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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 6 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PLD PROLOGIS INC. Real Estate 41,828.0 $5.7M 0.07% -1K -3.0% $135.47 +5.8%
102 SCZ ISHARES TR 68,241.0 $5.6M 0.07% -3K -3.5% $82.27 +5.1%
103 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,059.0 $5.5M 0.07% -287.0 -2.5% $501.41 +25.4%
104 PLTR PALANTIR TECHNOLOGIES INC Technology 47,213.0 $5.5M 0.07% -4K -7.3% $116.67 +50.8%
105 IWP ISHARES TR 36,180.0 $5.3M 0.07% -1K -2.8% $146.41 -3.2%
106 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,212.0 $5.2M 0.07% -180.0 -0.8% $233.10 +2.0%
107 BND VANGUARD BD INDEX FDS 70,095.0 $5.1M 0.06% -1K -1.9% $73.41 -1.4%
108 PCAR PACCAR INC Industrials 42,490.0 $5.1M 0.06% -4K -7.8% $120.12 +8.2%
109 UNP UNION PAC CORP Industrials 18,760.0 $5.1M 0.06% -3K -12.3% $271.98 +13.9%
110 NKE NIKE INC Consumer Cyclical 121,298.0 $5.0M 0.06% -109K -47.4% $41.29 -1.3%
111 GLD SPDR GOLD TR Financial Services 13,416.0 $4.9M 0.06% -6K -31.5% $368.37 +15.8%
112 NUSC NUSHARES ETF TR 94,514.0 $4.9M 0.06% -87K -48.0% $52.12 -0.9%
113 PEP PEPSICO INC Consumer Defensive 33,773.0 $4.6M 0.06% -5K -12.2% $135.40 +6.8%
114 NUEM NUSHARES ETF TR 106,954.0 $4.5M 0.06% -100K -48.2% $42.44 -1.2%
115 ABT ABBOTT LABORATORIES Healthcare 49,201.0 $4.5M 0.06% -7K -11.9% $90.74 +28.6%
116 VTWO VANGUARD SCOTTSDALE FDS 36,317.0 $4.4M 0.06% -8K -18.1% $121.42 -0.8%
117 MPWR MONOLITHIC PWR SYS INC Technology 3,159.0 $4.4M 0.06% -183.0 -5.5% $1382.51 -7.1%
118 MRVL MARVELL TECHNOLOGY INC Technology 14,171.0 $4.2M 0.05% -2K -11.1% $297.90 -23.0%
119 O REALTY INCOME CORP Real Estate 65,869.0 $4.1M 0.05% -2K -3.6% $61.96 +2.0%
120 AMT AMERICAN TOWER CORP Real Estate 24,775.0 $4.1M 0.05% -2K -6.2% $163.57 +9.1%
Page 6 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%