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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 21 of 34  ·  668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LPL LG DISPLAY CO LTD Technology 803.0 $3K 0.00% NEW $3.89 -13.4%
402 ESML ISHARES TR 54.0 $3K 0.00% NEW $55.93 +0.4%
403 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 34.0 $3K 0.00% NEW $88.59 -35.3%
404 ABT ABBOTT LABORATORIES Healthcare 33.0 $3K 0.00% NEW $90.73 +26.1%
405 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6.0 $3K 0.00% NEW $496.67 +11.2%
406 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 76.0 $3K 0.00% NEW $39.05 +7.2%
407 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3.0 $3K 0.00% NEW $965.00 -13.7%
408 IEI ISHARES TR 24.0 $3K 0.00% NEW $117.46 -0.6%
409 BSX BOSTON SCIENTIFIC CORP Healthcare 66.0 $3K 0.00% NEW $42.68 +21.9%
410 VIOO VANGUARD ADMIRAL FDS INC 20.0 $3K 0.00% NEW $137.55 -0.3%
411 PSQO PALMER SQUARE FUNDS TR 132.0 $3K 0.00% NEW $20.67 +0.8%
412 RELX RELX PLC Communication Services 84.0 $3K 0.00% NEW $31.67 +10.8%
413 VCIT VANGUARD SCOTTSDALE FDS 32.0 $3K 0.00% NEW $82.66 -1.5%
414 BCH BANCO DE CHILE Financial Services 66.0 $3K 0.00% NEW $39.76 +5.0%
415 MRSH MARSH & MCLENNAN COS INC Financial Services 15.0 $2K 0.00% NEW $166.67 +13.5%
416 VOOG VANGUARD ADMIRAL FDS INC 30.0 $2K 0.00% NEW $82.63 +1.4%
417 SPSB SPDR SERIES TRUST 81.0 $2K 0.00% NEW $30.01 -0.2%
418 AEHR AEHR TEST SYS Technology 25.0 $2K 0.00% NEW $96.08 +12.4%
419 LNG CHENIERE ENERGY INC Energy 10.0 $2K 0.00% NEW $239.00 +14.8%
420 ICSH ISHARES TR 47.0 $2K 0.00% NEW $50.57 -0.1%
Page 21 of 34  ·  668 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%