% $3195.94 -5.8%
111 AEP AMERICAN ELEC PWR CO INC Utilities 11,949.0 $1.6M 0.02% +1K +9.8% $136.81 -10.8%
112 CF CF INDUSTRIES HOLD Basic Materials 14,974.0 $1.6M 0.02% +12K +388.2% $108.26 +19.4%
113 GIS GENERAL MILLS INC Consumer Defensive 44,569.0 $1.6M 0.02% +30K +196.8% $34.80 +17.6%
114 PAYX PAYCHEX INC Industrials 15,592.0 $1.5M 0.02% +78.0 +0.5% $98.33 +28.1%
115 AME AMETEK INC Industrials 6,283.0 $1.5M 0.02% +339.0 +5.7% $241.94 +0.2%
116 UBS UBS GROUP AG Financial Services 30,650.0 $1.5M 0.02% +2K +7.6% $49.56 +8.4%
117 FICO FAIR ISAAC CORP Technology 1,260.0 $1.5M 0.02% +20.0 +1.6% $1194.80 -2.4%
118 XEL XCEL ENERGY INC Utilities 18,636.0 $1.5M 0.02% +408.0 +2.2% $80.30 -3.7%
119 ROST ROSS STORES INC Consumer Cyclical 7,026.0 $1.5M 0.02% +256.0 +3.8% $212.84 +13.5%
120 DHI D R HORTON INC Consumer Cyclical 9,013.0 $1.5M 0.02% +1K +14.6% $162.89 -8.5%
Page 6 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%