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Downshift Financial, LLC

Q3 2026 Holdings

Filed 2026-10-13 | 725 holdings | $232.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
NXP Semiconductors N V(NXPI)COMN6596X109$3.3K140.0%
Dupont de Nemours Inc(DD)COMMON STOCK26614N201$3.4K260.0%
Banco Bradesco S A(BBD)SP ADR PFD NEW059460303$3.4K9710.0%
East West Bancorp Inc(EWBC)COM27579R104$3.5K280.0%
First TR Exchange Traded FD(ROBT)NASDQ ARTFCIAL33738R720$3.6K600.0%
Strategic Trust(RUNN)RUNNING GWTH ETF48817R870$3.6K1120.0%
Pentair PLC(PNR)SHSG7S00T104$3.7K690.0%
Old Dominion Freight Line in(ODFL)COM679580100$3.7K210.0%
Seagate Technology Hldngs PL(STX)ORD SHSG7997R103$3.7K40.0%
American Intl Group Inc(AIG)COM NEW026874784$3.7K500.0%
Spdr Series Trust(KRE)ST STR SP REGBNK78464A698$3.8K540.0%
Fedex Fght Hldg Co Inc(FDXF)COMMON STOCK314352105$3.8K350.0%
Roper Technologies Inc(ROP)COM776696106$3.8K110.0%
Schwab Strategic TR(FNDC)FUNDAMENTAL INTL808524748$3.9K770.0%
Illinois Tool WKS Inc(ITW)COM452308109$3.9K150.0%
Etsy Inc(ETSY)COM29786A106$3.9K540.0%
Nextpower Inc(NXT)COM65290E101$3.9K500.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$4.0K290.0%
Riot Platforms Inc(RIOT)COM767292105$4.0K2000.0%
Monolithic PWR SYS Inc(MPWR)COM609839105$4.0K30.0%
Equinix Inc(EQIX)COM29444U700$4.0K40.0%
T-Mobile US Inc(TMUS)COM872590104$4.1K250.0%
Moodys Corp(MCO)COM615369105$4.1K90.0%
Waste Connections Inc(WCN)COM94106B101$4.2K270.0%
Prudential PLC(PUKN)ADR74435K204$4.2K1690.0%
Owens Corning New(OC)COM690742101$4.2K360.0%
Service Corp Intl(SCI)COM817565104$4.3K570.0%
L3harris Technologies Inc(LHX)COM502431109$4.5K190.0%
Hubspot Inc(HUBS)COM443573100$4.5K220.0%
Intuit(INTU)COM461202103$4.5K160.0%
Credicorp LTD(BAP)COMG2519Y108$4.6K120.0%
Quantumscape Corp(QS)COM CL A74767V109$4.6K1,0000.0%
Dover Corp(DOV)COM260003108$4.7K250.0%
KLA Corp(KLAC)COM NEW482480100$4.7K240.0%
Servicenow Inc(NOW)COM81762P102$4.7K350.0%
American Centy ETF TR(AVEM)AVANTIS EMGMKT025072604$4.7K500.0%
Newell Brands Inc(NWL)COM651229106$4.7K8930.0%
Ishares TR(IDEV)CORE MSCI INTL46435G326$4.7K530.0%
Cipher Digital Inc(CIFR)COM17253J106$4.7K3000.0%
Synopsys Inc(SNPS)COM871607107$4.8K110.0%
Quantinuum Inc(QNT)CL A COM74768A104$4.8K1000.0%
US Bancorp(USB)COM NEW902973304$4.9K840.0%
Ishares TR(IHI)U.S. MED DVC ETF464288810$4.9K950.0%
Soundhound AI Inc(SOUN)CLASS A COM836100107$4.9K8100.0%
Ishares Inc(EWJ)MSCI JAPAN ETF46434G822$5.1K520.0%
Nomura Hldgs Inc(NMR)SPONSORED ADR65535H208$5.1K5190.0%
Ishares TR(USRT)CRE U S REIT ETF464288521$5.2K840.0%
Telefonica Brasil SA(VIV)SPONSORED ADS87936R205$5.2K4570.0%
First TR Exch Traded FD III(RFDI)ACTIVE FACTOR33739P608$5.3K600.0%
Science Applications Intl Co(SAIC)COM808625107$5.4K420.0%
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