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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 57 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 1,728.0 $221K 0.00% -391.0 -18.4% $127.90 -4.6%
1122 CUBI CUSTOMERS BANCORP INC Financial Services 2,794.0 $221K 0.00% NEW $79.10 -0.1%
1123 FBP FIRST BANCORP CORPORATION Financial Services 8,476.0 $221K 0.00% NEW $26.07 +8.3%
1124 PVH PVH CORPORATION Consumer Cyclical 2,963.0 $220K 0.00% +56.0 +1.9% $74.26 +3.7%
1125 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 19,720.0 $220K 0.00% -28K -58.7% $11.15 -8.9%
1126 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 10,411.0 $220K 0.00% -2K -16.2% $21.11 -18.4%
1127 DFUV DIMENSIONAL ETF TRUST 3,993.0 $220K 0.00% NEW $55.01 +4.3%
1128 SLYG SPDR SERIES TRUST 1,840.0 $219K 0.00% NEW $119.13 -2.9%
1129 GHC GRAHAM HLDGS CO Consumer Defensive 192.0 $219K 0.00% -2.0 -1.0% $1141.42 +3.0%
1130 ARGX ARGENX SE Healthcare 236.0 $219K 0.00% -127.0 -35.0% $927.77 +9.0%
1131 VVV VALVOLINE INC Energy 5,528.0 $219K 0.00% NEW $39.54 -15.6%
1132 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,844.0 $219K 0.00% NEW $118.53 -24.3%
1133 PLXS PLEXUS CORP Technology 724.0 $218K 0.00% NEW $300.67 -21.0%
1134 GKOS GLAUKOS CORP Healthcare 1,553.0 $217K 0.00% NEW $139.76 +32.8%
1135 SKM SK TELECOM CO LTD Communication Services 6,733.0 $217K 0.00% -2K -20.3% $32.16 +24.4%
1136 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,011.0 $216K 0.00% NEW $71.62 -2.7%
1137 IEO ISHARES TR 1,963.0 $216K 0.00% $109.83 +23.3%
1138 DOCN DIGITALOCEAN HLDGS INC Technology 1,370.0 $215K 0.00% NEW $157.03 -29.0%
1139 HOG HARLEY DAVIDSON INC Consumer Cyclical 8,791.0 $215K 0.00% -20K -69.7% $24.46 +15.7%
1140 PAPI MORGAN STANLEY ETF TRUST 8,036.0 $215K 0.00% $26.70 +5.9%
Page 57 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%