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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 15 of 34  ·  668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TT TRANE TECHNOLOGIES PLC Industrials 22.0 $11K 0.01% NEW $491.18 -8.8%
282 MDB MONGODB INC Technology 31.0 $10K 0.01% NEW $335.90 +9.8%
283 HAL HALLIBURTON CO Energy 305.0 $10K 0.01% NEW $33.95 +9.2%
284 SPLV INVESCO EXCH TRADED FD TR II 138.0 $10K 0.01% NEW $74.90 -0.2%
285 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 135.0 $10K 0.01% NEW $76.43 -13.2%
286 HSBC HSBC HLDGS PLC Financial Services 108.0 $10K 0.01% NEW $95.09 +12.6%
287 UBER UBER TECHNOLOGIES INC Technology 142.0 $10K 0.01% NEW $72.16 +5.0%
288 URI UNITED RENTALS INC Industrials 9.0 $10K 0.01% NEW $1132.89 -10.9%
289 DE DEERE & CO Industrials 16.0 $10K 0.01% NEW $634.31 +9.3%
290 AGG ISHARES TR 102.0 $10K 0.01% NEW $98.98 -2.0%
291 PXH INVESCO EXCH TRADED FD TR II 361.0 $10K 0.01% NEW $27.86 +8.8%
292 Q QNITY ELECTRONICS INC Technology 61.0 $10K 0.00% NEW $163.31 -26.2%
293 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 14.0 $10K 0.00% NEW $703.36 -1.7%
294 OZK BANK OZK LITTLE ROCK ARK Financial Services 184.0 $10K 0.00% NEW $52.09 -3.2%
295 PNQI INVESCO EXCHANGE TRADED FD T 210.0 $10K 0.00% NEW $45.58 +14.4%
296 OKTA OKTA INC Technology 70.0 $10K 0.00% NEW $136.46 +25.0%
297 PICK ISHARES INC 161.0 $9K 0.00% NEW $58.15 +11.9%
298 UNILEVER PLC 155.0 $9K 0.00% NEW $60.12
299 SUSA ISHARES TR 60.0 $9K 0.00% NEW $154.30 +2.5%
300 AX AXOS FINANCIAL INC Financial Services 95.0 $9K 0.00% NEW $97.39 +0.6%
Page 15 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 41.2%
Financial Services 15.6%
Consumer Cyclical 12.7%
Industrials 10.1%
Communication Services 7.0%
Healthcare 4.8%
Consumer Defensive 4.2%
Energy 2.0%
Utilities 1.6%
Basic Materials 0.4%