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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

COLDSTREAM CAPITAL MANAGEMENT INC

Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001082339-26-000002

Total Value
$7.76B
Positions
1,528
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200767,239$525.5M7.18%
2MICROSOFT CORPMSFT721,429$348.9M4.77%
3ISHARES TR46434V8035,656,741$234.0M3.20%
4VANGUARD INDEX FDS922908363361,062$226.4M3.09%
5VANGUARD INDEX FDS922908736447,603$218.4M2.98%
6DIMENSIONAL ETF TRUST25434V2035,502,216$209.7M2.87%
7DIMENSIONAL ETF TRUST25434V2035,499,342$209.6M2.86%
8VANGUARD INDEX FDS9229087441,018,003$194.4M2.66%
9ISHARES TR4642874401,983,958$190.8M2.61%
10PROSHARES TR74347B6802,100,534$176.9M2.42%
11VANGUARD TAX-MANAGED FDS9219438582,539,392$158.6M2.17%
12APPLE INCAAPL570,331$155.1M2.12%
13VANGUARD INDEX FDS922908637452,584$142.5M1.95%
14VANGUARD INDEX FDS922908744711,974$136.0M1.86%
15NVIDIA CORPORATIONNVDA725,739$135.4M1.85%
16ISHARES TR46432F339540,373$107.3M1.47%
17ISHARES TR46432F339536,457$106.6M1.46%
18AMAZON COM INCAMZN402,633$92.9M1.27%
19VANGUARD INDEX FDS922908736177,617$86.7M1.18%
20VANGUARD SCOTTSDALE FDS92206C1021,400,031$82.2M1.12%
21DIMENSIONAL ETF TRUST25434V6662,223,392$76.1M1.04%
22ISHARES TR4642875071,151,137$76.0M1.04%
23DIMENSIONAL ETF TRUST25434V6662,217,209$75.9M1.04%
24ISHARES TR464287622200,295$74.8M1.02%
25DIMENSIONAL ETF TRUST25434V3022,147,626$69.9M0.96%
26DIMENSIONAL ETF TRUST25434V3022,145,475$69.9M0.96%
27ISHARES TR464287226676,241$67.5M0.92%
28ISHARES TR46435G268847,846$63.5M0.87%
29BERKSHIRE HATHAWAY INC DELBRK-A76$57.4M0.78%
30SPDR S&P 500 ETF TRSPY82,400$56.2M0.77%
31ISHARES TR464287226525,948$52.5M0.72%
32VANGUARD INDEX FDS922908751193,856$50.0M0.68%
33ISHARES TR464288414463,286$49.6M0.68%
34ALPHABET INCGOOG156,992$49.3M0.67%
35ALPHABET INCGOOG155,606$48.7M0.67%
36SPDR SERIES TRUST78464A763325,101$45.2M0.62%
37VANGUARD SCOTTSDALE FDS92206C706746,717$44.8M0.61%
38META PLATFORMS INCMETA66,471$43.9M0.60%
39ISHARES TR46432F842481,323$43.1M0.59%
40VANGUARD INDEX FDS922908652196,301$41.1M0.56%
41VANGUARD SCOTTSDALE FDS92206C706676,683$40.6M0.55%
42BROADCOM INCAVGO114,058$39.5M0.54%
43ISHARES TR46436E718362,246$36.4M0.50%
44DIMENSIONAL ETF TRUST25434V8151,098,321$36.1M0.49%
45DIMENSIONAL ETF TRUST25434V8151,095,681$36.0M0.49%
46ELI LILLY & COLLY32,678$35.1M0.48%
47VANGUARD INTL EQUITY INDEX F922042858616,207$33.1M0.45%
48BERKSHIRE HATHAWAY INC DELBRK-A62,130$31.2M0.43%
49VANGUARD INDEX FDS922908751119,453$30.8M0.42%
50TESLA INCTSLA67,287$30.3M0.41%
51SPDR S&P 500 ETF TRSPY43,586$29.7M0.41%
52JPMORGAN CHASE & CO.VYLD90,713$29.2M0.40%
53ISHARES TR464287499282,567$27.2M0.37%
54VANGUARD INTL EQUITY INDEX F922042742184,514$26.0M0.36%
55WISDOMTREE TRWT490,747$25.3M0.35%
56ISHARES TR46435G326306,813$25.3M0.35%
57LAM RESEARCH CORPLRCX144,189$24.7M0.34%
58VANGUARD INDEX FDS92290876973,371$24.6M0.34%
59ISHARES TR46435G847620,339$24.5M0.33%
60MICROSOFT CORPMSFT49,294$23.8M0.33%
61ISHARES TR464287234416,839$22.8M0.31%
62VANGUARD SPECIALIZED FUNDS921908844103,470$22.7M0.31%
63VANGUARD INDEX FDS92290862977,971$22.6M0.31%
64VISA INCV62,516$21.9M0.30%
65ISHARES TR46429B747213,630$21.9M0.30%
66COSTCO WHSL CORP NEW22160K10524,933$21.5M0.29%
67ISHARES INC46434G103309,301$20.8M0.28%
68ISHARES TR464288661164,672$19.7M0.27%
69EXXON MOBIL CORPXOM160,109$19.3M0.26%
70VANGUARD CHARLOTTE FDS92203J407384,810$18.6M0.25%
71SCHWAB STRATEGIC TR808524201688,992$18.5M0.25%
72VANGUARD CHARLOTTE FDS92203J407382,075$18.5M0.25%
73APPLE INCAAPL66,523$18.1M0.25%
74ORACLE CORPORCL-PD87,243$17.0M0.23%
75JOHNSON & JOHNSONJNJ80,464$16.7M0.23%
76VANGUARD INTL EQUITY INDEX F922042775222,300$16.4M0.22%
77NETFLIX INCNFLX171,420$16.1M0.22%
78ISHARES TR46432F834187,728$15.9M0.22%
79STARBUCKS CORPSBUX185,918$15.7M0.21%
80MASTERCARD INCORPORATEDMA26,843$15.3M0.21%
81SPDR SERIES TRUST78464A847263,580$15.3M0.21%
82CATERPILLAR INCCAT26,575$15.2M0.21%
83WALMART INCWMT135,484$15.1M0.21%
84ABBVIE INCABBV65,838$15.0M0.21%
85VANGUARD INDEX FDS92290876943,944$14.7M0.20%
86INVESCO QQQ TRIVZ23,682$14.5M0.20%
87DBX ETF TR233051630462,730$14.3M0.20%
88CISCO SYS INCCSCO185,172$14.3M0.19%
89INTERNATIONAL BUSINESS MACHSINTR44,279$13.1M0.18%
90LAM RESEARCH CORPLRCX72,887$12.5M0.17%
91HOME DEPOT INCHD36,025$12.4M0.17%
92VANGUARD INTL EQUITY INDEX F92204271884,697$12.1M0.17%
93ISHARES TR46429B267524,342$12.1M0.16%
94VANGUARD INDEX FDS92290876935,826$12.0M0.16%
95RTX CORPORATIONRTX65,020$11.9M0.16%
96PROCTER AND GAMBLE CO74271810980,853$11.6M0.16%
97ISHARES TR464287465119,959$11.5M0.16%
98MERCK & CO INCMRK107,565$11.3M0.15%
99ISHARES TR46428761423,466$11.1M0.15%
100MORGAN STANLEYMS-PQ60,738$10.8M0.15%
101SCHWAB STRATEGIC TR808524300328,346$10.7M0.15%
102ISHARES INC46434G509303,871$10.6M0.14%
103VANGUARD SCOTTSDALE FDS92206C73033,160$10.2M0.14%
104ELI LILLY & COLLY9,365$10.1M0.14%
105ABBOTT LABSABLZF78,196$9.8M0.13%
106ISHARES TR46428730978,906$9.7M0.13%
107TJX COS INC NEW87254010962,627$9.6M0.13%
108CHEVRON CORP NEWCVX62,761$9.6M0.13%
109COCA COLA COKO135,358$9.5M0.13%
110KLA CORPKLAC7,683$9.3M0.13%
111NEXTERA ENERGY INCNEE-PW113,878$9.1M0.12%
112AT&T INCT-PC365,385$9.1M0.12%
113MICROSOFT CORPMSFT18,389$8.9M0.12%
114MCDONALDS CORPMCD28,636$8.8M0.12%
115ISHARES TR46428765535,219$8.7M0.12%
116ISHARES TR46428841480,900$8.7M0.12%
117ISHARES TR46428720012,615$8.6M0.12%
118SALESFORCE INCCRM32,425$8.6M0.12%
119ANALOG DEVICES INCADI30,477$8.3M0.11%
120BLACKROCK INCBLK7,596$8.1M0.11%
121ADVANCED MICRO DEVICES INCAMD36,655$7.9M0.11%
122PEPSICO INCPEP54,472$7.8M0.11%
123WASTE MGMT INC DEL94106L10935,331$7.8M0.11%
124INVESCO EXCHANGE TRADED FD TIVZ164,057$7.7M0.10%
125SPDR GOLD TRGLD19,066$7.6M0.10%
126PALANTIR TECHNOLOGIES INCPLTR42,268$7.5M0.10%
127ISHARES TR464288240110,079$7.4M0.10%
128GE AEROSPACE36960430123,395$7.2M0.10%
129ISHARES TR46428722672,011$7.2M0.10%
130AFLAC INCAFL64,612$7.1M0.10%
131VERIZON COMMUNICATIONS INCVZ174,286$7.1M0.10%
132LINDE PLCLIN16,496$7.0M0.10%
133ACCENTURE PLC IRELANDACN26,093$7.0M0.10%
134SELECT SECTOR SPDR TR81369Y886163,293$7.0M0.10%
135SPDR SERIES TRUST78468R66375,581$6.9M0.09%
136AMERICAN EXPRESS COAXP18,114$6.7M0.09%
137BANK AMERICA CORP060505104121,478$6.7M0.09%
138NUSHARES ETF TRNU68,002$6.7M0.09%
139PHILIP MORRIS INTL INC71817210941,423$6.6M0.09%
140DUKE ENERGY CORP NEWDUKB54,741$6.4M0.09%
141HONEYWELL INTL INC43851610631,468$6.1M0.08%
142MEDTRONIC PLCMDT63,472$6.1M0.08%
143INTUITIVE SURGICAL INCISRG10,749$6.1M0.08%
144ISHARES TR46428767136,149$6.1M0.08%
145GOLDMAN SACHS GROUP INCGSCE6,812$6.0M0.08%
146VANGUARD INDEX FDS92290855367,532$6.0M0.08%
147NIKE INCNKE93,029$5.9M0.08%
148DEERE & CODE12,722$5.9M0.08%
149APPLIED MATLS INC03822210522,813$5.9M0.08%
150SOUTHERN COSOMN66,464$5.8M0.08%
151UNITEDHEALTH GROUP INCUNH17,281$5.7M0.08%
152ISHARES TR46428764817,522$5.7M0.08%
153THERMO FISHER SCIENTIFIC INCTMO9,763$5.7M0.08%
154PFIZER INCPFE226,871$5.6M0.08%
155PROLOGIS INC.PLDGP44,128$5.6M0.08%
156ISHARES TR46428827372,218$5.6M0.08%
157BROADCOM INCAVGO16,107$5.6M0.08%
158TEXAS INSTRS INC88250810431,573$5.5M0.07%
159WELLS FARGO CO NEW94974610156,038$5.2M0.07%
160PHILLIPS 66PSX40,002$5.2M0.07%
161AMAZON COM INCAMZN22,205$5.1M0.07%
162NVIDIA CORPORATIONNVDA27,204$5.1M0.07%
163REALTY INCOME CORPO88,215$5.0M0.07%
164AMGEN INCAMGN14,938$4.9M0.07%
165ISHARES TR46428760650,403$4.9M0.07%
166VANGUARD BD INDEX FDS92193783565,872$4.9M0.07%
167AMERICAN TOWER CORP NEW03027X10027,693$4.9M0.07%
168ISHARES TR46428748135,383$4.8M0.07%
169BOEING COBA-PA22,292$4.8M0.07%
170MICRON TECHNOLOGY INCMU16,755$4.8M0.07%
171US BANCORP DELUSB-PS88,901$4.7M0.06%
172SERVICENOW INCNOW30,961$4.7M0.06%
173CARDINAL HEALTH INCCAH22,979$4.7M0.06%
174BOOKING HOLDINGS INCBKNG880$4.7M0.06%
175NUSHARES ETF TRNU47,523$4.6M0.06%
176QUALCOMM INCQCOM27,056$4.6M0.06%
177S&P GLOBAL INCSPGI8,614$4.5M0.06%
178VANGUARD SCOTTSDALE FDS92206C66444,176$4.4M0.06%
179VANGUARD WORLD FD92191087317,463$4.4M0.06%
180GE VERNOVA INCGEV6,615$4.3M0.06%
181NUSHARES ETF TRNU96,662$4.3M0.06%
182NUSHARES ETF TRNU96,039$4.3M0.06%
183TAIWAN SEMICONDUCTOR MFG LTD87403910014,040$4.3M0.06%
184INTUITINTU6,315$4.2M0.06%
185ISHARES TR46434V46418,105$4.2M0.06%
186PACCAR INCPCAR37,457$4.1M0.06%
187AXON ENTERPRISE INCAXON7,088$4.0M0.06%
188NUSHARES ETF TRNU112,679$4.0M0.05%
189DANAHER CORPORATION23585110217,470$4.0M0.05%
190NUSHARES ETF TRNU112,006$4.0M0.05%
191EXPEDITORS INTL WASH INC30213010926,537$4.0M0.05%
192ISHARES TR46428815836,868$3.9M0.05%
193AMPHENOL CORP NEW03209510129,094$3.9M0.05%
194INVESCO EXCHANGE TRADED FD TIVZ74,982$3.9M0.05%
195EATON CORP PLCETN12,334$3.9M0.05%
196MONOLITHIC PWR SYS INC6098391054,288$3.9M0.05%
197EBAY INC.EBAY44,624$3.9M0.05%
198CAPITAL ONE FINL CORP14040H10516,028$3.9M0.05%
199DISNEY WALT CO25468710633,874$3.9M0.05%
200STERIS PLCSTE15,010$3.8M0.05%
201BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.05%
202WILLIAMS SONOMA INCWSM21,115$3.8M0.05%
203INVESCO QQQ TRIVZ6,100$3.7M0.05%
204ALPHABET INCGOOG11,879$3.7M0.05%
205APPLOVIN CORPAPP5,507$3.7M0.05%
206ISHARES TR46438G687140,878$3.7M0.05%
207LOWES COS INC54866110715,219$3.7M0.05%
208REGIONS FINANCIAL CORP NEWRF-PF131,901$3.6M0.05%
209TERADYNE INCTER17,737$3.4M0.05%
210UNION PAC CORPUNP14,815$3.4M0.05%
211INTEL CORPINTC92,258$3.4M0.05%
212NIKE INCNKE52,335$3.4M0.05%
213CONOCOPHILLIPSCOP35,274$3.3M0.05%
214MCKESSON CORPMCK4,024$3.3M0.05%
215ISHARES TR46435U259127,094$3.3M0.04%
216ISHARES TR46436E163126,526$3.2M0.04%
217BOSTON SCIENTIFIC CORPBSX33,604$3.2M0.04%
218ORACLE CORPORCL-PD16,431$3.2M0.04%
219ISHARES TR46428770524,232$3.2M0.04%
220VANGUARD WORLD FD92191087312,382$3.1M0.04%
221STRYKER CORPORATIONSYK8,813$3.1M0.04%
222ONEOK INC NEWOKE41,848$3.1M0.04%
223CROWDSTRIKE HLDGS INCCRWD6,525$3.1M0.04%
224ARISTA NETWORKS INCANET23,278$3.1M0.04%
225LATTICE STRATEGIES TR51841640952,647$3.0M0.04%
226CITIGROUP INCC-PR25,867$3.0M0.04%
227CONSTELLATION ENERGY CORPCEG8,402$3.0M0.04%
228BERKSHIRE HATHAWAY INC DELBRK-A5,894$3.0M0.04%
229QUEST DIAGNOSTICS INCDGX16,967$2.9M0.04%
230ISHARES TR46435U325115,031$2.9M0.04%
231SALESFORCE INCCRM11,043$2.9M0.04%
232ADOBE INCADBE8,364$2.9M0.04%
233SCHWAB STRATEGIC TR80852450897,205$2.9M0.04%
234GILEAD SCIENCES INCGILD23,766$2.9M0.04%
235INTERCONTINENTAL EXCHANGE IN45866F10417,898$2.9M0.04%
236RELIANCE INCRS9,965$2.9M0.04%
237KROGER COKR45,359$2.8M0.04%
238TESLA INCTSLA6,300$2.8M0.04%
239AES CORPAES195,510$2.8M0.04%
240WP CAREY INC92936U10943,119$2.8M0.04%
241ASML HOLDING N VASMLF2,586$2.8M0.04%
242EMCOR GROUP INCEME4,520$2.8M0.04%
243SCHWAB STRATEGIC TR808524797100,211$2.7M0.04%
244GALLAGHER ARTHUR J & CO36357610910,587$2.7M0.04%
245BROADCOM INCAVGO7,912$2.7M0.04%
246T-MOBILE US INCTMUSZ13,404$2.7M0.04%
247CHUBB LIMITEDCB8,643$2.7M0.04%
248UBER TECHNOLOGIES INCUBER32,923$2.7M0.04%
249ALTRIA GROUP INCMO46,479$2.7M0.04%
250OMEGA HEALTHCARE INVS INC68193610060,263$2.7M0.04%
251EA SERIES TRUST02072L56523,135$2.7M0.04%
252ALLIANT ENERGY CORPLNT40,930$2.7M0.04%
253LITTELFUSE INCLFUS10,459$2.6M0.04%
254WISDOMTREE TRWT30,003$2.6M0.04%
255ISHARES TR46435U283103,895$2.6M0.04%
256WELLTOWER INCWELL14,110$2.6M0.04%
257GRACO INCGGG31,672$2.6M0.04%
258TRACTOR SUPPLY COTSCO51,605$2.6M0.04%
259SCHWAB STRATEGIC TR80852488856,344$2.6M0.04%
260ENCOMPASS HEALTH CORPEHC23,948$2.5M0.03%
261TEXAS ROADHOUSE INCTXRH15,156$2.5M0.03%
262TD SYNNEX CORPORATIONSNX16,697$2.5M0.03%
263ISHARES TR46435G42516,819$2.5M0.03%
264COTERRA ENERGY INCCTRA94,231$2.5M0.03%
265META PLATFORMS INCMETA3,732$2.5M0.03%
266ALPHABET INCGOOG7,796$2.4M0.03%
267BROADRIDGE FINL SOLUTIONS IN11133T10310,872$2.4M0.03%
268TRANE TECHNOLOGIES PLCTT6,154$2.4M0.03%
269VERTEX PHARMACEUTICALS INCVRTX5,282$2.4M0.03%
270STAG INDL INC85254J10264,900$2.4M0.03%
271SCHWAB CHARLES CORPSCHW-PJ23,812$2.4M0.03%
272ISHARES TR46435GAA097,424$2.4M0.03%
273YUM BRANDS INCYUM15,559$2.4M0.03%
274BROWN & BROWN INCBRO29,251$2.3M0.03%
275PROGRESSIVE CORP74331510310,232$2.3M0.03%
276ROLLINS INCROL38,377$2.3M0.03%
277REINSURANCE GRP OF AMERICA I75935160411,273$2.3M0.03%
278DIMENSIONAL ETF TRUST25434V62531,095$2.3M0.03%
279SERVICE CORP INTL81756510429,276$2.3M0.03%
280AVISTA CORPAVA59,195$2.3M0.03%
281IDEX CORP45167R10412,801$2.3M0.03%
282PARKER-HANNIFIN CORPPH2,588$2.3M0.03%
283JPMORGAN CHASE & CO.VYLD6,968$2.2M0.03%
284AMDOCS LTDDOX27,083$2.2M0.03%
285AMERIPRISE FINL INC03076C1064,445$2.2M0.03%
286MAIN STR CAP CORP56035L10436,086$2.2M0.03%
287ISHARES TR46429B66317,744$2.2M0.03%
288AUTOMATIC DATA PROCESSING INADP8,352$2.1M0.03%
289BERKLEY W R CORPWRB-PH30,575$2.1M0.03%
290AVALONBAY CMNTYS INCAWX11,774$2.1M0.03%
291DICKS SPORTING GOODS INC25339310210,738$2.1M0.03%
292DIMENSIONAL ETF TRUST25434V70853,300$2.1M0.03%
293RIVIAN AUTOMOTIVE INCRIVN105,568$2.1M0.03%
294CADENCE DESIGN SYSTEM INCCDNS6,642$2.1M0.03%
295DOMINOS PIZZA INCDPZ4,978$2.1M0.03%
296SHOPIFY INCSHOP12,834$2.1M0.03%
297FAIR ISAAC CORPFICO1,216$2.1M0.03%
298BANK OZK LITTLE ROCK ARKOZKAP44,555$2.1M0.03%
299PALO ALTO NETWORKS INCPANW11,085$2.0M0.03%
300AON PLCAON5,784$2.0M0.03%
301NEWMONT CORPNEMCL20,382$2.0M0.03%
302VANGUARD INDEX FDS9229086119,505$2.0M0.03%
303HCA HEALTHCARE INCHCA4,278$2.0M0.03%
304ROYAL CARIBBEAN GROUPV7780T1037,139$2.0M0.03%
305OREILLY AUTOMOTIVE INC67103H10721,789$2.0M0.03%
306HORMEL FOODS CORPHRL83,578$2.0M0.03%
307ISHARES TR46428716814,023$2.0M0.03%
308GENERAL DYNAMICS CORPGD5,878$2.0M0.03%
309QUANTA SVCS INC74762E1024,686$2.0M0.03%
310TE CONNECTIVITY PLCTEL8,657$2.0M0.03%
311AMERICAN CENTY ETF TR02507280220,731$1.9M0.03%
312ISHARES TR46438G35674,465$1.9M0.03%
313ISHARES TR46435G51620,312$1.9M0.03%
314ISHARES TR4642874089,085$1.9M0.03%
315BLACKROCK ETF TRUSTBLK31,680$1.9M0.03%
316MCGRATH RENTCORPMGRC18,318$1.9M0.03%
317BLACKSTONE INCBX12,366$1.9M0.03%
318COMMERCE BANCSHARES INCCBSH36,373$1.9M0.03%
319RLI CORPRLI29,602$1.9M0.03%
320OSHKOSH CORPOSK15,074$1.9M0.03%
321NOVO-NORDISK A SNONOF37,208$1.9M0.03%
322CUBESMARTCUBE52,297$1.9M0.03%
323ISHARES TR46435U51574,052$1.9M0.03%
324VANGUARD STAR FDS92190976824,772$1.9M0.03%
325CME GROUP INCCME6,807$1.9M0.03%
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