Long-term investor
Coldstream Capital Management Inc. @coldstreamcapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001082339).
Record
- Tracked since 2025-06-30 (448 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 8.5% · long · since 2025-06-30
- MSFT · 6.2% · long · since 2025-06-30
- 922908363 · 3.1% · long · since 2025-06-30
- 922908744 · 3.1% · long · since 2025-06-30
- 25434V203 · 2.9% · long · since 2025-06-30
- 921943858 · 2.9% · long · since 2025-06-30
- 922908736 · 2.9% · long · since 2025-06-30
- 46434V803 · 2.7% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 46429B747 · 2.4% · long · since 2025-06-30
- 74347B680 · 2.2% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30