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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 56 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SMURFIT WESTROCK PLC 283.0 $13K 0.00% NEW $46.26
1102 GFL GFL ENVIRONMENTAL INC Industrials 355.0 $13K 0.00% NEW $36.79 +11.5%
1103 RDIV INVESCO EXCH TRADED FD TR II 225.0 $13K 0.00% NEW $58.00 +8.9%
1104 HALO HALOZYME THERAPEUTICS INC Healthcare 166.0 $13K 0.00% NEW $78.27 +36.6%
1105 TRU TRANSUNION Industrials 180.0 $13K 0.00% NEW $72.14 +17.4%
1106 SUSA ISHARES TR 84.0 $13K 0.00% NEW $154.30 +3.5%
1107 FID FIRST TR EXCHANGE TRADED FD 603.0 $13K 0.00% NEW $21.46 +8.0%
1108 RELX RELX PLC Communication Services 408.0 $13K 0.00% NEW $31.67 +14.6%
1109 LW LAMB WESTON HLDGS INC Consumer Defensive 296.0 $13K 0.00% NEW $43.18 +26.9%
1110 CSGP COSTAR GROUP INC Real Estate 450.0 $13K 0.00% NEW $28.32 +10.7%
1111 BBCA J P MORGAN EXCHANGE TRADED F 128.0 $13K 0.00% NEW $99.40 +7.9%
1112 VNLA JANUS DETROIT STR TR 260.0 $13K 0.00% NEW $48.87 +0.2%
1113 HUBB HUBBELL INC Industrials 24.0 $13K 0.00% NEW $523.21 -10.1%
1114 CGGE CAPITAL GROUP GLOBAL EQUITY 355.0 $13K 0.00% NEW $35.24 +0.7%
1115 AVIG AMERICAN CENTY ETF TR 302.0 $13K 0.00% NEW $41.41 -1.3%
1116 RMBS RAMBUS INC DEL Technology 94.0 $12K 0.00% NEW $132.74 -31.4%
1117 FLCH FRANKLIN TEMPLETON ETF TR 611.0 $12K 0.00% NEW $20.41 +6.7%
1118 IT GARTNER INC Technology 96.0 $12K 0.00% NEW $129.62 +51.7%
1119 WOMN TIDAL TRUST III 293.0 $12K 0.00% NEW $42.40 +8.1%
1120 EQH EQUITABLE HLDGS INC Financial Services 281.0 $12K 0.00% NEW $43.88 +14.3%
Page 56 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%