Rossby Financial, LCC - Portfolio overview

Rossby Financial, LCC has 2346 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CVIE - CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF, 5.50%
2. CVLC - CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF, 3.65%
3. SMMD - ISHARES RUSSELL 2500 ETF, 2.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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