Stock Taper 
BLUESHIFT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Balchem Corp | BCPC | 1.23K | $207.3K |
 Sphere Entertainment Co. | SPHR | 1.22K | $210.4K |
 Steel Dynamics, Inc. | STLD | 1.2K | $275.12K |
 Credo Technology Group Holding Ltd | CRDO | 1.19K | $322.53K |
 Ross Stores, Inc. | ROST | 1.18K | $250.52K |
 Deere & Company | DE | 1.16K | $737.09K |
 The Hanover Insurance Group, Inc. | THG | 1.16K | $248.38K |
 Seagate Technology Holdings plc | STX | 1.15K | $1.11M |
 Littelfuse, Inc. | LFUS | 1.1K | $500.86K |
 Automatic Data Processing, Inc. | ADP | 1.09K | $245K |
 Broadcom Inc. | AVGO | 1.05K | $396.64K |
 Marriott International, Inc. | MAR | 1K | $371.7K |
 Intuitive Surgical, Inc. | ISRG | 997 | $396.49K |
 Kinsale Capital Group, Inc. | KNSL | 996 | $328.49K |
 FirstCash Holdings, Inc | FCFS | 995 | $215.24K |
 JPMorgan Chase & Co. | JPM | 993 | $325.04K |
 Dover Corporation | DOV | 978 | $219.35K |
 Cadence Design Systems, Inc. | CDNS | 975 | $365.94K |
 S&P Global Inc. | SPGI | 960 | $390.97K |
 MongoDB, Inc. | MDB | 923 | $310.04K |