Coldstream Capital Management Inc Incresed Positions in Q2 2025

Coldstream Capital Management Inc

  • $5.98 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
13
+ 0.63%
$266.31 - $309.77 $3.46K - $4.03K
2.07K $606K
LNC
Lincoln National Corp

Financial Services
123
+ 1.23%
$28.95 - $37.27 $3.56K - $4.58K
10.1K $350K
PEN
Penumbra Inc

Healthcare
2
+ 0.25%
$253.22 - $299.78 $506 - $600
814 $208K
DOW
Dow Inc.

Basic Materials
3.64K
+ 28.96%
$25.81 - $34.89 $93.9K - $127K
16.2K $429K
AFG
American Financial Group Inc

Financial Services
65
+ 1.72%
$116.9 - $132.12 $7.6K - $8.59K
3.85K $486K
ED
Consolidated Edison Inc

Utilities
545
+ 8.49%
$98.05 - $113.3 $53.4K - $61.7K
6.96K $698K
KMB
Kimberly Clark Corp

Consumer Defensive
406
+ 8.41%
$126.84 - $145.22 $51.5K - $59K
5.23K $674K
AEP
American Electric Power CO Inc

Utilities
366
+ 3.99%
$98.59 - $109.11 $36.1K - $39.9K
9.54K $989K
WPC
W. P. Carey Inc.

Real Estate
375
+ 0.74%
$56.12 - $64.53 $21K - $24.2K
51.2K $3.19M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
28
+ 1.06%
$78.57 - $89.09 $2.2K - $2.49K
2.67K $212K
AIZ
Assurant, Inc.

Financial Services
64
+ 3.02%
$179.73 - $211.56 $11.5K - $13.5K
2.18K $430K
ETR
Entergy Corp

Utilities
205
+ 1.54%
$79.01 - $86.61 $16.2K - $17.8K
13.5K $1.12M
DTE
Dte Energy CO

Utilities
57
+ 1.49%
$127.39 - $139.49 $7.26K - $7.95K
3.89K $514K
DHS
Wisdomtree Tr U.S

ETFs
14
+ 0.24%
$87.71 - $98.37 $1.23K - $1.38K
5.88K $564K
HLX
Helix Energy Solutions Group Inc

Energy
392
+ 4.05%
$5.98 - $8.5 $2.34K - $3.33K
10.1K $62K
EPD
Enterprise Products Partners L.P.

Energy
57
+ 0.85%
$28.95 - $34.22 $1.65K - $1.95K
6.74K $209K
GL
Globe Life Inc.

Financial Services
25
+ 0.77%
$113.29 - $133.09 $2.83K - $3.33K
3.25K $404K
EIX
Edison International

Utilities
708
+ 8.79%
$48.32 - $59.92 $34.2K - $42.4K
8.76K $451K
AMGN
Amgen Inc

Healthcare
1.99K
+ 11.1%
$262.28 - $309.85 $521K - $615K
19.9K $5.55M
PRI
Primerica, Inc.

Financial Services
1
+ 0.04%
$244.39 - $290.62 $244 - $291
2.25K $614K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
283
+ 5.41%
$41.37 - $53.28 $11.7K - $15.1K
5.52K $246K
XLV
Select Sector Spdr Fund Health

ETFs
33
+ 1.14%
$128.77 - $144.3 $4.25K - $4.76K
2.94K $395K
WY
Weyerhaeuser CO

Real Estate
2.52K
+ 9.74%
$24.69 - $29.48 $62.3K - $74.4K
28.4K $730K
UTHR
United Therapeutics Corp

Healthcare
43
+ 2.05%
$276.47 - $328.4 $11.9K - $14.1K
2.15K $616K
TECH
Bio Techne Corp

Healthcare
119
+ 2.33%
$46.66 - $58.38 $5.55K - $6.95K
5.22K $268K
BP
Bp PLC

Energy
114
+ 1.21%
$26.11 - $33.81 $2.98K - $3.85K
9.57K $286K
ONTO
Onto Innovation Inc.

Technology
74
+ 3.5%
$88.5 - $133.37 $6.55K - $9.87K
2.19K $221K
VTR
Ventas, Inc.

Real Estate
8
+ 0.12%
$62.45 - $70.08 $500 - $561
6.61K $417K
SNA
Snap On Inc

Industrials
10
+ 0.59%
$292.36 - $342.2 $2.92K - $3.42K
1.72K $533K
IQV
Iqvia Holdings Inc.

Healthcare
106
+ 3.24%
$137.0 - $174.37 $14.5K - $18.5K
3.38K $532K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.23K
+ 9.94%
$212.1 - $244.27 $261K - $300K
13.6K $2.97M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 0.18%
$396.53 - $537.62 $397 - $538
554 $240K
PSX
Phillips 66

Energy
1.02K
+ 2.47%
$92.87 - $125.73 $94.7K - $128K
42.3K $5.05M
KBR
Kbr, Inc.

Industrials
481
+ 1.15%
$46.2 - $56.12 $22.2K - $27K
42.2K $2.02M
PAYX
Paychex Inc

Industrials
244
+ 2.29%
$137.01 - $159.78 $33.4K - $39K
10.9K $1.58M
ACN
Accenture PLC

Technology
931
+ 3.63%
$279.23 - $323.21 $260K - $301K
26.6K $7.95M
CAG
Conagra Brands Inc.

Consumer Defensive
2.08K
+ 11.93%
$20.4 - $26.78 $42.4K - $55.7K
19.5K $399K
IEX
Idex Corp

Industrials
24
+ 0.17%
$160.66 - $191.29 $3.86K - $4.59K
13.9K $2.43M
OHI
Omega Healthcare Investors Inc

Real Estate
301
+ 0.5%
$35.55 - $39.05 $10.7K - $11.8K
60.9K $2.23M
CPRT
Copart Inc

Consumer Cyclical
2.62K
+ 9.44%
$47.72 - $63.84 $125K - $168K
30.4K $1.49M
AON
Aon PLC

Financial Services
461
+ 7.81%
$335.85 - $398.81 $155K - $184K
6.37K $2.27M
POOL
Pool Corp

Industrials
217
+ 3.57%
$285.0 - $325.66 $61.8K - $70.7K
6.29K $1.83M
AVB
Avalonbay Communities Inc

Real Estate
143
+ 1.23%
$187.23 - $215.61 $26.8K - $30.8K
11.8K $2.4M
STGW
Stagwell Inc

Communication Services
3.07K
+ 4.1%
$4.16 - $6.02 $12.8K - $18.5K
77.9K $350K
NEE
Nextera Energy Inc

Utilities
798
+ 0.73%
$64.11 - $75.0 $51.2K - $59.9K
110K $7.62M
LNT
Alliant Energy Corp

Utilities
896
+ 2.17%
$58.79 - $64.85 $52.7K - $58.1K
42.2K $2.55M
TSCO
Tractor Supply CO

Consumer Cyclical
276
+ 0.52%
$47.86 - $55.77 $13.2K - $15.4K
53.5K $2.82M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19.4K
+ 1397.48%
$87.84 - $1441.89 $1.71M - $28M
20.8K $1.87M
AJG
Arthur J. Gallagher & Co.

Financial Services
563
+ 4.28%
$310.86 - $348.77 $175K - $196K
13.7K $4.39M
Activity Summary
Buys All Purchases 625 New Holdings 13 Increased Positions 612 Sells All Sells 440 Reductions 440 Sold out 0 Options Calls 0 Puts 0
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