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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 21 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 APOGEE THERAPEUTICS INC 2,805.0 $236K 0.07% NEW $84.17
402 STLD STEEL DYNAMICS INC Basic Materials 1,309.0 $236K 0.07% -839.0 -39.1% $180.00 +41.9%
403 SONY SONY GROUP CORP Technology 11,324.0 $234K 0.07% -63K -84.7% $20.70 +5.9%
404 CIGI COLLIERS INTL GROUP INC Real Estate 2,189.0 $234K 0.07% NEW $106.89 -10.1%
405 TRV TRAVELERS COMPANIES INC Financial Services 797.0 $232K 0.07% NEW $291.68 +3.6%
406 ABM ABM INDS INC Industrials 6,018.0 $232K 0.07% NEW $38.52 +3.7%
407 BYD BOYD GAMING CORP Consumer Cyclical 2,818.0 $232K 0.07% -8K -73.7% $82.18 +0.2%
408 USB US BANCORP Financial Services 4,429.0 $230K 0.07% NEW $52.01 +5.4%
409 ARMK ARAMARK Industrials 5,654.0 $229K 0.07% -20K -78.2% $40.54 +30.4%
410 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 6,145.0 $229K 0.07% NEW $37.29 +19.8%
411 ROAD CONSTRUCTION PARTNERS INC Industrials 2,059.0 $229K 0.07% NEW $111.12 +4.3%
412 STRL STERLING INFRASTRUCTURE INC Industrials 561.0 $228K 0.07% -317.0 -36.1% $407.27 +92.9%
413 MRCY MERCURY SYS INC Industrials 3,104.0 $226K 0.07% NEW $72.91 +34.8%
414 BELFB BEL FUSE INC Technology 1,136.0 $225K 0.07% NEW $197.98 +37.0%
415 APG API GROUP CORP Industrials 5,546.0 $225K 0.07% NEW $40.52 +3.8%
416 NSP INSPERITY INC Industrials 8,304.0 $225K 0.07% NEW $27.04 +20.2%
417 SRE SEMPRA Utilities 2,299.0 $223K 0.07% -6K -71.2% $97.17 -6.4%
418 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,357.0 $223K 0.07% -5K -67.0% $94.75 +21.8%
419 MCD MCDONALDS CORP Consumer Cyclical 718.0 $223K 0.07% NEW $310.79 -9.3%
420 SNX TD SYNNEX CORPORATION Technology 1,318.0 $222K 0.07% -3K -66.9% $168.71 +45.7%
Page 21 of 25  ·  484 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%