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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 11 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEM NEWMONT CORP Basic Materials 35,249.0 $3.3M 0.04% -13K -27.5% $93.40 +44.7%
202 VRT VERTIV HOLDINGS CO Industrials 9,784.0 $3.3M 0.04% -715.0 -6.8% $334.84 -23.6%
203 IBMO ISHARES TR 127,207.0 $3.3M 0.04% -671.0 -0.5% $25.64 -0.0%
204 TT TRANE TECHNOLOGIES PLC Industrials 6,626.0 $3.3M 0.04% +55.0 +0.8% $491.14 -7.3%
205 AJG GALLAGHER ARTHUR J & CO Financial Services 14,006.0 $3.2M 0.04% -81.0 -0.6% $229.58 +17.0%
206 GWW WW GRAINGER INC Industrials 2,358.0 $3.2M 0.04% +21.0 +0.9% $1360.46 -4.3%
207 IBMQ ISHARES TR 123,766.0 $3.2M 0.04% +962.0 +0.8% $25.58 -0.2%
208 JCPB J P MORGAN EXCHANGE TRADED F 67,341.0 $3.2M 0.04% +22K +49.0% $46.94 -1.1%
209 RS RELIANCE INC Basic Materials 8,418.0 $3.1M 0.04% -290.0 -3.3% $373.64 +2.7%
210 WM WASTE MGMT INC DEL Industrials 13,961.0 $3.1M 0.04% -2K -11.0% $222.88 -0.3%
211 COF CAPITAL ONE FINL CORP Financial Services 15,383.0 $3.1M 0.04% -998.0 -6.1% $200.62 +7.8%
212 DHR DANAHER CORP DEL Healthcare 16,046.0 $3.1M 0.04% -8K -33.8% $190.48 +13.4%
213 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,151.0 $3.1M 0.04% -386.0 -5.9% $496.73 +11.3%
214 FORTINET INC 19,765.0 $3.0M 0.04% +2K +13.8% $153.62
215 DLN WISDOMTREE TR 31,359.0 $3.0M 0.04% $96.32 +4.9%
216 WELL WELLTOWER INC Real Estate 13,091.0 $3.0M 0.04% -3K -17.7% $226.98 +6.2%
217 KR KROGER CO Consumer Defensive 52,792.0 $2.9M 0.04% -2K -4.4% $55.53 +5.3%
218 DELL DELL TECHNOLOGIES INC Technology 6,759.0 $2.9M 0.04% -1K -17.0% $431.47 +4.5%
219 EXPD EXPEDITORS INTL WASH INC Industrials 17,891.0 $2.9M 0.04% -3K -15.4% $162.98 +16.0%
220 URI UNITED RENTALS INC Industrials 2,568.0 $2.9M 0.04% +135.0 +5.5% $1132.90 -7.0%
Page 11 of 61  ·  1,219 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%