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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 8 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TKR TIMKEN CO Industrials 8,013.0 $1.2M 0.01% +724.0 +9.9% $145.32 -15.6%
142 PRU PRUDENTIAL FINL INC Financial Services 10,754.0 $1.2M 0.01% +1K +14.8% $107.93 +13.7%
143 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,989.0 $1.2M 0.01% +264.0 +7.1% $290.65 -9.6%
144 FANG DIAMONDBACK ENERGY INC Energy 6,581.0 $1.2M 0.01% +561.0 +9.3% $175.79 +17.0%
145 DG DOLLAR GEN CORP Consumer Defensive 9,774.0 $1.1M 0.01% +489.0 +5.3% $115.11 +8.9%
146 CARR CARRIER GLOBAL CORPORATION Industrials 15,198.0 $1.1M 0.01% +2K +13.9% $73.35 -18.2%
147 APA APA CORPORATION Energy 33,987.0 $1.1M 0.01% +4K +13.3% $32.57 +31.9%
148 BIIB BIOGEN INC Healthcare 5,115.0 $1.1M 0.01% +453.0 +9.7% $216.06 +1.0%
149 SNOW SNOWFLAKE INC Technology 4,337.0 $1.1M 0.01% +91.0 +2.1% $254.51 +26.8%
150 CFR CULLEN FROST BANKERS INC Financial Services 7,120.0 $1.1M 0.01% +83.0 +1.2% $154.52 +6.4%
151 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,987.0 $1.1M 0.01% +2K +17.9% $110.00 +1.2%
152 EVR EVERCORE INC Financial Services 3,185.0 $1.1M 0.01% +37.0 +1.2% $341.46 -15.0%
153 EWBC EAST WEST BANCORP INC Financial Services 8,376.0 $1.1M 0.01% +289.0 +3.6% $129.08 -0.1%
154 DIA STATE STR SPDR DOW JONES IND Financial Services 2,055.0 $1.1M 0.01% +50.0 +2.5% $522.23 +2.2%
155 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,272.0 $1.1M 0.01% +832.0 +24.2% $249.98 -6.6%
156 IDXX IDEXX LABS INC Healthcare 2,020.0 $1.1M 0.01% +161.0 +8.7% $526.44 +6.3%
157 STT STATE STR CORP Financial Services 6,235.0 $1.1M 0.01% +607.0 +10.8% $169.61 +12.6%
158 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 12,063.0 $1.1M 0.01% +873.0 +7.8% $87.22 +12.9%
159 ENTG ENTEGRIS INC Technology 5,824.0 $1.0M 0.01% +409.0 +7.5% $179.88 -23.1%
160 LECO LINCOLN ELEC HLDGS INC Industrials 3,929.0 $1.0M 0.01% +392.0 +11.1% $265.49 +6.3%
Page 8 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%