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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 52 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ISHARES TR 13,578.0 $265K 0.00% -1K -7.9% $19.54
1022 HDB HDFC BANK LTD Financial Services 10,256.0 $265K 0.00% -3K -19.8% $25.83 -8.5%
1023 AZZ AZZ INC Industrials 1,707.0 $265K 0.00% $155.05 -10.7%
1024 USMV ISHARES TR 2,736.0 $264K 0.00% -815.0 -22.9% $96.46 +5.2%
1025 LPLA LPL FINL HLDGS INC Financial Services 931.0 $262K 0.00% -182.0 -16.4% $281.68 +28.5%
1026 DFIV DIMENSIONAL ETF TRUST 4,838.0 $261K 0.00% $54.02 +8.1%
1027 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,285.0 $261K 0.00% -118.0 -4.9% $114.18 +3.6%
1028 AN AUTONATION INC Consumer Cyclical 1,396.0 $259K 0.00% +147.0 +11.8% $185.79 +5.9%
1029 CCJ CAMECO CORP Energy 2,542.0 $259K 0.00% -5K -66.0% $101.86 +5.0%
1030 NVR NVR INC Consumer Cyclical 38.0 $259K 0.00% -7.0 -15.6% $6813.45 -5.6%
1031 FLS FLOWSERVE CORP Industrials 3,479.0 $258K 0.00% +361.0 +11.6% $74.17 +8.6%
1032 SWKS SKYWORKS SOLUTIONS INC Technology 3,795.0 $257K 0.00% NEW $67.80 -3.1%
1033 H HYATT HOTELS CORP Consumer Cyclical 1,324.0 $257K 0.00% -75.0 -5.4% $193.78 -8.7%
1034 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,288.0 $256K 0.00% NEW $77.87 -12.0%
1035 BPOP POPULAR INC Financial Services 1,553.0 $255K 0.00% -16.0 -1.0% $164.18 +3.3%
1036 LAD LITHIA MTRS INC Consumer Cyclical 877.0 $255K 0.00% NEW $290.50 +28.0%
1037 CLX CLOROX CO DEL Consumer Defensive 2,665.0 $254K 0.00% -2K -46.3% $95.44 +9.9%
1038 B BARRICK MNG CORP Basic Materials 6,911.0 $254K 0.00% -1K -17.4% $36.73 +33.1%
1039 CMC COMMERCIAL METALS CO Basic Materials 4,031.0 $253K 0.00% -737.0 -15.5% $62.75 +6.5%
1040 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,272.0 $253K 0.00% $24.61 +1.9%
Page 52 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%