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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 7 of 34  ·  668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE Industrials 223.0 $83K 0.04% NEW $373.73 +0.4%
122 IXN ISHARES TR 568.0 $82K 0.04% NEW $144.48 -3.4%
123 GWW WW GRAINGER INC Industrials 60.0 $82K 0.04% NEW $1360.40 -3.4%
124 LMT LOCKHEED MARTIN CORP Industrials 160.0 $82K 0.04% NEW $509.46 +19.2%
125 IUSG ISHARES TR 433.0 $81K 0.04% NEW $188.09 +1.6%
126 SOXX ISHARES TR 126.0 $81K 0.04% NEW $640.77 -17.1%
127 HONEYWELL INTL INC 360.0 $81K 0.04% NEW $223.90
128 HONEYWELL AEROSPACE INC 360.0 $80K 0.04% NEW $221.08
129 VYM VANGUARD WHITEHALL FDS 503.0 $80K 0.04% NEW $158.14 +4.7%
130 VPU VANGUARD WORLD FD 404.0 $79K 0.04% NEW $195.74 -2.8%
131 META META PLATFORMS INC Communication Services 140.0 $79K 0.04% NEW $563.58 -3.5%
132 V VISA INC Financial Services 227.0 $78K 0.04% NEW $342.70 +6.3%
133 IWS ISHARES TR 464.0 $76K 0.03% NEW $164.46 +3.9%
134 SPACE EXPLORATION TECHN CORP 440.0 $75K 0.03% NEW $170.76
135 PRF INVESCO EXCHANGE TRADED FD T 1,301.0 $70K 0.03% NEW $54.03 +3.7%
136 TIP ISHARES TR 642.0 $70K 0.03% NEW $109.43 -2.2%
137 EFG ISHARES TR 563.0 $70K 0.03% NEW $124.42 +0.3%
138 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 600.0 $70K 0.03% NEW $116.67 +47.0%
139 VGSH VANGUARD SCOTTSDALE FDS 1,197.0 $70K 0.03% NEW $58.20 -0.1%
140 C CITIGROUP INC Financial Services 497.0 $70K 0.03% NEW $139.96 -1.7%
Page 7 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%