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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 26 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CARR CARRIER GLOBAL CORPORATION Industrials 1,677.0 $123K 0.02% NEW $73.33 -18.2%
502 MET METLIFE INC Financial Services 1,441.0 $122K 0.02% NEW $84.64 +13.7%
503 FANG DIAMONDBACK ENERGY INC Energy 692.0 $122K 0.02% NEW $175.78 +17.0%
504 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 364.0 $120K 0.02% NEW $330.46 -0.1%
505 QTEC FIRST TR EXCHANGE-TRADED FD 358.0 $120K 0.02% NEW $334.69 -7.4%
506 DHR DANAHER CORP DEL Healthcare 627.0 $119K 0.02% NEW $190.48 +13.0%
507 SEI EXCHANGE TRADED FUNDS 4,701.0 $118K 0.02% NEW $25.17
508 DIHP DIMENSIONAL ETF TRUST 3,451.0 $118K 0.02% NEW $34.12 +4.5%
509 LQD ISHARES TR 1,075.0 $117K 0.02% NEW $109.07 -2.6%
510 ESML ISHARES TR 2,062.0 $115K 0.02% NEW $55.93 -1.0%
511 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 936.0 $115K 0.02% NEW $123.11 +32.4%
512 ACWV ISHARES INC 958.0 $115K 0.02% NEW $120.23 +6.0%
513 DOCU DOCUSIGN INC Technology 2,568.0 $114K 0.02% NEW $44.42 +40.8%
514 BKLN INVESCO EXCH TRADED FD TR II 5,554.0 $113K 0.02% NEW $20.37 +0.6%
515 BKNG BOOKING HOLDINGS INC Consumer Cyclical 630.0 $112K 0.02% NEW $178.24 +19.7%
516 SHV ISHARES TR 1,005.0 $111K 0.02% NEW $110.35 -0.0%
517 SRE SEMPRA Utilities 1,185.0 $110K 0.02% NEW $92.71 -8.8%
518 INSM INSMED INC Healthcare 1,029.0 $110K 0.02% NEW $106.62 +16.3%
519 NXST NEXSTAR MEDIA GROUP INC Communication Services 613.0 $109K 0.02% NEW $178.59 +4.3%
520 CASY CASEYS GEN STORES INC Consumer Cyclical 137.0 $109K 0.02% NEW $794.79 +7.5%
Page 26 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%