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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 14 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VMC VULCAN MATLS CO Basic Materials 8,309.0 $2.5M 0.03% -674.0 -7.5% $295.02 -7.1%
262 HUBB HUBBELL INC Industrials 4,667.0 $2.4M 0.03% +169.0 +3.8% $523.18 -11.3%
263 GD GENERAL DYNAMICS CORP Industrials 6,857.0 $2.4M 0.03% -983.0 -12.5% $354.24 +6.3%
264 CVS CVS HEALTH CORP Healthcare 23,465.0 $2.4M 0.03% +1K +4.9% $103.45 -10.2%
265 IJR ISHARES TR 16,270.0 $2.4M 0.03% +313.0 +2.0% $148.31 -1.1%
266 CEG CONSTELLATION ENERGY CORP Utilities 9,714.0 $2.4M 0.03% -2K -17.0% $248.36 +12.1%
267 RGA REINSURANCE GROUP AMER INC Financial Services 11,165.0 $2.4M 0.03% +316.0 +2.9% $212.66 +15.0%
268 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,074.0 $2.3M 0.03% +1K +20.1% $386.74 +3.1%
269 AES AES CORP Utilities 159,949.0 $2.3M 0.03% -13K -7.7% $14.66 +0.5%
270 CIEN CIENA CORP Technology 4,755.0 $2.3M 0.03% +124.0 +2.7% $490.56 -21.0%
271 HPQ HP INC Technology 106,143.0 $2.3M 0.03% -8K -7.0% $21.94 +34.5%
272 SCHC SCHWAB STRATEGIC TR 47,770.0 $2.3M 0.03% -4K -8.2% $48.12 +7.6%
273 UPS UNITED PARCEL SVCS INC Industrials 21,362.0 $2.3M 0.03% -3K -12.0% $107.50 -2.2%
274 ISTB ISHARES TR 47,383.0 $2.3M 0.03% -25K -34.5% $48.25 -0.2%
275 JCI JOHNSON CONTROLS INTERNATION Industrials 15,588.0 $2.3M 0.03% -3K -15.8% $146.18 -3.0%
276 STE STERIS PLC Healthcare 10,763.0 $2.3M 0.03% -327.0 -3.0% $210.57 +12.3%
277 OHI OMEGA HEALTHCARE INVS INC Real Estate 47,475.0 $2.3M 0.03% -3K -5.1% $47.68 -1.5%
278 CSX CSX CORP Industrials 47,438.0 $2.3M 0.03% +2K +4.9% $47.53 +8.4%
279 TRGP TARGA RES CORP Energy 8,352.0 $2.2M 0.03% -610.0 -6.8% $268.15 +7.0%
280 SHW SHERWIN WILLIAMS CO Basic Materials 6,463.0 $2.2M 0.03% -730.0 -10.2% $344.38 +1.8%
Page 14 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%