Arkolith/Funds/Rossby Financial, LCC

Rossby Financial, LCC

CIK 2056510
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Rossby Financial, LCC holds a diversified book of 2144 stocks worth $547.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Seabridge Gold Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Cal Intl Responsible Index at 6% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Rossby Financial, LCC's latest
holdings, largest changes, and filing provenance.
Opened
119
new positions
Added to
818
existing
Trimmed
811
reduced
Sold out
232
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.3%
+17.2%/yr · since Nov '25
Their reported book
+10.8%
held from quarter-end
S&P 500
+13.8%
same window
$9K$10K$10K$11K$12KNov '25Dec '25Feb '26Apr '26Jun '26Aug '26
Rossby Financial, LCC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.5 points over this window.

Growth of $10,000 cloning Rossby Financial, LCC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
25%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
12%
Financials
5%
Industrials
3%
Consumer Discretionary
3%
Materials
3%
Health Care
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rossby Financial, LCC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$564.3B
ENVESTNET ASSET MANAGEMENT INC80 / 80$123.9B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$21.5B
OSAIC HOLDINGS, INC.80 / 80$20.3B
LPL Financial LLC79 / 80$106.4B
Cetera Investment Advisers79 / 80$29.3B
ROYAL BANK OF CANADA78 / 80$154.9B
Kestra Advisory Services, LLC78 / 80$9.1B

Ranked by how many of Rossby Financial, LCC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,144 positions
#SecurityValueShares% PortLast moveHistory
1Morgan Stanley ETF Trust
CALVE INDEX ETF
$33.6M395.2K
6.1%
+9.6%
Added · +35K sh
2Morgan Stanley ETF Trust
CALVERT US LARCP
$23.0M243.0K
4.2%
+11%
Added · +24K sh
3Ishares TR
RUSEL 2500 ETF
$12.5M136.4K
2.3%
+8.1%
Added · +10K sh
4Ea Series Trust
FREEDOM 100 EM
$12.4M170.5K
2.3%
+3.7%
Added · +6K sh
5Schwab Strategic TR
US LCAP GR ETF
$11.3M332.5K
2.1%
+77%
Added · +145K sh
6Nvidia Corporation
COM
$10.2M50.7K
1.9%
+9.4%
Added · +4K sh
7Apple Inc
COM
$9.7M33.6K
1.8%
+15%
Added · +4K sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$8.6M11.5K
1.6%
−1.1%
Reduced · −132 sh
9Vanguard Index FDS
S&P 500 ETF SHS
$8.1M11.8K
1.5%
−3.9%
Reduced · −483 sh
10Ishares TR
ESG AWR US AGRGT
$7.1M148.8K
1.3%
+25%
Added · +30K sh
11Vaneck ETF Trust
GREEN BOND ETF
$7.1M292.1K
1.3%
+10%
Added · +27K sh
12Vanguard BD Index FDS
INTERMED TERM
$6.9M90.1K
1.3%
−3.2%
Reduced · −3K sh
13Ishares TR
CORE S&P500 ETF
$6.8M9.2K
1.2%
+21%
Added · +2K sh
14Microsoft Corp
COM
$6.2M16.7K
1.1%
+14%
Added · +2K sh
15Vanguard Index FDS
GROWTH ETF
$6.0M62.5K
1.1%
+400%
Added · +50K sh
16Ishares TR
MSCI USA QLT FCT
$5.9M27.1K
1.1%
+0.2%
Added · +44 sh
17Vanguard World FD
CONSUM STP ETF
$5.7M25.1K
1.0%
−0.8%
Reduced · −213 sh
18SPDR Series Trust
ST STR P500ETF
$5.5M62.2K
1.0%
+52%
Added · +21K sh
19Amazon Com Inc
COM
$5.2M21.9K
1.0%
+22%
Added · +4K sh
20Schwab Strategic TR
FUNDAMENTAL US B
$5.1M167.0K
0.9%
−0.7%
Reduced · −1K sh
21Ishares TR
CORE S&P MCP ETF
$5.1M65.8K
0.9%
+2.8%
Added · +2K sh
22Alphabet Inc
CAP STK CL A
$5.0M14.0K
0.9%
+7.3%
Added · +957 sh
23SPDR Index SHS FDS
ST STR PO EX ETF
$4.5M89.8K
0.8%
+13%
Added · +10K sh
24Ishares TR
IBOXX HI YD ETF
$4.5M55.8K
0.8%
−0.2%
Reduced · −114 sh
25Schwab Strategic TR
FUNDAMENTAL INTL
$4.1M77.1K
0.7%
+27%
Added · +16K sh
26Nushares ETF TR
NUVEEN ESG SMLCP
$4.0M77.3K
0.7%
+2.2%
Added · +2K sh
27Alphabet Inc
CAP STK CL C
$3.9M10.9K
0.7%
−32%
Reduced · −5K sh
28Ea Series Trust
ALPHA ARCH 1-3
$3.8M32.1K
0.7%
+31%
Added · +8K sh
29Sprott Asset Management LP
PHYSICAL SILVER
$3.7M194.2K
0.7%
−0.9%
Reduced · −2K sh
30Ishares Inc
CORE MSCI EMKT
$3.5M42.1K
0.6%
+13%
Added · +5K sh
31Schwab Strategic TR
US LCAP VA ETF
$3.1M90.2K
0.6%
+3.8%
Added · +3K sh
32Broadcom Inc
COM
$3.0M8.0K
0.6%
+2.2%
Added · +170 sh
33Ishares TR
CORE MSCI INTL
$3.0M33.4K
0.5%
+5.7%
Added · +2K sh
34JPMorgan Chase & Co
COM
$3.0M9.1K
0.5%
+31%
Added · +2K sh
35Vanguard BD Index FDS
TOTAL BND MRKT
$2.9M38.9K
0.5%
+12%
Added · +4K sh
36Eli Lilly & Co
COM
$2.8M2.4K
0.5%
+46%
Added · +749 sh
37Bluerock PVT Real Estate FD
COM
$2.8M212.1K
0.5%
−9.7%
Reduced · −23K sh
38Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.7M38.6K
0.5%
+69%
Added · +16K sh
39Vanguard Index FDS
VALUE ETF
$2.7M12.4K
0.5%
+34%
Added · +3K sh
40Vanguard Whitehall FDS
HIGH DIV YLD
$2.6M16.2K
0.5%
−41%
Reduced · −11K sh
41J P Morgan Exchange Traded F
JPMORGAM LTD DUR
$2.5M48.6K
0.5%
+69%
Added · +20K sh
42Schwab Strategic TR
INTL EQTY ETF
$2.5M90.7K
0.5%
+13%
Added · +11K sh
43Vanguard Index FDS
TOTAL STK MKT
$2.5M6.8K
0.5%
+105%
Added · +3K sh
44SPDR Series Trust
ST BLOO HIGH ETF
$2.5M25.7K
0.5%
−3.0%
Reduced · −806 sh
45Meta Platforms Inc
CL A
$2.5M4.4K
0.5%
+16%
Added · +616 sh
46Morgan Stanley ETF Trust
EATON VANCE SHRT
$2.4M47.3K
0.4%
+14%
Added · +6K sh
47Vanguard Scottsdale FDS
INT-TERM CORP
$2.3M27.9K
0.4%
−27%
Reduced · −10K sh
48Micron Technology Inc
COM
$2.2M1.9K
0.4%
+5.4%
Added · +100 sh
49Ishares TR
CORE US AGGBD ET
$2.2M22.5K
0.4%
+26%
Added · +5K sh
50Walmart Inc
COM
$2.2M19.0K
0.4%
+9.6%
Added · +2K sh
Showing 50 of 2,144 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20262,144$547.1M13F-HR
Q1 2026Mar 31, 2026May 11, 20262,281$489.4M13F-HR
Q4 2025Dec 31, 2025Feb 12, 20261,824$324.2M13F-HR
Q3 2025Sep 30, 2025Nov 10, 20251,484$306.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.