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 551–600 of 1,799
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC COM | 110 | $15K–$50K | SH |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 627 | $15K–$50K | SH |
| O | REALTY INCOME CORP COM | 819 | $15K–$50K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 286 | $15K–$50K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 641 | $15K–$50K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 176 | $15K–$50K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 161 | $15K–$50K | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 317 | $15K–$50K | SH |
| FDS | FACTSET RESH SYS INC COM | 156 | $15K–$50K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 2K | $15K–$50K | SH |
| HWM | HOWMET AEROSPACE INC COM | 219 | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 2K | $15K–$50K | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 1K | $15K–$50K | SH |
| KHC | KRAFT HEINZ CO COM | 2K | $15K–$50K | SH |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 1K | $15K–$50K | SH |
| DASH | DOORDASH INC CL A | 194 | $15K–$50K | SH |
| NXTG | FIRST TRUST INDXX NEXTG ETF | 400 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 167 | $15K–$50K | SH |
| AIVI | WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND | 815 | $15K–$50K | SH |
| PRN | INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF | 242 | $15K–$50K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 917 | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 140 | $15K–$50K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 838 | $15K–$50K | SH |
| EQIX | EQUINIX INC COM | 55 | $15K–$50K | SH |
| AON | AON PLC SHS CL A | 119 | $15K–$50K | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 410 | $15K–$50K | SH |
| JMSI | JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF | 812 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY COM | 596 | $15K–$50K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 628 | $15K–$50K | SH |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 336 | $15K–$50K | SH |
| RINT | INTERNATIONAL DEVELOPED EQUITY ETF | 1K | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 127 | $15K–$50K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 424 | $15K–$50K | SH |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 817 | $15K–$50K | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 365 | $15K–$50K | SH |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 531 | $15K–$50K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 120 | $15K–$50K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 372 | $15K–$50K | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 426 | $15K–$50K | SH |
| GDDY | GODADDY INC CL A | 307 | $15K–$50K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 523 | $15K–$50K | SH |
| FAST | FASTENAL CO COM | 930 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC COM | 237 | $15K–$50K | SH |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | 643 | $15K–$50K | SH |
| HPQ | HP INC COM | 2K | $15K–$50K | SH |
| COLB | COLUMBIA BKG SYS INC COM | 1K | $15K–$50K | SH |
| MET | METLIFE INC COM | 462 | $15K–$50K | SH |
| BP | BP PLC SPONSORED ADR | 1K | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC COM | 272 | $15K–$50K | SH |
| OKLO | OKLO INC COM CL A | 500 | $15K–$50K | SH |