Downshift Financial, LLC
Filing Date
Global Rank
#7,398
/ 8,517
▲ 714
Top Industry
Semiconductors
32.5%
3Y Alpha vs SPY
-9.0%
Period ended 46 days ago
Filed Aug 13, 2026 · 2d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+10.1%
SPY
+13.9%
Annualised alpha
-8.6%
Max drawdown
−11.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 98% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
484 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.7%
−10.5 pts
Top 5
58.3%
−15.3 pts
Top 10
67.6%
−17.0 pts
HHI
1,123
Diversified−781
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.4% | $16,334,839 |
| Technology | 23.0% | $7,599,462 |
| Consumer Cyclical | 6.9% | $2,266,106 |
| Industrials | 5.5% | $1,824,499 |
| Communication Services | 5.1% | $1,689,607 |
| Financial Services | 4.3% | $1,431,590 |
| Healthcare | 2.1% | $693,185 |
| Consumer Defensive | 1.9% | $619,361 |
| Energy | 0.8% | $279,592 |
| Utilities | 0.6% | $191,883 |
| Basic Materials | 0.2% | $66,130 |
| Real Estate | 0.1% | $38,595 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −1,079 | 34,709 | $2,473,016 | |
| GOOGL | Alphabet Inc. | −251 | 3,403 | $1,209,378 | |
| MELI | Mercadolibre Inc | −160 | 14 | $23,763 | |
| MSFT | Microsoft Corp | −151 | 1,001 | $373,393 | |
| VXF | Vanguard Extended Market ETF | −120 | 1,734 | $426,928 | |
| VB | Vanguard Morningstar Small-Cap ETF | −47 | 6,187 | $1,875,403 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 1,634 | $310,018 | |
| IBM | International Business Machines Corp | 791 | $222,437 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 433 | $206,787 | |
| CAT | Caterpillar Inc | 182 | $193,811 | |
| JPM | Jpmorgan Chase & Co | 566 | $185,268 | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 2,350 | $177,848 | |
| TTWO | Take Two Interactive Software Inc | 676 | $168,986 | |
| NEE | Nextera Energy Inc | 1,619 | $142,099 | |
| AVGO | Broadcom Inc. | 367 | $138,634 | |
| ORCL | Oracle Corp | 767 | $112,403 | |
| INTC | Intel Corp | 787 | $109,888 | |
| HD | Home Depot, Inc. | 298 | $105,098 | |
| WMT | Walmart Inc. | 913 | $103,406 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 1,999 | $102,048 | |
| LLY | ELI LILLY & Co | 82 | $98,353 | |
| TMO | Thermo Fisher Scientific Inc. | 194 | $97,263 | |
| UNH | Unitedhealth Group Inc | 234 | $97,257 | |
| NFLX | Netflix Inc | 1,360 | $97,104 | |
| IAU | Ishares Gold Trust | 1,275 | $96,275 | |
| XOM | ExxonMobil Holdings Corp | 659 | $90,098 | |
| PLTR | Palantir Technologies Inc. | 771 | $89,952 | |
| GE | General Electric Co | 223 | $83,341 | |
| GWW | W.W. Grainger, Inc. | 60 | $81,624 | |
| LMT | Lockheed Martin Corp | 160 | $81,513 | |
| HON | Honeywell International Inc | 360 | $80,604 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
484 tracked positions ·
$33,034,849 total
· filing declares
668 positions · $222,721,153
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 484 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VXUS |
Vanguard Total International Stock ETF
|
Added | 110,746 | $9,467,675 | 28.66% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 21,175 | $4,236,905 | 12.83% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 34,709 | $2,473,016 | 7.49% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 6,187 | $1,875,403 | 5.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,403 | $1,209,378 | 3.66% | |
| TSLA |
Tesla, Inc.
PUT
+ SHARES
Consumer Cyclical
|
Added | 2,104 | $884,942 | 2.68% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,113 | $611,417 | 1.85% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Held | 9,265 | $578,136 | 1.75% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Held | 2,000 | $543,900 | 1.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 595 | $438,158 | 1.33% | |
| VXF |
Vanguard Extended Market ETF
|
Reduced | 1,734 | $426,928 | 1.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 566 | $422,671 | 1.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 786 | $393,306 | 1.19% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Held | 1,654 | $391,369 | 1.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,001 | $373,393 | 1.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,547 | $368,711 | 1.12% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,047 | $329,375 | 1.00% | |
| RTX |
RTX Corp
PUT
+ SHARES
Industrials
|
NEW | 1,634 | $310,018 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 306 | $286,253 | 0.87% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 223 | $225,535 | 0.68% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 791 | $222,437 | 0.67% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 433 | $206,787 | 0.63% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 182 | $193,811 | 0.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 566 | $185,268 | 0.56% | |
| VBIL |
Vanguard 0-3 Month Treasury Bill ETF
|
NEW | 2,350 | $177,848 | 0.54% | |
| TTWO |
Take Two Interactive Software Inc
CALL
+ SHARES
Communication Services
|
NEW | 676 | $168,986 | 0.51% | |
| FISV |
Fiserv Inc
|
Held | 3,309 | $162,306 | 0.49% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 1,619 | $142,099 | 0.43% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 367 | $138,634 | 0.42% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 767 | $112,403 | 0.34% | |
| INTC |
Intel Corp
Technology
|
NEW | 787 | $109,888 | 0.33% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 298 | $105,098 | 0.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 913 | $103,406 | 0.31% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
NEW | 1,999 | $102,048 | 0.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 82 | $98,353 | 0.30% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 194 | $97,263 | 0.29% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 234 | $97,257 | 0.29% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 1,360 | $97,104 | 0.29% | |
| IAU |
Ishares Gold Trust
|
NEW | 1,275 | $96,275 | 0.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 659 | $90,098 | 0.27% | |
| PLTR |
Palantir Technologies Inc.
CALL
+ SHARES
Technology
|
NEW | 771 | $89,952 | 0.27% | |
| GE |
General Electric Co
Industrials
|
NEW | 223 | $83,341 | 0.25% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
NEW | 60 | $81,624 | 0.25% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 160 | $81,513 | 0.25% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 360 | $80,604 | 0.24% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 360 | $79,588 | 0.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 140 | $78,860 | 0.24% | |
| V |
Visa Inc.
Financial Services
|
NEW | 227 | $77,881 | 0.24% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 440 | $75,178 | 0.23% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 497 | $69,560 | 0.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.