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ROSSBY FINANCIAL, LCC 13F portfolio summary

ROSSBY FINANCIAL, LCC of ROSSBY FINANCIAL, LCC has 2210 current stock holdings with a reported portfolio value of $489.4M. The portfolio 1 year return is +21.79%. Top holdings include UBSI (0.00%), U (0.00%), UAL (0.00%), HYDB (0.00%), UCB (0.00%).

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ROSSBY FINANCIAL, LCC

ROSSBY FINANCIAL, LCC
Latest filing: 2026-03-31

ROSSBY FINANCIAL, LCC runs ROSSBY FINANCIAL, LCC and currently holds 2,210 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $489.43M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ROSSBY FINANCIAL, LCC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ROSSBY FINANCIAL, LCC's portfolio at ROSSBY FINANCIAL, LCC has delivered returns of +21.79%. Their 3-year annualized return is +22.89%. Looking at the 5-year horizon, ROSSBY FINANCIAL, LCC has achieved +22.89% annualized returns at ROSSBY FINANCIAL, LCC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.79%
#0/1000
3 Year
+22.89%
#0/1000
5 Year
+22.89%
#0/1000

Portfolio Value

$489.43M

Alpha Score

20.5

#0 of 1000

Holdings

2,210

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change