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Portfolio (Quarterly) Guide ↗

Blueshift Asset Management, LLC

· CIK 0001727827
13F Portfolio $347M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 446 New
Page 19 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OLMA OLEMA PHARMACEUTICALS INC Healthcare 10,237.0 $256K 0.07% NEW $25.00 -45.8%
362 MASI MASIMO CORP Healthcare 1,966.0 $256K 0.07% NEW $130.06 +37.4%
363 SEIC SEI INVTS CO Financial Services 3,117.0 $256K 0.07% NEW $82.02 +10.7%
364 PEP PEPSICO INC Consumer Defensive 1,781.0 $256K 0.07% NEW $143.52 +1.5%
365 ETN EATON CORP PLC Industrials 796.0 $254K 0.07% NEW $318.51 +26.6%
366 FORTINET INC 3,180.0 $253K 0.07% NEW $79.41
367 PRVA PRIVIA HEALTH GROUP INC Healthcare 10,646.0 $252K 0.07% NEW $23.71 -6.4%
368 NEW GOLD INC CDA 28,884.0 $252K 0.07% NEW $8.71
369 CSTL CASTLE BIOSCIENCES INC Healthcare 6,458.0 $251K 0.07% NEW $38.90 -49.4%
370 JBHT HUNT J B TRANS SVCS INC Industrials 1,280.0 $249K 0.07% NEW $194.34 +37.7%
371 CVS CVS HEALTH CORP Healthcare 3,125.0 $248K 0.07% NEW $79.36 +14.3%
372 EME EMCOR GROUP INC Industrials 404.0 $247K 0.07% NEW $611.79 +40.8%
373 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 750.0 $246K 0.07% NEW $328.60 -21.7%
374 WAY WAYSTAR HLDG CORP Technology 7,408.0 $243K 0.07% NEW $32.75 -40.2%
375 GEV GE VERNOVA INC Utilities 371.0 $242K 0.07% NEW $653.57 +63.8%
376 FANG DIAMONDBACK ENERGY INC Energy 1,609.0 $242K 0.07% NEW $150.33 +29.8%
377 ECL ECOLAB INC Basic Materials 918.0 $241K 0.07% NEW $262.52 -3.2%
378 PPL PPL CORP Utilities 6,836.0 $239K 0.07% NEW $35.02 +3.1%
379 GLTR ABRDN PRECIOUS METALS BASKET PHYSC Financial Services 1,163.0 $239K 0.07% NEW $205.60 +4.5%
380 IAG IAMGOLD CORP Basic Materials 14,388.0 $237K 0.07% NEW $16.49 +4.9%
Page 19 of 23  ·  446 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 25.6%
Technology 17.9%
Financial Services 14.6%
Industrials 11.5%
Healthcare 7.8%
Communication Services 7.5%
Consumer Defensive 7.1%
Basic Materials 3.5%
Utilities 2.9%
Real Estate 1.0%