Downshift Financial, LLC
Downshift Financial, LLC reported 668 holdings worth US$223M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Downshift Financial, LLC reported 668 holdings worth US$223M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 668
- Value as reported
- US$223M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 12,875 | US$2.58M | 1.2% |
| Alphabet Inc (google) Class C | 3,384 | US$1.21M | 0.54% |
| Apple Inc | 2,113 | US$611K | 0.27% |
| Ball Corporation | 9,265 | US$578K | 0.26% |
| Credo Technology Group Holding Ltd | 2,000 | US$544K | 0.24% |
| Tesla, Inc. | 1,104 | US$464K | 0.21% |
| Berkshire Hathaway Inc. | 786 | US$393K | 0.18% |
| Microsoft Corp. | 1,001 | US$373K | 0.17% |
| Amazon.com, Inc. | 1,547 | US$369K | 0.17% |
| Norfolk Southern Corporation | 1,047 | US$329K | 0.15% |
| Costco Wholesale Corporation | 306 | US$286K | 0.13% |
| Goldman Sachs Group, Inc. (the) | 223 | US$225K | 0.10% |
| International Business Machines Corporation | 791 | US$222K | 0.10% |
| Rtx Corporation | 1,134 | US$215K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 433 | US$207K | 0.09% |
| Caterpillar, Inc. | 182 | US$194K | 0.09% |
| Jp Morgan Chase & Co. | 566 | US$185K | 0.08% |
| Fiserv, Inc. | 3,309 | US$162K | 0.07% |
| Nextera Energy, Inc. | 1,619 | US$142K | 0.06% |
| Broadcom Inc. | 367 | US$139K | 0.06% |
| Take-two Interactive Software, Inc. | 476 | US$119K | 0.05% |
| Oracle Corporation | 767 | US$112K | 0.05% |
| Intel Corporation | 787 | US$110K | 0.05% |
| Home Depot, Inc. (the) | 298 | US$105K | 0.05% |
| Walmart Inc. | 913 | US$103K | 0.05% |
| Eli Lilly And Company | 82 | US$98,353 | 0.04% |
| Unitedhealth Group Incorporated | 234 | US$97,215 | 0.04% |
| Thermo Fisher Scientific Inc | 194 | US$97,124 | 0.04% |
| Netflix, Inc. | 1,360 | US$97,104 | 0.04% |
| Exxon Mobil Corporation | 659 | US$90,098 | 0.04% |
| Ge Aerospace | 223 | US$83,342 | 0.04% |
| W.w. Grainger, Inc. | 60 | US$81,624 | 0.04% |
| Lockheed Martin Corporation | 160 | US$81,514 | 0.04% |
| Meta Platforms, Inc. | 140 | US$78,901 | 0.04% |
| Visa Inc. | 227 | US$77,794 | 0.03% |
| Space Exploration Technologies Corp | 440 | US$75,134 | 0.03% |
| Citigroup, Inc. | 497 | US$69,560 | 0.03% |
| Dell Technologies Inc. | 155 | US$66,876 | 0.03% |
| Walt Disney Company (the) | 682 | US$65,643 | 0.03% |
| Cisco Systems, Inc. | 552 | US$64,838 | 0.03% |
| Mastercard Incorporated | 121 | US$62,293 | 0.03% |
| Resmed Inc. | 310 | US$60,413 | 0.03% |
| Pepsico, Inc. | 442 | US$59,847 | 0.03% |
| Marvell Technology, Inc. | 200 | US$59,578 | 0.03% |
| Abbvie Inc. | 232 | US$58,380 | 0.03% |
| Quanta Services, Inc. | 80 | US$57,603 | 0.03% |
| Amgen Inc. | 142 | US$51,421 | 0.02% |
| Procter & Gamble Company (the) | 350 | US$51,378 | 0.02% |
| American Express Company | 149 | US$50,399 | 0.02% |
| Merck & Company, Inc. | 379 | US$48,696 | 0.02% |
| Micron Technology, Inc. | 40 | US$46,172 | 0.02% |
| Fortinet, Inc. | 299 | US$45,932 | 0.02% |
| Valero Energy Corporation | 176 | US$45,837 | 0.02% |
| Asml Holding Nv | 23 | US$45,757 | 0.02% |
| Philip Morris International Inc | 251 | US$45,408 | 0.02% |
| Bank Of America Corporation | 786 | US$44,786 | 0.02% |
| Palo Alto Networks, Inc. | 126 | US$42,969 | 0.02% |
| Arista Networks, Inc. | 236 | US$40,092 | 0.02% |
| Corning Incorporated | 153 | US$39,081 | 0.02% |
| Ge Vernova Inc. | 32 | US$37,596 | 0.02% |
| Axon Enterprise, Inc. | 65 | US$36,440 | 0.02% |
| Shopify Inc. | 309 | US$35,282 | 0.02% |
| Tapestry, Inc. | 236 | US$34,546 | 0.02% |
| Mcdonald's Corporation | 127 | US$34,262 | 0.02% |
| Servicenow, Inc. | 344 | US$34,152 | 0.02% |
| Conocophillips | 327 | US$33,995 | 0.02% |
| Yum! Brands, Inc. | 212 | US$33,890 | 0.02% |
| Chevron Corporation | 187 | US$30,997 | 0.01% |
| Lam Research Corporation | 70 | US$30,388 | 0.01% |
| Applied Materials, Inc. | 40 | US$28,920 | 0.01% |
| Marriott International | 78 | US$28,906 | 0.01% |
| Tjx Companies, Inc. (the) | 188 | US$28,482 | 0.01% |
| Cme Group Inc. | 128 | US$28,266 | 0.01% |
| Apollo Global Management, Inc. (new) | 237 | US$28,081 | 0.01% |
| Crowdstrike Holdings, Inc. | 36 | US$27,473 | 0.01% |
| Nucor Corporation | 116 | US$25,772 | 0.01% |
| Pfizer, Inc. | 1,028 | US$24,754 | 0.01% |
| Mercadolibre, Inc. | 14 | US$23,763 | 0.01% |
| Boeing Company (the) | 109 | US$23,595 | 0.01% |
| Johnson & Johnson | 89 | US$22,603 | 0.01% |
| Cvs Health Corporation | 218 | US$22,552 | 0.01% |
| Carrier Global Corporation | 305 | US$22,372 | 0.01% |
| Welltower Inc. | 98 | US$22,243 | <0.01% |
| Fedex Corporation | 71 | US$22,232 | <0.01% |
| Coca-cola Company (the) | 265 | US$21,537 | <0.01% |
| Phillips 66 | 127 | US$21,469 | <0.01% |
| Texas Instruments Incorporated | 71 | US$21,163 | <0.01% |
| Salesforce, Inc. | 132 | US$20,747 | <0.01% |
| Xcel Energy Inc. | 256 | US$20,557 | <0.01% |
| Mckesson Corporation | 27 | US$20,401 | <0.01% |
| Fidelity National Information Services, Inc. | 518 | US$20,140 | <0.01% |
| Palantir Technologies Inc. | 171 | US$19,951 | <0.01% |
| Target Corporation | 140 | US$18,285 | <0.01% |
| Sandisk Corporation | 8 | US$18,190 | <0.01% |
| Guardant Health, Inc. | 120 | US$18,004 | <0.01% |
| Union Pacific Corporation | 66 | US$17,927 | <0.01% |
| Booking Holdings Inc. Common Stock | 100 | US$17,824 | <0.01% |
| Williams Companies, Inc. (the) | 238 | US$17,693 | <0.01% |
| Lowe's Companies, Inc. | 75 | US$16,627 | <0.01% |
| Aaon, Inc. | 123 | US$15,604 | <0.01% |
Every holding of Downshift Financial, LLC
Source
View original at SEC
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