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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 33 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IGSB ISHARES TR 1,182.0 $62K 0.01% NEW $52.41 -0.4%
642 XME SPDR SERIES TRUST 579.0 $62K 0.01% NEW $106.93 +12.5%
643 NXTG FIRST TR EXCHANGE-TRADED FD 400.0 $61K 0.01% NEW $153.34 -0.9%
644 IWN ISHARES TR 276.0 $61K 0.01% NEW $221.20 +1.4%
645 SNPS SYNOPSYS INC Technology 136.0 $61K 0.01% NEW $446.07 -8.1%
646 ADP AUTOMATIC DATA PROCESSING IN Industrials 269.0 $60K 0.01% NEW $223.95 +25.6%
647 FBT FIRST TR EXCHANGE-TRADED FD 243.0 $60K 0.01% NEW $247.89 +9.8%
648 TLN TALEN ENERGY CORP Utilities 156.0 $60K 0.01% NEW $384.26 -20.3%
649 JMSI J P MORGAN EXCHANGE TRADED F 1,184.0 $60K 0.01% NEW $50.44 -2.0%
650 EOG EOG RES INC Energy 458.0 $59K 0.01% NEW $129.73 +11.6%
651 SMH VANECK ETF TRUST 90.0 $59K 0.01% NEW $658.29 -15.6%
652 SBRA SABRA HEALTH CARE REIT INC Real Estate 3,033.0 $59K 0.01% NEW $19.51 +7.7%
653 AVLC AMERICAN CENTY ETF TR 655.0 $59K 0.01% NEW $89.96 +1.8%
654 BLD TOPBUILD COR Industrials 166.0 $59K 0.01% NEW $354.53 -0.0%
655 SPTM SPDR SERIES TRUST 648.0 $59K 0.01% NEW $90.79 +2.4%
656 TFC TRUIST FINL CORP Financial Services 1,177.0 $59K 0.01% NEW $49.81 +1.7%
657 QXO QXO INC Industrials 3,371.0 $58K 0.01% NEW $17.28 -18.9%
658 MSI MOTOROLA SOLUTIONS INC Technology 140.0 $58K 0.01% NEW $415.29 +17.3%
659 SE SEA LTD Consumer Cyclical 601.0 $58K 0.01% NEW $95.83 +24.3%
660 OKLO OKLO INC Utilities 1,100.0 $58K 0.01% NEW $52.33 -20.5%
Page 33 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%