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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 2 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 65,845.0 $5.1M 0.93% NEW $77.11 -0.4%
22 GOOGL ALPHABET INC Communication Services 13,972.0 $5.0M 0.91% NEW $357.36 -3.5%
23 SPDW SPDR INDEX SHS FDS 89,801.0 $4.5M 0.83% NEW $50.39 +3.2%
24 HYG ISHARES TR 55,808.0 $4.5M 0.82% NEW $79.97 -0.5%
25 FNDF SCHWAB STRATEGIC TR 77,089.0 $4.1M 0.74% NEW $52.76 +5.8%
26 NUSC NUSHARES ETF TR 77,279.0 $4.0M 0.74% NEW $52.12 -0.3%
27 GOOG ALPHABET INC 10,916.0 $3.9M 0.70% NEW $353.33
28 BOXX EA SERIES TRUST 32,130.0 $3.8M 0.69% NEW $117.09 +0.7%
29 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 194,160.0 $3.7M 0.67% NEW $18.87 +21.0%
30 IEMG ISHARES INC 42,064.0 $3.5M 0.64% NEW $82.84 -1.5%
31 SCHV SCHWAB STRATEGIC TR 90,225.0 $3.1M 0.57% NEW $34.81 +0.4%
32 AVGO BROADCOM INC Technology 8,013.0 $3.0M 0.55% NEW $377.76 -2.5%
33 IDEV ISHARES TR 33,401.0 $3.0M 0.54% NEW $89.01 +4.8%
34 JPM JPMORGAN CHASE & CO Financial Services 9,077.0 $3.0M 0.54% NEW $327.32 +7.4%
35 BND VANGUARD BD INDEX FDS 38,873.0 $2.9M 0.52% NEW $73.41 -1.6%
36 LLY ELI LILLY & CO Healthcare 2,376.0 $2.8M 0.52% NEW $1199.44 +4.6%
37 BLUEROCK PVT REAL ESTATE FD 212,056.0 $2.8M 0.50% NEW $13.01
38 VEA VANGUARD TAX-MANAGED FDS 38,569.0 $2.7M 0.49% NEW $70.21 +4.6%
39 VTV VANGUARD INDEX FDS 12,397.0 $2.7M 0.48% NEW $214.05 +5.8%
40 VYM VANGUARD WHITEHALL FDS 16,247.0 $2.6M 0.47% NEW $158.02 +4.4%
Page 2 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%