COLDSTREAM CAPITAL MANAGEMENT INC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$2.1T

Holdings

404

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (404 positions)

#StockSharesValue% PortfolioType
101
AFLAFLAC INC
77,453$2.8B0.14%
102
RTXRAYTHEON TECHNOLOGIES CORP
48,179$2.8B0.13%
103
WECWEC ENERGY GROUP INC
28,445$2.8B0.13%
104
VONEVanguard Russell 1000
13,605$2.7B0.13%
105
VTIVanguard Total Stock Market
13,288$2.6B0.13%
106
MPCMARATHON PETE CORP
89,894$2.6B0.13%
107
SCHASchwab US Small-Cap
37,840$2.6B0.13%
108
AMTAMERICAN TOWER CORP NEW
10,877$2.6B0.13%
109
PLDPROLOGIS INC.
25,509$2.6B0.12%
110
SCZiShares MSCI EAFE Small-Cap
32,216$2.4B0.12%
111
ECLECOLAB INC
11,888$2.4B0.12%
112
WDAYWORKDAY INC
10,469$2.3B0.11%
113
KMBKIMBERLY CLARK CORP
15,211$2.2B0.11%
114
DHRDANAHER CORPORATION
9,994$2.2B0.10%
115
AGGiShares Core US Aggregate Bond
17,836$2.1B0.10%
116
MINTPIMCO Enhanced Short Maturity Active
19,492$2.0B0.10%
117
DISDISNEY WALT CO
15,891$2.0B0.10%
118
BRK-BBERKSHIRE HATHAWAY INC DEL
6$1.9B0.09%
119
USBUS BANCORP DEL
51,683$1.9B0.09%
120
POOLPOOL CORP
5,434$1.8B0.09%
121
UDOWProShares UltraPro Dow30
26,122$1.8B0.09%
122
PSXPHILLIPS 66
33,492$1.7B0.08%
123
SPYMSPDR SER TR
41,653$1.6B0.08%
124
STESTERIS PLC
9,171$1.6B0.08%
125
ADBEADOBE SYSTEMS INCORPORATED
3,272$1.6B0.08%
126
VBRVanguard Small-Cap Value
9,649$1.6B0.08%
127
RMERESMED INC
9,294$1.6B0.08%
128
CSCOCISCO SYS INC
39,118$1.5B0.07%
129
NWNNORTHWEST NAT HLDG CO
32,736$1.5B0.07%
130
TIPISHARES TR
11,531$1.5B0.07%
131
NFLXNETFLIX INC
2,910$1.5B0.07%
132
AQLTiShares Select Dividend
17,131$1.4B0.07%
133
DHID R HORTON INC
18,888$1.4B0.07%
134
BSVVanguard Short-Term Bond
17,390$1.4B0.07%
135
GGGGRACO INC
23,087$1.4B0.07%
136
RPMRPM INTL INC
17,078$1.4B0.07%
137
WPCWP CAREY INC
21,587$1.4B0.07%
138
IYCISHARES TR
5,500$1.4B0.07%
139
BACBK OF AMERICA CORP
57,009$1.4B0.07%
140
XOMEXXON MOBIL CORP
39,518$1.4B0.07%
141
FNDBSchwab Fundamental US Broad Market
25,100$1.3B0.07%
142
TMOTHERMO FISHER SCIENTIFIC INC
3,016$1.3B0.06%
143
FDSFACTSET RESH SYS INC
3,968$1.3B0.06%
144
WSMWILLIAMS SONOMA INC
14,689$1.3B0.06%
145
MAMASTERCARD INCORPORATED
3,880$1.3B0.06%
146
BBYBEST BUY INC
11,447$1.3B0.06%
147
AG8AGILENT TECHNOLOGIES INC
12,448$1.3B0.06%
148
PYPLPAYPAL HLDGS INC
6,349$1.3B0.06%
149
CLXCLOROX CO DEL
5,934$1.2B0.06%
150
TERTERADYNE INC
15,454$1.2B0.06%
151
JNKSPDR Blmbg Barclays High Yield Bd
11,206$1.2B0.06%
152
APHAMPHENOL CORP NEW
11,103$1.2B0.06%
153
4I1PHILIP MORRIS INTL INC
15,983$1.2B0.06%
154
TSCOTRACTOR SUPPLY CO
8,333$1.2B0.06%
155
CVXCHEVRON CORP NEW
16,455$1.2B0.06%
156
VXUSVanguard Total International Stock
18,683$1.2B0.06%
157
WSOWATSCO INC
5,073$1.2B0.06%
158
CRMSALESFORCE COM INC
4,676$1.2B0.06%
159
LLYLILLY ELI & CO
7,904$1.2B0.06%
160
XLNXEURXILINX INC
11,139$1.2B0.06%
161
KSUEURKANSAS CITY SOUTHERN
6,379$1.2B0.06%
162
RFREGIONS FINANCIAL CORP NEW
100,008$1.2B0.06%
163
MCHPMICROCHIP TECHNOLOGY INC.
10,988$1.1B0.05%
164
LUVSOUTHWEST AIRLS CO
29,550$1.1B0.05%
165
GBCIGLACIER BANCORP INC NEW
34,588$1.1B0.05%
166
EXPDEXPEDITORS INTL WASH INC
12,143$1.1B0.05%
167
VTEBVanguard Tax-Exempt Bond
19,696$1.1B0.05%
168
IEXIDEX CORP
5,835$1.1B0.05%
169
MXIMMAXIM INTEGRATED PRODS INC
15,733$1.1B0.05%
170
EXREXTRA SPACE STORAGE INC
9,776$1.0B0.05%
171
DPZDOMINOS PIZZA INC
2,445$1.0B0.05%
172
SMGSCOTTS MIRACLE GRO CO
6,718$1.0B0.05%
173
BAHBOOZ ALLEN HAMILTON HLDG COR
12,364$1.0B0.05%
174
AMDADVANCED MICRO DEVICES INC
12,476$1.0B0.05%
175
CPTCAMDEN PPTY TR
11,254$1.0B0.05%
176
GRMNGARMIN LTD
10,426$989.0M0.05%
177
BROBROWN & BROWN INC
21,753$985.0M0.05%
178
BRBROADRIDGE FINL SOLUTIONS IN
7,398$976.0M0.05%
179
WMBWILLIAMS COS INC
49,479$972.0M0.05%
180
BMYBRISTOL-MYERS SQUIBB CO
16,076$969.0M0.05%
181
MPTMEDICAL PPTYS TRUST INC
54,829$967.0M0.05%
182
RLIRLI CORP
11,538$966.0M0.05%
183
DREUSDDUKE REALTY CORP
26,161$965.0M0.05%
184
DGXQUEST DIAGNOSTICS INC
8,414$963.0M0.05%
185
ORCLORACLE CORP
16,036$957.0M0.05%
186
CDWCDW CORP
7,950$950.0M0.05%
187
MDUMDU RES GROUP INC
42,103$947.0M0.05%
188
COR1EURCORESITE RLTY CORP
7,881$937.0M0.05%
189
LNTALLIANT ENERGY CORP
17,605$909.0M0.04%
190
AJGGALLAGHER ARTHUR J & CO
8,613$909.0M0.04%
191
MGRCMCGRATH RENTCORP
15,168$904.0M0.04%
192
TSMTAIWAN SEMICONDUCTOR MFG LTD
10,920$886.0M0.04%
193
IWDiShares Russell 1000 Value
7,027$865.0M0.04%
194
CNSCOHEN & STEERS INC
15,484$864.0M0.04%
195
VTVanguard Total World Stock
8,597$859.0M0.04%
196
ATOATMOS ENERGY CORP
8,812$842.0M0.04%
197
UNPUNION PAC CORP
4,238$834.0M0.04%
198
CPBCAMPBELL SOUP CO
17,219$833.0M0.04%
199
DSIiShares MSCI KLD 400 Social
9,891$823.0M0.04%
200
IWViShares Russell 3000
3,625$820.0M0.04%
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