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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 62 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 AMKR AMKOR TECHNOLOGY INC Technology 102.0 $9K 0.00% NEW $86.23 -43.9%
1222 MDLN MEDLINE INC Healthcare 222.0 $9K 0.00% NEW $39.44 -12.3%
1223 PCOR PROCORE TECHNOLOGIES INC Technology 214.0 $9K 0.00% NEW $40.62 +48.8%
1224 GATX GATX CORP Industrials 49.0 $9K 0.00% NEW $177.18 +0.7%
1225 HYFI AB ACTIVE ETFS INC 231.0 $9K 0.00% NEW $37.34 -0.3%
1226 DKS DICKS SPORTING GOODS INC Consumer Cyclical 38.0 $9K 0.00% NEW $226.82 -42.8%
1227 FIDU FIDELITY COVINGTON TRUST 86.0 $9K 0.00% NEW $99.60 -4.1%
1228 PK PARK HOTELS & RESORTS INC Real Estate 601.0 $9K 0.00% NEW $14.25 +11.8%
1229 AES AES CORP Utilities 580.0 $9K 0.00% NEW $14.66 +0.5%
1230 HIMX HIMAX TECHNOLOGIES INC Technology 554.0 $8K 0.00% NEW $15.34 -9.8%
1231 MELI MERCADOLIBRE INC Consumer Cyclical 5.0 $8K 0.00% NEW $1697.40 +14.9%
1232 MOH MOLINA HEALTHCARE INC Healthcare 37.0 $8K 0.00% NEW $228.70 -11.5%
1233 NATWEST GROUP PLC 478.0 $8K 0.00% NEW $17.63
1234 THC TENET HEALTHCARE CORP Healthcare 45.0 $8K 0.00% NEW $187.09 +46.6%
1235 EUFN ISHARES TR 215.0 $8K 0.00% NEW $38.99 +9.3%
1236 MDU MDU RES GROUP INC Industrials 395.0 $8K 0.00% NEW $21.21 -4.3%
1237 MTZ MASTEC INC Industrials 20.0 $8K 0.00% NEW $416.05 -40.2%
1238 EME EMCOR GROUP INC Industrials 10.0 $8K 0.00% NEW $829.90 -8.0%
1239 SNX TD SYNNEX CORPORATION Technology 31.0 $8K 0.00% NEW $267.35 -4.6%
1240 AMP AMERIPRISE FINL INC Financial Services 18.0 $8K 0.00% NEW $458.78 +22.1%
Page 62 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%