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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 52 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BANK OF AMER CORP 13.0 $16K 0.00% NEW $1254.54
1022 UMC UNITED MICROELECTRONICS CORP Technology 599.0 $16K 0.00% NEW $27.21 -29.9%
1023 LTC LTC PPTYS INC Real Estate 423.0 $16K 0.00% NEW $38.45 +5.8%
1024 WCN WASTE CONNECTIONS INC Industrials 97.0 $16K 0.00% NEW $166.69 -0.6%
1025 ALLE ALLEGION PLC Industrials 115.0 $16K 0.00% NEW $140.49 +13.7%
1026 RZG INVESCO EXCHANGE TRADED FD T 222.0 $16K 0.00% NEW $72.69 -5.7%
1027 SPG SIMON PPTY GROUP INC NEW Real Estate 72.0 $16K 0.00% NEW $223.65 -3.9%
1028 FISV FISERV INC Technology 326.0 $16K 0.00% NEW $49.05 +7.2%
1029 ENTERGY CORP NEW 139.0 $16K 0.00% NEW $114.86
1030 CCB COASTAL FINL CORP WA Financial Services 205.0 $16K 0.00% NEW $77.51 -39.7%
1031 HSBC HSBC HLDGS PLC Financial Services 167.0 $16K 0.00% NEW $95.09 +8.2%
1032 XBI SPDR SERIES TRUST 100.0 $16K 0.00% NEW $158.25 +6.3%
1033 FEGE RBB FUND TRUST 323.0 $16K 0.00% NEW $48.92 +8.9%
1034 EMGF ISHARES INC 215.0 $16K 0.00% NEW $73.26 -1.2%
1035 HTGC HERCULES CAPITAL INC Financial Services 997.0 $16K 0.00% NEW $15.77 +11.1%
1036 MPT MEDICAL PROPERTIES TRUST INC Financial Services 3,388.0 $16K 0.00% NEW $4.62 -12.8%
1037 ROBT FIRST TR EXCHANGE TRADED FD 277.0 $16K 0.00% NEW $56.26 +7.7%
1038 VEEV VEEVA SYS INC Healthcare 87.0 $15K 0.00% NEW $177.47 +59.0%
1039 RPRX ROYALTY PHARMA PLC Healthcare 275.0 $15K 0.00% NEW $56.07 +10.4%
1040 LRN STRIDE INC Consumer Defensive 178.0 $15K 0.00% NEW $86.24 -1.1%
Page 52 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%