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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 13 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CWB SPDR SERIES TRUST 3,789.0 $388K 0.07% NEW $102.40 +0.3%
242 LOW LOWES COS INC Consumer Cyclical 1,753.0 $387K 0.07% NEW $220.49 -1.6%
243 NFLX NETFLIX INC. Communication Services 5,413.0 $386K 0.07% NEW $71.40 +12.1%
244 FNV FRANCO NEV CORP Basic Materials 1,850.0 $386K 0.07% NEW $208.44 +29.6%
245 GUNR FLEXSHARES TR 7,822.0 $385K 0.07% NEW $49.28 +15.1%
246 LGOV FIRST TR EXCHANGE-TRADED FD 17,952.0 $384K 0.07% NEW $21.40 -2.3%
247 TRGP TARGA RES CORP Energy 1,425.0 $382K 0.07% NEW $268.14 +9.7%
248 CFG CITIZENS FINL GROUP INC Financial Services 5,401.0 $378K 0.07% NEW $70.07 +0.2%
249 COIN COINBASE GLOBAL INC Financial Services 2,586.0 $378K 0.07% NEW $146.19 +22.8%
250 CINF CINCINNATI FINL CORP Financial Services 2,039.0 $378K 0.07% NEW $185.14 -7.5%
251 DUK DUKE ENERGY CORP NEW Utilities 2,955.0 $374K 0.07% NEW $126.58 -3.6%
252 RGLD ROYAL GOLD INC Basic Materials 1,864.0 $372K 0.07% NEW $199.61 +32.1%
253 B BARRICK MNG CORP Basic Materials 10,089.0 $371K 0.07% NEW $36.73 +31.1%
254 TXN TEXAS INSTRS INC Technology 1,232.0 $367K 0.07% NEW $298.18 -13.2%
255 QQQJ INVESCO EXCH TRADED FD TR II 8,077.0 $367K 0.07% NEW $45.44 +0.4%
256 ED CONSOLIDATED EDISON INC Utilities 3,283.0 $363K 0.07% NEW $110.63 -2.6%
257 AZN ASTRAZENECA PLC Healthcare 1,904.0 $361K 0.07% NEW $189.62 -12.1%
258 UNH UNITEDHEALTH GROUP INC Healthcare 868.0 $361K 0.07% NEW $415.63 -4.1%
259 PCT PURECYCLE TECHNOLOGIES INC Industrials 44,400.0 $360K 0.07% NEW $8.11 -18.5%
260 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,793.0 $358K 0.07% NEW $61.76 -8.2%
Page 13 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%