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ROSSBY FINANCIAL, LCC
ROSSBY FINANCIAL, LCC
Latest filing: 2026-06-30
ROSSBY FINANCIAL, LCC runs ROSSBY FINANCIAL, LCC and currently holds 2,144 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $547.12M. Their top holdings are CVLC, SMMD, FRDM, SCHG, NVDA. The top five represent 12.7% of reported portfolio weight. ROSSBY FINANCIAL, LCC ranks #781 out of 1000 investors tracked by Alpha Score. They added to 69 existing positions. They trimmed 29 positions. Their current best-performing preview position is ALAB with returns of +351.18%.
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2,144 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CVLC MORGAN STANLEY ETF TRUST | 4.20% | $77.24 | $96.04 | +24.34% | Added +10.84% |
 SMMD ISHARES TR | 2.29% | $70.20 | $91.90 | +30.91% | Added +8.11% |
 FRDM EA SERIES TRUST | 2.27% | $35.03 | $68.72 | +96.17% | Added +3.68% |
 SCHG SCHWAB STRATEGIC TR | 2.06% | $31.16 | $35.30 | +13.29% | Added +77.11% |
 NVDA NVIDIA CORPORATION | 1.86% | $155.59 | $214.76 | +38.03% | Added +9.37% |
 AAPL APPLE INC | 1.77% | $252.27 | $309.35 | +22.63% | Added +14.95% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.56% | $642.31 | $765.62 | +19.20% | Trimmed -1.14% |
 VOO VANGUARD INDEX FDS | 1.48% | $581.93 | $703.77 | +20.94% | Trimmed -3.93% |
 EAGG ISHARES TR | 1.29% | $47.60 | $46.63 | -2.04% | Added +24.75% |
 GRNB VANECK ETF TRUST | 1.29% | $23.96 | $23.82 | -0.58% | Added +10.37% |
Showing 1-10 of 2,144