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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 12 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HL HECLA MINING COMPANY Basic Materials 29,352.0 $453K 0.08% NEW $15.43 +32.2%
222 VO VANGUARD INDEX FDS 5,609.0 $452K 0.08% NEW $80.58 +2.8%
223 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,936.0 $451K 0.08% NEW $233.06 +2.0%
224 NUDM NUSHARES ETF TR 11,111.0 $445K 0.08% NEW $40.02 +3.3%
225 SLB SLB LIMITED Energy 9,503.0 $442K 0.08% NEW $46.49 +16.2%
226 NVS NOVARTIS AG Healthcare 2,816.0 $441K 0.08% NEW $156.72 +0.8%
227 FTCB FIRST TR EXCHANGE-TRADED FD 20,800.0 $434K 0.08% NEW $20.86 -1.6%
228 MGV VANGUARD WORLD FD 2,627.0 $429K 0.08% NEW $163.45 +3.0%
229 VRIG INVESCO ACTIVELY MANAGED EXC 16,833.0 $422K 0.08% NEW $25.07 -0.1%
230 SONY SONY GROUP CORP Technology 20,954.0 $420K 0.08% NEW $20.06 +20.9%
231 C CITIGROUP INC Financial Services 2,989.0 $418K 0.08% NEW $139.95 -5.9%
232 IAU ISHARES GOLD TR Financial Services 5,506.0 $416K 0.08% NEW $75.51 +15.8%
233 EXEL EXELIXIS INC Healthcare 7,617.0 $414K 0.08% NEW $54.41 +0.3%
234 FVD FIRST TR EXCHANGE-TRADED FD 8,471.0 $408K 0.07% NEW $48.18 +6.0%
235 SJNK SPDR SERIES TRUST 16,275.0 $407K 0.07% NEW $25.03 -0.6%
236 PM PHILIP MORRIS INTL INC Consumer Defensive 2,228.0 $403K 0.07% NEW $180.92 +5.8%
237 TDV PROSHARES TR 3,848.0 $400K 0.07% NEW $103.96 -2.5%
238 PBR PETROLEO BRASILEIRO S A Energy 24,478.0 $396K 0.07% NEW $16.16 +15.1%
239 FLNG FLEX LNG LTD Energy 13,975.0 $392K 0.07% NEW $28.06 +13.5%
240 CENX CENTURY ALUM CO Basic Materials 8,500.0 $391K 0.07% NEW $46.01 -5.1%
Page 12 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%