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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 45 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 STE STERIS PLC Healthcare 129.0 $27K 0.01% NEW $210.57 +11.1%
882 DBX DROPBOX INC Technology 982.0 $27K 0.01% NEW $27.47 +27.5%
883 NWS NEWS CORP NEW 960.0 $27K 0.01% NEW $28.06
884 TWLO TWILIO INC Communication Services 130.0 $27K 0.01% NEW $206.33 +15.7%
885 ES EVERSOURCE ENERGY Utilities 371.0 $27K 0.01% NEW $72.27 -2.5%
886 OXY OCCIDENTAL PETE CORP Energy 549.0 $27K 0.01% NEW $48.57 +20.1%
887 KR KROGER CO Consumer Defensive 478.0 $27K 0.01% NEW $55.53 +3.2%
888 VEGN ETF SER SOLUTIONS 322.0 $26K 0.01% NEW $82.26 -5.1%
889 GDDY GODADDY INC Technology 311.0 $26K 0.01% NEW $84.88 +14.9%
890 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 320.0 $26K 0.01% NEW $82.40 -5.1%
891 CIBR FIRST TR EXCHANGE-TRADED FD 293.0 $26K 0.01% NEW $89.85 +11.1%
892 BUFD FIRST TR EXCHNG TRADED FD VI 885.0 $26K 0.01% NEW $29.72 +1.9%
893 BSCT INVESCO EXCH TRD SLF IDX FD 1,405.0 $26K 0.01% NEW $18.58 -0.4%
894 ROBO EXCHANGE TRADED CONCEPTS TRU 302.0 $26K 0.01% NEW $85.66 -4.7%
895 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 95.0 $26K 0.01% NEW $271.95 -12.1%
896 FNDX SCHWAB STRATEGIC TR 829.0 $26K 0.01% NEW $31.10 +4.1%
897 NKE NIKE INC Consumer Cyclical 625.0 $26K 0.01% NEW $41.04 -6.0%
898 VIRT VIRTU FINL INC Financial Services 429.0 $26K 0.01% NEW $59.57 +10.6%
899 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,018.0 $26K 0.01% NEW $25.06 +14.9%
900 JIRE J P MORGAN EXCHANGE TRADED F 309.0 $25K 0.01% NEW $82.49 +2.7%
Page 45 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%