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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 44 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GWRE GUIDEWIRE SOFTWARE INC Technology 3,118.0 $384K 0.01% -277.0 -8.2% $123.05 +53.1%
862 CVNA CARVANA CO Consumer Cyclical 5,798.0 $382K 0.01% +5K +474.1% $65.82 +15.1%
863 GSK GSK PLC Healthcare 7,269.0 $381K 0.01% -7K -50.1% $52.42 -0.7%
864 NATWEST GROUP PLC 21,578.0 $380K 0.01% -12K -36.4% $17.63
865 EFG ISHARES TR 3,056.0 $380K 0.01% -4K -55.5% $124.43 +1.4%
866 RELX RELX PLC Communication Services 12,006.0 $380K 0.01% -1K -8.2% $31.67 +13.3%
867 EVEREST GROUP LTD 1,062.0 $379K 0.01% +182.0 +20.7% $357.23
868 NEBIUS GROUP N.V. 1,370.0 $378K 0.01% NEW $276.17
869 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,364.0 $378K 0.01% -3K -19.0% $33.29 +34.3%
870 AOA ISHARES TR 3,870.0 $378K 0.01% $97.61 +1.7%
871 VPU VANGUARD WORLD FD 1,920.0 $376K 0.01% -2K -51.0% $195.77 -4.3%
872 BCML BAYCOM CORP Financial Services 11,349.0 $375K 0.01% NEW $33.03 -9.3%
873 IP INTERNATIONAL PAPER CO Consumer Cyclical 9,797.0 $373K 0.01% +609.0 +6.6% $38.10 +7.6%
874 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,487.0 $370K 0.01% +1K +83.5% $148.69 +18.2%
875 COKE COCA COLA CONS INC Consumer Defensive 1,936.0 $370K 0.01% -114.0 -5.6% $190.96 +2.9%
876 OKTA OKTA INC Technology 2,701.0 $369K 0.01% NEW $136.45 -4.3%
877 PFXF VANECK ETF TRUST 20,643.0 $368K 0.01% +1K +6.3% $17.84 +0.9%
878 NU NU HLDGS LTD Financial Services 27,564.0 $368K 0.01% -2K -5.9% $13.36 +13.3%
879 UCTT ULTRA CLEAN HLDGS INC Technology 2,582.0 $368K 0.01% NEW $142.59 -48.6%
880 ROL ROLLINS INC Consumer Cyclical 8,815.0 $368K 0.01% +565.0 +6.8% $41.74 -12.9%
Page 44 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%