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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 15 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CSTM CONSTELLIUM SE Basic Materials 10,417.0 $332K 0.06% NEW $31.87 -16.4%
282 AGI ALAMOS GOLD INC Basic Materials 10,932.0 $332K 0.06% NEW $30.34 +26.3%
283 FCX FREEPORT MCMORAN INC Basic Materials 5,215.0 $328K 0.06% NEW $62.89 +23.7%
284 STEX STREAMEX CORP Financial Services 385,030.0 $327K 0.06% NEW $0.85 -10.0%
285 DFAX DIMENSIONAL ETF TRUST 8,872.0 $327K 0.06% NEW $36.84 +3.0%
286 CDNS CADENCE DESIGN SYSTEM INC Technology 868.0 $326K 0.06% NEW $375.32 -15.8%
287 VWOB VANGUARD WHITEHALL FDS 4,815.0 $324K 0.06% NEW $67.24 -1.9%
288 DSI ISHARES TR 2,269.0 $323K 0.06% NEW $142.40 +2.5%
289 SPYX SPDR SERIES TRUST 5,216.0 $319K 0.06% NEW $61.10 +2.4%
290 MCO MOODYS CORP Financial Services 700.0 $317K 0.06% NEW $453.21 +12.8%
291 FTGS FIRST TR EXCHANGE-TRADED FD 8,547.0 $316K 0.06% NEW $37.00 +6.6%
292 BUFR FIRST TR EXCHNG TRADED FD VI 8,646.0 $316K 0.06% NEW $36.53 +2.0%
293 GRID FIRST TR EXCHANGE-TRADED FD 1,646.0 $316K 0.06% NEW $191.70 -7.0%
294 UBER UBER TECHNOLOGIES INC Technology 4,319.0 $312K 0.06% NEW $72.16 +9.9%
295 SCHB SCHWAB STRATEGIC TR 10,737.0 $311K 0.06% NEW $28.96 +1.9%
296 SPEM SPDR INDEX SHS FDS 5,980.0 $310K 0.06% NEW $51.78 +0.4%
297 TS TENARIS S A Energy 5,579.0 $310K 0.06% NEW $55.49 -3.7%
298 LPG DORIAN LPG LTD Energy 8,900.0 $310K 0.06% NEW $34.78 +47.6%
299 PEP PEPSICO INC Consumer Defensive 2,260.0 $306K 0.06% NEW $135.38 +6.9%
300 AMLP ALPS ETF TR 5,892.0 $306K 0.06% NEW $51.85 +5.9%
Page 15 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%