Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT643$239.85K
Onto Innovation Inc.ONTO655$247.88K
Keysight Technologies, Inc.KEYS715$250.3K
Tyler Technologies, Inc.TYL729$213.2K
InterDigital, Inc.IDCC733$207.53K
Woodward, Inc.WWD765$325.46K
FTAI Aviation Ltd.FTAI798$215.88K
VeriSign, Inc.VRSN830$208.79K
Cencora, Inc.COR836$236.57K
Lumentum Holdings Inc.LITE836$717.34K
Mastercard IncorporatedMA838$430.4K
Coherent, Inc.COHR847$334.12K
Apple Inc.AAPL858$248.27K
Howmet Aerospace Inc.HWM900$241.97K
Martin Marietta Materials, Inc.MLM905$521.91K
MongoDB, Inc.MDB923$310.04K
S&P Global Inc.SPGI960$390.97K
Cadence Design Systems, Inc.CDNS975$365.94K
Dover CorporationDOV978$219.35K
JPMorgan Chase & Co.JPM993$325.04K