Rossby Financial, Lcc Portfolio Holdings

Rossby Financial, Lcc

  • $307 Billion
  • Q3 2025

Rossby Financial, Lcc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 1484 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Calvert International Responsible Index ETF with a value of $19.7B, Calvert Us Large Cap Core Responsible Index ETF with a value of $13.3B, Ea Ser Tr Freedom 100 Emerging with a value of $9.11B, Ishares Tr Russell 2500 ETF with a value of $7.43B, and Vaneck ETF Tr Green Bd ETF with a value of $6.85B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $271B to 307B.

Rossby Financial, Lcc is based out at Melbourne, FL

Below you can find more details about Rossby Financial, Lcc portfolio as well as his latest detailed transactions.

Portfolio value $307 Billion
ETFs: $122 Billion
Technology: $34.9 Billion
Financial Services: $18 Billion
Industrials: $13 Billion
Communication Services: $12.3 Billion
Healthcare: $11.8 Billion
Energy: $11 Billion
Consumer Cyclical: $9.28 Billion
Other: $26.6 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.18 Billion 1.04% of portfolio
199,550
Q3 2025 Added 1.06%
$0
$1.77 Billion 0.58% of portfolio
59,650
Q3 2025 Reduced 0.17%
$0
$119 Million 0.04% of portfolio
8,046
Q1 2025 New
$0
$64.6 Million 0.02% of portfolio
2,916
Q3 2025 Reduced 2.25%
$0
$24.8 Million 0.01% of portfolio
2,000
Q3 2025 New
$0
$20.3 Million 0.01% of portfolio
1,008
Q1 2025 New
$0
$21.4 Million 0.01% of portfolio
4,493
Q1 2025 New
$0
$40.6 Million 0.01% of portfolio
350
Q3 2025 Added 75.0%
$0
$6.33 Million 0.0% of portfolio
283
Q3 2025 New
$0
$2.73 Million 0.0% of portfolio
63
Q1 2025 New
$0
$14.6 Million 0.0% of portfolio
2,296
Q1 2025 New
$0
$2.06 Million 0.0% of portfolio
225
Q3 2025 New
$27.8M
$1.68 Million 0.0% of portfolio
860
Q1 2025 New
$0
$30,000 0.0% of portfolio
11
Q3 2025 New
$0
$999,000 0.0% of portfolio
100
Q3 2025 Reduced 64.91%
$0
$9.87 Million 0.0% of portfolio
1,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,484
  • Current Value $307 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 283 stocks
  • Additional Purchases 510 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
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