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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 39 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 DES WISDOMTREE TR 997.0 $41K 0.01% NEW $40.68 -0.2%
762 BLOK AMPLIFY ETF TR 645.0 $40K 0.01% NEW $62.63 +1.3%
763 DHI D R HORTON INC Consumer Cyclical 248.0 $40K 0.01% NEW $162.88 -8.4%
764 EFAV ISHARES TR 460.0 $40K 0.01% NEW $87.71 +7.6%
765 FTC FIRST TR EXCHANGE-TRADED ALP 208.0 $40K 0.01% NEW $193.77 -6.8%
766 DRI DARDEN RESTAURANTS INC Consumer Cyclical 194.0 $40K 0.01% NEW $206.01 +6.3%
767 EMR EMERSON ELEC CO Industrials 279.0 $40K 0.01% NEW $142.91 +10.8%
768 PSL INVESCO EXCHANGE TRADED FD T 356.0 $40K 0.01% NEW $112.00 +4.2%
769 FCOM FIDELITY COVINGTON TRUST 572.0 $40K 0.01% NEW $69.48 +2.1%
770 NRG NRG ENERGY INC Utilities 272.0 $40K 0.01% NEW $146.06 -20.5%
771 AEP AMERICAN ELEC PWR CO INC Utilities 290.0 $40K 0.01% NEW $136.81 -9.8%
772 PYPL PAYPAL HLDGS INC Financial Services 917.0 $40K 0.01% NEW $43.18 +43.1%
773 AIRR FIRST TR EXCHANGE TRADED FD 297.0 $40K 0.01% NEW $133.25 -15.4%
774 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 367.0 $40K 0.01% NEW $107.78 +4.1%
775 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 409.0 $39K 0.01% NEW $96.12 -50.3%
776 IBDU ISHARES TR 1,694.0 $39K 0.01% NEW $23.17 -0.3%
777 IBDW ISHARES TR 1,881.0 $39K 0.01% NEW $20.85 -0.8%
778 WAT WATERS CORP Healthcare 104.0 $39K 0.01% NEW $375.04 +10.4%
779 IBDV ISHARES TR 1,788.0 $39K 0.01% NEW $21.80 -0.7%
780 PWR QUANTA SVCS INC Industrials 54.0 $39K 0.01% NEW $720.04 -14.3%
Page 39 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%