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Rossby Financial, LCC

hedge fundUpdated 39 days ago

Managed by Rossby Financial, Lcc • Latest filing Q2 2026

Portfolio value
$547.1M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
100.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$161.6M
Q1 2025$237.1M
Q2 2025$270.9M
Q3 2025$306.8M
Q4 2025$324.2M
Q1 2026$489.4M
Q2 2026$547.1M

Top holdings

2,144 positions as of Q2 2026

View filing
?
1.N/A

MORGAN STANLEY ETF TRUST

Value
$33.6M
Shares
395.2K
% Port
6.14%
?
2.N/A

MORGAN STANLEY ETF TRUST

Value
$23M
Shares
243.0K
% Port
4.20%
?
3.N/A

ISHARES TR

Value
$12.5M
Shares
136.4K
% Port
2.29%
F

EA SERIES TRUST

Value
$12.4M
Shares
170.5K
% Port
2.27%
S

SCHWAB STRATEGIC TR

Value
$11.3M
Shares
332.5K
% Port
2.06%
N

NVIDIA CORPORATION

Value
$10.2M
Shares
50.7K
% Port
1.86%
A

APPLE INC

Value
$9.7M
Shares
33.6K
% Port
1.77%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

Value
$8.6M
Shares
11.5K
% Port
1.56%
V

VANGUARD INDEX FDS

Value
$8.1M
Shares
11.8K
% Port
1.48%
E
10.ETHA

ISHARES TR

Value
$7.1M
Shares
148.8K
% Port
1.29%
H
11.HODL

VANECK ETF TRUST

Value
$7.1M
Shares
292.1K
% Port
1.29%
V
12.VGES

VANGUARD BD INDEX FDS

Value
$6.9M
Shares
90.1K
% Port
1.26%
E
13.ETHA

ISHARES TR

Value
$6.8M
Shares
9.2K
% Port
1.24%
M
14.MSFT

MICROSOFT CORP

Value
$6.2M
Shares
16.7K
% Port
1.14%
V
15.VGES

VANGUARD INDEX FDS

Value
$6M
Shares
62.5K
% Port
1.10%
E
16.ETHA

ISHARES TR

Value
$5.9M
Shares
27.1K
% Port
1.09%
V
17.VGES

VANGUARD WORLD FD

Value
$5.7M
Shares
25.1K
% Port
1.03%
S

SPDR SERIES TRUST

Value
$5.5M
Shares
62.2K
% Port
1.00%
A
19.AMZN

AMAZON COM INC

Value
$5.2M
Shares
21.9K
% Port
0.95%
?
20.N/A

SCHWAB STRATEGIC TR

Value
$5.1M
Shares
167.0K
% Port
0.93%

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