Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD2.36K$637.93K
Garmin Ltd.GRMN2.37K$563.92K
Kymera Therapeutics, Inc.KYMR2.38K$272.92K
ConocoPhillipsCOP2.41K$250.23K
The Clorox CompanyCLX2.42K$230.49K
Jabil Inc.JBL2.43K$937.87K
Emerson Electric Co.EMR2.45K$350.29K
HCA Healthcare, Inc.HCA2.48K$967.71K
FormFactor, Inc.FORM2.48K$397.11K
Protagonist Therapeutics, Inc.PTGX2.56K$314.3K
Honeywell International Inc.HON2.56K$574.08K
ArcBest CorpARCB2.57K$368.9K
KKR & Co. Inc.KKR2.58K$236.61K
Visteon CorporationVC2.58K$255.76K
Western Alliance BancorporationWAL2.6K$213.47K
Modine Manufacturing CompanyMOD2.6K$693.99K
Align Technology, Inc.ALGN2.65K$446.11K
IPG Photonics CorporationIPGP2.67K$312.66K
AptarGroup, Inc.ATR2.69K$337.29K
Microchip Technology IncorporatedMCHP2.71K$246.7K