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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 5 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WTFC WINTRUST FINL CORP Financial Services 3,410.0 $474K 0.14% NEW $138.94 +7.9%
82 CHE CHEMED CORP NEW Healthcare 1,252.0 $473K 0.14% NEW $377.74 +15.8%
83 SF STIFEL FINL CORP Financial Services 6,347.0 $469K 0.14% NEW $73.92 -1.8%
84 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,555.0 $467K 0.14% NEW $71.18 -9.8%
85 UHAL U HAUL HOLDING COMPANY Industrials 9,690.0 $463K 0.14% NEW $47.78 +6.9%
86 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,808.0 $463K 0.14% NEW $164.80 -3.1%
87 UDR UDR INC Real Estate 13,681.0 $462K 0.14% NEW $33.78 +12.6%
88 LEN LENNAR CORP Consumer Cyclical 5,279.0 $458K 0.14% NEW $86.84 +2.8%
89 PNR PENTAIR PLC Industrials 5,122.0 $446K 0.14% NEW $87.11 -15.6%
90 EWBC EAST WEST BANCORP INC Financial Services 4,110.0 $439K 0.13% NEW $106.76 +16.8%
91 QIAGEN NV 10,925.0 $437K 0.13% NEW $40.04
92 BCS BARCLAYS PLC Financial Services 20,506.0 $434K 0.13% NEW $21.16 +15.9%
93 IAI ISHARES TR 2,625.0 $431K 0.13% NEW $164.18 +9.1%
94 DE DEERE & CO Industrials 764.0 $430K 0.13% NEW $563.30 -6.1%
95 SIGI SELECTIVE INS GROUP INC Financial Services 5,633.0 $425K 0.13% NEW $75.39 +18.6%
96 SSNC SS&C TECH HLDGS Technology 6,215.0 $420K 0.13% NEW $67.57 -1.2%
97 MAS MASCO CORP Industrials 6,948.0 $419K 0.13% NEW $60.37 +14.1%
98 EXLS EXLSERVICE HLDGS INC Technology 13,585.0 $414K 0.13% NEW $30.45 -4.9%
99 DB DEUTSCHE BK AG Financial Services 13,741.0 $409K 0.12% NEW $29.78 +12.5%
100 LYFT LYFT INC Technology 30,669.0 $408K 0.12% NEW $13.30 +2.1%
Page 5 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%