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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 4 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 10,450.0 $551K 0.17% NEW $52.75 +4.5%
62 FDX FEDEX CORP Industrials 1,531.0 $545K 0.17% NEW $356.18 +12.3%
63 HALO HALOZYME THERAPEUTICS INC Healthcare 8,269.0 $534K 0.16% NEW $64.63 +6.3%
64 AER AERCAP HOLDINGS NV Industrials 3,892.0 $534K 0.16% NEW $137.18 +2.2%
65 LECO LINCOLN ELEC HLDGS INC Industrials 2,114.0 $527K 0.16% NEW $249.08 +6.5%
66 SPXC SPX TECHNOLOGIES INC Industrials 2,614.0 $523K 0.16% NEW $199.94 +9.6%
67 LYG LLOYDS BANKING GROUP PLC Financial Services 102,945.0 $518K 0.16% NEW $5.03 +9.3%
68 WLY WILEY JOHN & SONS INC Communication Services 13,581.0 $517K 0.16% NEW $38.10 +11.1%
69 VMI VALMONT INDS INC Industrials 1,275.0 $509K 0.15% NEW $399.57 +32.5%
70 GOOGL ALPHABET INC Communication Services 1,754.0 $504K 0.15% NEW $287.56 +35.2%
71 LRN STRIDE INC Consumer Defensive 5,701.0 $503K 0.15% NEW $88.17 +1.5%
72 RDDT REDDIT INC Communication Services 3,723.0 $501K 0.15% NEW $134.65 +7.4%
73 AMAT APPLIED MATLS INC Technology 1,462.0 $500K 0.15% NEW $341.79 +33.1%
74 IDCC INTERDIGITAL INC Technology 1,623.0 $490K 0.15% NEW $302.00 -12.8%
75 CGON CG ONCOLOGY INC Healthcare 7,193.0 $487K 0.15% NEW $67.68 -8.6%
76 HRB BLOCK H & R INC Consumer Cyclical 15,219.0 $483K 0.15% NEW $31.74 +22.3%
77 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,972.0 $483K 0.15% NEW $162.48 -9.6%
78 LPX LOUISIANA PAC CORP Basic Materials 6,615.0 $481K 0.15% NEW $72.75 +1.0%
79 GGG GRACO INC Industrials 5,674.0 $480K 0.15% NEW $84.65 -9.8%
80 WAL WESTERN ALLIANCE BANCORP Financial Services 6,763.0 $479K 0.14% NEW $70.85 +10.9%
Page 4 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%