Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FirstCash Holdings, IncFCFS995$215.24K
Kinsale Capital Group, Inc.KNSL996$328.49K
Intuitive Surgical, Inc.ISRG997$396.49K
Marriott International, Inc.MAR1K$371.7K
Broadcom Inc.AVGO1.05K$396.64K
Automatic Data Processing, Inc.ADP1.09K$245K
Littelfuse, Inc.LFUS1.1K$500.86K
Seagate Technology Holdings plcSTX1.15K$1.11M
The Hanover Insurance Group, Inc.THG1.16K$248.38K
Deere & CompanyDE1.16K$737.09K
Ross Stores, Inc.ROST1.18K$250.52K
Credo Technology Group Holding LtdCRDO1.19K$322.53K
Steel Dynamics, Inc.STLD1.2K$275.12K
Sphere Entertainment Co.SPHR1.22K$210.4K
Balchem CorpBCPC1.23K$207.3K
Micron Technology, Inc.MU1.23K$1.42M
Bloom Energy CorporationBE1.25K$378.68K
Tenet Healthcare CorporationTHC1.25K$234.04K
Western Digital CorporationWDC1.26K$802.23K
Armstrong World Industries, Inc.AWI1.31K$209.51K