Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380

13F Portfolio $193M AUM 77 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 43 Added 12 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AXP	AMERICAN EXPRESS CO	Financial Services	1,979	$703K	0.43%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	411	$419K	0.26%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	884	$256K	0.16%	SOLD
4	AVGO	BROADCOM INC	Technology	752	$232K	0.14%	SOLD
5	DTE	DTE ENERGY CO	Utilities	1,622	$221K	0.14%	SOLD

Sector Allocation

Technology 48.2%

Consumer Cyclical 19.1%

Communication Services 14.3%

Financial Services 11.2%

Industrials 3.8%

Consumer Defensive 3.4%