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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 36 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 USB US BANCORP Financial Services 806.0 $49K 0.01% NEW $60.40 +4.3%
702 BBUS J P MORGAN EXCHANGE TRADED F 361.0 $49K 0.01% NEW $134.72 +2.5%
703 SPYD SPDR SERIES TRUST 1,019.0 $49K 0.01% NEW $47.69 +5.8%
704 FE FIRSTENERGY CORP Utilities 1,015.0 $48K 0.01% NEW $47.54 -2.0%
705 NI NISOURCE INC Utilities 1,011.0 $48K 0.01% NEW $47.55 -13.7%
706 CARVANA CO 85.0 $48K 0.01% NEW $562.35
707 IAI ISHARES TR 272.0 $48K 0.01% NEW $175.33 +11.1%
708 EMHY ISHARES INC 1,172.0 $48K 0.01% NEW $40.66 -0.6%
709 HIG HARTFORD INSURANCE GROUP INC Financial Services 359.0 $48K 0.01% NEW $132.52 +5.6%
710 SEI EXCHANGE TRADED FUNDS 1,413.0 $47K 0.01% NEW $33.54
711 ADBE ADOBE INC Technology 231.0 $47K 0.01% NEW $205.02 +32.6%
712 FEX FIRST TR EXCHANGE-TRADED ALP 336.0 $47K 0.01% NEW $139.87 +0.0%
713 SPMO INVESCO EXCH TRADED FD TR II 290.0 $47K 0.01% NEW $161.54 -8.7%
714 FLEX FLEX LTD Technology 288.0 $47K 0.01% NEW $162.07 -31.8%
715 COLB COLUMBIA BKG SYS INC Financial Services 1,456.0 $47K 0.01% NEW $32.05 -3.9%
716 LIT GLOBAL X FDS 593.0 $46K 0.01% NEW $78.28 -2.9%
717 DFIC DIMENSIONAL ETF TRUST 1,243.0 $46K 0.01% NEW $37.26 +5.9%
718 CLOA BLACKROCK ETF TRUST II 892.0 $46K 0.01% NEW $51.91 +0.1%
719 PGR PROGRESSIVE CORP Financial Services 211.0 $46K 0.01% NEW $218.45 +1.8%
720 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 493.0 $46K 0.01% NEW $92.47 +14.6%
Page 36 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%