Stock Taper

BLUESHIFT ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Crown Castle Inc.CCI7K$530.11K
Walmart Inc.WMT7K$792.48K
The Ensign Group, Inc.ENSG6.98K$1.12M
The Estée Lauder Companies Inc.EL6.98K$551.23K
Shopify Inc.SHOP6.95K$793.44K
Helen of Troy LimitedHELE6.91K$200.96K
H.B. Fuller CompanyFUL6.87K$400.51K
Duolingo, Inc.DUOL6.83K$785.36K
Varonis Systems, Inc.VRNS6.78K$284.49K
Tyson Foods, Inc.TSN6.78K$388.04K
The Charles Schwab CorporationSCHW6.76K$624.02K
Cloudflare, Inc.NET6.72K$1.65M
Hancock Whitney CorporationHWC6.65K$497.11K
IREN LimitedIREN6.64K$303.46K
Hamilton Lane IncorporatedHLNE6.6K$520.2K
Iridium Communications Inc.IRDM6.59K$361.41K
H&R Block, Inc.HRB6.52K$248.28K
Interactive Brokers Group, Inc.IBKR6.51K$566.46K
PepsiCo, Inc.PEP6.51K$881.05K
Oklo Inc.OKLO6.45K$337.69K