Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Jack Henry & Associates, Inc.JKHY3.39K$466.8K
SAP SESAP3.39K$522.89K
Allegion plcALLE3.43K$481.46K
AerCap Holdings N.V.AER3.44K$501.63K
Freeport-McMoRan Inc.FCX3.48K$218.79K
Altria Group, Inc.MO3.48K$250.53K
Lithia Motors, Inc.LAD3.53K$1.02M
Pinnacle West Capital CorporationPNW3.54K$379.31K
Sysco CorporationSYY3.55K$296.79K
The Descartes Systems Group Inc.DSGX3.61K$250.09K
Dell Technologies Inc.DELL3.64K$1.57M
Gilead Sciences, Inc.GILD3.64K$460.26K
Oracle CorporationORCL3.68K$539.16K
Tarsus Pharmaceuticals, Inc.TARS3.7K$232.69K
RPM International Inc.RPM3.75K$416.92K
Exelixis, Inc.EXEL3.79K$206.16K
Salesforce, Inc.CRM3.89K$609.88K
IonQ, Inc.IONQ3.93K$209.31K
Vaxcyte, Inc.PCVX3.93K$228.68K
AAON, Inc.AAON3.97K$503.13K