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 101–150 of 1,799
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TJX | TJX COS INC NEW COM | 4K | $500K+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 4K | $500K+ | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 22K | $500K+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 733 | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6K | $500K+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 10K | $500K+ | SH |
| PSX | PHILLIPS 66 COM | 4K | $500K+ | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 20K | $500K+ | SH |
| MO | ALTRIA GROUP INC COM | 9K | $500K+ | SH |
| APH | AMPHENOL CORP CL A | 4K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 5K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 3K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 7K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 2K | $500K+ | SH |
| B | BARRICK MNG CORP COM SHS | 12K | $500K+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 7K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 11K | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 6K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 2K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 7K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC COM | 2K | $100K–$500K | SH |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | 19K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 4K | $100K–$500K | SH |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | 3K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4K | $100K–$500K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 8K | $100K–$500K | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 10K | $100K–$500K | SH |
| KLAC | KLA CORP COM NEW | 361 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 754 | $100K–$500K | SH |
| FNV | FRANCO NEV CORP COM | 2K | $100K–$500K | SH |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 876 | $100K–$500K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 18K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 2K | $100K–$500K | SH |
| AGI | ALAMOS GOLD INC COM CL A | 11K | $100K–$500K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 2K | $100K–$500K | SH |
| GIB | CGI INC CL A SUB VTG | 4K | $100K–$500K | SH |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | 19K | $100K–$500K | SH |
| USCI | UNITED STATES COMMODITY INDEX FUND | 5K | $100K–$500K | SH |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 11K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 6K | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 3K | $100K–$500K | SH |
| SMIZ | ZACKS SMALL/MID CAP ETF | 10K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 1K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC COM | 980 | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC COM | 2K | $100K–$500K | SH |