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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 4 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 176,689.0 $12.6M 0.16% -18K -9.0% $71.40 +12.1%
62 IEI ISHARES TR 105,612.0 $12.4M 0.15% -12K -9.9% $117.45 -0.8%
63 EFA ISHARES TR 116,164.0 $12.1M 0.15% -3K -2.4% $103.88 +4.0%
64 SCHG SCHWAB STRATEGIC TR 355,283.0 $12.0M 0.15% -10K -2.7% $33.84 +3.9%
65 MS MORGAN STANLEY Financial Services 55,625.0 $11.6M 0.15% -3K -5.4% $209.04 +2.4%
66 IXUS ISHARES TR 112,820.0 $10.8M 0.14% -57K -33.7% $95.44 +2.1%
67 VONE VANGUARD SCOTTSDALE FDS 31,718.0 $10.7M 0.14% -612.0 -1.9% $338.72 +2.1%
68 IVW ISHARES TR 74,976.0 $10.3M 0.13% -17K -18.4% $137.53 +0.3%
69 TJX TJX COS INC NEW Consumer Cyclical 67,537.0 $10.2M 0.13% -3K -4.5% $151.50 -7.1%
70 MA MASTERCARD INCORPORATED Financial Services 19,896.0 $10.2M 0.13% -2K -8.9% $513.61 +16.8%
71 NULG NUSHARES ETF TR 85,481.0 $10.0M 0.12% -56K -39.5% $117.06 -3.1%
72 IWM ISHARES TR 33,196.0 $10.0M 0.12% -1K -3.1% $300.45 -0.8%
73 QCOM QUALCOMM INC Technology 52,795.0 $9.8M 0.12% -10K -15.8% $184.79 -14.2%
74 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 19,764.0 $9.4M 0.12% -4K -16.7% $477.80 -14.2%
75 DE DEERE & CO Industrials 14,709.0 $9.3M 0.12% -435.0 -2.9% $634.34 +2.3%
76 GEV GE VERNOVA INC Utilities 7,870.0 $9.2M 0.12% -209.0 -2.6% $1175.00 -19.8%
77 CVX CHEVRON CORPORATION Energy 55,555.0 $9.2M 0.12% -3K -5.8% $165.76 +22.5%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 49,457.0 $8.9M 0.11% -380.0 -0.8% $180.96 +5.8%
79 GS GOLDMAN SACHS GROUP INC Financial Services 8,407.0 $8.5M 0.11% -338.0 -3.9% $1011.43 +2.5%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 198,168.0 $8.4M 0.10% -4K -2.1% $42.34 +18.4%
Page 4 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%