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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SON SONOCO PRODS CO Consumer Cyclical 3,792.0 $214K 0.00% NEW $56.35 +2.0%
102 POST POST HLDGS INC Consumer Defensive 2,420.0 $214K 0.00% NEW $88.26 -6.7%
103 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 7,145.0 $213K 0.00% NEW $29.75 +17.6%
104 PII POLARIS INC Consumer Cyclical 3,105.0 $213K 0.00% NEW $68.45 -6.0%
105 LGND LIGAND PHARMACEUTICALS INC Healthcare 666.0 $211K 0.00% NEW $316.09 -11.4%
106 MOD MODINE MFG CO Consumer Cyclical 787.0 $210K 0.00% NEW $267.02 -29.5%
107 SMCI SUPER MICRO COMPUTER INC Technology 7,139.0 $209K 0.00% NEW $29.33 +19.9%
108 HFWA HERITAGE FINL CORP WASH Financial Services 7,030.0 $208K 0.00% NEW $29.62 -2.0%
109 JEPQ J P MORGAN EXCHANGE TRADED F 3,368.0 $207K 0.00% NEW $61.46 -3.3%
110 DT DYNATRACE INC Technology 4,710.0 $207K 0.00% NEW $43.91 +11.7%
111 CDW CDW CORP Technology 1,466.0 $206K 0.00% NEW $140.64 -5.8%
112 INVA INNOVIVA INC Healthcare 9,054.0 $206K 0.00% NEW $22.71 -7.4%
113 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,307.0 $205K 0.00% NEW $156.97 -10.5%
114 SAIC SCIENCE APPLICATIONS INTL CO Technology 1,858.0 $205K 0.00% NEW $110.42 +14.9%
115 BFS SAUL CTRS INC Real Estate 5,480.0 $205K 0.00% NEW $37.39 -8.7%
116 PL PLANET LABS PBC Industrials 6,183.0 $205K 0.00% NEW $33.13 -34.9%
117 CVSA COVISTA INC Consumer Cyclical 1,633.0 $204K 0.00% NEW $124.66 +6.5%
118 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,784.0 $202K 0.00% NEW $72.52 +12.5%
119 IBCB ISHARES TR 8,015.0 $202K 0.00% NEW $25.16 -2.4%
120 GH GUARDANT HEALTH INC Healthcare 1,340.0 $201K 0.00% NEW $150.03 +8.8%
Page 6 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%