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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 40 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CRWV COREWEAVE INC Technology 390.0 $39K 0.01% NEW $99.54 -11.6%
782 DASH DOORDASH INC Communication Services 207.0 $38K 0.01% NEW $184.53 +28.4%
783 HPQ HP INC Technology 1,733.0 $38K 0.01% NEW $21.94 +39.1%
784 NTRA NATERA INC Healthcare 140.0 $38K 0.01% NEW $271.45 +24.7%
785 USIG ISHARES TR 739.0 $38K 0.01% NEW $51.29 -1.5%
786 CGMM CAPITAL GROUP EQUITY ETF TR 1,147.0 $38K 0.01% NEW $32.97 +0.6%
787 BCI ABRDN ETFS 1,673.0 $37K 0.01% NEW $22.34 +13.1%
788 IAGG ISHARES TR 735.0 $37K 0.01% NEW $50.62 -1.5%
789 IRM IRON MTN INC DEL Real Estate 292.0 $37K 0.01% NEW $126.31 -3.9%
790 CHRW C H ROBINSON WORLDWIDE IN Industrials 195.0 $37K 0.01% NEW $188.34 -19.4%
791 FDX FEDEX CORP Industrials 117.0 $37K 0.01% NEW $313.13 +7.3%
792 ISCF ISHARES TR 834.0 $36K 0.01% NEW $43.27 +6.5%
793 IEF ISHARES TR 380.0 $36K 0.01% NEW $94.57 -1.3%
794 BLACKROCK ETF TRUST 623.0 $36K 0.01% NEW $57.67
795 SPOT SPOTIFY TECHNOLOGY S A Communication Services 78.0 $36K 0.01% NEW $459.13 +19.8%
796 MTCH MATCH GROUP INC NEW Communication Services 933.0 $36K 0.01% NEW $38.05 +10.6%
797 SPTI SPDR SERIES TRUST 1,246.0 $35K 0.01% NEW $28.39 -0.8%
798 CGBL CAPITAL GROUP CORE BALANCED 928.0 $35K 0.01% NEW $37.96 +0.9%
799 OUTFRONT MEDIA INC 1,075.0 $35K 0.01% NEW $32.76
800 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,645.0 $35K 0.01% NEW $21.40 +0.8%
Page 40 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%