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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RJF RAYMOND JAMES FINL INC Financial Services 2,137.0 $309K 0.09% -3K -56.1% $144.79 +5.1%
82 GRMN GARMIN LTD Technology 1,329.0 $308K 0.09% -1K -49.8% $232.01 +2.8%
83 LIFE360 INC 7,065.0 $288K 0.09% -5K -40.0% $40.82
84 TSN TYSON FOODS INC Consumer Defensive 4,473.0 $287K 0.09% -9K -66.2% $64.07 +1.7%
85 PODD INSULET CORP Healthcare 1,354.0 $284K 0.09% -297.0 -18.0% $209.84 -26.7%
86 EME EMCOR GROUP INC Industrials 379.0 $280K 0.09% -25.0 -6.2% $738.31 +16.7%
87 IAG IAMGOLD CORP Basic Materials 14,236.0 $268K 0.08% -152.0 -1.1% $18.82 -8.1%
88 LUV SOUTHWEST AIRLS CO Industrials 7,088.0 $266K 0.08% -1K -12.4% $37.57 +12.5%
89 AZO AUTOZONE INC Consumer Cyclical 78.0 $263K 0.08% -162.0 -67.5% $3377.78 -8.2%
90 AA ALCOA CORP Basic Materials 3,958.0 $263K 0.08% -7K -63.4% $66.33 +12.4%
91 JBHT HUNT J B TRANS SVCS INC Industrials 1,234.0 $261K 0.08% -46.0 -3.6% $211.90 +26.3%
92 FICO FAIR ISAAC CORP Technology 240.0 $256K 0.08% -69.0 -22.3% $1067.54 +18.0%
93 CDE COEUR MNG INC Basic Materials 13,441.0 $252K 0.08% -37K -73.6% $18.77 -2.1%
94 STLD STEEL DYNAMICS INC Basic Materials 1,309.0 $236K 0.07% -839.0 -39.1% $180.00 +39.2%
95 SONY SONY GROUP CORP Technology 11,324.0 $234K 0.07% -63K -84.7% $20.70 +7.1%
96 BYD BOYD GAMING CORP Consumer Cyclical 2,818.0 $232K 0.07% -8K -73.7% $82.18 -1.8%
97 ARMK ARAMARK Industrials 5,654.0 $229K 0.07% -20K -78.2% $40.54 +29.0%
98 STRL STERLING INFRASTRUCTURE INC Industrials 561.0 $228K 0.07% -317.0 -36.1% $407.27 +92.4%
99 SRE SEMPRA Utilities 2,299.0 $223K 0.07% -6K -71.2% $97.17 -5.8%
100 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,357.0 $223K 0.07% -5K -67.0% $94.75 +22.2%
Page 5 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%