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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 28 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ESS ESSEX PPTY TR INC Real Estate 863.0 $252K 0.00% -290.0 -25.1% $291.59 +0.7%
542 BAI BLACKROCK ETF TRUST 4,746.0 $250K 0.00% -15K -75.7% $52.72 -18.3%
543 FR FIRST INDL RLTY TR INC Real Estate 4,070.0 $250K 0.00% -142.0 -3.4% $61.30 +3.5%
544 ESAB ESAB CORPORATION Industrials 2,511.0 $248K 0.00% -90.0 -3.5% $98.63 -19.7%
545 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,870.0 $247K 0.00% -1K -31.0% $86.08 +17.3%
546 THO THOR INDS INC Consumer Cyclical 3,277.0 $246K 0.00% -714.0 -17.9% $75.16 +5.7%
547 BN BROOKFIELD CORP Financial Services 5,775.0 $246K 0.00% -10K -63.9% $42.59 -1.5%
548 CPT CAMDEN PPTY TR Real Estate 2,146.0 $246K 0.00% -109.0 -4.8% $114.47 -4.6%
549 ADC AGREE RLTY CORP Real Estate 3,243.0 $246K 0.00% -853.0 -20.8% $75.73 -1.5%
550 ITGR INTEGER HLDGS CORP Healthcare 2,612.0 $244K 0.00% -69.0 -2.6% $93.45 +33.8%
551 RNR RENAISSANCERE HLDGS LTD Financial Services 765.0 $242K 0.00% -51.0 -6.2% $316.92 +3.9%
552 MTG MGIC INVT CORP WIS Financial Services 8,583.0 $242K 0.00% -3K -28.6% $28.20 +10.3%
553 NBR NABORS INDUSTRIES LTD Energy 2,865.0 $241K 0.00% -3K -50.8% $84.01 +5.5%
554 AGO ASSURED GUARANTY LTD Financial Services 2,996.0 $240K 0.00% -597.0 -16.6% $80.16 -7.4%
555 IDCC INTERDIGITAL INC Technology 847.0 $240K 0.00% -32.0 -3.6% $283.13 +20.5%
556 MTUM ISHARES TR 698.0 $239K 0.00% -1K -59.9% $342.83 -12.3%
557 PI IMPINJ INC Technology 1,667.0 $239K 0.00% -724.0 -30.3% $143.23 +12.4%
558 SLGN SILGAN HLDGS INC Consumer Cyclical 5,105.0 $237K 0.00% -39K -88.5% $46.39 -8.4%
559 WDFC WD 40 CO Basic Materials 971.0 $237K 0.00% -78.0 -7.4% $243.64 -11.4%
560 PEN PENUMBRA INC Healthcare 747.0 $236K 0.00% -156.0 -17.3% $315.75 +2.5%
Page 28 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%