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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 38 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 374.0 $42K 0.01% NEW $112.74 +15.2%
742 JGRO J P MORGAN EXCHANGE TRADED F 426.0 $42K 0.01% NEW $98.59 -4.9%
743 SAN BANCO SANTANDER SA Financial Services 3,039.0 $42K 0.01% NEW $13.80 +6.6%
744 TLT ISHARES TR 485.0 $42K 0.01% NEW $86.42 -3.7%
745 EW EDWARDS LIFESCIENCES CORP Healthcare 462.0 $42K 0.01% NEW $90.46 +0.9%
746 AJG GALLAGHER ARTHUR J & CO Financial Services 182.0 $42K 0.01% NEW $229.57 +15.9%
747 AMT AMERICAN TOWER CORP Real Estate 255.0 $42K 0.01% NEW $163.57 +7.4%
748 PHM PULTE GROUP INC Consumer Cyclical 302.0 $41K 0.01% NEW $137.21 -4.8%
749 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 165.0 $41K 0.01% NEW $249.98 -6.2%
750 BOTZ GLOBAL X FDS 1,085.0 $41K 0.01% NEW $37.92 -5.9%
751 IREN IREN LIMITED Financial Services 897.0 $41K 0.01% NEW $45.73 -12.9%
752 IAUM ISHARES GOLD TRUST MICRO Financial Services 1,025.0 $41K 0.01% NEW $40.01 +14.5%
753 MAS MASCO CORP Industrials 504.0 $41K 0.01% NEW $81.37 -9.6%
754 VLTO VERALTO CORP Industrials 462.0 $41K 0.01% NEW $88.68 +11.3%
755 LNT ALLIANT ENERGY CORP Utilities 537.0 $41K 0.01% NEW $76.29 -9.7%
756 J JACOBS SOLUTIONS INC Industrials 325.0 $41K 0.01% NEW $126.00 +20.8%
757 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 136.0 $41K 0.01% NEW $301.03 -20.4%
758 SELV SEI EXCHANGE TRADED FUNDS 1,252.0 $41K 0.01% NEW $32.68 +8.6%
759 FTAI AVIATION LTD 151.0 $41K 0.01% NEW $270.53
760 CGUS CAPITAL GROUP CORE EQUITY ET 917.0 $41K 0.01% NEW $44.48 +1.7%
Page 38 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%