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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 69 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 IGHG PROSHARES TR 77.0 $6K 0.00% NEW $78.32 -0.5%
1362 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 15.0 $6K 0.00% NEW $401.87 -0.9%
1363 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 23.0 $6K 0.00% NEW $261.39 +31.3%
1364 CORPAY INC 18.0 $6K 0.00% NEW $333.28
1365 USDU WISDOMTREE TR 224.0 $6K 0.00% NEW $26.75 -1.8%
1366 COMT ISHARES U S ETF TR 197.0 $6K 0.00% NEW $30.37 +12.4%
1367 AMTM AMENTUM HOLDINGS INC Industrials 288.0 $6K 0.00% NEW $20.67 -0.3%
1368 IVZ INVESCO LTD Financial Services 225.0 $6K 0.00% NEW $26.39 +25.0%
1369 ROL ROLLINS INC Consumer Cyclical 142.0 $6K 0.00% NEW $41.74 -12.1%
1370 CVMC MORGAN STANLEY ETF TRUST 78.0 $6K 0.00% NEW $75.90 +2.7%
1371 PAYC PAYCOM SOFTWARE INC Technology 47.0 $6K 0.00% NEW $125.68 +84.8%
1372 IXJ ISHARES TR 60.0 $6K 0.00% NEW $98.38 +8.1%
1373 BC BRUNSWICK CORP Consumer Cyclical 70.0 $6K 0.00% NEW $84.24 -5.4%
1374 WFG WEST FRASER TIMBER CO LTD Basic Materials 87.0 $6K 0.00% NEW $67.69 +0.2%
1375 IONS IONIS PHARMACEUTICALS INC Healthcare 74.0 $6K 0.00% NEW $79.28 -20.1%
1376 PENG PENGUIN SOLUTIONS INC Technology 77.0 $6K 0.00% NEW $76.01 -31.8%
1377 BLOCK INC 77.0 $6K 0.00% NEW $76.00
1378 TYL TYLER TECHNOLOGIES INC Technology 20.0 $6K 0.00% NEW $292.45 +20.6%
1379 CGCP CAPITAL GRP FIXED INCM ETF T 261.0 $6K 0.00% NEW $22.29 -0.8%
1380 BLACKROCK ETF TRUST 183.0 $6K 0.00% NEW $31.78
Page 69 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%