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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 3 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPLD J P MORGAN EXCHANGE TRADED F 48,568.0 $2.5M 0.46% NEW $52.19 -0.3%
42 SCHF SCHWAB STRATEGIC TR 90,705.0 $2.5M 0.46% NEW $27.70 +2.7%
43 VTI VANGUARD INDEX FDS 6,788.0 $2.5M 0.46% NEW $370.05 +2.2%
44 JNK SPDR SERIES TRUST 25,747.0 $2.5M 0.45% NEW $96.37 -0.5%
45 META META PLATFORMS INC Communication Services 4,374.0 $2.5M 0.45% NEW $563.33 -2.4%
46 EVSM MORGAN STANLEY ETF TRUST 47,335.0 $2.4M 0.43% NEW $50.31 -0.3%
47 VCIT VANGUARD SCOTTSDALE FDS 27,867.0 $2.3M 0.42% NEW $82.65 -1.9%
48 MU MICRON TECHNOLOGY INC Technology 1,946.0 $2.2M 0.41% NEW $1154.29 -16.2%
49 AGG ISHARES TR 22,482.0 $2.2M 0.41% NEW $98.98 -1.6%
50 WMT WALMART INC Consumer Defensive 18,973.0 $2.2M 0.39% NEW $113.37 -8.5%
51 NACP TIDAL TRUST III 34,644.0 $2.1M 0.39% NEW $60.80 -1.3%
52 JNJ JOHNSON & JOHNSON Healthcare 8,159.0 $2.1M 0.38% NEW $253.80 +6.5%
53 KMI KINDER MORGAN INC DEL Energy 63,835.0 $2.0M 0.37% NEW $31.97 -3.1%
54 SUSC ISHARES TR 84,767.0 $2.0M 0.36% NEW $23.15 -2.2%
55 SPMD SPDR SERIES TRUST 28,969.0 $2.0M 0.36% NEW $67.56 -0.4%
56 INTC INTEL CORP Technology 14,159.0 $1.9M 0.35% NEW $136.73 -34.1%
57 SCHJ SCHWAB STRATEGIC TR 78,377.0 $1.9M 0.35% NEW $24.66 -0.6%
58 VHT VANGUARD WORLD FD 6,446.0 $1.9M 0.35% NEW $299.01 +9.6%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,017.0 $1.9M 0.35% NEW $477.57 -12.3%
60 IUSB ISHARES TR 41,466.0 $1.9M 0.35% NEW $46.15 -1.6%
Page 3 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%