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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 8 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSX PHILLIPS 66 Energy 4,530.0 $766K 0.14% NEW $169.05 +42.9%
142 DFUV DIMENSIONAL ETF TRUST 13,817.0 $760K 0.14% NEW $55.01 +4.2%
143 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.14% NEW $748850.00
144 MINT PIMCO ETF TR 7,390.0 $745K 0.14% NEW $100.81 -0.1%
145 VGT VANGUARD WORLD FD 6,233.0 $745K 0.14% NEW $119.52 -2.3%
146 IWM ISHARES TR 2,476.0 $744K 0.14% NEW $300.40 -0.6%
147 VOT VANGUARD INDEX FDS 2,429.0 $743K 0.14% NEW $305.75 -1.1%
148 MO ALTRIA GROUP INC Consumer Defensive 10,177.0 $732K 0.13% NEW $71.95 -4.8%
149 DFAU DIMENSIONAL ETF TRUST 13,882.0 $718K 0.13% NEW $51.69 +2.4%
150 OLN OLIN CORP Basic Materials 35,788.0 $709K 0.13% NEW $19.82 -10.1%
151 SEABRIDGE GOLD INC 27,300.0 $703K 0.13% NEW $25.74
152 RNR RENAISSANCERE HLDGS LTD Financial Services 2,206.0 $699K 0.13% NEW $316.90 +4.0%
153 BAI BLACKROCK ETF TRUST 12,962.0 $683K 0.12% NEW $52.72 -18.1%
154 TRX GOLD CORPORATION 822,000.0 $678K 0.12% NEW $0.82
155 ORCL ORACLE CORP Technology 4,626.0 $678K 0.12% NEW $146.55 -2.1%
156 VB VANGUARD INDEX FDS 2,487.0 $676K 0.12% NEW $271.65 +11.5%
157 RIO RIO TINTO PLC Basic Materials 7,026.0 $667K 0.12% NEW $94.93 +10.2%
158 UAL UNITED AIRLS HLDGS INC Industrials 4,855.0 $660K 0.12% NEW $135.99 -16.4%
159 GEV GE VERNOVA INC Utilities 557.0 $654K 0.12% NEW $1174.93 -19.7%
160 CORN TEUCRIUM COMMODITY TR Financial Services 39,000.0 $653K 0.12% NEW $16.75 +15.5%
Page 8 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%