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Portfolio (Quarterly) Guide ↗

Blueshift Asset Management, LLC

· CIK 0001727827
13F Portfolio $330M AUM 484 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New 123 Added 119 Reduced 202 Exited
Page 12 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ARDX ARDELYX INC Healthcare 30,404.0 $182K 0.06% NEW $5.99 +4.3%
222 FNB F N B CORP Financial Services 10,758.0 $180K 0.06% NEW $16.72 +5.4%
223 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 15,143.0 $171K 0.05% NEW $11.27 +21.7%
224 ASC ARDMORE SHIPPING CORP Industrials 10,784.0 $164K 0.05% NEW $15.25 +20.9%
225 WULF TERAWULF INC Financial Services 11,183.0 $161K 0.05% NEW $14.43 +58.1%
226 PHR PHREESIA INC Healthcare 18,609.0 $156K 0.05% NEW $8.38 +6.8%
227 FVRR FIVERR INTL LTD Communication Services 14,542.0 $146K 0.04% NEW $10.02 +9.3%
228 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 40,209.0 $141K 0.04% NEW $3.51 +16.8%
229 PK PARK HOTELS & RESORTS INC Real Estate 13,068.0 $138K 0.04% NEW $10.53 +14.0%
230 FSM FORTUNA MNG CORP Basic Materials 13,618.0 $135K 0.04% NEW $9.93 -1.5%
231 UTZ UTZ BRANDS INC Consumer Defensive 16,379.0 $130K 0.04% NEW $7.92 -5.6%
232 REPL REPLIMUNE GROUP INC Healthcare 15,566.0 $119K 0.04% NEW $7.65 -39.9%
233 NEO NEOGENOMICS INC Healthcare 15,480.0 $115K 0.04% NEW $7.42 +24.9%
234 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 11,654.0 $111K 0.03% NEW $9.52 -11.0%
235 ARRY ARRAY TECHNOLOGIES INC Energy 12,593.0 $91K 0.03% NEW $7.23 +16.5%
236 SVRA SAVARA INC Healthcare 13,171.0 $72K 0.02% NEW $5.46 -5.9%
237 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 10,104.0 $69K 0.02% NEW $6.87 +45.6%
238 CIG CIA ENERGETICA DE MINAS GERA Utilities 16,521.0 $39K 0.01% NEW $2.39 -8.4%
239 OPK OPKO HEALTH INC Healthcare 17,036.0 $19K 0.01% NEW $1.14 +13.2%
240 SVC SERVICE PPTYS TR Real Estate 10,316.0 $14K 0.00% NEW $1.35 +27.7%
Page 12 of 12  ·  240 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 24.6%
Technology 18.1%
Industrials 14.9%
Financial Services 11.6%
Healthcare 8.9%
Communication Services 8.3%
Consumer Defensive 6.5%
Basic Materials 3.2%
Utilities 1.7%
Real Estate 1.5%