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Colorado Capital Management, Inc.

4430 ARAPAHOE AVE. STE 120, BOULDER, CO 80303 • 3034449300

Q3 2025 · Filed 2025-10-24
Market Value
$251M
+11.1%
Holdings
103
+2
New Purchases
5
Added To
39
Closed
1
Reduced
39
Top 10 Concentration
42.3%
Turnover
5.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 3.06% 0.52% +2.54% $8M
SHOP 0.97% 0.00% +0.97% $2M
AAPL 3.52% 3.20% +0.32% $9M
MGC 4.93% 4.71% +0.22% $12M
USSG 6.76% 6.61% +0.15% $17M
COF 0.12% 0.00% +0.12% $298K
MGV 2.10% 1.99% +0.11% $5M
DFAE 3.07% 2.96% +0.11% $8M
EUDG 0.10% 0.00% +0.10% $259K
IWB 0.08% 0.00% +0.08% $211K
EPD 0.08% 0.00% +0.08% $203K
GOOGL 0.35% 0.27% +0.08% $872K
IVV 0.39% 0.32% +0.07% $979K
JPM 0.16% 0.09% +0.07% $392K
XOM 0.23% 0.18% +0.06% $589K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 3.30% 3.83% -0.52% $8M
IVW 1.25% 1.71% -0.46% $3M
MYFW 0.00% 0.40% -0.40% $0
VTIP 3.94% 4.18% -0.24% $10M
SUSC 1.75% 1.99% -0.24% $4M
NUBD 1.38% 1.61% -0.23% $3M
MDY 2.00% 2.21% -0.21% $5M
CVMC 0.29% 0.48% -0.19% $723K
VGSR 2.37% 2.56% -0.19% $6M
NUEM 3.61% 3.77% -0.17% $9M
NUSC 2.34% 2.49% -0.15% $6M
HYXF 1.69% 1.82% -0.13% $4M
DFUV 2.35% 2.48% -0.13% $6M
SUSB 2.14% 2.27% -0.13% $5M
VNQ 0.99% 1.11% -0.11% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 88.2%
Technology 4.8%
Communication Services 4.7%
Healthcare 0.6%
Consumer Defensive 0.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 24 $46M 18.4%
Large Cap 43 $115M 45.7%
Mid Cap 15 $24M 9.4%
Small Cap 12 $58M 23.0%
Micro Cap 9 $9M 3.5%

Portfolio Analytics

Avg Market Cap
$386.3B
Median Market Cap
$46.5B
Avg P/E
33.6
Median P/E
27.2
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
28
# ETFs / Funds
75

Top Holdings (103 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USSG 6.76% 276,405 $17M $61.34 $2M +13,912 +5.3%
2 DFAI 6.08% 419,421 $15M $36.35 $2M +23,184 +5.8%
3 MGC 4.93% 50,728 $12M $244.09 $2M +3,388 +7.2%
4 DFAS 3.99% 146,294 $10M $68.46 $879K +2,891 +2.0%
5 VTIP 3.94% 195,284 $10M $50.63 $438K +7,320 +3.9%
6 NUEM 3.61% 253,733 $9M $35.69 $528K -3,054 -1.2%
7 AAPL 3.52% 34,669 $9M $254.64 $2M -524 -1.5%
8 SPY 3.30% 12,442 $8M $666.21 -$356K -1,549 -11.1%
9 DFAE 3.07% 244,391 $8M $31.53 $1M +13,152 +5.7%
10 GOOG 3.06% 31,561 $8M $243.56 $7M +24,876 +372.1%
11 IWF 2.72% 14,579 $7M $468.41 $495K -340 -2.3%
12 VGSR 2.37% 558,671 $6M $10.65 $172K +5,994 +1.1%
13 DFUV 2.35% 132,093 $6M $44.69 $300K -428 -0.3%
14 NUSC 2.34% 133,180 $6M $44.10 $238K -5,129 -3.7%
15 VO 2.17% 18,552 $5M $293.77 $384K +447 +2.5%
16 SUSB 2.14% 212,347 $5M $25.31 $253K +8,859 +4.3%
17 MGV 2.10% 38,268 $5M $137.74 $782K +4,049 +11.8%
18 MDY 2.00% 8,419 $5M $596.03 $19K -405 -4.6%
19 SUSC 1.75% 186,445 $4M $23.56 -$105K -7,190 -3.7%
20 HYXF 1.69% 89,179 $4M $47.49 $121K +2,576 +3.0%
21 DFGR 1.60% 146,699 $4M $27.31 $361K +10,835 +8.0%
22 PHB 1.59% 214,418 $4M $18.58 $176K +8,145 +4.0%
23 IUSG 1.49% 22,710 $4M $164.55 $205K -775 -3.3%
24 MGK 1.46% 9,074 $4M $402.47 $470K +384 +4.4%
25 FTSL 1.40% 76,640 $4M $45.84 $137K +3,080 +4.2%
26 NUBD 1.38% 154,495 $3M $22.45 -$176K -9,246 -5.7%
27 BSV 1.35% 42,992 $3M $78.90 $185K +2,247 +5.5%
28 IVW 1.25% 26,011 $3M $120.72 -$717K -9,022 -25.8%
29 IWD 1.25% 15,404 $3M $203.58 $100K -225 -1.4%
30 SCHM 1.18% 100,223 $3M $29.64 $117K -1,521 -1.5%
31 VNQ 0.99% 27,234 $2M $91.43 -$8K -812 -2.9%
32 SHOP 0.97% 16,450 $2M $148.63 +16,450 NEW
33 QQQ 0.81% 3,406 $2M $600.41 $171K +9 +0.3%
34 SUSA 0.74% 13,030 $2M $142.13 $63K -439 -3.3%
35 IJR 0.73% 15,487 $2M $118.81 $113K -311 -2.0%
36 EEM 0.71% 33,184 $2M $53.40 $171K
37 ACGR 0.70% 26,843 $2M $65.19 $238K +1,576 +6.2%
38 VTV 0.63% 8,431 $2M $186.45 $17K -366 -4.2%
39 BRK-B 0.63% 3,120 $2M $502.88 $49K -8 -0.3%
40 MSFT 0.60% 2,886 $1M $518.02 $83K +47 +1.7%
41 AMZN 0.54% 6,150 $1M $219.51 -$37K -173 -2.7%
42 NULG 0.53% 13,460 $1M $99.48 $48K -286 -2.1%
43 NUDM 0.53% 35,532 $1M $37.63 $203K +3,590 +11.2%
44 VSS 0.53% 9,285 $1M $142.60 -$109K -1,376 -12.9%
45 SCHX 0.50% 47,845 $1M $26.34 $97K +254 +0.5%
46 IWM 0.50% 5,169 $1M $242.02 $135K
47 PRF 0.49% 27,045 $1M $45.22 $80K
48 SCHG 0.47% 37,299 $1M $31.90 $103K +81 +0.2%
49 RSP 0.46% 6,074 $1M $189.66 $48K
50 IJH 0.46% 17,494 $1M $65.28 $57K
51 SCHB 0.44% 43,305 $1M $25.70 $87K +252 +0.6%
52 SCHD 0.42% 38,275 $1M $27.30 $50K +724 +1.9%
53 IVV 0.39% 1,463 $979K $669.17 $259K +304 +26.2%
54 NVDA 0.39% 5,187 $968K $186.62 $133K -100 -1.9%
55 PG 0.38% 6,228 $957K $153.66 -$35K +2 +0.0%
56 GOOGL 0.35% 3,585 $872K $243.24 $262K +123 +3.5%
57 DGRW 0.35% 9,768 $869K $88.96 $51K
58 EMLP 0.30% 19,345 $741K $38.30 -$12K -736 -3.7%
59 QCLN 0.29% 17,564 $737K $41.96 $111K -1,594 -8.3%
60 CVMC 0.29% 11,381 $723K $63.53 -$368K -6,585 -36.6%
61 IHDG 0.29% 15,540 $716K $46.07 $16K
62 EBLU 0.26% 12,237 $652K $53.28 -$77K -1,533 -11.1%
63 META 0.26% 879 $645K $733.79 -$10K -8 -0.9%
64 AVDS 0.25% 9,124 $616K $67.51 $112K +1,028 +12.7%
65 XOM 0.23% 5,225 $589K $112.73 $191K +1,535 +41.6%
66 PFE 0.23% 22,464 $572K $25.46 $27K -22 -0.1%
67 EFA 0.22% 5,806 $542K $93.35 $22K -7 -0.1%
68 VWO 0.22% 10,011 $542K $54.14 $48K +15 +0.1%
69 NULV 0.19% 11,164 $489K $43.80 $21K
70 IVE 0.18% 2,134 $441K $206.65 $24K
71 JNJ 0.16% 2,221 $412K $185.50 $71K -12 -0.5%
72 SCHF 0.16% 16,864 $393K $23.30 $24K +173 +1.0%
73 JPM 0.16% 1,244 $392K $315.11 $191K +551 +79.5%
74 HASI 0.15% 12,621 $387K $30.66 $41K -276 -2.1%
75 DCOR 0.15% 5,349 $385K $71.98 $77K +747 +16.2%
76 DFSU 0.15% 8,989 $382K $42.50 $37K +209 +2.4%
77 IWR 0.15% 3,858 $372K $96.42 -$14K -341 -8.1%
78 VOO 0.14% 581 $356K $612.74 $28K +4 +0.7%
79 DGS 0.14% 5,990 $342K $57.10 $11K
80 DSI 0.14% 2,707 $341K $125.97 $27K
81 EIS 0.13% 3,342 $335K $100.24 $18K
82 NFLX 0.13% 268 $321K $1,197.76 -$39K -1 -0.4%
83 IYH 0.13% 5,455 $320K $58.66 $12K
84 COF 0.12% 1,400 $298K $212.86 +1,400 NEW
85 HD 0.12% 726 $294K $404.96 $28K
86 DBEF 0.12% 6,318 $293K $46.38 $17K
87 VEA 0.12% 4,844 $290K $59.87 $11K -45 -0.9%
88 CAT 0.11% 587 $280K $477.00 $52K -1 -0.2%
89 WMT 0.11% 2,711 $279K $102.91 $14K +3 +0.1%
90 IXUS 0.11% 3,211 $265K $82.53 $51K +442 +16.0%
91 EUDG 0.10% 7,363 $259K $35.18 +7,363 NEW
92 PBD 0.10% 16,374 $247K $15.08 -3,237 -16.5%
93 CEG 0.10% 750 $247K $329.33 $25K +62 +9.0%
94 NVO 0.09% 4,209 $234K $55.60 -$58K -20 -0.5%
95 TMO 0.09% 479 $232K $484.34 $38K
96 SCZ 0.09% 3,017 $231K $76.57 $12K
97 IWB 0.08% 577 $211K $365.68 +577 NEW
98 IJK 0.08% 2,199 $211K $95.95 $11K
99 JSTC 0.08% 10,186 $207K $20.32 $5K
100 ABBV 0.08% 887 $205K $231.12 -$4K -241 -21.4%

New Positions

SymbolValue% Port
SHOP $2M 0.97%
COF $298K 0.12%
EUDG $259K 0.10%
IWB $211K 0.08%
EPD $203K 0.08%

Sold Out Positions

SymbolValue% Port
MYFW —%
View SEC EDGAR Filings for Colorado Capital Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms