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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 29 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SNOW SNOWFLAKE INC Technology 352.0 $90K 0.02% NEW $254.50 +24.6%
562 LEN LENNAR CORP Consumer Cyclical 988.0 $89K 0.02% NEW $90.49 -3.1%
563 PNC PNC FINL SVCS GROUP INC Financial Services 361.0 $89K 0.02% NEW $246.22 -0.9%
564 BE BLOOM ENERGY CORP Industrials 291.0 $88K 0.02% NEW $302.70 -28.2%
565 SO SOUTHERN CO Utilities 913.0 $87K 0.02% NEW $95.71 -6.0%
566 APPLE INC 300.0 $87K 0.02% NEW $289.36
567 FDN FIRST TR EXCHANGE-TRADED FD 324.0 $86K 0.02% NEW $264.72 +8.6%
568 FEM FIRST TR EXCH TRD ALPHDX FD 2,664.0 $85K 0.02% NEW $31.99 +3.1%
569 MRVL MARVELL TECHNOLOGY INC Technology 286.0 $85K 0.02% NEW $297.89 -19.3%
570 FLQL FRANKLIN TEMPLETON ETF TR 1,087.0 $85K 0.02% NEW $78.30 +0.4%
571 VRSN VERISIGN INC Technology 332.0 $84K 0.01% NEW $251.56 +16.8%
572 ABT ABBOTT LABORATORIES Healthcare 919.0 $83K 0.01% NEW $90.77 +27.9%
573 DG DOLLAR GEN CORP Consumer Defensive 720.0 $83K 0.01% NEW $115.11 +6.5%
574 EFIV SPDR SERIES TRUST 1,133.0 $83K 0.01% NEW $72.93 +3.0%
575 HMY HARMONY GOLD MNG LTD Basic Materials 5,399.0 $82K 0.01% NEW $15.21 +50.8%
576 NET CLOUDFLARE INC Technology 334.0 $82K 0.01% NEW $245.28 +13.2%
577 WCC WESCO INTL INC Industrials 236.0 $82K 0.01% NEW $345.43 -1.9%
578 HWM HOWMET AEROSPACE INC Industrials 303.0 $81K 0.01% NEW $268.86 -1.8%
579 PAAA PGIM ETF TR 1,588.0 $81K 0.01% NEW $51.27 +0.4%
580 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,799.0 $81K 0.01% NEW $45.11 +18.5%
Page 29 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%