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Portfolio (Quarterly) Guide ↗

Blueshift Asset Management, LLC

· CIK 0001727827
13F Portfolio $347M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 446 New
Page 23 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALIT ALIGHT INC Technology 11,420.0 $22K 0.01% NEW $1.95 -54.7%
442 GERN GERON CORP Healthcare 15,308.0 $20K 0.01% NEW $1.32 -1.1%
443 IQ IQIYI INC Communication Services 10,000.0 $19K 0.01% NEW $1.92 -46.1%
444 QSI QUANTUM SI INC Healthcare 17,442.0 $19K 0.01% NEW $1.10 -3.2%
445 REKR REKOR SYSTEMS INC Technology 10,899.0 $15K 0.00% NEW $1.38 -45.0%
446 NFE NEW FORTRESS ENERGY INC Utilities 11,536.0 $13K 0.00% NEW $1.14 -45.3%
Page 23 of 23  ·  446 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 25.6%
Technology 17.9%
Financial Services 14.6%
Industrials 11.5%
Healthcare 7.8%
Communication Services 7.5%
Consumer Defensive 7.1%
Basic Materials 3.5%
Utilities 2.9%
Real Estate 1.0%