COLDSTREAM CAPITAL MANAGEMENT INC
Position in CVCO — Cavco Industries, Inc.
CIK 1082339
BELLEVUE, WA
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,778
+$48,702 QoQ
Shares Held
527
-7.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 357 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $6,302,216 across 8 Residential Construction names. CVCO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
15,934 | $2,625,126 | |
| 2 | DHI |
Horton D R Inc /De/
|
9,013 | $1,468,037 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
6,628 | $909,427 | |
| 4 | LEN |
Lennar Corp /New/
|
5,383 | $487,107 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
527 | $323,778 | |
| 6 | NVR |
Nvr Inc
|
38 | $258,909 | |
| 7 | MTH |
Meritage Homes CORP
|
2,741 | $229,832 | |
| 8 | 9,919 | $0 |
All Filings in CVCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,778 | 527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $275,076 | 568 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $256,381 | 434 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $318,240 | 548 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $240,674 | 554 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $287,355 | 553 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $216,421 | 485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,835 | 497 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $215,891 | 541 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||