BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 55 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CCI CROWN CASTLE INC Real Estate 182.0 $14K 0.00% NEW $75.73 -0.9%
1082 STT STATE STR CORP Financial Services 81.0 $14K 0.00% NEW $169.60 +14.0%
1083 RAAX VANECK ETF TRUST 346.0 $14K 0.00% NEW $39.67 +5.3%
1084 KVUE KENVUE INC Consumer Defensive 715.0 $14K 0.00% NEW $19.10 +0.5%
1085 CW CURTISS WRIGHT CORP Industrials 18.0 $14K 0.00% NEW $757.78 -20.1%
1086 HCMT DIREXION SHARES ETF TRUST 325.0 $14K 0.00% NEW $41.94 -0.2%
1087 VNO VORNADO RLTY TR Real Estate 346.0 $14K 0.00% NEW $39.30 -1.5%
1088 CUZ COUSINS PPTYS INC Real Estate 452.0 $14K 0.00% NEW $29.98 -1.6%
1089 SYM SYMBOTIC INC Industrials 300.0 $13K 0.00% NEW $44.95 -8.5%
1090 AVY AVERY DENNISON CORP Industrials 83.0 $13K 0.00% NEW $162.35 +9.8%
1091 COLD AMERICOLD REALTY TRUST INC Real Estate 856.0 $13K 0.00% NEW $15.72 -4.4%
1092 PSTG EVERPURE INC 170.0 $13K 0.00% NEW $78.79
1093 FHN FIRST HORIZON CORPORATION Financial Services 520.0 $13K 0.00% NEW $25.64 -4.8%
1094 PCIG LITMAN GREGORY FDS TR 1,511.0 $13K 0.00% NEW $8.81 +5.2%
1095 GWRE GUIDEWIRE SOFTWARE INC Technology 108.0 $13K 0.00% NEW $123.05 +63.4%
1096 PRGS PROGRESS SOFTWARE CORP Technology 395.0 $13K 0.00% NEW $33.58 +34.7%
1097 DISV DIMENSIONAL ETF TRUST 329.0 $13K 0.00% NEW $40.13 +11.7%
1098 GTLB GITLAB INC Technology 432.0 $13K 0.00% NEW $30.53 +46.8%
1099 ASX ASE TECHNOLOGY HLDG CO LTD Technology 291.0 $13K 0.00% NEW $45.12 -13.8%
1100 SLG SL GREEN RLTY CORP Real Estate 253.0 $13K 0.00% NEW $51.77 +11.7%
Page 55 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%