COLDSTREAM CAPITAL MANAGEMENT INC

Position in SPXC — SPX Technologies, Inc.

CIK 1082339 BELLEVUE, WA

Position in SPXC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$983,904

-$21,197 QoQ

Shares Held

4,921

-2.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Industrials · as of Mar 31, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,741,720 across 11 Building Products & Equipment names. SPXC ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	6,571	$2,738,398
2	JCI	Johnson Controls International plc	18,516	$2,424,669
3	SPXC	SPX Technologies, Inc. This page	4,921	$983,904
4	CARR	CARRIER GLOBAL Corp	13,347	$751,569
5	CSL	Carlisle Companies Inc	2,190	$730,627
6	LII	Lennox International Inc	1,346	$624,718
7	OC	Owens Corning	5,249	$568,046
8	BLDR	Builders FirstSource, Inc.	4,792	$394,525

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$983,904	4,921	-2.1%	Shares	Sole	2026-05-08
2025-12-31	$1,005,101	5,024	+1.9%	Shares	Sole	2026-02-09
2025-09-30	$920,638	4,929	+57.1%	Shares	Sole	2025-11-19
2025-06-30	$526,179	3,138	+60.2%	Shares	Sole	2025-08-12
2025-03-31	$252,280	1,959	-7.6%	Shares	Sole	2025-05-13
2024-12-31	$308,647	2,121	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$339,968	2,132	-0.7%	Shares	Sole	2024-11-18
2024-06-30	$305,032	2,146	+6.8%	Shares	Sole	2024-08-07
2024-03-31	$247,491	2,010	-7.2%	Shares	Sole	2024-05-14
2023-12-31	$218,686	2,165	-20.6%	Shares	Sole	2024-02-09
2023-06-30	$231,628	2,726	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.