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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 24 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COKE COCA COLA CONS INC Consumer Defensive 1,936.0 $370K 0.01% -114.0 -5.6% $190.96 +2.9%
462 NU NU HLDGS LTD Financial Services 27,564.0 $368K 0.01% -2K -5.9% $13.36 +13.3%
463 AA ALCOA CORP Basic Materials 6,989.0 $364K 0.01% -364.0 -5.0% $52.14 -1.7%
464 BROWN FORMAN CORP 13,641.0 $364K 0.01% -504.0 -3.6% $26.65
465 PINS PINTEREST INC Communication Services 17,278.0 $363K 0.01% -1K -6.1% $21.03 +12.5%
466 VMI VALMONT INDS INC Industrials 628.0 $363K 0.01% -37.0 -5.6% $577.63 -18.1%
467 LASR NLIGHT INC Technology 5,150.0 $359K 0.00% -9K -62.8% $69.62 -37.8%
468 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,231.0 $358K 0.00% -11.0 -0.9% $291.21 -9.1%
469 VOT VANGUARD INDEX FDS 1,170.0 $358K 0.00% -375.0 -24.3% $306.30 -0.9%
470 TPL TEXAS PACIFIC LAND CORPORATI Energy 818.0 $358K 0.00% -54.0 -6.2% $437.64 -14.8%
471 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,610.0 $348K 0.00% -17.0 -1.0% $216.34 +6.1%
472 ROKU ROKU INC Communication Services 2,515.0 $347K 0.00% -167.0 -6.2% $138.14 +15.7%
473 KHC KRAFT HEINZ CO Consumer Defensive 14,702.0 $347K 0.00% -5K -24.9% $23.62 +7.2%
474 SOFI SOFI TECHNOLOGIES INC Financial Services 19,318.0 $346K 0.00% -5K -21.8% $17.93 +6.0%
475 SWX SOUTHWEST GAS HLDGS INC Utilities 3,884.0 $344K 0.00% -2K -28.5% $88.68 +0.5%
476 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 6,540.0 $344K 0.00% -254.0 -3.7% $52.65 +18.8%
477 EDGF ADVISORS INNER CIRCLE FD II 13,829.0 $341K 0.00% -5K -26.5% $24.64 +0.3%
478 TMFC RBB FD INC 4,451.0 $339K 0.00% -7K -61.8% $76.16 +3.3%
479 AGCO AGCO CORP Industrials 2,829.0 $339K 0.00% -68.0 -2.4% $119.72 -7.3%
480 KNSL KINSALE CAP GROUP INC Financial Services 1,017.0 $335K 0.00% -108.0 -9.6% $329.83 +17.6%
Page 24 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%