BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 85 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 60.0 $2K NEW $38.77 -1.4%
1682 FNDA SCHWAB STRATEGIC TR 61.0 $2K NEW $38.07 -1.4%
1683 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 179.0 $2K NEW $12.89 +0.8%
1684 BOOT BOOT BARN HLDGS INC Consumer Cyclical 14.0 $2K NEW $164.29 -2.8%
1685 TLK TELEKOMUNIKASI IND Communication Services 170.0 $2K NEW $13.43 +13.2%
1686 PZZA PAPA JOHNS INTL INC Consumer Cyclical 62.0 $2K NEW $36.77 -34.4%
1687 MDYV SPDR SERIES TRUST 24.0 $2K NEW $94.83 +0.1%
1688 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 131.0 $2K NEW $17.35 -3.5%
1689 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 48.0 $2K NEW $47.27 +8.8%
1690 LEIDOS HOLDINGS INC 22.0 $2K NEW $102.95
1691 AMERICA MOVIL SAB DE CV 87.0 $2K NEW $25.99
1692 GENI GENIUS SPORTS LIMITED Communication Services 372.0 $2K NEW $6.06 +31.2%
1693 PRNT ARK ETF TR 91.0 $2K NEW $24.57 +2.3%
1694 ENPH ENPHASE ENERGY INC Energy 45.0 $2K NEW $49.24 -24.2%
1695 HUBS HUBSPOT INC Technology 12.0 $2K NEW $182.50 +30.2%
1696 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 50.0 $2K NEW $43.76 -5.1%
1697 WLY WILEY JOHN & SONS INC Communication Services 45.0 $2K NEW $48.51 +11.1%
1698 PURSUIT ATTRACTIONS AND HOSP 39.0 $2K NEW $55.97
1699 PETROLEO BRASILEIRO S A 149.0 $2K NEW $14.64
1700 CPA COPA HOLDINGS SA Industrials 14.0 $2K NEW $155.57 -14.2%
Page 85 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%