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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 22 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HRI HERC HLDGS INC Industrials 2,225.0 $221K 0.07% $99.55 +37.9%
422 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,114.0 $220K 0.07% -3K -72.4% $197.50 +12.7%
423 ESTC ELASTIC N V Technology 4,380.0 $219K 0.07% NEW $49.99 +7.6%
424 HMC HONDA MOTOR CO LTD Consumer Cyclical 8,926.0 $217K 0.07% NEW $24.31 +10.3%
425 GNRC GENERAC HLDGS INC Industrials 1,107.0 $216K 0.07% -3K -75.9% $195.33 +40.7%
426 XP XP INC Financial Services 11,349.0 $216K 0.07% NEW $19.04 -9.6%
427 PINNACLE FINL PARTNERS INC 2,468.0 $213K 0.07% NEW $86.14
428 CNC CENTENE CORP DEL Healthcare 6,464.0 $212K 0.06% -5K -43.9% $32.74 +78.4%
429 STE STERIS PLC Healthcare 957.0 $212K 0.06% +120.0 +14.3% $221.13 -3.9%
430 RIG TRANSOCEAN LTD Energy 31,825.0 $211K 0.06% NEW $6.63 -5.4%
431 HL HECLA MINING COMPANY Basic Materials 11,312.0 $211K 0.06% NEW $18.63 -8.6%
432 ULCC FRONTIER GROUP HLDGS INC Industrials 59,391.0 $210K 0.06% +19K +46.5% $3.53 +63.9%
433 DLTR DOLLAR TREE INC Consumer Defensive 1,914.0 $210K 0.06% -450.0 -19.0% $109.51 -14.4%
434 THO THOR INDS INC Consumer Cyclical 2,622.0 $209K 0.06% NEW $79.89 -0.5%
435 HLMN HILLMAN SOLUTIONS CORP Industrials 25,174.0 $209K 0.06% NEW $8.32 -9.7%
436 FLS FLOWSERVE CORP Industrials 2,849.0 $209K 0.06% NEW $73.51 -0.6%
437 RPM RPM INTL INC Basic Materials 2,105.0 $209K 0.06% -5K -70.5% $99.40 +6.8%
438 BRO BROWN & BROWN INC Financial Services 3,202.0 $209K 0.06% -4K -57.5% $65.21 -12.3%
439 IONS IONIS PHARMACEUTICALS INC Healthcare 2,777.0 $209K 0.06% -8K -73.4% $75.09 +2.5%
440 EHC ENCOMPASS HEALTH CORP Healthcare 2,152.0 $208K 0.06% -3K -60.3% $96.73 +8.5%
Page 22 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%