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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 22 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EXPD EXPEDITORS INTL WASH INC Industrials 1,077.0 $176K 0.03% NEW $163.01 +15.2%
422 ARCC ARES CAPITAL CORP Financial Services 9,467.0 $175K 0.03% NEW $18.53 +8.2%
423 CME CME GROUP INC Financial Services 793.0 $175K 0.03% NEW $220.83 +26.4%
424 SCHE SCHWAB STRATEGIC TR 4,790.0 $174K 0.03% NEW $36.26 +1.1%
425 OKE ONEOK INC NEW Energy 1,998.0 $174K 0.03% NEW $86.93 +7.0%
426 WWJD NORTHERN LTS FD TR IV 4,548.0 $173K 0.03% NEW $38.13 +8.3%
427 DFAE DIMENSIONAL ETF TRUST 4,312.0 $173K 0.03% NEW $40.21 -2.9%
428 XSHD INVESCO EXCH TRADED FD TR II 12,171.0 $172K 0.03% NEW $14.12 +2.5%
429 DIS DISNEY WALT CO Communication Services 1,774.0 $171K 0.03% NEW $96.23 +14.9%
430 CMI CUMMINS INC Industrials 239.0 $170K 0.03% NEW $713.21 -19.9%
431 ROST ROSS STORES INC Consumer Cyclical 788.0 $168K 0.03% NEW $212.98 +13.4%
432 LH LABCORP HOLDINGS INC Healthcare 590.0 $165K 0.03% NEW $279.77 +21.3%
433 VONV VANGUARD SCOTTSDALE FDS 1,550.0 $165K 0.03% NEW $106.31 +6.6%
434 GILD GILEAD SCIENCES INC Healthcare 1,298.0 $164K 0.03% NEW $126.34 +16.1%
435 BLV VANGUARD BD INDEX FDS 2,379.0 $164K 0.03% NEW $68.93 -4.0%
436 XLP SELECT SECTOR SPDR TR 1,973.0 $164K 0.03% NEW $83.07 +5.3%
437 JMOM J P MORGAN EXCHANGE TRADED F 1,913.0 $163K 0.03% NEW $85.46 -3.7%
438 CAH CARDINAL HEALTH INC Healthcare 688.0 $163K 0.03% NEW $237.56 -2.2%
439 SCHW SCHWAB CHARLES CORP Financial Services 1,744.0 $161K 0.03% NEW $92.27 +23.2%
440 TROW PRICE T ROWE GROUP INC Financial Services 1,412.0 $161K 0.03% NEW $113.69 -1.2%
Page 22 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%