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Portfolio (Quarterly) Guide ↗

Rossby Financial, LCC

· CIK 0002056510
13F Portfolio $547M AUM 2,144 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2144 New
Page 106 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 ARKK ARK ETF TR 3.0 $242.0 NEW $80.67 +6.9%
2102 SNEX STONEX GROUP INC Financial Services 2.0 $237.0 NEW $118.50 -42.2%
2103 CHWY CHEWY INC Consumer Cyclical 12.0 $236.0 NEW $19.67 +22.1%
2104 KFRC KFORCE INC Industrials 5.0 $235.0 NEW $47.00 +24.2%
2105 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3.0 $231.0 NEW $77.00 -1.2%
2106 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5.0 $228.0 NEW $45.60 +30.8%
2107 EPD ENTERPRISE PRODS PARTNERS L 6.0 $221.0 NEW $36.83
2108 WLK WESTLAKE CORPORATION Basic Materials 3.0 $219.0 NEW $73.00 +8.1%
2109 LLYVA LIBERTY LIVE HOLDINGS INC 2.0 $203.0 NEW $101.50
2110 EIG EMPLOYERS HLDGS INC Financial Services 4.0 $202.0 NEW $50.50 -4.6%
2111 TNK TEEKAY TANKERS LTD Energy 3.0 $195.0 NEW $65.00 +40.0%
2112 EH EHANG HLDGS LTD Industrials 29.0 $190.0 NEW $6.55 -15.9%
2113 BNTX BIONTECH SE Healthcare 2.0 $186.0 NEW $93.00 +25.3%
2114 LGLV SPDR SERIES TRUST 1.0 $181.0 NEW $181.00 +4.2%
2115 SYSB ISHARES TR 2.0 $177.0 NEW $88.50 -1.5%
2116 GEVO GEVO INC Basic Materials 116.0 $174.0 NEW $1.50 +2.7%
2117 DV DOUBLEVERIFY HLDGS INC Technology 16.0 $173.0 NEW $10.81 +23.1%
2118 LBRDK LIBERTY BROADBAND CORP Communication Services 5.0 $166.0 NEW $33.20 +8.5%
2119 RNG RINGCENTRAL INC Technology 4.0 $156.0 NEW $39.00 +71.8%
2120 MILLROSE PPTYS INC 5.0 $150.0 NEW $30.00
Page 106 of 108  ·  2,144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 18.8%
Healthcare 8.2%
Energy 7.9%
Consumer Cyclical 7.1%
Industrials 6.8%
Communication Services 6.1%
Basic Materials 5.6%
Consumer Defensive 4.6%
Utilities 3.1%