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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 25 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NUE NUCOR CORP Basic Materials 4,596.0 $1.0M 0.01% -367.0 -7.4% $222.75 +13.5%
482 BKR BAKER HUGHES COMPANY Energy 18,255.0 $1.0M 0.01% -169.0 -0.9% $55.50 +11.7%
483 TFC TRUIST FINL CORP Financial Services 20,103.0 $1.0M 0.01% -3K -12.6% $49.82 +1.7%
484 BUYW NORTHERN LTS FD TR IV 69,226.0 $1.0M 0.01% +34K +97.1% $14.45 +0.8%
485 IRM IRON MTN INC DEL Real Estate 7,902.0 $998K 0.01% +197.0 +2.6% $126.31 -3.9%
486 MELI MERCADOLIBRE INC Consumer Cyclical 584.0 $991K 0.01% -101.0 -14.7% $1697.39 +14.9%
487 IVE ISHARES TR 4,335.0 $984K 0.01% -6K -56.5% $227.04 +4.8%
488 SYF SYNCHRONY FINANCIAL Financial Services 12,895.0 $981K 0.01% +2K +17.4% $76.05 +4.9%
489 MUSA MURPHY USA INC Consumer Cyclical 1,804.0 $972K 0.01% +89.0 +5.2% $538.88 -1.3%
490 NTRS NORTHERN TR CORP Financial Services 5,579.0 $970K 0.01% $173.83 +8.0%
491 NXPI NXP SEMICONDUCTORS N V Technology 3,444.0 $968K 0.01% +184.0 +5.6% $281.05 -20.6%
492 WCN WASTE CONNECTIONS INC Industrials 5,804.0 $967K 0.01% +3K +110.5% $166.69 +0.3%
493 WTFC WINTRUST FINL CORP Financial Services 6,016.0 $967K 0.01% +463.0 +8.3% $160.72 -4.7%
494 DJP BARCLAYS BANK PLC Financial Services 22,091.0 $966K 0.01% +3K +13.6% $43.71 +14.8%
495 UAL UNITED AIRLS HLDGS INC Industrials 7,075.0 $962K 0.01% -128.0 -1.8% $135.99 -15.6%
496 CRS CARPENTER TECHNOLOGY CORP Industrials 1,558.0 $961K 0.01% -798.0 -33.9% $616.84 -21.6%
497 OEF ISHARES TR 2,626.0 $961K 0.01% -760.0 -22.4% $365.80 +3.2%
498 EOG EOG RES INC Energy 7,384.0 $958K 0.01% +1K +22.5% $129.74 +11.6%
499 AEIS ADVANCED ENERGY INDS Industrials 2,569.0 $958K 0.01% +205.0 +8.7% $372.88 -24.1%
500 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 28,076.0 $955K 0.01% -8K -21.5% $34.00 +9.8%
Page 25 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%