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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 10 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HDV ISHARES TR 21,289.0 $584K 0.11% NEW $27.41 +9.2%
182 JAAA JANUS DETROIT STR TR 11,517.0 $581K 0.11% NEW $50.49 +0.4%
183 PANW PALO ALTO NETWORKS INC Technology 1,701.0 $580K 0.11% NEW $341.02 +2.9%
184 NEM NEWMONT CORP Basic Materials 6,198.0 $579K 0.11% NEW $93.40 +41.2%
185 ETN EATON CORP PLC Industrials 1,344.0 $573K 0.10% NEW $426.12 -4.1%
186 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 21,450.0 $572K 0.10% NEW $26.67 +6.1%
187 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,559.0 $546K 0.10% NEW $350.07 -11.3%
188 EWZ ISHARES INC 15,775.0 $544K 0.10% NEW $34.50 +1.9%
189 QCOM QUALCOMM INC Technology 2,919.0 $539K 0.10% NEW $184.79 -14.2%
190 VOOG VANGUARD ADMIRAL FDS INC 6,512.0 $538K 0.10% NEW $82.62 +0.3%
191 J P MORGAN EXCHANGE TRADED F 10,478.0 $530K 0.10% NEW $50.57
192 SCHD SCHWAB STRATEGIC TR 16,705.0 $530K 0.10% NEW $31.71 +11.0%
193 TIP ISHARES TR 4,711.0 $526K 0.10% NEW $111.59 -3.9%
194 SCHI SCHWAB STRATEGIC TR 23,167.0 $525K 0.10% NEW $22.64 -1.8%
195 PLTR PALANTIR TECHNOLOGIES INC Technology 4,458.0 $520K 0.10% NEW $116.67 +50.8%
196 LIN LINDE PLC Basic Materials 1,000.0 $519K 0.10% NEW $519.07 -5.6%
197 CRWD CROWDSTRIKE HLDGS INC Technology 673.0 $514K 0.09% NEW $190.78 -0.1%
198 GLW CORNING INC Technology 1,973.0 $504K 0.09% NEW $255.43 -43.0%
199 BIL SPDR SERIES TRUST 5,488.0 $503K 0.09% NEW $91.64 -0.0%
200 CSX CSX CORP Industrials 10,559.0 $502K 0.09% NEW $47.53 +8.2%
Page 10 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%