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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 25 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TGT TARGET CORP Consumer Defensive 1,020.0 $133K 0.02% NEW $130.65 +24.9%
482 SMA SMARTSTOP SELF STORAG REIT I Real Estate 4,091.0 $133K 0.02% NEW $32.50 +4.8%
483 ALAB ASTERA LABS INC Technology 274.0 $132K 0.02% NEW $483.02 -41.6%
484 EVEREST GROUP LTD 366.0 $131K 0.02% NEW $357.23
485 TFLO ISHARES TR 2,582.0 $131K 0.02% NEW $50.63 -0.0%
486 MOOG INC 308.0 $131K 0.02% NEW $423.84
487 WMB WILLIAMS COS INC Energy 1,751.0 $130K 0.02% NEW $74.34 -3.2%
488 OMC OMNICOM GROUP INC Communication Services 1,778.0 $129K 0.02% NEW $72.83 +21.5%
489 SPGI S&P GLOBAL INC Financial Services 317.0 $129K 0.02% NEW $407.26 +6.3%
490 TMUS T-MOBILE US INC Communication Services 768.0 $129K 0.02% NEW $167.73 +8.0%
491 COHR COHERENT CORP Technology 326.0 $129K 0.02% NEW $394.47 -28.2%
492 PECO PHILLIPS EDISON & CO INC Real Estate 3,072.0 $128K 0.02% NEW $41.62 -3.9%
493 SJM SMUCKER J M CO Consumer Defensive 1,134.0 $128K 0.02% NEW $112.50 +10.9%
494 GIS GENERAL MILLS INC Consumer Defensive 3,658.0 $127K 0.02% NEW $34.80 +14.5%
495 TCAF T ROWE PRICE EXCHANGE-TRADED 3,040.0 $125K 0.02% NEW $41.10 +3.6%
496 QCLN FIRST TR EXCHANGE-TRADED FD 2,035.0 $125K 0.02% NEW $61.31 -18.5%
497 ITOT ISHARES TR 756.0 $124K 0.02% NEW $164.27 +2.2%
498 PLD PROLOGIS INC. Real Estate 916.0 $124K 0.02% NEW $135.47 +5.8%
499 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,196.0 $124K 0.02% NEW $38.73 +62.7%
500 SCHR SCHWAB STRATEGIC TR 5,001.0 $123K 0.02% NEW $24.66 -0.7%
Page 25 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%