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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 42 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 R RYDER SYS INC Industrials 123.0 $32K 0.01% NEW $263.77 -5.4%
822 DFNM DIMENSIONAL ETF TRUST 671.0 $32K 0.01% NEW $48.34 -1.5%
823 EBND SPDR SERIES TRUST 1,549.0 $32K 0.01% NEW $20.92 +1.6%
824 UNM UNUM GROUP Financial Services 362.0 $32K 0.01% NEW $89.40 +2.4%
825 IPAC ISHARES TR 395.0 $32K 0.01% NEW $81.93 +4.1%
826 VGK VANGUARD INTL EQUITY INDEX F 365.0 $32K 0.01% NEW $88.65 +4.6%
827 LIBERTY MEDIA CORP DEL 338.0 $32K 0.01% NEW $95.14
828 DOX AMDOCS LTD Technology 635.0 $32K 0.01% NEW $50.54 +23.2%
829 NVO NOVO-NORDISK A S Healthcare 662.0 $32K 0.01% NEW $47.94 -1.6%
830 URI UNITED RENTALS INC Industrials 28.0 $32K 0.01% NEW $1132.89 -6.6%
831 DOW DOW HLDGS INC Basic Materials 1,156.0 $32K 0.01% NEW $27.37 +10.8%
832 CGIC CAPITAL GROUP INTERNATIONAL 869.0 $32K 0.01% NEW $36.39 +2.1%
833 CGBD CARLYLE SECURED LENDING INC Financial Services 3,000.0 $32K 0.01% NEW $10.53 +7.6%
834 BUFZ FIRST TR EXCHNG TRADED FD VI 1,126.0 $31K 0.01% NEW $27.93 +1.8%
835 TDVG T ROWE PRICE EXCHANGE-TRADED 640.0 $31K 0.01% NEW $49.03 +2.3%
836 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 107.0 $31K 0.01% NEW $293.18 +4.6%
837 ORACLE CORP 691.0 $31K 0.01% NEW $44.95
838 INTU INTUIT Technology 119.0 $31K 0.01% NEW $261.00 +32.5%
839 GSLC GOLDMAN SACHS ETF TR 218.0 $31K 0.01% NEW $141.89 +3.2%
840 QQQM INVESCO EXCH TRADED FD TR II 101.0 $31K 0.01% NEW $302.35 -3.1%
Page 42 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%