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Andrew J. Evans

Rossby Financial, Lcc

Assets Managed
$489.432M
Holdings
2257
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
50.97%(2Q avg: 28.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rossby Financial, Lcc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2257 positions.

Assets under management

The assets under management (AUM) of Rossby Financial, Lcc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 489.432M in assets, with a quarterly growth rate of 50.97% and a 2-quarter average growth rate of 28.32%. The portfolio is managed by Andrew J. Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVIE
Cal Intl Responsible Index
Recent Activity
Increased 16.32%
5.45%
$26.661M
360,720 shares@ $73.91 avg price
CVLC
Calvert Us L-c Cr Resp Index
Recent Activity
Increased 25.96%
3.62%
$17.702M
219,195 shares@ $80.76 avg price
SMMD
Ishares Russell 2500 Etf
Recent Activity
Increased 14.97%
1.99%
$9.724M
126,214 shares@ $77.05 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -20.18%
1.88%
$9.181M
164,424 shares@ $55.84 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 29.29%
1.67%
$8.153M
46,389 shares@ $175.76 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 672.92%
1.56%
$7.592M
11,586 shares@ $655.27 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.97%
1.55%
$7.54M
29,496 shares@ $255.64 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 269.16%
1.52%
$7.411M
12,304 shares@ $602.3 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.51%
1.47%
$7.156M
93,053 shares@ $76.9 avg price
GRNB
Vaneck Green Bond Etf
Recent Activity
Decreased -15.64%
1.3%
$6.32M
264,704 shares@ $23.88 avg price

1-10 of 2257