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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 23 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DSGX DESCARTES SYS GROUP INC Technology 2,907.0 $208K 0.06% NEW $71.56 -1.4%
442 HMY HARMONY GOLD MNG LTD Basic Materials 13,475.0 $207K 0.06% -39K -74.5% $15.37 +17.3%
443 HROW HARROW INC Healthcare 5,840.0 $206K 0.06% NEW $35.26 -3.1%
444 DNN DENISON MINES CORP Energy 58,304.0 $206K 0.06% NEW $3.53 -5.1%
445 WGS GENEDX HOLDINGS CORP Healthcare 3,201.0 $206K 0.06% +1K +75.6% $64.22 -26.3%
446 SANDISK CORP 323.0 $205K 0.06% NEW $635.34
447 CBOE CBOE GLOBAL MKTS INC Financial Services 730.0 $205K 0.06% -601.0 -45.1% $281.07 +26.1%
448 VSEC VSE CORP Industrials 1,110.0 $205K 0.06% NEW $184.40 -6.8%
449 PBI PITNEY BOWES INC Industrials 18,471.0 $204K 0.06% NEW $11.05 +40.4%
450 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 6,006.0 $203K 0.06% NEW $33.74 -4.2%
451 WELL WELLTOWER INC Real Estate 1,017.0 $201K 0.06% NEW $197.71 +9.3%
452 RF REGIONS FINANCIAL CORP NEW Financial Services 7,672.0 $200K 0.06% -2K -24.0% $26.12 +8.2%
453 SEM SELECT MED HLDGS CORP Healthcare 11,825.0 $193K 0.06% NEW $16.29 +1.5%
454 ZETA ZETA GLOBAL HOLDINGS CORP Technology 12,037.0 $192K 0.06% NEW $15.92 +18.0%
455 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 17,488.0 $183K 0.06% -2K -9.1% $10.48 +10.1%
456 ARDX ARDELYX INC Healthcare 30,404.0 $182K 0.06% NEW $5.99 +4.3%
457 FNB F N B CORP Financial Services 10,758.0 $180K 0.06% NEW $16.72 +5.4%
458 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 12,428.0 $172K 0.05% +2K +20.6% $13.85 -8.3%
459 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 15,143.0 $171K 0.05% NEW $11.27 +21.7%
460 ASC ARDMORE SHIPPING CORP Industrials 10,784.0 $164K 0.05% NEW $15.25 +20.9%
Page 23 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%