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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 21 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UUUU ENERGY FUELS INC Energy 13,500.0 $196K 0.04% NEW $14.50 +5.4%
402 ANET ARISTA NETWORKS INC Technology 1,149.0 $195K 0.04% NEW $169.88 +12.9%
403 CMCSA COMCAST CORP NEW Communication Services 7,945.0 $195K 0.04% NEW $24.55 +9.0%
404 VOE VANGUARD INDEX FDS 978.0 $193K 0.04% NEW $197.60 +5.6%
405 SHE SPDR SERIES TRUST 1,245.0 $192K 0.04% NEW $154.44 +2.9%
406 CRM SALESFORCE INC Technology 1,224.0 $192K 0.04% NEW $156.66 +33.7%
407 NUEM NUSHARES ETF TR 4,502.0 $191K 0.04% NEW $42.44 +0.2%
408 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,349.0 $191K 0.04% NEW $81.16 -9.6%
409 BAC BANK OF AMER CORP Financial Services 3,336.0 $190K 0.04% NEW $56.98 +9.2%
410 IVE ISHARES TR 835.0 $190K 0.04% NEW $227.06 +4.5%
411 NEBIUS GROUP N.V. 686.0 $189K 0.04% NEW $276.17
412 ECL ECOLAB INC Basic Materials 673.0 $187K 0.03% NEW $278.58 +2.5%
413 SUSB ISHARES TR 7,482.0 $187K 0.03% NEW $24.99 -0.4%
414 ANNALY CAPITAL MANAGEMENT IN 8,245.0 $184K 0.03% NEW $22.36
415 MRSH MARSH & MCLENNAN COS INC Financial Services 1,085.0 $181K 0.03% NEW $166.67 +16.6%
416 VICI VICI PPTYS INC Real Estate 6,785.0 $180K 0.03% NEW $26.55 +0.2%
417 NXT NEXTPOWER INC Technology 1,507.0 $180K 0.03% NEW $119.14 -27.9%
418 MCK MCKESSON CORP Healthcare 236.0 $178K 0.03% NEW $755.60 +15.9%
419 EXC EXELON CORP Utilities 3,822.0 $178K 0.03% NEW $46.62 -5.8%
420 HCA HCA HEALTHCARE INC Healthcare 454.0 $177K 0.03% NEW $389.89 +9.8%
Page 21 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%