Rossby Financial, LCC
All 13F Filings
- Location
- Melbourne, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 547,125
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 2,144 | 547,125 | 13F-HR | Rossby Financial, LCC |
| Q1 2026 | 5/11/2026 | 2,271 | 489,432 | 13F-HR | Rossby Financial, LCC |
| Q4 2025 | 2/12/2026 | 1,812 | 324,198 | 13F-HR | Rossby Financial, LCC |
| Q3 2025 | 11/10/2025 | 1,481 | 306,798 | 13F-HR | Rossby Financial, LCC |
| Q2 2025 | 8/1/2025 | 1,245 | 270,906 | 13F-HR | Rossby Financial, LCC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 216.9 K | 39.7% | 43.98 K | 0 | 43.98 K |
| ETFs | 320.8 K | 58.7% | 15.06 K | 0 | 15.06 K |
| Debt | 8.757 K | 1.6% | 8.757 K | 0 | 8.757 K |
| Other | 358 | 0.1% | 358 | 0 | 358 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
547,125
Holdings
2144
QoQ value change ($000)
57,693
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.