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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 7 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALAB ASTERA LABS INC Technology 2,959.0 $1.4M 0.02% +959.0 +48.0% $483.02 -42.5%
122 KMI KINDER MORGAN INC DEL Energy 44,257.0 $1.4M 0.02% +2K +4.5% $31.97 -3.0%
123 SLB SLB LIMITED Energy 29,972.0 $1.4M 0.02% +2K +8.0% $46.49 +16.2%
124 CASY CASEYS GEN STORES INC Consumer Cyclical 1,750.0 $1.4M 0.02% +270.0 +18.2% $794.76 +7.5%
125 RSG REPUBLIC SVCS INC Industrials 6,407.0 $1.4M 0.02% +1K +26.9% $213.08 +4.7%
126 SAN BANCO SANTANDER SA Financial Services 97,473.0 $1.3M 0.02% +17K +21.3% $13.80 +6.7%
127 SF STIFEL FINL CORP Financial Services 19,058.0 $1.3M 0.02% +2K +11.4% $69.77 +15.8%
128 IUSV ISHARES TR 11,801.0 $1.3M 0.02% +962.0 +8.9% $110.15 +4.5%
129 BX BLACKSTONE INC Financial Services 11,002.0 $1.3M 0.02% +430.0 +4.1% $117.66 +22.1%
130 VOOG VANGUARD ADMIRAL FDS INC 15,647.0 $1.3M 0.02% +13K +411.8% $82.62 +0.3%
131 SHEL SHELL PLC Energy 16,604.0 $1.3M 0.02% +645.0 +4.0% $77.54 +19.9%
132 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,362.0 $1.3M 0.02% +718.0 +19.7% $293.21 +4.4%
133 SPXC SPX TECHNOLOGIES INC Industrials 5,196.0 $1.3M 0.02% +275.0 +5.6% $245.17 -18.1%
134 CENCORA INC 4,370.0 $1.2M 0.01% +868.0 +24.8% $282.96
135 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,325.0 $1.2M 0.01% +846.0 +10.0% $132.52 +4.9%
136 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 14,180.0 $1.2M 0.01% +280.0 +2.0% $87.04 +6.9%
137 MTB M & T BK CORP Financial Services 5,123.0 $1.2M 0.01% +245.0 +5.0% $238.01 +1.6%
138 ITA ISHARES TR 4,910.0 $1.2M 0.01% +182.0 +3.9% $242.42 -3.7%
139 TPR TAPESTRY INC Consumer Cyclical 8,108.0 $1.2M 0.01% +650.0 +8.7% $146.38 -9.7%
140 STLD STEEL DYNAMICS INC Basic Materials 5,113.0 $1.2M 0.01% +265.0 +5.5% $229.46 -0.1%
Page 7 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%