Stock Taper 
BLUESHIFT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 33 | $224.84K |
 ASML Holding N.V. | ASML | 188 | $374.01K |
 BlackRock, Inc. | BLK | 233 | $224.04K |
 Monolithic Power Systems, Inc. | MPWR | 241 | $333.15K |
 Markel Corporation | MKL | 250 | $488.25K |
 Comfort Systems USA, Inc. | FIX | 286 | $566.84K |
 Equinix, Inc. | EQIX | 299 | $311.68K |
 Quanta Services, Inc. | PWR | 407 | $293.06K |
 EMCOR Group, Inc. | EME | 415 | $344.4K |
 Dycom Industries, Inc. | DY | 428 | $216.39K |
 United Therapeutics Corporation | UTHR | 471 | $255.2K |
 Cummins Inc. | CMI | 471 | $335.92K |
 Eli Lilly and Company | LLY | 479 | $574.53K |
 MasTec, Inc. | MTZ | 487 | $202.62K |
 Caterpillar Inc. | CAT | 490 | $521.8K |
 IDEXX Laboratories, Inc. | IDXX | 516 | $271.64K |
 Graham Holdings Company | GHC | 551 | $628.92K |
 Sterling Infrastructure, Inc. | STRL | 595 | $499.42K |
 Costco Wholesale Corporation | COST | 604 | $565.02K |
 Ciena Corporation | CIEN | 633 | $310.52K |