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 58 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ECG EVERUS CONSTR GROUP Industrials 68.0 $11K 0.00% NEW $165.96 -27.1%
1142 AKAM AKAMAI TECHNOLOGIES INC Technology 95.0 $11K 0.00% NEW $118.21 -5.9%
1143 FELE FRANKLIN ELEC INC Industrials 104.0 $11K 0.00% NEW $107.19 -4.7%
1144 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 143.0 $11K 0.00% NEW $77.87 -11.5%
1145 PRI PRIMERICA INC Financial Services 39.0 $11K 0.00% NEW $284.21 +2.5%
1146 TRUT VANECK ETF TRUST 353.0 $11K 0.00% NEW $31.39 +3.1%
1147 CCK CROWN HLDGS INC Consumer Cyclical 99.0 $11K 0.00% NEW $111.82 +4.9%
1148 CUBE CUBESMART Real Estate 278.0 $11K 0.00% NEW $39.77 +0.5%
1149 ALV AUTOLIV INC Consumer Cyclical 95.0 $11K 0.00% NEW $116.17 +5.8%
1150 XHB SPDR SERIES TRUST 95.0 $11K 0.00% NEW $116.00 -9.9%
1151 USSG DBX ETF TR 158.0 $11K 0.00% NEW $69.46 +4.8%
1152 XENE XENON PHARMACEUTICALS INC Healthcare 181.0 $11K 0.00% NEW $60.36 +2.6%
1153 ATLANTA BRAVES HLDGS INC 210.0 $11K 0.00% NEW $51.90
1154 DUPONT DE NEMOURS INC 80.0 $11K 0.00% NEW $136.20
1155 GPC GENUINE PARTS CO Consumer Cyclical 92.0 $11K 0.00% NEW $117.98 +15.9%
1156 OGS ONE GAS INC Utilities 139.0 $11K 0.00% NEW $77.07 +3.3%
1157 FNF FIDELITY NATL FINL INC Financial Services 225.0 $11K 0.00% NEW $47.16 +0.3%
1158 SCCR SCHWAB STRATEGIC TR 414.0 $11K 0.00% NEW $25.59 -1.4%
1159 CNC CENTENE CORP DEL Healthcare 165.0 $11K 0.00% NEW $64.19 +1.8%
1160 BUNGE GLOBAL SA 98.0 $10K 0.00% NEW $106.73
Page 58 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%