Downshift Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's principal business address as 3795 Darley Avenue in Boulder, Colorado.
The report identifies Travis Hughes as the Chief Compliance Officer for the firm and lists the filing date as October 13, 2026. The document provides a detailed inventory of the firm's equity portfolio, which includes a mix of large-cap technology companies, industrial manufacturers, and financial institutions.
Within the technology sector, the portfolio includes significant positions in Apple Inc., with 7,383 shares of common stock and 2,200 put options. Downshift Financial also holds substantial stakes in Alphabet Inc. Class A and Class C shares, totaling approximately 3,794 shares. Other notable technology holdings include Microsoft, Amazon, Meta Platforms, Nvidia, and Broadcom.
The filing also lists substantial positions in industrial and energy companies, including Caterpillar Inc., Chevron Corporation, ExxonMobil Holdings Corp., and Halliburton Co. Financial sector holdings include JPMorgan Chase & Co., Bank of America Corp., and Goldman Sachs Group Inc.
