Downshift Financial, LLC
Downshift Financial, LLC reported 725 holdings worth US$232M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Downshift Financial, LLC reported 725 holdings worth US$232M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 725
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 19,958 | US$4.56M | 2.0% |
| Apple Inc | 7,383 | US$2.46M | 1.1% |
| Alphabet Inc (google) Class C | 3,794 | US$1.3M | 0.56% |
| Microsoft Corp. | 1,124 | US$576K | 0.25% |
| Ball Corporation | 9,265 | US$519K | 0.22% |
| Berkshire Hathaway Inc. | 952 | US$474K | 0.20% |
| Meta Platforms, Inc. | 637 | US$462K | 0.20% |
| Amazon.com, Inc. | 1,852 | US$461K | 0.20% |
| Tesla, Inc. | 1,112 | US$395K | 0.17% |
| Credo Technology Group Holding Ltd | 2,000 | US$390K | 0.17% |
| Western Digital Corporation | 817 | US$371K | 0.16% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 612 | US$279K | 0.12% |
| Costco Wholesale Corporation | 306 | US$279K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 257 | US$231K | 0.10% |
| Jp Morgan Chase & Co. | 688 | US$228K | 0.10% |
| Rtx Corporation | 1,159 | US$215K | 0.09% |
| Sandisk Corporation | 116 | US$202K | 0.09% |
| International Business Machines Corporation | 786 | US$173K | 0.07% |
| Caterpillar, Inc. | 202 | US$164K | 0.07% |
| Fiserv, Inc. | 3,309 | US$150K | 0.06% |
| Broadcom Inc. | 415 | US$146K | 0.06% |
| Palo Alto Networks, Inc. | 335 | US$133K | 0.06% |
| Thermo Fisher Scientific Inc | 194 | US$131K | 0.06% |
| Netflix, Inc. | 1,659 | US$115K | 0.05% |
| Oracle Corporation | 760 | US$104K | 0.04% |
| Unitedhealth Group Incorporated | 283 | US$104K | 0.04% |
| Take-two Interactive Software, Inc. | 476 | US$98,770 | 0.04% |
| Lockheed Martin Corporation | 190 | US$96,758 | 0.04% |
| Intel Corporation | 803 | US$96,545 | 0.04% |
| Eli Lilly And Company | 80 | US$92,566 | 0.04% |
| Walmart Inc. | 886 | US$92,048 | 0.04% |
| Abbvie Inc. | 351 | US$91,818 | 0.04% |
| Crowdstrike Holdings, Inc. | 338 | US$89,486 | 0.04% |
| Visa Inc. | 234 | US$83,991 | 0.04% |
| Dell Technologies Inc. | 156 | US$83,920 | 0.04% |
| Quanta Services, Inc. | 130 | US$83,526 | 0.04% |
| Space Exploration Technologies Corp | 553 | US$83,386 | 0.04% |
| Home Depot, Inc. (the) | 288 | US$81,937 | 0.04% |
| Ge Aerospace | 243 | US$75,886 | 0.03% |
| W.w. Grainger, Inc. | 60 | US$74,746 | 0.03% |
| Nextera Energy, Inc. | 973 | US$73,686 | 0.03% |
| Walt Disney Company (the) | 682 | US$71,542 | 0.03% |
| Mastercard Incorporated | 126 | US$69,644 | 0.03% |
| Valero Energy Corporation | 176 | US$68,219 | 0.03% |
| Citigroup, Inc. | 484 | US$62,668 | 0.03% |
| Cisco Systems, Inc. | 555 | US$59,735 | 0.03% |
| Amgen Inc. | 138 | US$58,168 | 0.03% |
| Palantir Technologies Inc. | 309 | US$57,798 | 0.02% |
| Pepsico, Inc. | 433 | US$54,870 | 0.02% |
| Arista Networks, Inc. | 267 | US$54,359 | 0.02% |
| Philip Morris International Inc | 283 | US$54,002 | 0.02% |
| Marvell Technology, Inc. | 200 | US$52,842 | 0.02% |
| Merck & Company, Inc. | 362 | US$52,597 | 0.02% |
| Fortinet, Inc. | 294 | US$52,555 | 0.02% |
| Cme Group Inc. | 189 | US$49,514 | 0.02% |
| Procter & Gamble Company (the) | 334 | US$48,577 | 0.02% |
| Micron Technology, Inc. | 45 | US$47,930 | 0.02% |
| Shopify Inc. | 309 | US$45,825 | 0.02% |
| American Express Company | 149 | US$45,311 | 0.02% |
| Bank Of America Corporation | 786 | US$42,782 | 0.02% |
| Asml Holding Nv | 23 | US$41,668 | 0.02% |
| Conocophillips | 327 | US$40,924 | 0.02% |
| Tjx Companies, Inc. (the) | 309 | US$40,884 | 0.02% |
| Chevron Corporation | 187 | US$38,187 | 0.02% |
| Williams Companies, Inc. (the) | 543 | US$36,908 | 0.02% |
| Deere & Company | 51 | US$34,249 | 0.01% |
| Phillips 66 | 127 | US$32,424 | 0.01% |
| Ge Vernova Inc. | 32 | US$30,416 | 0.01% |
| Mcdonald's Corporation | 127 | US$29,271 | 0.01% |
| Pfizer, Inc. | 1,015 | US$28,948 | 0.01% |
| Yum! Brands, Inc. | 212 | US$28,904 | 0.01% |
| Advanced Micro Devices Inc | 47 | US$28,753 | 0.01% |
| Marriott International | 78 | US$27,742 | 0.01% |
| Apollo Global Management, Inc. (new) | 237 | US$27,547 | 0.01% |
| Axon Enterprise, Inc. | 65 | US$27,464 | 0.01% |
| Cummins Inc. | 53 | US$27,378 | 0.01% |
| General Dynamics Corporation | 82 | US$27,210 | 0.01% |
| Tapestry, Inc. | 236 | US$27,149 | 0.01% |
| Nucor Corporation | 116 | US$27,045 | 0.01% |
| Johnson & Johnson | 102 | US$27,003 | 0.01% |
| Union Pacific Corporation | 97 | US$26,371 | 0.01% |
| Salesforce, Inc. | 114 | US$26,171 | 0.01% |
| Lam Research Corporation | 77 | US$25,337 | 0.01% |
| Coca-cola Company (the) | 286 | US$24,619 | 0.01% |
| Corning Incorporated | 158 | US$24,294 | 0.01% |
| Mercadolibre, Inc. | 14 | US$24,199 | 0.01% |
| Welltower Inc. | 103 | US$23,715 | 0.01% |
| Mckesson Corporation | 27 | US$23,053 | <0.01% |
| Applied Materials, Inc. | 43 | US$21,989 | <0.01% |
| Hp Inc. | 693 | US$21,677 | <0.01% |
| Target Corporation | 137 | US$21,467 | <0.01% |
| Guardant Health, Inc. | 120 | US$21,403 | <0.01% |
| Fedex Corporation | 71 | US$20,241 | <0.01% |
| Texas Instruments Incorporated | 72 | US$20,166 | <0.01% |
| Boeing Company (the) | 108 | US$20,093 | <0.01% |
| Novo Nordisk A/s Class B | 500 | US$18,955 | <0.01% |
| Xcel Energy Inc. | 266 | US$18,748 | <0.01% |
| Cvs Health Corporation | 218 | US$18,680 | <0.01% |
| Morgan Stanley | 94 | US$17,680 | <0.01% |
| Booking Holdings Inc. Common Stock | 106 | US$17,268 | <0.01% |
Every holding of Downshift Financial, LLC
Source
View original at SEC
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