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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 9 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEX IDEX CORP Industrials 11,634.0 $2.6M 0.03% -303.0 -2.5% $226.94 +3.0%
162 TOL TOLL BROTHERS INC Consumer Cyclical 15,934.0 $2.6M 0.03% -5K -25.4% $164.76 -10.5%
163 WTS WATTS WATER TECHNOLOGIES INC Industrials 6,645.0 $2.6M 0.03% -439.0 -6.2% $391.48 -4.8%
164 NVT NVENT ELEC PLC Industrials 15,209.0 $2.6M 0.03% -495.0 -3.1% $169.61 -9.6%
165 DTM DT MIDSTREAM INC Energy 17,465.0 $2.6M 0.03% -732.0 -4.0% $146.74 -14.3%
166 DKS DICKS SPORTING GOODS INC Consumer Cyclical 11,182.0 $2.5M 0.03% -490.0 -4.2% $226.82 -20.9%
167 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,589.0 $2.5M 0.03% -2K -30.7% $703.38 -1.3%
168 WMB WILLIAMS COS INC Energy 33,672.0 $2.5M 0.03% -5K -13.0% $74.34 -4.5%
169 WSO WATSCO INC Industrials 5,980.0 $2.5M 0.03% -147.0 -2.4% $416.77 -25.4%
170 VMC VULCAN MATLS CO Basic Materials 8,309.0 $2.5M 0.03% -674.0 -7.5% $295.02 -6.5%
171 GD GENERAL DYNAMICS CORP Industrials 6,857.0 $2.4M 0.03% -983.0 -12.5% $354.24 +8.3%
172 CEG CONSTELLATION ENERGY CORP Utilities 9,714.0 $2.4M 0.03% -2K -17.0% $248.36 +10.1%
173 AES AES CORP Utilities 159,949.0 $2.3M 0.03% -13K -7.7% $14.66 +0.6%
174 HPQ HP INC Technology 106,143.0 $2.3M 0.03% -8K -7.0% $21.94 +30.3%
175 SCHC SCHWAB STRATEGIC TR 47,770.0 $2.3M 0.03% -4K -8.2% $48.12 +6.5%
176 UPS UNITED PARCEL SVCS INC Industrials 21,362.0 $2.3M 0.03% -3K -12.0% $107.50 -4.4%
177 ISTB ISHARES TR 47,383.0 $2.3M 0.03% -25K -34.5% $48.25 -0.4%
178 JCI JOHNSON CONTROLS INTERNATION Industrials 15,588.0 $2.3M 0.03% -3K -15.8% $146.18 -2.2%
179 STE STERIS PLC Healthcare 10,763.0 $2.3M 0.03% -327.0 -3.0% $210.57 +13.0%
180 OHI OMEGA HEALTHCARE INVS INC Real Estate 47,475.0 $2.3M 0.03% -3K -5.1% $47.68 -2.3%
Page 9 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%