13F Filings History of Rossby Financial, LCC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$318,062,873
Signature - Title
Andrew J. Evans - CEO/CCO
Location
Melbourne, FL
Summary
This page shows a list of all the recent 13F filings made by Rossby Financial, LCC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rossby Financial, LCC reported 1799 stock holdings with total value $318,062,873 as of Q4 2025. Top holdings included CVIE, CVLC, FRDM, SMMD, and GRNB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,799 $318,062,873 +$50,341,728 -$40,271,144 +$10,070,584 CVIE, CVLC, FRDM, SMMD, GRNB 13F-HR 12 Feb 2026, 17:06
Q3 2025 1,475 $301,365,638 +$29,746,945 -$15,434,828 +$14,312,117 CVIE, CVLC, FRDM, SMMD, GRNB 13F-HR 10 Nov 2025, 09:32
Q2 2025 1,236 $266,078,764 +$36,227,742 -$24,191,691 +$12,036,051 CVIE, CVLC, FRDM, SMMD, BIV 13F-HR 01 Aug 2025, 12:44
Q1 2025 1,066 $231,646,322 +$92,605,066 -$17,362,217 +$75,242,849 CVLC, ESGU, FRDM, BIV, CVIE 13F-HR 28 Apr 2025, 09:10
Q4 2024 199 $157,638,267 $0 $0 $0 ESGU, CVLC, FRDM, AAPL, BIV 13F-HR 13 Feb 2025, 16:48