COLDSTREAM CAPITAL MANAGEMENT INC

Position in TOL — Toll Brothers, Inc.

CIK 1082339 BELLEVUE, WA

Position in TOL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,625,126

-$291,101 QoQ

Shares Held

15,934

-25.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#257

of 799 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Consumer Cyclical · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $6,302,216 across 8 Residential Construction names. TOL ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	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.	527	$323,778
6	NVR	Nvr Inc	38	$258,909
7	MTH	Meritage Homes CORP	2,741	$229,832
8			9,919	$0

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,625,126	15,934	-25.4%	Shares	Sole	2026-08-14
2026-03-31	$2,916,227	21,369	+127.3%	Shares	Sole	2026-05-08
2025-12-31	$1,271,067	9,400	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$1,290,227	9,340	+5.0%	Shares	Sole	2025-11-19
2025-06-30	$1,015,642	8,899	+2.0%	Shares	Sole	2025-08-12
2025-03-31	$921,272	8,725	-66.3%	Shares	Sole	2025-05-13
2024-12-31	$3,257,318	25,862	+3.6%	Shares	Sole	2025-02-14
2024-09-30	$3,856,842	24,965	+32.4%	Shares	Sole	2024-11-18
2024-06-30	$2,172,179	18,859	+2.2%	Shares	Sole	2024-08-07
2024-03-31	$2,387,523	18,455	-29.5%	Shares	Sole	2024-05-14
2023-12-31	$2,689,294	26,163	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$1,941,376	26,249	-0.6%	Shares	Sole	2023-11-02
2023-06-30	$2,087,448	26,400	-24.2%	Shares	Sole	2023-08-03
2023-03-31	$2,090,364	34,822	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$1,733,971	34,735	+956.4%	Shares	Sole	2023-01-10
2021-12-31	$238,018	3,288	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.