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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 9 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VENTURE GLOBAL INC 58,600.0 $652K 0.12% NEW $11.13
162 FIXD FIRST TR EXCHNG TRADED FD VI 14,954.0 $652K 0.12% NEW $43.61 -1.7%
163 DFAC DIMENSIONAL ETF TRUST 14,462.0 $642K 0.12% NEW $44.36 +2.5%
164 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,017.0 $640K 0.12% NEW $317.53 -8.6%
165 RDVY FIRST TR EXCHANGE TRADED FD 7,898.0 $640K 0.12% NEW $81.06 +1.4%
166 INSW INTERNATIONAL SEAWAYS INC Energy 8,260.0 $633K 0.12% NEW $76.59 +30.8%
167 MGK VANGUARD WORLD FD 7,195.0 $633K 0.12% NEW $87.91 +0.9%
168 VXF VANGUARD INDEX FDS 2,561.0 $631K 0.12% NEW $246.21 -1.0%
169 SCHX SCHWAB STRATEGIC TR 21,391.0 $630K 0.12% NEW $29.43 +2.5%
170 DNOW DNOW INC Energy 48,400.0 $628K 0.12% NEW $12.97 +20.4%
171 EUSB ISHARES TR 14,184.0 $616K 0.11% NEW $43.45 -1.3%
172 APH AMPHENOL CORP Technology 3,474.0 $613K 0.11% NEW $176.32 -13.1%
173 VLUE ISHARES TR 2,999.0 $599K 0.11% NEW $199.79 -0.0%
174 LRCX LAM RESEARCH CORP Technology 1,381.0 $598K 0.11% NEW $433.33 -29.1%
175 IWO ISHARES TR 1,516.0 $597K 0.11% NEW $393.96 -2.5%
176 XMHQ INVESCO EXCHANGE TRADED FD T 5,281.0 $596K 0.11% NEW $112.87 +5.0%
177 NULV NUSHARES ETF TR 11,912.0 $595K 0.11% NEW $49.99 +6.9%
178 SLYG SPDR SERIES TRUST 4,959.0 $591K 0.11% NEW $119.13 -2.9%
179 GE GE AEROSPACE Industrials 1,570.0 $587K 0.11% NEW $373.63 -8.7%
180 EMLC VANECK ETF TRUST 22,913.0 $586K 0.11% NEW $25.56 +1.1%
Page 9 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%