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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 17 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IUSB ISHARES TR 16,028.0 $740K 0.01% -17K -50.9% $46.15 -1.1%
322 LAMR LAMAR ADVERTISING CO Real Estate 4,732.0 $738K 0.01% -120.0 -2.5% $156.01 -2.3%
323 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,868.0 $729K 0.01% -1K -23.4% $188.54 -23.9%
324 ENS ENERSYS Industrials 3,100.0 $725K 0.01% -240.0 -7.2% $233.82 -18.5%
325 HAL HALLIBURTON CO Energy 21,314.0 $724K 0.01% -2K -9.3% $33.95 +0.5%
326 ISHARES TR 32,284.0 $722K 0.01% -2K -6.8% $22.37
327 CLH CLEAN HARBORS INC Industrials 2,415.0 $721K 0.01% -20.0 -0.8% $298.75 +4.5%
328 KVUE KENVUE INC Consumer Defensive 37,673.0 $720K 0.01% -7K -14.8% $19.11 +0.9%
329 KDP KEURIG DR PEPPER INC Consumer Defensive 21,860.0 $715K 0.01% -729.0 -3.2% $32.73 -2.3%
330 IQVIA HLDGS INC 3,700.0 $715K 0.01% -389.0 -9.5% $193.22
331 VBK VANGUARD INDEX FDS 1,943.0 $711K 0.01% -325.0 -14.3% $365.70 -2.7%
332 NDAQ NASDAQ INC Financial Services 8,908.0 $702K 0.01% -2K -14.7% $78.82 +25.7%
333 WAB WABTEC Industrials 2,598.0 $700K 0.01% -393.0 -13.1% $269.57 +9.5%
334 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,289.0 $696K 0.01% -2K -24.3% $131.59 +4.3%
335 THC TENET HEALTHCARE CORP Healthcare 3,702.0 $693K 0.01% -107.0 -2.8% $187.08 +46.7%
336 ULTA ULTA BEAUTY INC Consumer Cyclical 1,531.0 $690K 0.01% -187.0 -10.9% $450.91 +17.3%
337 HALO HALOZYME THERAPEUTICS INC Healthcare 8,635.0 $676K 0.01% -228.0 -2.6% $78.27 +39.6%
338 MEDP MEDPACE HLDGS INC Healthcare 1,272.0 $674K 0.01% -87.0 -6.4% $529.59 +15.8%
339 IAU ISHARES GOLD TR Financial Services 8,764.0 $662K 0.01% -4K -30.2% $75.51 +15.7%
340 RGLD ROYAL GOLD INC Basic Materials 3,286.0 $656K 0.01% -1K -30.3% $199.62 +33.2%
Page 17 of 31  ·  609 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%