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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 34 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MCHP MICROCHIP TECHNOLOGY INC. Technology 627.0 $57K 0.01% NEW $91.24 -18.8%
662 JBL JABIL INC Technology 148.0 $57K 0.01% NEW $385.48 -19.3%
663 CPRT COPART INC Industrials 2,023.0 $57K 0.01% NEW $28.19 +15.9%
664 CPK CHESAPEAKE UTILS CORP Utilities 465.0 $57K 0.01% NEW $122.48 +9.6%
665 STLD STEEL DYNAMICS INC Basic Materials 248.0 $57K 0.01% NEW $229.46 +2.8%
666 BLACKROCK ETF TRUST 2,009.0 $56K 0.01% NEW $28.03
667 SIVR ABRDN SILVER ETF TRUST Financial Services 984.0 $55K 0.01% NEW $56.22 +15.2%
668 VGIT VANGUARD SCOTTSDALE FDS 933.0 $55K 0.01% NEW $58.98 -0.8%
669 VRSK VERISK ANALYTICS INC Industrials 304.0 $55K 0.01% NEW $179.53 +4.6%
670 HOOD ROBINHOOD MKTS INC Financial Services 537.0 $54K 0.01% NEW $100.28 +8.2%
671 OTIS OTIS WORLDWIDE CORP Industrials 752.0 $54K 0.01% NEW $71.60 +1.1%
672 FTXO FIRST TR EXCHANGE TRADED FD 1,293.0 $53K 0.01% NEW $41.33 +1.7%
673 FPE FIRST TR EXCH TRADED FD III 2,981.0 $53K 0.01% NEW $17.88 -1.1%
674 ODFL OLD DOMINION FREIGHT LINE IN Industrials 246.0 $53K 0.01% NEW $216.60 -7.9%
675 EQIX EQUINIX INC Real Estate 51.0 $53K 0.01% NEW $1042.39 +3.6%
676 ACWI ISHARES TR 338.0 $53K 0.01% NEW $156.97 +2.5%
677 CAOS EA SERIES TRUST 586.0 $53K 0.01% NEW $90.36 +0.0%
678 MDB MONGODB INC Technology 157.0 $53K 0.01% NEW $335.90 +20.9%
679 FAST FASTENAL CO Industrials 1,097.0 $53K 0.01% NEW $48.03 +6.5%
680 RUSSELL INVTS EXCHANGE TRADE 1,619.0 $53K 0.01% NEW $32.54
Page 34 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%