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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 2 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LH LABCORP HOLDINGS INC Healthcare 7,433.0 $2.0M 0.60% +5K +237.4% $266.81 -2.6%
22 HTZ HERTZ GLOBAL HLDGS INC Industrials 424,347.0 $2.0M 0.59% -134K -24.0% $4.61 +15.8%
23 BBWI BATH & BODY WORKS INC Consumer Cyclical 104,283.0 $1.9M 0.59% -6K -5.2% $18.67 -3.8%
24 TE T1 ENERGY INC Industrials 437,174.0 $1.9M 0.58% NEW $4.39 +142.8%
25 DUK DUKE ENERGY CORP NEW Utilities 14,467.0 $1.9M 0.57% NEW $130.94 -4.0%
26 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 20,177.0 $1.9M 0.56% +315.0 +1.6% $92.04 -13.3%
27 YOU CLEAR SECURE INC Technology 36,450.0 $1.8M 0.54% -1K -2.8% $48.41 +27.8%
28 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 23,864.0 $1.8M 0.54% +3K +13.7% $73.90 +2.2%
29 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,482.0 $1.7M 0.51% +787.0 +29.2% $484.91 +9.4%
30 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 29,597.0 $1.7M 0.51% +4K +13.9% $56.45 -4.0%
31 MET METLIFE INC Financial Services 23,396.0 $1.7M 0.50% +19K +412.2% $70.72 +17.8%
32 CVNA CARVANA CO Consumer Cyclical 4,972.0 $1.6M 0.47% -104.0 -2.0% $314.38 -77.4%
33 AIZ ASSURANT INC Financial Services 6,993.0 $1.5M 0.46% +5K +181.6% $217.81 +17.6%
34 TEAM ATLASSIAN CORPORATION Technology 22,004.0 $1.5M 0.46% +16K +239.8% $68.25 +25.1%
35 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 89,309.0 $1.5M 0.45% +31K +54.0% $16.70 +2.2%
36 LMND LEMONADE INC Financial Services 23,345.0 $1.5M 0.44% +7K +45.5% $62.68 -7.2%
37 UNH UNITEDHEALTH GROUP INC Healthcare 5,401.0 $1.5M 0.44% +5K +578.5% $270.59 +39.6%
38 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 113,368.0 $1.4M 0.43% NEW $12.61 +8.6%
39 CASY CASEYS GEN STORES INC Consumer Cyclical 1,950.0 $1.4M 0.43% NEW $727.86 +11.6%
40 SITM SITIME CORP Technology 4,103.0 $1.4M 0.43% +896.0 +27.9% $345.35 +112.3%
Page 2 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%