Rossby Financial, Lcc (CIK: 0002056510) is a financial institution headquartered at 2412 Irwin Street, , Melbourne, Florida 32901. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $547.12 M, comprising 2,144 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 25.2%. Quarterly turnover: 10.9%. ▲ 149 new, +800 added, −797 reduced, ×214 exited.

Top Buys

Q2 2026

1. SCHG Schwab Us Large-Cap Growth Etf

+$4.9 M

2. VUG Vanguard Growth Etf

+$4.82 M

3. CVIE Calvert International Responsible Index Etf

+$2.93 M

4. BPRE Bluerock Private Real Estate Fund

+$2.76 M

5. CVLC Calvert Us Large-Cap Core Responsible Index Etf

+$2.24 M

Top Sells

Q2 2026

1. SGOV Ishares 0-3 Month Treasury Bond Etf

−$2.56 M

2. GOOG Alphabet

−$1.84 M

3. VYM Vanguard High Dividend Yield Index Etf

−$1.79 M

4. VCIT Vanguard Intermediate-Term Corporate Bond Etf

−$848,144.89

5. IUSB Ishares Core Total Usd Bond Market Etf

−$603,831.68

Stocks/ETFs

+16.67%

$541.21 M 98.92%

Options

$0 0.00%

Debt

+54.89%

$231,736 0.04%

Other

-61.19%

$5.68 M 1.04%

Name	Shares	Market Value	Weight	Change	Activity
Calvert International Responsible Index Etf ETF-CVIE	395,225	$33.6 M	6.14%	▲ 34,505	Add 9.6%
Calvert Us Large-Cap Core Responsible Index Etf ETF-CVLC	242,957	$22.95 M	4.20%	▲ 23,762	Add 10.8%
Ishares Russell 2500 Etf ETF-SMMD	136,447	$12.5 M	2.29%	▲ 10,233	Add 8.1%
Freedom 100 Emerging Markets Etf ETF-FRDM	170,469	$12.43 M	2.27%	▲ 6,045	Add 3.7%
Schwab Us Large-Cap Growth Etf ETF-SCHG	332,494	$11.25 M	2.06%	▲ 144,761	Add 77.1%
Nvidia Corporation NVDA	50,737	$10.15 M	1.86%	▲ 4,348	Add 9.4%
Apple AAPL	33,562	$9.71 M	1.78%	▲ 4,366	Add 15.0%
Spdr S&P 500 Etf Trust ETF-SPY	11,454	$8.55 M	1.56%	▼ 132	Reduce -1.1%
Vanguard S&P 500 Etf ETF-VOO	11,821	$8.12 M	1.48%	▼ 483	Reduce -3.9%
Ishares Esg Aware Us Aggregate Bond Etf ETF-EAGG	148,835	$7.06 M	1.29%	▲ 29,528	Add 24.8%

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Rossby Financial, Lcc's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Rossby Financial, Lcc each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Rossby Financial, Lcc Quarterly 13F Statistics

Discover detailed insights into Rossby Financial, Lcc’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Rossby Financial, Lcc's All 13F Filings

This section lists all SEC Form 13F filings submitted by Rossby Financial, Lcc.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Rossby Financial, Lcc 13F Filings, Portfolio & Analysis

Rossby Financial, Lcc — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Rossby Financial, Lcc's Portfolio

Rossby Financial, Lcc Quarterly 13F Statistics

Rossby Financial, Lcc's All 13F Filings

Insider Trading Activity (SEC Form 4)