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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 18 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SBS COMPANHIA DE SANEAMENTO BASI Utilities 43,181.0 $250K 0.05% NEW $5.78 -8.5%
342 JEPI J P MORGAN EXCHANGE TRADED F 4,416.0 $249K 0.05% NEW $56.48 -0.4%
343 WEAT TEUCRIUM COMMODITY TR Financial Services 11,250.0 $248K 0.04% NEW $22.03 +19.2%
344 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,285.0 $247K 0.04% NEW $57.62 +8.8%
345 TLH ISHARES TR 2,452.0 $246K 0.04% NEW $100.36 -4.5%
346 IPI INTREPID POTASH INC Basic Materials 7,500.0 $246K 0.04% NEW $32.78 +20.3%
347 HSY HERSHEY CO Consumer Defensive 1,397.0 $245K 0.04% NEW $175.48 -3.7%
348 PWZ INVESCO EXCH TRADED FD TR II 9,893.0 $242K 0.04% NEW $24.51 -6.0%
349 BLACKROCK ETF TRUST 3,020.0 $242K 0.04% NEW $80.15
350 WM WASTE MGMT INC DEL Industrials 1,080.0 $241K 0.04% NEW $222.88 -4.2%
351 XLY SELECT SECTOR SPDR TR 2,078.0 $240K 0.04% NEW $115.69 -3.5%
352 IWR ISHARES TR 2,166.0 $239K 0.04% NEW $110.32 -1.4%
353 AXON AXON ENTERPRISE INC Industrials 425.0 $238K 0.04% NEW $560.61 -19.2%
354 NOC NORTHROP GRUMMAN CORP Industrials 462.0 $235K 0.04% NEW $509.39 +3.1%
355 MFC MANULIFE FINL CORP Financial Services 5,794.0 $235K 0.04% NEW $40.51 +8.7%
356 GDX VANECK ETF TRUST 3,095.0 $234K 0.04% NEW $75.45 +26.9%
357 PCAR PACCAR INC Industrials 1,931.0 $232K 0.04% NEW $120.12 -2.2%
358 BGRN ISHARES TR 4,882.0 $232K 0.04% NEW $47.47 -2.4%
359 UEC URANIUM ENERGY CORP Energy 21,500.0 $229K 0.04% NEW $10.66 -4.6%
360 WPC WP CAREY INC Real Estate 3,169.0 $227K 0.04% NEW $71.49 -6.7%
Page 18 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%