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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 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNX TD SYNNEX CORPORATION Technology 1,318.0 $222K 0.07% -3K -66.9% $168.71 +42.3%
102 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,114.0 $220K 0.07% -3K -72.4% $197.50 +11.7%
103 GNRC GENERAC HLDGS INC Industrials 1,107.0 $216K 0.07% -3K -75.9% $195.33 +40.7%
104 CNC CENTENE CORP DEL Healthcare 6,464.0 $212K 0.06% -5K -43.9% $32.74 +74.8%
105 DLTR DOLLAR TREE INC Consumer Defensive 1,914.0 $210K 0.06% -450.0 -19.0% $109.51 -14.4%
106 RPM RPM INTL INC Basic Materials 2,105.0 $209K 0.06% -5K -70.5% $99.40 +3.5%
107 BRO BROWN & BROWN INC Financial Services 3,202.0 $209K 0.06% -4K -57.5% $65.21 -12.6%
108 IONS IONIS PHARMACEUTICALS INC Healthcare 2,777.0 $209K 0.06% -8K -73.4% $75.09 +1.3%
109 EHC ENCOMPASS HEALTH CORP Healthcare 2,152.0 $208K 0.06% -3K -60.3% $96.73 +8.5%
110 HMY HARMONY GOLD MNG LTD Basic Materials 13,475.0 $207K 0.06% -39K -74.5% $15.37 +17.3%
111 CBOE CBOE GLOBAL MKTS INC Financial Services 730.0 $205K 0.06% -601.0 -45.1% $281.07 +26.1%
112 RF REGIONS FINANCIAL CORP NEW Financial Services 7,672.0 $200K 0.06% -2K -24.0% $26.12 +8.2%
113 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 17,488.0 $183K 0.06% -2K -9.1% $10.48 +10.1%
114 VITL VITAL FARMS INC Consumer Defensive 11,015.0 $156K 0.05% -138.0 -1.2% $14.12 -30.1%
115 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 16,406.0 $139K 0.04% -4K -18.6% $8.45 +41.8%
116 NWL NEWELL BRANDS INC Consumer Defensive 26,989.0 $93K 0.03% -20K -42.6% $3.43 +5.0%
117 QS QUANTUMSCAPE CORP Consumer Cyclical 10,974.0 $70K 0.02% -109K -90.9% $6.38 +36.5%
118 GRAB GRAB HOLDINGS LIMITED Technology 12,916.0 $47K 0.01% -98K -88.3% $3.66 -1.9%
119 BMBL BUMBLE INC Technology 13,103.0 $43K 0.01% -160K -92.4% $3.26 -3.1%
Page 6 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%