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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 12 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,555.0 $467K 0.14% NEW $71.18 -10.4%
222 UHAL U HAUL HOLDING COMPANY Industrials 9,690.0 $463K 0.14% NEW $47.78 +8.4%
223 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,808.0 $463K 0.14% NEW $164.80 -2.5%
224 UDR UDR INC Real Estate 13,681.0 $462K 0.14% NEW $33.78 +12.9%
225 VMC VULCAN MATLS CO Basic Materials 1,689.0 $460K 0.14% +71.0 +4.4% $272.30 +1.1%
226 RY ROYAL BK CDA Financial Services 2,839.0 $459K 0.14% -211.0 -6.9% $161.78 +16.7%
227 LEN LENNAR CORP Consumer Cyclical 5,279.0 $458K 0.14% NEW $86.84 +3.9%
228 TTAN SERVICETITAN INC Technology 7,212.0 $458K 0.14% +1K +25.8% $63.46 -0.1%
229 DDS DILLARDS INC Consumer Cyclical 798.0 $457K 0.14% -929.0 -53.8% $572.11 +4.6%
230 RKT ROCKET COS INC Financial Services 31,983.0 $456K 0.14% +16K +106.0% $14.25 -0.7%
231 NXE NEXGEN ENERGY LTD Energy 38,838.0 $451K 0.14% -37K -49.0% $11.60 -3.3%
232 AVGO BROADCOM INC Technology 1,450.0 $449K 0.14% +9.0 +0.6% $309.51 +35.8%
233 CRBG COREBRIDGE FINL INC Financial Services 18,790.0 $448K 0.14% +9K +85.7% $23.86 +12.4%
234 CROX CROCS INC Consumer Cyclical 5,393.0 $448K 0.14% -9K -63.0% $83.02 +42.6%
235 SYK STRYKER CORPORATION Healthcare 1,359.0 $447K 0.14% -730.0 -34.9% $328.59 -6.9%
236 PNR PENTAIR PLC Industrials 5,122.0 $446K 0.14% NEW $87.11 -16.9%
237 CDNS CADENCE DESIGN SYSTEM INC Technology 1,602.0 $445K 0.14% -1K -44.5% $277.87 +34.2%
238 VRT VERTIV HOLDINGS CO Industrials 1,775.0 $445K 0.14% +149.0 +9.2% $250.58 +28.3%
239 EWBC EAST WEST BANCORP INC Financial Services 4,110.0 $439K 0.13% NEW $106.76 +15.8%
240 QIAGEN NV 10,925.0 $437K 0.13% NEW $40.04
Page 12 of 25  ·  484 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%