CIK 2056510
Rossby Financial, LCC
Institutional 13F holdings & portfolio
Holdings
1,799
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 1,799
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BX | BLACKSTONE INC COM | 400 | $50K–$100K | SH |
| CASY | CASEYS GEN STORES INC COM | 111 | $50K–$100K | SH |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3 | 2K | $50K–$100K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 717 | $50K–$100K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 1K | $50K–$100K | SH |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 908 | $50K–$100K | SH |
| ARGX | ARGENX SE SPONSORED ADR | 71 | $50K–$100K | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2K | $50K–$100K | SH |
| PLD | PROLOGIS INC. COM | 467 | $50K–$100K | SH |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 1K | $50K–$100K | SH |
| MBB | ISHARES MBS ETF | 617 | $50K–$100K | SH |
| CPK | CHESAPEAKE UTILS CORP COM | 465 | $50K–$100K | SH |
| VTR | VENTAS INC COM | 729 | $50K–$100K | SH |
| MTB | M & T BK CORP COM | 278 | $50K–$100K | SH |
| PH | PARKER-HANNIFIN CORP COM | 63 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 156 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 198 | $50K–$100K | SH |
| WCC | WESCO INTL INC COM | 222 | $50K–$100K | SH |
| GM | GENERAL MTRS CO COM | 661 | $50K–$100K | SH |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 1K | $50K–$100K | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 1K | $50K–$100K | SH |
| GLW | CORNING INC COM | 610 | $50K–$100K | SH |
| DDOG | DATADOG INC CL A COM | 379 | $50K–$100K | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 3K | $50K–$100K | SH |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 678 | $50K–$100K | SH |
| TGT | TARGET CORP COM | 520 | $50K–$100K | SH |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | 968 | $50K–$100K | SH |
| NKE | NIKE INC CL B | 793 | $50K–$100K | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 219 | $50K–$100K | SH |
| SRCE | 1ST SOURCE CORP COM | 806 | $50K–$100K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 3K | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 432 | $50K–$100K | SH |
| DOX | AMDOCS LTD SHS | 620 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 64 | $15K–$50K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 124 | $15K–$50K | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 1K | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 232 | $15K–$50K | SH |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 272 | $15K–$50K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 228 | $15K–$50K | SH |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 391 | $15K–$50K | SH |
| NET | CLOUDFLARE INC CL A COM | 244 | $15K–$50K | SH |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 986 | $15K–$50K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 338 | $15K–$50K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 2K | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 421 | $15K–$50K | SH |
| APP | APPLOVIN CORP COM CL A | 70 | $15K–$50K | SH |
| AYI | ACUITY INC COM | 130 | $15K–$50K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1K | $15K–$50K | SH |
| SNPS | SYNOPSYS INC COM | 99 | $15K–$50K | SH |
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | 692 | $15K–$50K | SH |