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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 18 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OMC OMNICOM GROUP INC Communication Services 4,023.0 $303K 0.09% NEW $75.31 -0.6%
342 ENPH ENPHASE ENERGY INC Energy 7,974.0 $301K 0.09% NEW $37.81 +89.7%
343 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,159.0 $300K 0.09% NEW $94.88 +3.3%
344 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 53,625.0 $299K 0.09% NEW $5.58 +69.4%
345 FOX FOX CORP Communication Services 5,621.0 $298K 0.09% NEW $53.10 +10.9%
346 MLM MARTIN MARIETTA MATLS INC Basic Materials 507.0 $298K 0.09% NEW $588.68 -2.7%
347 HCA HCA HEALTHCARE INC Healthcare 621.0 $294K 0.09% +23.0 +3.9% $473.24 -16.9%
348 LIBERTY GLOBAL LTD 24,259.0 $293K 0.09% NEW $12.09
349 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,764.0 $293K 0.09% NEW $166.07 +6.8%
350 ALV AUTOLIV INC Consumer Cyclical 2,751.0 $289K 0.09% NEW $105.16 +23.1%
351 LIFE360 INC 7,065.0 $288K 0.09% -5K -40.0% $40.82
352 ALGN ALIGN TECHNOLOGY INC Healthcare 1,677.0 $287K 0.09% NEW $171.43 -5.1%
353 TSN TYSON FOODS INC Consumer Defensive 4,473.0 $287K 0.09% -9K -66.2% $64.07 +3.9%
354 PODD INSULET CORP Healthcare 1,354.0 $284K 0.09% -297.0 -18.0% $209.84 -31.1%
355 MOS MOSAIC CO Basic Materials 11,065.0 $282K 0.09% +2K +22.2% $25.50 -7.6%
356 CSGP COSTAR GROUP INC Real Estate 6,985.0 $282K 0.09% NEW $40.34 -19.8%
357 SVV SAVERS VALUE VLG INC Consumer Cyclical 37,841.0 $282K 0.09% NEW $7.44 +14.9%
358 EME EMCOR GROUP INC Industrials 379.0 $280K 0.09% -25.0 -6.2% $738.31 +17.9%
359 AVAV AEROVIRONMENT INC Industrials 1,528.0 $280K 0.09% NEW $183.05 -2.7%
360 HLF HERBALIFE LTD Consumer Defensive 18,912.0 $278K 0.08% NEW $14.72 -15.2%
Page 18 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%