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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 63 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 HLN HALEON PLC Healthcare 885.0 $8K 0.00% NEW $9.33 +9.0%
1242 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 108.0 $8K 0.00% NEW $76.43 -3.7%
1243 ARMK ARAMARK Industrials 145.0 $8K 0.00% NEW $56.90 +4.6%
1244 PAYX PAYCHEX INC Industrials 83.0 $8K 0.00% NEW $98.33 +27.0%
1245 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 142.0 $8K 0.00% NEW $57.22 +14.7%
1246 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 264.0 $8K 0.00% NEW $30.71 +20.7%
1247 MANAGED PORTFOLIO SER 329.0 $8K 0.00% NEW $24.64
1248 ARKQ ARK ETF TR 61.0 $8K 0.00% NEW $132.21 -7.5%
1249 HAPS HARBOR ETF TRUST 213.0 $8K 0.00% NEW $37.57 +2.8%
1250 FXN FIRST TR EXCHANGE-TRADED FD 395.0 $8K 0.00% NEW $20.23 +14.5%
1251 TTC TORO CO Industrials 82.0 $8K 0.00% NEW $97.41 +3.0%
1252 KOMP SPDR SERIES TRUST 110.0 $8K 0.00% NEW $71.50 -4.6%
1253 WMS ADVANCED DRAIN SYS INC DEL Industrials 50.0 $8K 0.00% NEW $156.96 -9.9%
1254 ACIW ACI WORLDWIDE INC Technology 156.0 $8K 0.00% NEW $50.29 +5.5%
1255 BR BROADRIDGE FINL SOLUTIONS IN Technology 57.0 $8K 0.00% NEW $136.95 +32.6%
1256 CROX CROCS INC Consumer Cyclical 64.0 $8K 0.00% NEW $120.64 +2.5%
1257 TREX TREX INC Industrials 153.0 $8K 0.00% NEW $50.04 -6.7%
1258 LNG CHENIERE ENERGY INC Energy 32.0 $8K 0.00% NEW $239.00 +18.9%
1259 RL RALPH LAUREN CORP Consumer Cyclical 19.0 $8K 0.00% NEW $401.42 -9.7%
1260 SUSL ISHARES TR 57.0 $8K 0.00% NEW $133.79 +2.5%
Page 63 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%