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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 30 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MP MP MATERIALS CORP Basic Materials 3,806.0 $213K 0.00% -958.0 -20.1% $56.01 +2.5%
582 J JACOBS SOLUTIONS INC Industrials 1,689.0 $213K 0.00% -547.0 -24.5% $126.01 +20.3%
583 RECS COLUMBIA ETF TR I 4,909.0 $212K 0.00% -2K -27.8% $43.28 +4.1%
584 SBAC SBA COMMUNICATIONS CORP Real Estate 1,204.0 $212K 0.00% -165.0 -12.1% $176.46 +4.9%
585 FCN FTI CONSULTING INC Industrials 1,413.0 $211K 0.00% -198.0 -12.3% $149.01 +4.4%
586 EFX EQUIFAX INC Industrials 1,315.0 $209K 0.00% -1K -50.4% $158.72 +22.6%
587 ISHARES TR 9,152.0 $208K 0.00% -997.0 -9.8% $22.70
588 REX REX AMERICAN RES CORP Basic Materials 4,585.0 $207K 0.00% -5K -51.9% $45.15 -6.1%
589 ISHARES TR 10,246.0 $207K 0.00% -1K -9.9% $20.19
590 AEM AGNICO EAGLE MINES LTD Basic Materials 1,318.0 $205K 0.00% -5K -77.8% $155.20 +40.4%
591 AMCOR PLC 4,657.0 $202K 0.00% -875.0 -15.8% $43.36
592 SNY SANOFI SA Healthcare 4,728.0 $202K 0.00% -2K -30.7% $42.66 +7.1%
593 LUMN LUMEN TECHNOLOGIES INC Communication Services 24,889.0 $191K 0.00% -172.0 -0.7% $7.68 -26.2%
594 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,332.0 $166K 0.00% -5K -33.1% $16.03 +13.8%
595 VOD VODAFONE GROUP PLC Communication Services 10,285.0 $136K 0.00% -699.0 -6.4% $13.23 +20.8%
596 GNW GENWORTH FINL INC Financial Services 13,372.0 $127K 0.00% -413.0 -3.0% $9.47 +4.4%
597 STGW STAGWELL INC Communication Services 13,744.0 $102K 0.00% -7K -34.0% $7.43 +19.5%
598 ITUB ITAU UNIBANCO HLDG S A Financial Services 12,170.0 $99K 0.00% -10K -46.1% $8.17 -8.0%
599 QS QUANTUMSCAPE CORP Consumer Cyclical 12,910.0 $98K 0.00% -268.0 -2.0% $7.56 -24.3%
600 MPT MEDICAL PROPERTIES TRUST INC Financial Services 19,524.0 $90K 0.00% -16K -45.1% $4.62 -10.8%
Page 30 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%