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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 9 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PB PROSPERITY BANCSHARES INC Financial Services 4,068.0 $273K 0.08% NEW $67.18 +4.0%
162 FLNC FLUENCE ENERGY INC Utilities 19,853.0 $273K 0.08% NEW $13.76 +55.0%
163 TTEK TETRA TECH INC NEW Industrials 9,028.0 $272K 0.08% NEW $30.12 -7.9%
164 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,922.0 $270K 0.08% NEW $38.97 -1.5%
165 XMTR XOMETRY INC Industrials 6,563.0 $268K 0.08% NEW $40.84 +118.4%
166 TW TRADEWEB MKTS INC Financial Services 2,274.0 $268K 0.08% NEW $117.66 -13.1%
167 BALL BALL CORP Consumer Cyclical 4,503.0 $266K 0.08% NEW $59.11 -4.3%
168 PRU PRUDENTIAL FINL INC Financial Services 2,709.0 $265K 0.08% NEW $97.69 +5.0%
169 OPCH OPTION CARE HEALTH INC Healthcare 9,820.0 $264K 0.08% NEW $26.92 -20.7%
170 ACHR ARCHER AVIATION INC Industrials 50,701.0 $262K 0.08% NEW $5.17 +25.9%
171 QCOM QUALCOMM INC Technology 2,026.0 $261K 0.08% NEW $128.78 +93.2%
172 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,747.0 $261K 0.08% NEW $94.92 +6.8%
173 LRCX LAM RESEARCH CORP Technology 1,210.0 $259K 0.08% NEW $213.66 +51.0%
174 WWD WOODWARD INC Industrials 720.0 $258K 0.08% NEW $357.92 -1.8%
175 MDLZ MONDELEZ INTL INC Consumer Defensive 4,465.0 $257K 0.08% NEW $57.64 +6.2%
176 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 11,495.0 $250K 0.08% NEW $21.75 +20.2%
177 UFPT UFP TECHNOLOGIES INC Healthcare 1,290.0 $250K 0.08% NEW $193.60 +18.3%
178 DJCO DAILY JOURNAL CORP Technology 517.0 $249K 0.08% NEW $482.34 +0.6%
179 PNC PNC FINL SVCS GROUP INC Financial Services 1,197.0 $249K 0.08% NEW $208.09 +6.1%
180 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,214.0 $247K 0.07% NEW $30.12 +14.9%
Page 9 of 12  ·  240 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%