Downshift Financial, LLC
Filing Date
Global Rank
#8,233
/ 8,604
▲ 88
· as of Mar 2026
Top Industry
Semiconductors
36.6%
3Y Alpha vs SPY
-7.4%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.9%
SPY
+10.0%
Annualised alpha
-6.0%
Max drawdown
−11.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.8%
+0.7 pts
Top 5
56.4%
−1.7 pts
Top 10
80.6%
−0.0 pts
HHI
1,249
Diversified+17
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.0% | $3,395,833 |
| Consumer Cyclical | 21.0% | $1,581,108 |
| Unclassified | 11.9% | $896,156 |
| Financial Services | 7.5% | $564,460 |
| Communication Services | 6.6% | $498,053 |
| Consumer Defensive | 4.0% | $304,907 |
| Industrials | 4.0% | $300,489 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +989 | 12,875 | $2,245,400 | |
| GOOGL | Alphabet Inc. | +828 | 1,732 | $498,053 | |
| AAPL | Apple Inc. | +402 | 2,113 | $536,258 | |
| AMZN | Amazon Com Inc | +316 | 1,547 | $322,193 | |
| BRK-B | Berkshire Hathaway Inc | +259 | 786 | $376,651 | |
| SPY | Spdr S&P 500 ETF Trust | +90 | 566 | $368,092 | |
| MSFT | Microsoft Corp | +70 | 1,152 | $426,435 | |
| QQQ | Invesco Qqq Trust, Series 1 | +20 | 595 | $343,422 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
16 positions ·
$7,541,006 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 12,875 | $2,245,400 | 29.78% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Held | 9,265 | $547,654 | 7.26% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,113 | $536,258 | 7.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,732 | $498,053 | 6.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,152 | $426,435 | 5.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 1,104 | $410,412 | 5.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 786 | $376,651 | 4.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 566 | $368,092 | 4.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 595 | $343,422 | 4.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,547 | $322,193 | 4.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 306 | $304,907 | 4.04% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
NEW | 174 | $300,849 | 3.99% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,047 | $300,489 | 3.98% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 222 | $187,809 | 2.49% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 2,000 | $187,740 | 2.49% | |
| FISV |
Fiserv Inc
|
NEW | 3,309 | $184,642 | 2.45% |