COLDSTREAM CAPITAL MANAGEMENT INC

Position in XPO — XPO, Inc.

CIK 1082339 BELLEVUE, WA

Position in XPO

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

Position Value

$765,936

-$201 QoQ

Shares Held

3,731

-5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#400

of 749 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Industrials · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $1,988,592 across 4 Trucking names. XPO ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc. This page	3,731	$765,936
2	ODFL	Old Dominion Freight Line, Inc.	3,298	$714,346
3	KNX	Knight-Swift Transportation Holdings Inc.	3,288	$256,036
4	SAIA	Saia Inc	599	$252,274

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,936	3,731	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$766,137	3,938	+50.9%	Shares	Sole	2026-05-08
2025-12-31	$354,589	2,609	+7.1%	Shares	Sole	2026-02-09
2025-09-30	$315,030	2,437	+1.8%	Shares	Sole	2025-11-19
2025-06-30	$302,464	2,395	+10.4%	Shares	Sole	2025-08-12
2025-03-31	$233,341	2,169	-7.3%	Shares	Sole	2025-05-13
2024-12-31	$306,891	2,340	+4.5%	Shares	Sole	2025-02-14
2024-09-30	$240,714	2,239	+5.0%	Shares	Sole	2024-11-18
2024-06-30	$226,311	2,132	-1.9%	Shares	Sole	2024-08-07
2024-03-31	$265,171	2,173	+50.0%	Shares	Sole	2024-05-14
2021-06-30	$202,700	1,449	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.