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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 11 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHY ISHARES TR 6,108.0 $502K 0.09% NEW $82.11 -0.1%
202 VTHR VANGUARD SCOTTSDALE FDS 1,510.0 $500K 0.09% NEW $331.43 +1.9%
203 HD HOME DEPOT INC Consumer Cyclical 1,408.0 $497K 0.09% NEW $352.73 -4.3%
204 JMST J P MORGAN EXCHANGE TRADED F 9,697.0 $495K 0.09% NEW $51.00 -0.1%
205 NFRA FLEXSHARES TR 7,710.0 $494K 0.09% NEW $64.12 +2.8%
206 RSP INVESCO EXCHANGE TRADED FD T 2,287.0 $487K 0.09% NEW $212.78 +4.3%
207 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,529.0 $484K 0.09% NEW $33.29 +34.1%
208 MANAGED PORTFOLIO SER 18,600.0 $480K 0.09% NEW $25.82
209 USCI UNITED STS COMMODITY INDEX F Financial Services 5,175.0 $479K 0.09% NEW $92.64 +13.6%
210 SHYG ISHARES TR 11,147.0 $473K 0.09% NEW $42.41 -0.4%
211 LMT LOCKHEED MARTIN CORP Industrials 919.0 $468K 0.09% NEW $509.26 +10.8%
212 KGC KINROSS GOLD CORP Basic Materials 19,800.0 $468K 0.09% NEW $23.62 +39.6%
213 DFSB DIMENSIONAL ETF TRUST 8,962.0 $467K 0.09% NEW $52.11 -2.5%
214 TOL TOLL BROTHERS INC Consumer Cyclical 2,825.0 $465K 0.09% NEW $164.75 -10.5%
215 IQDG WISDOMTREE TR 10,756.0 $463K 0.09% NEW $43.08 +3.7%
216 XOP SPDR SERIES TRUST 3,001.0 $463K 0.09% NEW $154.26 +20.7%
217 SMIZ ZACKS TRUST 10,319.0 $460K 0.08% NEW $44.62 -5.1%
218 GDXJ VANECK ETF TRUST 4,675.0 $459K 0.08% NEW $98.25 +36.0%
219 DON WISDOMTREE TR 8,106.0 $458K 0.08% NEW $56.52 +3.1%
220 VTIP VANGUARD MALVERN FDS 9,092.0 $457K 0.08% NEW $50.23 -0.9%
Page 11 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%