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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 65 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 APOS APOLLO GLOBAL MGMT INC 62.0 $7K 0.00% NEW $118.31
1282 SPMB SPDR SERIES TRUST 328.0 $7K 0.00% NEW $22.31 -1.1%
1283 CBOE CBOE GLOBAL MKTS INC Financial Services 30.0 $7K 0.00% NEW $242.67 +28.6%
1284 EHC ENCOMPASS HEALTH CORP Healthcare 72.0 $7K 0.00% NEW $101.08 +19.5%
1285 FIW FIRST TR EXCHANGE-TRADED FD 66.0 $7K 0.00% NEW $110.14 +1.0%
1286 KARS KRANESHARES TRUST 230.0 $7K 0.00% NEW $31.53 -3.0%
1287 CGMS CAPITAL GRP FIXED INCM ETF T 265.0 $7K 0.00% NEW $27.33 -0.4%
1288 LSTR LANDSTAR SYS INC Industrials 35.0 $7K 0.00% NEW $206.80 -12.2%
1289 WWD WOODWARD INC Industrials 17.0 $7K 0.00% NEW $425.41 -18.7%
1290 BRKR BRUKER CORP Healthcare 120.0 $7K 0.00% NEW $60.18 -5.2%
1291 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 112.0 $7K 0.00% NEW $64.45 +0.3%
1292 HXL HEXCEL CORP NEW Industrials 72.0 $7K 0.00% NEW $100.06 -5.4%
1293 KEY KEYCORP Financial Services 312.0 $7K 0.00% NEW $23.05 -4.2%
1294 IDLV INVESCO EXCH TRADED FD TR II 208.0 $7K 0.00% NEW $34.50 +5.1%
1295 BILL BILL HOLDINGS INC Technology 198.0 $7K 0.00% NEW $36.16 +33.0%
1296 WSFS WSFS FINL CORP Financial Services 93.0 $7K 0.00% NEW $76.73 +2.5%
1297 ITT ITT INC Industrials 36.0 $7K 0.00% NEW $197.75 +6.4%
1298 SSD SIMPSON MFG INC Industrials 34.0 $7K 0.00% NEW $209.35 -11.7%
1299 DNTH DIANTHUS THERAPEUTICS INC Healthcare 73.0 $7K 0.00% NEW $97.48 +13.6%
1300 GPZ VANECK ETF TRUST 331.0 $7K 0.00% NEW $21.44 +17.1%
Page 65 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%