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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 35 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IGEB ISHARES TR 1,166.0 $53K 0.01% NEW $45.11 -1.6%
682 VRP INVESCO EXCH TRADED FD TR II 2,158.0 $52K 0.01% NEW $24.31 -0.7%
683 MDLZ MONDELEZ INTL INC Consumer Defensive 905.0 $52K 0.01% NEW $57.84 +8.9%
684 BSCU INVESCO EXCH TRD SLF IDX FD 3,117.0 $52K 0.01% NEW $16.64 -0.7%
685 KRMA GLOBAL X FDS 1,101.0 $52K 0.01% NEW $46.98 +1.8%
686 ADSK AUTODESK INC Technology 266.0 $52K 0.01% NEW $194.42 +31.0%
687 AVMV AMERICAN CENTY ETF TR 642.0 $52K 0.01% NEW $80.53 +2.4%
688 EWC ISHARES INC 895.0 $52K 0.01% NEW $57.64 +8.0%
689 STIP ISHARES TR 500.0 $51K 0.01% NEW $102.16 -1.2%
690 EBAY EBAY INC. Consumer Cyclical 456.0 $51K 0.01% NEW $111.80 -6.8%
691 DBMF LITMAN GREGORY FDS TR 1,655.0 $51K 0.01% NEW $30.60 +1.6%
692 COF CAPITAL ONE FINL CORP Financial Services 252.0 $51K 0.01% NEW $200.62 +8.3%
693 ACN ACCENTURE PLC IRELAND Technology 405.0 $50K 0.01% NEW $124.44 +45.8%
694 PH PARKER-HANNIFIN CORP Industrials 51.0 $50K 0.01% NEW $978.12 +6.3%
695 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,681.0 $50K 0.01% NEW $29.54 -3.5%
696 PSA PUBLIC STORAGE Real Estate 155.0 $49K 0.01% NEW $318.31 -0.3%
697 DLR DIGITAL RLTY TR INC Real Estate 274.0 $49K 0.01% NEW $179.58 +7.7%
698 IDV ISHARES TR 1,184.0 $49K 0.01% NEW $41.43 +8.4%
699 NEW YORK LIFE INVESTMENTS ET 1,231.0 $49K 0.01% NEW $39.80
700 AYI ACUITY INC Industrials 130.0 $49K 0.01% NEW $376.66 -9.4%
Page 35 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%