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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 7 of 61  ·  1,219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS DISNEY WALT CO Communication Services 74,275.0 $7.2M 0.09% -5K -6.7% $96.29 +14.9%
122 AMGN AMGEN INC Healthcare 19,733.0 $7.1M 0.09% -2K -9.1% $362.13 +22.6%
123 PANW PALO ALTO NETWORKS INC Technology 20,792.0 $7.1M 0.09% +3K +19.2% $341.02 +2.9%
124 AXP AMERICAN EXPRESS CO Financial Services 20,682.0 $7.0M 0.09% -1K -5.1% $338.25 -0.3%
125 AFL AFLAC INC Financial Services 59,662.0 $7.0M 0.09% -790.0 -1.3% $117.25 +0.8%
126 PSX PHILLIPS 66 Energy 40,911.0 $6.9M 0.09% -581.0 -1.4% $169.05 +43.1%
127 WFC WELLS FARGO & CO Financial Services 82,529.0 $6.8M 0.09% +2K +2.9% $82.64 +2.5%
128 VNQ VANGUARD INDEX FDS 70,347.0 $6.8M 0.09% -2K -3.0% $96.43 +2.8%
129 XLU SELECT SECTOR SPDR TR 148,827.0 $6.7M 0.08% -11K -6.8% $45.34 -4.7%
130 IWO ISHARES TR 16,709.0 $6.6M 0.08% -128.0 -0.8% $393.95 -2.7%
131 DUK DUKE ENERGY CORP NEW Utilities 51,809.0 $6.6M 0.08% -599.0 -1.1% $126.58 -3.6%
132 MGC VANGUARD WORLD FD 23,476.0 $6.4M 0.08% -5K -17.8% $273.63 +2.1%
133 ASML ASML HLDG NV Technology 3,209.0 $6.4M 0.08% -116.0 -3.5% $1989.65 -12.5%
134 GLW CORNING INC Technology 24,776.0 $6.3M 0.08% +1K +5.2% $255.42 -43.0%
135 IUSG ISHARES TR 33,601.0 $6.3M 0.08% -1K -3.3% $188.09 +0.2%
136 CRM SALESFORCE INC Technology 40,061.0 $6.3M 0.08% -34K -45.8% $156.76 +33.4%
137 IJK ISHARES TR 52,290.0 $6.1M 0.08% -1K -2.3% $117.50 -2.7%
138 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,334.0 $6.1M 0.08% -2K -20.1% $965.15 -17.7%
139 WDC WESTERN DIGITAL CORP Technology 9,300.0 $5.9M 0.07% -181.0 -1.9% $638.73 -31.8%
140 ETN EATON CORP PLC Industrials 13,800.0 $5.9M 0.07% +230.0 +1.7% $426.12 -4.1%
Page 7 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%