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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 64 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ERTH INVESCO EXCHANGE TRADED FD T 161.0 $8K 0.00% NEW $47.30 -1.7%
1262 PODD INSULET CORP Healthcare 50.0 $8K 0.00% NEW $152.26 -5.8%
1263 EEFT EURONET WORLDWIDE INC Technology 104.0 $8K 0.00% NEW $73.19 -3.6%
1264 JCPB J P MORGAN EXCHANGE TRADED F 162.0 $8K 0.00% NEW $46.94 -1.2%
1265 SCI SERVICE CORP INTL Consumer Cyclical 100.0 $8K 0.00% NEW $75.96 +12.4%
1266 VIAV VIAVI SOLUTIONS INC Technology 159.0 $8K 0.00% NEW $47.75 -18.8%
1267 OGE OGE ENERGY CORP Utilities 156.0 $8K 0.00% NEW $48.66 -4.3%
1268 JXN JACKSON FINANCIAL INC Financial Services 74.0 $8K 0.00% NEW $102.39 +30.5%
1269 HAL HALLIBURTON CO Energy 223.0 $8K 0.00% NEW $33.95 +1.4%
1270 JPHY J P MORGAN EXCHANGE TRADED F 150.0 $8K 0.00% NEW $50.46 -0.4%
1271 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 151.0 $8K 0.00% NEW $49.98 +6.3%
1272 CGCB CAPITAL GRP FIXED INCM ETF T 287.0 $8K 0.00% NEW $26.18 -0.8%
1273 TTEK TETRA TECH INC NEW Industrials 260.0 $8K 0.00% NEW $28.89 +26.7%
1274 HEI HEICO CORP NEW Industrials 21.0 $7K 0.00% NEW $356.19 -2.8%
1275 REXR REXFORD INDL RLTY INC Real Estate 223.0 $7K 0.00% NEW $33.50 +11.2%
1276 FDD FIRST TR EXCHANGE-TRADED FD 401.0 $7K 0.00% NEW $18.55 +10.7%
1277 NLR VANECK ETF TRUST 64.0 $7K 0.00% NEW $115.98 +6.7%
1278 USD PROSHARES TR 71.0 $7K 0.00% NEW $104.25 -22.1%
1279 FERG FERGUSON ENTERPRISES INC Industrials 31.0 $7K 0.00% NEW $237.32 -0.7%
1280 HDB HDFC BANK LTD Financial Services 284.0 $7K 0.00% NEW $25.83 -10.3%
Page 64 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%