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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 8 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COF CAPITAL ONE FINL CORP Financial Services 15,383.0 $3.1M 0.04% -998.0 -6.1% $200.62 +7.8%
142 DHR DANAHER CORP DEL Healthcare 16,046.0 $3.1M 0.04% -8K -33.8% $190.48 +13.0%
143 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,151.0 $3.1M 0.04% -386.0 -5.9% $496.73 +10.2%
144 WELL WELLTOWER INC Real Estate 13,091.0 $3.0M 0.04% -3K -17.7% $226.98 +5.7%
145 KR KROGER CO Consumer Defensive 52,792.0 $2.9M 0.04% -2K -4.4% $55.53 +6.4%
146 DELL DELL TECHNOLOGIES INC Technology 6,759.0 $2.9M 0.04% -1K -17.0% $431.47 +0.4%
147 EXPD EXPEDITORS INTL WASH INC Industrials 17,891.0 $2.9M 0.04% -3K -15.4% $162.98 +15.2%
148 DGX QUEST DIAGNOSTICS INC Healthcare 13,668.0 $2.9M 0.04% -280.0 -2.0% $211.94 +15.1%
149 LNT ALLIANT ENERGY CORP Utilities 37,870.0 $2.9M 0.04% -849.0 -2.2% $76.29 -10.3%
150 NOW SERVICENOW INC Technology 29,063.0 $2.9M 0.04% -1K -4.8% $99.28 +29.0%
151 VXUS VANGUARD STAR FDS 33,558.0 $2.9M 0.04% -3K -8.8% $85.49 +2.0%
152 CDNS CADENCE DESIGN SYSTEM INC Technology 7,601.0 $2.9M 0.04% -159.0 -2.0% $375.31 -15.8%
153 BK BANK OF NY MELLON CORP Financial Services 19,417.0 $2.8M 0.04% -2K -7.3% $144.61 -1.9%
154 MCK MCKESSON CORP Healthcare 3,679.0 $2.8M 0.04% -171.0 -4.4% $755.55 +15.7%
155 JBHT HUNT J B TRANS SVCS INC Industrials 9,460.0 $2.7M 0.03% -505.0 -5.1% $289.44 -10.2%
156 NVS NOVARTIS AG Healthcare 17,467.0 $2.7M 0.03% -1K -7.6% $156.72 +0.8%
157 EXPE EXPEDIA GROUP INC Consumer Cyclical 10,646.0 $2.7M 0.03% -906.0 -7.8% $255.88 +32.5%
158 WPC WP CAREY INC Real Estate 37,582.0 $2.7M 0.03% -4K -10.5% $71.50 +0.1%
159 EMR EMERSON ELEC CO Industrials 18,615.0 $2.7M 0.03% -2K -11.0% $143.15 +10.1%
160 PFE PFIZER INC Healthcare 110,237.0 $2.7M 0.03% -40K -26.4% $24.08 +16.2%
Page 8 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%