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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EL LAUDER ESTEE COS INC Consumer Defensive 6,893.0 $495K 0.15% -13K -65.4% $71.77 +20.5%
42 SOMNIGROUP INTERNATIONAL INC 6,543.0 $484K 0.15% -11K -63.7% $73.92
43 URI UNITED RENTALS INC Industrials 650.0 $474K 0.14% -328.0 -33.5% $728.56 +32.6%
44 F FORD MTR CO Consumer Cyclical 41,023.0 $473K 0.14% -52K -55.7% $11.54 +33.4%
45 RY ROYAL BK CDA Financial Services 2,839.0 $459K 0.14% -211.0 -6.9% $161.78 +17.1%
46 DDS DILLARDS INC Consumer Cyclical 798.0 $457K 0.14% -929.0 -53.8% $572.11 +0.3%
47 NXE NEXGEN ENERGY LTD Energy 38,838.0 $451K 0.14% -37K -49.0% $11.60 -5.7%
48 CROX CROCS INC Consumer Cyclical 5,393.0 $448K 0.14% -9K -63.0% $83.02 +40.8%
49 SYK STRYKER CORPORATION Healthcare 1,359.0 $447K 0.14% -730.0 -34.9% $328.59 -5.0%
50 CDNS CADENCE DESIGN SYSTEM INC Technology 1,602.0 $445K 0.14% -1K -44.5% $277.87 +37.4%
51 BSY BENTLEY SYS INC Technology 12,341.0 $433K 0.13% -14K -52.3% $35.12 -6.5%
52 ALLE ALLEGION PLC Industrials 2,965.0 $431K 0.13% -553.0 -15.7% $145.29 -9.2%
53 EBAY EBAY INC. Consumer Cyclical 4,693.0 $427K 0.13% -9K -66.0% $91.02 +26.6%
54 CLX CLOROX CO DEL Consumer Defensive 4,121.0 $427K 0.13% -827.0 -16.7% $103.63 -7.0%
55 TWLO TWILIO INC Communication Services 3,358.0 $423K 0.13% -2K -39.0% $125.82 +50.2%
56 UNP UNION PAC CORP Industrials 1,720.0 $417K 0.13% -2K -50.4% $242.62 +12.1%
57 CAL CALERES INC Consumer Cyclical 39,239.0 $414K 0.13% -37K -48.9% $10.54 +32.5%
58 MA MASTERCARD INCORPORATED Financial Services 826.0 $413K 0.12% -2K -66.7% $499.66 -1.0%
59 BURL BURLINGTON STORES INC Consumer Cyclical 1,256.0 $409K 0.12% -4K -75.7% $325.38 -0.1%
60 GAP GAP INC Consumer Cyclical 16,876.0 $408K 0.12% -16K -48.7% $24.20 -3.4%
Page 3 of 6  ·  119 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%