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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 107 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 GNW GENWORTH FINL INC Financial Services 15.0 $142.0 NEW $9.47 +4.7%
2122 FG F&G ANNUITIES & LIFE INC Financial Services 5.0 $133.0 NEW $26.60 -15.4%
2123 BITO PROSHARES TR 16.0 $128.0 NEW $8.00 +32.7%
2124 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 4.0 $119.0 NEW $29.75 -22.4%
2125 JTEK J P MORGAN EXCHANGE TRADED F 1.0 $112.0 NEW $112.00 -12.5%
2126 VSH VISHAY INTERTECHNOLOGY INC Technology 2.0 $108.0 NEW $54.00 -44.3%
2127 SWBI SMITH & WESSON BRANDS INC Industrials 7.0 $105.0 NEW $15.00 -8.3%
2128 DKNG DRAFTKINGS INC NEW Consumer Cyclical 4.0 $101.0 NEW $25.25 +3.2%
2129 ESGV VANGUARD WORLD FD 1.0 $95.0 NEW $95.00 +42.4%
2130 UFPI UFP INDUSTRIES INC Basic Materials 1.0 $91.0 NEW $91.00 -2.8%
2131 ABCB AMERIS BANCORP Financial Services 1.0 $90.0 NEW $90.00 -4.0%
2132 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 6.0 $77.0 NEW $12.83 +54.5%
2133 LINEAGE CELL THERAPEUTICS IN 58.0 $76.0 NEW $1.31
2134 WRD WERIDE INC Technology 12.0 $70.0 NEW $5.83 +2.6%
2135 WGMI VALKYRIE ETF TRUST II 1.0 $63.0 NEW $63.00 -28.4%
2136 LCID LUCID GROUP INC Consumer Cyclical 8.0 $54.0 NEW $6.75 -23.2%
2137 USFR WISDOMTREE TR 1.0 $50.0 NEW $50.00 +1.0%
2138 NEMD NEUBERGER BERMAN ETF TRUST 1.0 $45.0 NEW $45.00 +17.1%
2139 SPLB SPDR SERIES TRUST 2.0 $45.0 NEW $22.50 -4.8%
2140 NLOP NET LEASE OFFICE PROPERTIES Real Estate 3.0 $33.0 NEW $11.00 +4.2%
Page 107 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%