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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 30 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 STRL STERLING INFRASTRUCTURE INC Industrials 896.0 $752K 0.01% +50.0 +5.9% $839.36 -39.7%
582 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 37,570.0 $747K 0.01% +2K +4.4% $19.89 +12.8%
583 VRSN VERISIGN INC Technology 2,958.0 $744K 0.01% +402.0 +15.7% $251.48 +17.2%
584 OXY OCCIDENTAL PETE CORP Energy 15,293.0 $743K 0.01% -78.0 -0.5% $48.57 +21.8%
585 IUSB ISHARES TR 16,028.0 $740K 0.01% -17K -50.9% $46.15 -1.1%
586 LAMR LAMAR ADVERTISING CO Real Estate 4,732.0 $738K 0.01% -120.0 -2.5% $156.01 -3.5%
587 ESGE ISHARES INC 13,464.0 $736K 0.01% $54.69 -0.6%
588 VRSK VERISK ANALYTICS INC Industrials 4,095.0 $735K 0.01% +307.0 +8.1% $179.53 +6.4%
589 RIO RIO TINTO PLC Basic Materials 7,743.0 $735K 0.01% +450.0 +6.2% $94.94 +10.4%
590 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,561.0 $734K 0.01% +488.0 +15.9% $206.01 +2.5%
591 FN FABRINET Technology 1,304.0 $733K 0.01% +103.0 +8.6% $562.08 -23.0%
592 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,868.0 $729K 0.01% -1K -23.4% $188.54 -19.8%
593 APOS APOLLO GLOBAL MGMT INC 6,153.0 $728K 0.01% +799.0 +14.9% $118.33
594 ENS ENERSYS Industrials 3,100.0 $725K 0.01% -240.0 -7.2% $233.82 -18.3%
595 HAL HALLIBURTON CO Energy 21,314.0 $724K 0.01% -2K -9.3% $33.95 +4.5%
596 ISHARES TR 28,425.0 $723K 0.01% NEW $25.43
597 ISHARES TR 32,284.0 $722K 0.01% -2K -6.8% $22.37
598 CLH CLEAN HARBORS INC Industrials 2,415.0 $721K 0.01% -20.0 -0.8% $298.75 +4.4%
599 KVUE KENVUE INC Consumer Defensive 37,673.0 $720K 0.01% -7K -14.8% $19.11 +0.5%
600 LH LABCORP HOLDINGS INC Healthcare 2,566.0 $718K 0.01% +436.0 +20.5% $279.97 +20.2%
Page 30 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%