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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 79 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 FMAT FIDELITY COVINGTON TRUST 62.0 $4K 0.00% NEW $58.52 +5.2%
1562 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 52.0 $4K 0.00% NEW $69.73 -17.9%
1563 RYN RAYONIER INC Real Estate 170.0 $4K 0.00% NEW $21.28 -0.2%
1564 HR HEALTHCARE RLTY TR Real Estate 179.0 $4K 0.00% NEW $20.17 -3.9%
1565 MMSI MERIT MED SYS INC Healthcare 52.0 $4K 0.00% NEW $69.35 +31.4%
1566 DAR DARLING INGREDIENTS INC Consumer Defensive 66.0 $4K 0.00% NEW $54.62 +14.6%
1567 HLMN HILLMAN SOLUTIONS CORP Industrials 427.0 $4K 0.00% NEW $8.44 -3.8%
1568 ESI ELEMENT SOLUTIONS INC Basic Materials 75.0 $4K 0.00% NEW $47.75 -25.6%
1569 DXC DXC TECHNOLOGY CO Technology 404.0 $4K 0.00% NEW $8.85 +23.1%
1570 MLI MUELLER INDS INC Industrials 29.0 $4K 0.00% NEW $122.93 -50.0%
1571 BCAX BICARA THERAPEUTICS INC Healthcare 120.0 $4K 0.00% NEW $29.69 -17.2%
1572 RKLB ROCKET LAB CORP Industrials 35.0 $4K 0.00% NEW $101.66 -34.2%
1573 DFSD DIMENSIONAL ETF TRUST 74.0 $4K 0.00% NEW $47.76 -0.7%
1574 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 41.0 $4K 0.00% NEW $86.20 -1.9%
1575 WERN WERNER ENTERPRISES INC Industrials 81.0 $4K 0.00% NEW $43.60 -13.7%
1576 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 118.0 $4K 0.00% NEW $29.85 +3.2%
1577 LEA LEAR CORP Consumer Cyclical 26.0 $3K 0.00% NEW $134.08 -7.8%
1578 ARLO ARLO TECHNOLOGIES INC Industrials 257.0 $3K 0.00% NEW $13.48 -1.2%
1579 ZETA ZETA GLOBAL HOLDINGS CORP Technology 176.0 $3K 0.00% NEW $19.68 +41.7%
1580 BPOP POPULAR INC Financial Services 21.0 $3K 0.00% NEW $164.19 +3.3%
Page 79 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%