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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 6 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF SELECT SECTOR SPDR TR 20,222.0 $1.1M 0.20% NEW $53.29 +9.3%
102 AEM AGNICO EAGLE MINES LTD Basic Materials 6,889.0 $1.1M 0.20% NEW $155.13 +40.5%
103 VXUS VANGUARD STAR FDS 12,270.0 $1.0M 0.19% NEW $85.49 +2.0%
104 MBB ISHARES TR 11,042.0 $1.0M 0.19% NEW $94.52 -1.3%
105 SCHO SCHWAB STRATEGIC TR 42,434.0 $1.0M 0.19% NEW $24.14 -0.2%
106 ZECP ZACKS TRUST 27,082.0 $1.0M 0.19% NEW $37.74 +1.5%
107 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,881.0 $1.0M 0.19% NEW $541.83 -5.3%
108 BINC BLACKROCK ETF TRUST II 19,417.0 $1.0M 0.19% NEW $52.34 -0.6%
109 WDC WESTERN DIGITAL CORP Technology 1,579.0 $1.0M 0.18% NEW $638.72 -31.8%
110 MA MASTERCARD INCORPORATED Financial Services 1,953.0 $1.0M 0.18% NEW $513.65 +16.8%
111 BERKSHIRE HATHAWAY INC DEL 2,069.0 $1.0M 0.18% NEW $484.29
112 TJX TJX COS INC NEW Consumer Cyclical 6,530.0 $989K 0.18% NEW $151.50 -7.1%
113 IVW ISHARES TR 7,159.0 $985K 0.18% NEW $137.53 +0.3%
114 FRO FRONTLINE PLC Energy 28,006.0 $974K 0.18% NEW $34.79 +26.6%
115 DYNF BLACKROCK ETF TRUST 14,109.0 $960K 0.17% NEW $68.01 +1.2%
116 KO COCA COLA CO Consumer Defensive 11,763.0 $956K 0.17% NEW $81.27 +13.2%
117 SGDM SPROTT ETF TRUST 14,758.0 $928K 0.17% NEW $62.87 +37.1%
118 VBR VANGUARD INDEX FDS 3,797.0 $923K 0.17% NEW $242.99 +2.2%
119 ABBV ABBVIE INC Healthcare 3,665.0 $922K 0.17% NEW $251.61 +5.1%
120 SPHY SPDR SERIES TRUST 38,564.0 $904K 0.17% NEW $23.44 -0.6%
Page 6 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%