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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 94 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 MSA MSA SAFETY INC Industrials 7.0 $1K NEW $174.57 +8.2%
1862 CAG CONAGRA BRANDS INC Consumer Defensive 90.0 $1K NEW $13.46 +23.9%
1863 MSGE SPHERE ENTERTAINMENT CO Communication Services 7.0 $1K NEW $173.00 -54.0%
1864 HLI HOULIHAN LOKEY INC Financial Services 9.0 $1K NEW $134.11 -3.8%
1865 SCHC SCHWAB STRATEGIC TR 25.0 $1K NEW $48.12 +6.5%
1866 FICO FAIR ISAAC CORP Technology 1.0 $1K NEW $1195.00 -2.4%
1867 DRAM ROUNDHILL ETF TRUST 16.0 $1K NEW $73.88 -26.5%
1868 XPEV XPENG INC Consumer Cyclical 89.0 $1K NEW $13.24 -15.8%
1869 PNW PINNACLE WEST CAP CORP Utilities 11.0 $1K NEW $107.00 -8.7%
1870 WTS WATTS WATER TECHNOLOGIES INC Industrials 3.0 $1K NEW $391.33 -4.7%
1871 COUR COURSERA INC Consumer Defensive 208.0 $1K NEW $5.64 +6.7%
1872 KNF KNIFE RIVER CORP Basic Materials 14.0 $1K NEW $83.64 -23.9%
1873 EVTC EVERTEC INC Technology 42.0 $1K NEW $27.79 +6.4%
1874 QBTS D-WAVE QUANTUM INC Technology 48.0 $1K NEW $24.00 -22.1%
1875 STLA STELLANTIS N.V Consumer Cyclical 200.0 $1K NEW $5.74 -9.1%
1876 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 28.0 $1K NEW $40.86 +11.9%
1877 VICR VICOR CORP Technology 3.0 $1K NEW $379.67 -50.0%
1878 ONTO ONTO INNOVATION INC Technology 3.0 $1K NEW $378.33 -25.2%
1879 SON SONOCO PRODS CO Consumer Cyclical 20.0 $1K NEW $56.35 +2.0%
1880 PR PERMIAN RESOURCES CORP Energy 61.0 $1K NEW $18.41 +28.7%
Page 94 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%