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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 51 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 HUBS HUBSPOT INC Technology 1,510.0 $276K 0.00% -2K -51.7% $182.51 +33.8%
1002 AX AXOS FINANCIAL INC Financial Services 2,829.0 $276K 0.00% -3K -53.0% $97.39 -0.5%
1003 APPF APPFOLIO INC Technology 1,717.0 $275K 0.00% +66.0 +4.0% $160.35 +40.4%
1004 XLI SELECT SECTOR SPDR TR 1,481.0 $274K 0.00% +148.0 +11.1% $185.23 -3.4%
1005 NSA NATIONAL STORAGE AFFILIATES Real Estate 6,157.0 $274K 0.00% NEW $44.47 -2.4%
1006 IYJ ISHARES TR 1,642.0 $274K 0.00% $166.65 -1.3%
1007 RGEN REPLIGEN CORP Healthcare 2,003.0 $273K 0.00% +97.0 +5.1% $136.44 +33.1%
1008 DBEF DBX ETF TR 4,978.0 $272K 0.00% -2K -30.0% $54.63 +2.2%
1009 DPZ DOMINOS PIZZA INC Consumer Cyclical 916.0 $271K 0.00% +69.0 +8.2% $296.00 +17.9%
1010 STANDARDAERO INC 9,064.0 $271K 0.00% NEW $29.91
1011 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,649.0 $271K 0.00% +162.0 +10.9% $164.27 -1.5%
1012 ASGN EVERFORTH INC Technology 15,150.0 $271K 0.00% NEW $17.87 +17.3%
1013 GATX GATX CORP Industrials 1,523.0 $270K 0.00% +13.0 +0.9% $177.20 +0.7%
1014 HLNE HAMILTON LANE INC Financial Services 3,419.0 $270K 0.00% +593.0 +21.0% $78.83 +33.4%
1015 PODD INSULET CORP Healthcare 1,764.0 $269K 0.00% +258.0 +17.1% $152.27 -4.5%
1016 PDEC INNOVATOR ETFS TRUST 5,851.0 $269K 0.00% -156.0 -2.6% $45.89 +1.9%
1017 HR HEALTHCARE RLTY TR Real Estate 13,227.0 $267K 0.00% -4K -21.0% $20.17 -4.2%
1018 USO UNITED STS OIL FD LP Financial Services 2,500.0 $266K 0.00% $106.44 +24.2%
1019 EQH EQUITABLE HLDGS INC Financial Services 6,053.0 $266K 0.00% -39.0 -0.6% $43.88 +11.7%
1020 MFC MANULIFE FINL CORP Financial Services 6,553.0 $265K 0.00% -397.0 -5.7% $40.51 +5.7%
Page 51 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%