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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 7 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWY ISHARES TR 3,057.0 $888K 0.16% NEW $290.60 -2.8%
122 VWO VANGUARD INTL EQUITY INDEX F 14,913.0 $879K 0.16% NEW $58.95 +1.6%
123 SPYV SPDR SERIES TRUST 14,301.0 $869K 0.16% NEW $60.79 +4.7%
124 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 928.0 $868K 0.16% NEW $935.47 +2.6%
125 SLV ISHARES SILVER TR Financial Services 16,193.0 $866K 0.16% NEW $53.47 +16.6%
126 BSV VANGUARD BD INDEX FDS 10,962.0 $854K 0.16% NEW $77.92 -0.4%
127 IEUR ISHARES TR 11,289.0 $849K 0.15% NEW $75.17 +4.2%
128 ESGU ISHARES TR 5,183.0 $848K 0.15% NEW $163.68 +2.2%
129 SILJ AMPLIFY ETF TR 32,370.0 $839K 0.15% NEW $25.92 +22.9%
130 SPHQ INVESCO EXCHANGE TRADED FD T 9,258.0 $834K 0.15% NEW $90.10 -5.2%
131 FOXA FOX CORP Communication Services 15,831.0 $826K 0.15% NEW $52.16 +32.9%
132 VEU VANGUARD INTL EQUITY INDEX F 9,813.0 $822K 0.15% NEW $83.75 +1.6%
133 VZ VERIZON COMMUNICATIONS INC Communication Services 19,156.0 $811K 0.15% NEW $42.34 +17.7%
134 BWXT BWX TECHNOLOGIES INC Industrials 4,155.0 $809K 0.15% NEW $194.64 -22.0%
135 MCD MCDONALDS CORP Consumer Cyclical 2,948.0 $797K 0.15% NEW $270.35 +0.6%
136 NULG NUSHARES ETF TR 6,776.0 $793K 0.14% NEW $117.06 -3.2%
137 EFV ISHARES TR 10,282.0 $787K 0.14% NEW $76.55 +7.3%
138 VBK VANGUARD INDEX FDS 2,152.0 $787K 0.14% NEW $365.70 -2.9%
139 T AT&T INC Communication Services 37,597.0 $778K 0.14% NEW $20.70 +23.3%
140 XLV SELECT SECTOR SPDR TR 4,936.0 $777K 0.14% NEW $157.41 +10.8%
Page 7 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%