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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 42 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FORM FORMFACTOR INC Technology 2,628.0 $420K 0.01% +51.0 +2.0% $159.93 -32.6%
822 HST HOST HOTELS & RESORTS INC Real Estate 17,726.0 $420K 0.01% +3K +20.7% $23.71 -3.0%
823 PPL PPL CORP Utilities 11,544.0 $420K 0.01% +946.0 +8.9% $36.35 -3.7%
824 CNP CENTERPOINT ENERGY INC Utilities 9,513.0 $419K 0.01% +2K +34.3% $44.04 -11.6%
825 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,005.0 $418K 0.01% -473.0 -13.6% $139.09 -2.9%
826 NOK NOKIA CORP Technology 31,443.0 $418K 0.01% +7K +29.6% $13.28 -22.1%
827 RKT ROCKET COS INC Financial Services 26,324.0 $415K 0.01% -894.0 -3.3% $15.75 -9.2%
828 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,375.0 $414K 0.01% +24.0 +1.8% $301.03 -20.2%
829 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,578.0 $412K 0.01% -298.0 -15.9% $261.40 +32.7%
830 BLD TOPBUILD COR Industrials 1,160.0 $411K 0.01% -583.0 -33.5% $354.53 -0.0%
831 ALGN ALIGN TECHNOLOGY INC Healthcare 2,433.0 $410K 0.01% -149.0 -5.8% $168.66 -5.4%
832 AM ANTERO MIDSTREAM CORP Energy 17,947.0 $408K 0.01% +5K +34.3% $22.75 -3.7%
833 PSEP INNOVATOR ETFS TRUST 8,826.0 $406K 0.01% $46.05 +1.6%
834 WCC WESCO INTL INC Industrials 1,176.0 $406K 0.01% -52.0 -4.2% $345.45 -1.9%
835 DORM DORMAN PRODS INC Consumer Cyclical 2,970.0 $405K 0.01% +130.0 +4.6% $136.45 -4.4%
836 FIS FIDELITY NATL INFORMATION SV Technology 10,400.0 $404K 0.01% -57.0 -0.6% $38.88 +4.1%
837 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 30,384.0 $404K 0.01% NEW $13.28 -17.5%
838 EMN EASTMAN CHEM CO Basic Materials 6,003.0 $402K 0.01% +2K +68.9% $66.98 +7.5%
839 AVT AVNET INC Technology 4,483.0 $398K 0.01% +517.0 +13.0% $88.83 -1.4%
840 IBB ISHARES TR 2,084.0 $396K 0.01% -180.0 -8.0% $190.21 +13.8%
Page 42 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%