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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 76 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 ING ING GROEP N.V. Financial Services 134.0 $4K 0.00% NEW $31.38 +12.5%
1502 APLE APPLE HOSPITALITY REIT INC Real Estate 250.0 $4K 0.00% NEW $16.81 -0.4%
1503 FRPT FRESHPET INC Consumer Defensive 71.0 $4K 0.00% NEW $59.13 +27.5%
1504 ESNT ESSENT GROUP LTD Financial Services 65.0 $4K 0.00% NEW $64.28 +7.3%
1505 SLGN SILGAN HLDGS INC Consumer Cyclical 90.0 $4K 0.00% NEW $46.39 -8.0%
1506 EMN EASTMAN CHEM CO Basic Materials 62.0 $4K 0.00% NEW $66.98 +7.5%
1507 HCC WARRIOR MET COAL INC Energy 51.0 $4K 0.00% NEW $81.16 +29.7%
1508 LITHIUM ARGENTINA AG 500.0 $4K 0.00% NEW $8.27
1509 RUSSELL INVTS EXCHANGE TRADE 145.0 $4K 0.00% NEW $28.49
1510 CIGI COLLIERS INTL GROUP INC Real Estate 44.0 $4K 0.00% NEW $93.80 +12.5%
1511 ICL ICL GROUP LTD Basic Materials 820.0 $4K 0.00% NEW $4.98 +13.2%
1512 OPLN OPENLANE INC Consumer Cyclical 99.0 $4K 0.00% NEW $41.24 -16.8%
1513 GLDM WORLD GOLD TR Financial Services 51.0 $4K 0.00% NEW $79.41 +16.3%
1514 PIO INVESCO EXCH TRADED FD TR II 90.0 $4K 0.00% NEW $44.97 +0.3%
1515 LII LENNOX INTL INC Industrials 7.0 $4K 0.00% NEW $573.00 -32.1%
1516 QQQA PROSHARES TR 47.0 $4K 0.00% NEW $85.28 -17.9%
1517 PAVE GLOBAL X FDS 68.0 $4K 0.00% NEW $58.93 -5.6%
1518 DVA DAVITA INC Healthcare 18.0 $4K 0.00% NEW $222.50 -20.1%
1519 ICLR ICON PUB LTD CO Healthcare 23.0 $4K 0.00% NEW $173.70 -2.8%
1520 PRVA PRIVIA HEALTH GROUP INC Healthcare 155.0 $4K 0.00% NEW $25.73 -17.6%
Page 76 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%