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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 4 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYW ISHARES TR 7,399.0 $1.9M 0.34% NEW $252.23 -2.0%
62 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 59,600.0 $1.8M 0.33% NEW $30.17 +16.0%
63 CAT CATERPILLAR INC Industrials 1,662.0 $1.8M 0.32% NEW $1064.49 -22.2%
64 XLE SELECT SECTOR SPDR TR 30,864.0 $1.6M 0.30% NEW $53.24 +19.5%
65 TSLA TESLA INC Consumer Cyclical 3,859.0 $1.6M 0.30% NEW $420.60 -13.7%
66 CVSB MORGAN STANLEY ETF TRUST 31,179.0 $1.6M 0.29% NEW $50.64 +0.2%
67 IEI ISHARES TR 13,361.0 $1.6M 0.29% NEW $117.45 -0.9%
68 KLAC KLA CORP Technology 5,155.0 $1.6M 0.28% NEW $301.71 -39.0%
69 AMD ADVANCED MICRO DEVICES INC Technology 2,670.0 $1.6M 0.28% NEW $580.91 -18.5%
70 XLK SELECT SECTOR SPDR TR 7,997.0 $1.5M 0.28% NEW $190.53 -3.8%
71 XLI SELECT SECTOR SPDR TR 8,090.0 $1.5M 0.27% NEW $185.24 -2.7%
72 QLV FLEXSHARES TR 19,627.0 $1.5M 0.27% NEW $75.49 +5.9%
73 IEFA ISHARES TR 15,258.0 $1.5M 0.27% NEW $96.58 +4.4%
74 XOM EXXON MOBIL CORP Energy 10,458.0 $1.4M 0.26% NEW $136.72 +20.8%
75 GLD SPDR GOLD TR Financial Services 3,828.0 $1.4M 0.26% NEW $368.38 +14.9%
76 GARP ISHARES TR 16,554.0 $1.4M 0.25% NEW $82.55 +0.6%
77 MUB ISHARES TR 12,384.0 $1.3M 0.24% NEW $107.62 -2.1%
78 USMV ISHARES TR 13,205.0 $1.3M 0.23% NEW $96.46 +4.9%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 4,501.0 $1.3M 0.23% NEW $280.17 -15.9%
80 IJR ISHARES TR 8,562.0 $1.3M 0.23% NEW $146.80 +0.3%
Page 4 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%