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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AROC ARCHROCK INC Energy 5,665.0 $231K 0.00% NEW $40.71 -24.6%
82 MTH MERITAGE HOMES CORP Consumer Cyclical 2,741.0 $230K 0.00% NEW $83.85 -13.5%
83 BXP BXP INC Real Estate 3,457.0 $229K 0.00% NEW $66.31 +5.5%
84 THNQ EXCHANGE TRADED CONCEPTS TRU 2,502.0 $228K 0.00% NEW $91.21 -2.6%
85 RYANAIR HOLDINGS PLC 3,501.0 $227K 0.00% NEW $64.75
86 UE URBAN EDGE PPTYS Real Estate 9,893.0 $226K 0.00% NEW $22.88 -5.6%
87 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,487.0 $224K 0.00% NEW $90.01 +24.8%
88 HRB BLOCK H & R INC Consumer Cyclical 5,828.0 $222K 0.00% NEW $38.08 +41.0%
89 CUBI CUSTOMERS BANCORP INC Financial Services 2,794.0 $221K 0.00% NEW $79.10 -0.1%
90 FBP FIRST BANCORP CORPORATION Financial Services 8,476.0 $221K 0.00% NEW $26.07 +8.3%
91 DFUV DIMENSIONAL ETF TRUST 3,993.0 $220K 0.00% NEW $55.01 +4.3%
92 SLYG SPDR SERIES TRUST 1,840.0 $219K 0.00% NEW $119.13 -2.9%
93 VVV VALVOLINE INC Energy 5,528.0 $219K 0.00% NEW $39.54 -15.6%
94 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,844.0 $219K 0.00% NEW $118.53 -24.3%
95 PLXS PLEXUS CORP Technology 724.0 $218K 0.00% NEW $300.67 -21.0%
96 GKOS GLAUKOS CORP Healthcare 1,553.0 $217K 0.00% NEW $139.76 +32.8%
97 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,011.0 $216K 0.00% NEW $71.62 -2.7%
98 DOCN DIGITALOCEAN HLDGS INC Technology 1,370.0 $215K 0.00% NEW $157.03 -29.0%
99 TSEM TOWER SEMICONDUCTOR LTD Technology 821.0 $214K 0.00% NEW $260.64 -19.0%
100 AFRM AFFIRM HLDGS INC Technology 2,621.0 $214K 0.00% NEW $81.55 -5.7%
Page 5 of 7  ·  131 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%