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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 60 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LVS LAS VEGAS SANDS CORP Consumer Cyclical 213.0 $10K 0.00% NEW $46.19 -1.1%
1182 IDNA ISHARES TR 291.0 $10K 0.00% NEW $33.75 +20.0%
1183 TW TRADEWEB MKTS INC Financial Services 98.0 $10K 0.00% NEW $99.66 +8.2%
1184 FLHY FRANKLIN TEMPLETON ETF TR 401.0 $10K 0.00% NEW $24.29 -0.0%
1185 MUSA MURPHY USA INC Consumer Cyclical 18.0 $10K 0.00% NEW $538.89 -4.5%
1186 JAVA J P MORGAN EXCHANGE TRADED F 122.0 $10K 0.00% NEW $79.41 +4.5%
1187 HWC HANCOCK WHITNEY CORPORATION Financial Services 129.0 $10K 0.00% NEW $74.72 -0.1%
1188 MIDD MIDDLEBY CORP Industrials 56.0 $10K 0.00% NEW $172.02 -33.8%
1189 FENY FIDELITY COVINGTON TRUST 324.0 $10K 0.00% NEW $29.56 +16.3%
1190 RUSSELL INVTS EXCHANGE TRADE 245.0 $10K 0.00% NEW $39.04
1191 DT DYNATRACE INC Technology 217.0 $10K 0.00% NEW $43.91 +21.0%
1192 MGNI MAGNITE INC Communication Services 500.0 $9K 0.00% NEW $18.98 +23.4%
1193 AMG AFFILIATED MANAGERS GROUP Financial Services 28.0 $9K 0.00% NEW $338.39 +9.2%
1194 BDX BECTON DICKINSON & CO Healthcare 62.0 $9K 0.00% NEW $152.42 +24.6%
1195 RJF RAYMOND JAMES FINL INC Financial Services 62.0 $9K 0.00% NEW $152.03 +15.5%
1196 NUMG NUSHARES ETF TR 200.0 $9K 0.00% NEW $46.96 +3.6%
1197 FMB FIRST TR EXCH TRADED FD III 180.0 $9K 0.00% NEW $51.37 -2.4%
1198 VNQI VANGUARD INTL EQUITY INDEX F 206.0 $9K 0.00% NEW $44.85 +1.5%
1199 MLM MARTIN MARIETTA MATLS INC Basic Materials 16.0 $9K 0.00% NEW $576.69 -8.5%
1200 GSK GSK PLC Healthcare 176.0 $9K 0.00% NEW $52.42 -3.9%
Page 60 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%