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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 14 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IXUS ISHARES TR 3,738.0 $357K 0.07% NEW $95.45 +2.0%
262 ILMN ILLUMINA INC Healthcare 2,027.0 $356K 0.07% NEW $175.83 +27.0%
263 ACGL ARCH CAP GROUP LTD Financial Services 3,670.0 $356K 0.07% NEW $97.06 +4.2%
264 VNOM VIPER ENERGY INC Energy 8,400.0 $356K 0.07% NEW $42.40 +5.4%
265 PPLT ABRDN PLATINUM ETF TRUST Financial Services 25,000.0 $353K 0.07% NEW $14.13 +20.3%
266 BX BLACKSTONE INC Financial Services 2,964.0 $349K 0.06% NEW $117.66 +22.1%
267 EMB ISHARES TR 3,576.0 $345K 0.06% NEW $96.44 -1.6%
268 PAAS PAN AMERN SILVER CORP Basic Materials 7,692.0 $345K 0.06% NEW $44.79 +19.7%
269 BIZD VANECK ETF TRUST 27,023.0 $342K 0.06% NEW $12.66 +6.2%
270 RIET ETF SER SOLUTIONS 35,073.0 $342K 0.06% NEW $9.75 -2.3%
271 EQR EQUITY RESIDENTIAL Real Estate 5,027.0 $341K 0.06% NEW $67.93 -6.3%
272 RSG REPUBLIC SVCS INC Industrials 1,601.0 $341K 0.06% NEW $213.08 +4.7%
273 TT TRANE TECHNOLOGIES PLC Industrials 693.0 $340K 0.06% NEW $490.93 -7.7%
274 DHT DHT HOLDINGS INC Energy 20,550.0 $340K 0.06% NEW $16.53 +19.3%
275 LRGE LEGG MASON ETF INVT 3,960.0 $339K 0.06% NEW $85.66 +1.7%
276 SPGP INVESCO EXCHANGE TRADED FD T 2,759.0 $337K 0.06% NEW $122.29 +4.8%
277 EFG ISHARES TR 2,695.0 $335K 0.06% NEW $124.42 +0.5%
278 FIIG FIRST TR EXCHANGE-TRADED FD 16,091.0 $333K 0.06% NEW $20.71 -1.5%
279 ISTB ISHARES TR 6,900.0 $333K 0.06% NEW $48.25 -0.4%
280 TDIV FIRST TR EXCHANGE TRADED FD 2,898.0 $333K 0.06% NEW $114.88 -1.2%
Page 14 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%