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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 74 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 TAN INVESCO EXCH TRADED FD TR II 81.0 $5K 0.00% NEW $59.15 -18.3%
1462 OVV OVINTIV INC Energy 91.0 $5K 0.00% NEW $52.65 +23.6%
1463 NTNX NUTANIX INC Technology 94.0 $5K 0.00% NEW $50.96 +29.3%
1464 BP BP PLC Energy 129.0 $5K 0.00% NEW $36.95 +16.3%
1465 WF WOORI FINL GROUP INC Financial Services 83.0 $5K 0.00% NEW $57.40 +25.0%
1466 CRC CALIFORNIA RES CORP Energy 90.0 $5K 0.00% NEW $52.87 -0.9%
1467 EVX VANECK ETF TRUST 115.0 $5K 0.00% NEW $41.21 -0.2%
1468 FIRST TR EXCHANGE-TRADED FD 149.0 $5K 0.00% NEW $31.76
1469 CGDG CAPITAL GROUP DIVIDEND GROWE 125.0 $5K 0.00% NEW $37.51 +3.7%
1470 UBSI UNITED BANKSHARES INC WEST V Financial Services 102.0 $5K 0.00% NEW $45.83 +3.7%
1471 ZAP GLOBAL X FDS 135.0 $5K 0.00% NEW $34.61 -7.6%
1472 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 64.0 $5K 0.00% NEW $72.98 +5.8%
1473 AER AERCAP HOLDINGS NV Industrials 32.0 $5K 0.00% NEW $145.78 +1.9%
1474 PAWZ PROSHARES TR 97.0 $5K 0.00% NEW $47.91 +10.5%
1475 RWR SPDR SERIES TRUST 41.0 $5K 0.00% NEW $112.98 +1.8%
1476 VTWO VANGUARD SCOTTSDALE FDS 38.0 $5K 0.00% NEW $121.42 -0.7%
1477 BNS BANK NOVA SCOTIA B C Financial Services 53.0 $5K 0.00% NEW $86.85 +8.4%
1478 LXP INDUSTRIAL TRUST 85.0 $5K 0.00% NEW $53.88
1479 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 97.0 $5K 0.00% NEW $47.13 -8.0%
1480 CRBN ISHARES TR 18.0 $5K 0.00% NEW $252.94 +2.7%
Page 74 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%