Stock Taper 
BLUESHIFT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Martin Marietta Materials, Inc. | MLM | 905 | $521.91K |
 Howmet Aerospace Inc. | HWM | 900 | $241.97K |
 Apple Inc. | AAPL | 858 | $248.27K |
 Coherent, Inc. | COHR | 847 | $334.12K |
 Mastercard Incorporated | MA | 838 | $430.4K |
 Cencora, Inc. | COR | 836 | $236.57K |
 Lumentum Holdings Inc. | LITE | 836 | $717.34K |
 VeriSign, Inc. | VRSN | 830 | $208.79K |
 FTAI Aviation Ltd. | FTAI | 798 | $215.88K |
 Woodward, Inc. | WWD | 765 | $325.46K |
 InterDigital, Inc. | IDCC | 733 | $207.53K |
 Tyler Technologies, Inc. | TYL | 729 | $213.2K |
 Keysight Technologies, Inc. | KEYS | 715 | $250.3K |
 Onto Innovation Inc. | ONTO | 655 | $247.88K |
 Microsoft Corporation | MSFT | 643 | $239.85K |
 Ciena Corporation | CIEN | 633 | $310.52K |
 Costco Wholesale Corporation | COST | 604 | $565.02K |
 Sterling Infrastructure, Inc. | STRL | 595 | $499.42K |
 Graham Holdings Company | GHC | 551 | $628.92K |
 IDEXX Laboratories, Inc. | IDXX | 516 | $271.64K |