Rossby Financial, LCC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Rossby Financial, LCC maintained a portfolio of 2317 distinct positions. The most significant new addition to the portfolio was SCHWAB FUNDAMENTAL U, which now represents 0.94% of the total fund value. They heavily accumulated shares in CALVERT INTERNATIONA, increasing their position by 16.3%. The fund also reduced its exposure to FREEDOM 100 EMERGING by 20.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
2317
Quarter
2026 Q1
Top Holding
CVIE (5.4%)
Top 10 Concentration
21.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2317
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CVIE
CALVERT INTERNA...
ETF 5.45% 6.82% #1
Prev: #1
6.2 50,598 16.3%
P
S
360,720 $26,660,815 2025 Q1 13F Filing 2026-03-31 2026-05-11
CVLC
CALVERT US LARG...
ETF 3.62% 4.52% #2
Prev: #2
5.4 45,174 26.0%
P
S
219,195 $17,702,188 2024 Q4 13F Filing 2026-03-31 2026-05-11
SMMD
ISHARES RUSSELL...
ETF 1.99% 2.54% #3 1
Prev: #4
3.8 16,428 15.0%
P
S
126,214 $9,723,527 2024 Q4 13F Filing 2026-03-31 2026-05-11
FRDM
FREEDOM 100 EME...
ETF 1.88% 3.26% #4 1
Prev: #3
1.3 -41,581 -20.2%
P
S
164,424 $9,181,436 2024 Q4 13F Filing 2026-03-31 2026-05-11
NVDA
NVIDIA CORPORAT...
Technology 1.67% 2.06% #5 3
Prev: #8
3.7 10,508 29.3%
P
S
46,389 $8,152,920 2024 Q4 13F Filing 2026-03-31 2026-05-11
SPY
STATE STREET SP...
ETF 1.55% 0.32% #6 54
Prev: #60
3.6 10,087 672.9%
P
S
11,586 $7,591,906 2024 Q4 13F Filing 2026-03-31 2026-05-11
AAPL
APPLE INC COM
Technology 1.52% 2.27% #7 1
Prev: #6
2.6 2,177 8.1%
P
S
29,196 $7,463,405 2024 Q4 13F Filing 2026-03-31 2026-05-11
VOO
VANGUARD S&P 50...
ETF 1.51% 0.64% #8 20
Prev: #28
3.6 8,971 269.2%
P
S
12,304 $7,410,649 2024 Q4 13F Filing 2026-03-31 2026-05-11
BIV
VANGUARD INTERM...
ETF 1.46% 2.14% #9 2
Prev: #7
1.1 4,011 4.5%
P
S
93,053 $7,155,774 2024 Q4 13F Filing 2026-03-31 2026-05-11
GRNB
VANECK GREEN BO...
ETF 1.29% 2.36% #10 5
Prev: #5
1.0 -49,103 -15.6%
P
S
264,704 $6,319,809 2024 Q4 13F Filing 2026-03-31 2026-05-11
VDC
VANGUARD CONSUM...
ETF 1.16% 1.69% #11 2
Prev: #9
1.0 -611 -2.4%
P
S
25,288 $5,657,684 2024 Q4 13F Filing 2026-03-31 2026-05-11
EAGG
ISHARES ESG AWA...
ETF 1.16% 0.92% #12 9
Prev: #21
3.5 57,074 91.7%
P
S
119,307 $5,656,349 2025 Q1 13F Filing 2026-03-31 2026-05-11
SCHG
SCHWAB U.S. LAR...
ETF 1.13% 0.02% #13 457
Prev: #470
3.5 185,473 8206.8%
P
S
187,733 $5,521,237 2025 Q1 13F Filing 2026-03-31 2026-05-11
VUG
VANGUARD GROWTH...
ETF 1.13% 1.25% #14 1
Prev: #13
3.5 4,167 50.0%
P
S
12,500 $5,516,852 2025 Q1 13F Filing 2026-03-31 2026-05-11
MSFT
MICROSOFT CORP ...
Technology 1.11% 1.51% #15 5
Prev: #10
2.9 4,554 45.1%
P
S
14,662 $5,415,554 2024 Q4 13F Filing 2026-03-31 2026-05-11
QUAL
ISHARES MSCI US...
ETF 1.06% 0.12% #16 131
Prev: #147
3.4 25,066 1279.5%
P
S
27,025 $5,209,581 2025 Q1 13F Filing 2026-03-31 2026-05-11
SLV
ISHARES SILVER ...
CALL
CALL Option 1.06% 0.94% #17 3
Prev: #20
3.4 28,500 60.0%
P
S
76,000 $5,178,640 2024 Q4 13F Filing 2026-03-31 2026-05-11
IVV
ISHARES CORE S&...
ETF 1.02% 1.00% #18 1
Prev: #17
3.4 2,873 61.0%
P
S
7,586 $4,991,812 2024 Q4 13F Filing 2026-03-31 2026-05-11
PSLV
SPROTT ASSET MA...
Unknown 0.98% 1.45% #19 8
Prev: #11
0.9 -3,240 -1.6%
P
S
195,960 $4,789,262 2024 Q4 13F Filing 2026-03-31 2026-05-11
GOOG
ALPHABET INC CA...
Communication Services 0.97% 0.65% #20 7
Prev: #27
3.4 9,425 140.5%
P
S
16,135 $4,758,334 2024 Q4 13F Filing 2026-03-31 2026-05-11
FNDB
SCHWAB FUNDAMEN...
ETF 0.94% #21
Prev: #—
3.9 168,076 no change
NEW
168,076 $4,581,744 2026 Q1 13F Filing 2026-03-31 2026-05-11
HYG
ISHARES IBOXX $...
ETF 0.91% 1.19% #22 8
Prev: #14
2.4 7,883 16.4%
P
S
55,922 $4,438,529 2024 Q4 13F Filing 2026-03-31 2026-05-11
IJH
ISHARES CORE S&...
ETF 0.89% 1.38% #23 11
Prev: #12
0.9 -3,824 -5.6%
P
S
64,031 $4,360,485 2024 Q4 13F Filing 2026-03-31 2026-05-11
VYM
VANGUARD HIGH D...
ETF 0.83% 0.96% #24 5
Prev: #19
2.8 5,871 27.1%
P
S
27,565 $4,078,178 2025 Q1 13F Filing 2026-03-31 2026-05-11
BPRE
BLUEROCK PVT RE...
Financial Services 0.80% 1.18% #25 10
Prev: #15
0.8 -20,010 -7.9%
P
S
234,769 $3,899,517 2025 Q4 13F Filing 2026-03-31 2026-05-11
GOOGL
ALPHABET INC CA...
Communication Services 0.79% 0.96% #26 8
Prev: #18
2.8 3,031 30.4%
P
S
13,015 $3,870,460 2024 Q4 13F Filing 2026-03-31 2026-05-11
AMZN
AMAZON COM INC ...
Consumer Cyclical 0.77% 0.75% #27 3
Prev: #24
3.3 7,416 70.5%
P
S
17,938 $3,777,205 2024 Q4 13F Filing 2026-03-31 2026-05-11
SPDW
STATE STREET SP...
ETF 0.75% 0.01% #28 632
Prev: #660
3.3 78,800 12750.8%
P
S
79,418 $3,685,809 2025 Q1 13F Filing 2026-03-31 2026-05-11
NUSC
NUVEEN ESG SMAL...
ETF 0.70% 1.07% #29 13
Prev: #16
0.8 -2,204 -2.8%
P
S
75,601 $3,435,309 2024 Q4 13F Filing 2026-03-31 2026-05-11
SPLG
STATE STREET SP...
ETF 0.64% 0.09% #30 184
Prev: #214
3.3 37,430 1086.8%
P
S
40,874 $3,152,238 2025 Q1 13F Filing 2026-03-31 2026-05-11
VCIT
VANGUARD INTERM...
ETF 0.64% 0.83% #31 8
Prev: #23
2.3 6,133 19.2%
P
S
38,129 $3,146,427 2025 Q1 13F Filing 2026-03-31 2026-05-11
FNDF
SCHWAB FUNDAMEN...
ETF 0.61% 0.01% #32 695
Prev: #727
3.2 60,288 13578.4%
P
S
60,732 $3,005,034 2025 Q1 13F Filing 2026-03-31 2026-05-11
BOXX
ALPHA ARCHITECT...
ETF 0.58% #33
Prev: #—
3.7 24,599 no change
NEW
24,599 $2,858,650 2026 Q1 13F Filing 2026-03-31 2026-05-11
CME
CME GROUP INC C...
PUT
PUT Option 0.58% #34
Prev: #—
3.7 9,500 no change
NEW
9,500 $2,820,930 2025 Q1 13F Filing 2026-03-31 2026-05-11
IDEV
ISHARES CORE MS...
ETF 0.55% 0.13% #35 104
Prev: #139
3.2 26,591 531.5%
P
S
31,594 $2,680,119 2024 Q4 13F Filing 2026-03-31 2026-05-11
SCHV
SCHWAB U.S. LAR...
ETF 0.54% 0.00% #36 874
Prev: #910
3.2 86,530 24036.1%
P
S
86,890 $2,660,572 2025 Q1 13F Filing 2026-03-31 2026-05-11
IEMG
ISHARES CORE MS...
ETF 0.54% 0.15% #37 82
Prev: #119
3.2 29,978 405.1%
P
S
37,379 $2,627,023 2024 Q4 13F Filing 2026-03-31 2026-05-11
SGOV
ISHARES 0-3 MON...
ETF 0.53% 0.00% #38 1202
Prev: #1240
3.2 25,586 82535.5%
P
S
25,617 $2,571,691 2025 Q1 13F Filing 2026-03-31 2026-05-11
BND
VANGUARD TOTAL ...
ETF 0.52% 0.22% #39 43
Prev: #82
3.2 24,878 256.0%
P
S
34,597 $2,540,124 2024 Q4 13F Filing 2026-03-31 2026-05-11
JNK
STATE STREET SP...
ETF 0.52% 0.63% #40 11
Prev: #29
2.7 5,489 26.1%
P
S
26,553 $2,535,015 2024 Q4 13F Filing 2026-03-31 2026-05-11
IUSB
ISHARES CORE TO...
ETF 0.51% 0.73% #41 16
Prev: #25
2.2 3,426 6.7%
P
S
54,550 $2,514,209 2025 Q1 13F Filing 2026-03-31 2026-05-11
AVGO
BROADCOM INC CO...
Technology 0.50% 0.60% #42 11
Prev: #31
2.7 2,212 39.3%
P
S
7,843 $2,458,611 2024 Q4 13F Filing 2026-03-31 2026-05-11
GLD
SPDR GOLD SHARE...
ETF 0.49% 0.43% #43 2
Prev: #41
3.2 1,893 53.6%
P
S
5,424 $2,374,736 2024 Q4 13F Filing 2026-03-31 2026-05-11
META
META PLATFORMS ...
Communication Services 0.44% 0.59% #44 12
Prev: #32
2.7 856 29.5%
P
S
3,758 $2,176,515 2024 Q4 13F Filing 2026-03-31 2026-05-11
WMT
WALMART INC COM
Consumer Defensive 0.44% 0.54% #45 10
Prev: #35
2.2 1,603 10.2%
P
S
17,308 $2,158,972 2024 Q4 13F Filing 2026-03-31 2026-05-11
PHYS
SPROTT ASSET MA...
Unknown 0.44% 0.61% #46 16
Prev: #30
0.7 -50 -0.1%
P
S
59,600 $2,151,560 2024 Q4 13F Filing 2026-03-31 2026-05-11
EVSM
EATON VANCE SHO...
ETF 0.43% #47
Prev: #—
3.7 41,624 no change
NEW
41,624 $2,090,759 2026 Q1 13F Filing 2026-03-31 2026-05-11
JPM
JPMORGAN CHASE ...
Financial Services 0.42% 0.54% #48 14
Prev: #34
2.7 1,486 27.2%
P
S
6,953 $2,053,825 2024 Q4 13F Filing 2026-03-31 2026-05-11
SCHF
SCHWAB INTERNAT...
ETF 0.41% 0.29% #49 15
Prev: #64
3.2 41,174 105.8%
P
S
80,107 $2,013,902 2024 Q4 13F Filing 2026-03-31 2026-05-11
VHT
VANGUARD HEALTH...
ETF 0.41% 0.69% #50 24
Prev: #26
0.7 -487 -6.3%
P
S
7,264 $1,993,968 2024 Q4 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 2317 holdings

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