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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 5 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 9,768.0 $1.3M 0.23% NEW $128.50 +18.7%
82 BNDX VANGUARD CHARLOTTE FDS 25,786.0 $1.2M 0.23% NEW $48.43 -1.6%
83 OHI OMEGA HEALTHCARE INVS INC Real Estate 25,970.0 $1.2M 0.23% NEW $47.68 -2.2%
84 SCHZ SCHWAB STRATEGIC TR 53,079.0 $1.2M 0.22% NEW $23.13 -1.6%
85 JMUB J P MORGAN EXCHANGE TRADED F 24,152.0 $1.2M 0.22% NEW $50.66 -1.9%
86 CSCO CISCO SYS INC Technology 10,505.0 $1.2M 0.22% NEW $115.49 -3.9%
87 SYF SYNCHRONY FINANCIAL Financial Services 15,804.0 $1.2M 0.22% NEW $76.05 +4.5%
88 PG PROCTER & GAMBLE CO Consumer Defensive 8,154.0 $1.2M 0.22% NEW $146.64 -1.3%
89 AMAT APPLIED MATLS INC Technology 1,626.0 $1.2M 0.21% NEW $722.80 -31.9%
90 WPM WHEATON PRECIOUS METALS CORP Basic Materials 10,398.0 $1.2M 0.21% NEW $112.32 +40.5%
91 VTEB VANGUARD MUN BD FDS 23,019.0 $1.2M 0.21% NEW $50.58 -2.1%
92 CCJ CAMECO CORP Energy 11,399.0 $1.2M 0.21% NEW $101.86 +0.6%
93 D DOMINION ENERGY INC Utilities 16,892.0 $1.2M 0.21% NEW $68.29 -2.5%
94 EQT EQT CORP Energy 21,619.0 $1.1M 0.21% NEW $53.17 +1.0%
95 V VISA INC Financial Services 3,302.0 $1.1M 0.21% NEW $343.11 +8.1%
96 TDTT FLEXSHARES TR 46,399.0 $1.1M 0.20% NEW $23.91 -1.3%
97 IWF ISHARES TR 8,926.0 $1.1M 0.20% NEW $124.12 -1.4%
98 NEE NEXTERA ENERGY INC Utilities 12,578.0 $1.1M 0.20% NEW $87.77 -4.7%
99 VIG VANGUARD SPECIALIZED FUNDS 4,632.0 $1.1M 0.20% NEW $234.07 +4.2%
100 CVX CHEVRON CORPORATION Energy 6,527.0 $1.1M 0.20% NEW $165.76 +23.8%
Page 5 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%