BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380
13F Portfolio $223M AUM 668 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 593 New 13 Added 20 Reduced 2 Exited
Page 11 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GRUPO CIBEST SA 147.0 $12K 0.01% NEW $79.43
202 NVT NVENT ELEC PLC Industrials 68.0 $12K 0.01% NEW $169.60 -7.5%
203 GSG ISHARES S&P GSCI COMMODITY- Financial Services 400.0 $11K 0.01% NEW $28.60 +16.4%
204 IWF ISHARES TR 92.0 $11K 0.01% NEW $124.17 -1.2%
205 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33.0 $11K 0.01% NEW $330.45 +1.3%
206 TT TRANE TECHNOLOGIES PLC Industrials 22.0 $11K 0.01% NEW $491.18 -7.3%
207 MDB MONGODB INC Technology 31.0 $10K 0.01% NEW $335.90 +31.1%
208 HAL HALLIBURTON CO Energy 305.0 $10K 0.01% NEW $33.95 +3.1%
209 SPLV INVESCO EXCH TRADED FD TR II 138.0 $10K 0.01% NEW $74.90 +1.4%
210 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 135.0 $10K 0.01% NEW $76.43 -4.5%
211 HSBC HSBC HLDGS PLC Financial Services 108.0 $10K 0.01% NEW $95.09 +7.6%
212 UBER UBER TECHNOLOGIES INC Technology 142.0 $10K 0.01% NEW $72.16 +8.1%
213 URI UNITED RENTALS INC Industrials 9.0 $10K 0.01% NEW $1132.89 -1.4%
214 DE DEERE & CO Industrials 16.0 $10K 0.01% NEW $634.31 -8.5%
215 AGG ISHARES TR 102.0 $10K 0.01% NEW $98.98 -1.2%
216 PXH INVESCO EXCH TRADED FD TR II 361.0 $10K 0.01% NEW $27.86 +4.5%
217 Q QNITY ELECTRONICS INC Technology 61.0 $10K 0.00% NEW $163.31 -22.8%
218 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 14.0 $10K 0.00% NEW $703.36 -0.1%
219 OZK BANK OZK LITTLE ROCK ARK Financial Services 184.0 $10K 0.00% NEW $52.09 -5.0%
220 PNQI INVESCO EXCHANGE TRADED FD T 210.0 $10K 0.00% NEW $45.58 +13.9%
Page 11 of 30  ·  593 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
Technology 39.5%
Financial Services 15.2%
Consumer Cyclical 12.2%
Communication Services 10.7%
Industrials 9.7%
Healthcare 4.6%
Consumer Defensive 4.1%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.4%