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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $111M AUM 392 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 80 Added 54 Reduced 18 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC COM Financial Services 751.0 $722K 0.65% +23.0 +3.2% $961.12 +10.7%
22 MRK MERCK & CO INC COM Healthcare 5,928.0 $713K 0.64% +53.0 +0.9% $120.29 -3.7%
23 AMGN AMGEN INC COM Healthcare 1,943.0 $684K 0.61% +28.0 +1.5% $351.85 -4.1%
24 CRM SALESFORCE INC COM Technology 3,359.0 $627K 0.56% +176.0 +5.5% $186.65 -5.5%
25 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 9,808.0 $601K 0.54% +50.0 +0.5% $61.26 -3.5%
26 FNCL FIDELITY MSCI FINANCIALS INDEX ETF 8,179.0 $574K 0.52% +88.0 +1.1% $70.20 +5.1%
27 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 8,668.0 $450K 0.41% +2K +32.8% $51.93 +0.5%
28 TFC TRUIST FINL CORP COM Financial Services 8,850.0 $407K 0.37% +58.0 +0.7% $45.97 +4.4%
29 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 11,004.0 $384K 0.34% +1K +13.0% $34.91 +10.5%
30 TRP TC ENERGY CORP COM Energy 6,051.0 $379K 0.34% +257.0 +4.4% $62.60 +12.0%
31 NFLX NETFLIX INC. COM Communication Services 3,878.0 $373K 0.34% +2K +108.2% $96.15 -7.1%
32 TBIL F/M US TREASURY 3 MONTH BILL FUND 5,267.0 $263K 0.24% +761.0 +16.9% $49.86 +0.2%
33 MDT MEDTRONIC PLC SHS Healthcare 2,952.0 $256K 0.23% +16.0 +0.5% $86.66 -9.8%
34 LLY ELI LILLY & CO COM Healthcare 267.0 $245K 0.22% +3.0 +1.1% $919.39 +13.3%
35 GS GOLDMAN SACHS GROUP INC COM Financial Services 278.0 $236K 0.21% +21.0 +8.2% $847.49 +16.6%
36 ISHARES LARGE CAP VALUE ACTIVE ETF 6,434.0 $232K 0.21% +281.0 +4.6% $36.12
37 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 5,451.0 $206K 0.18% +83.0 +1.6% $37.84 +4.3%
38 PH PARKER-HANNIFIN CORP COM Industrials 230.0 $206K 0.18% +8.0 +3.6% $894.72 -3.9%
39 FBND FIDELITY TOTAL BOND ETF 4,384.0 $200K 0.18% +36.0 +0.8% $45.62 -0.6%
40 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 5,357.0 $194K 0.17% +36.0 +0.7% $36.27 +14.6%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.4%
Technology 18.8%
Industrials 13.7%
Healthcare 10.2%
Consumer Defensive 9.8%
Consumer Cyclical 9.2%
Communication Services 8.5%
Energy 4.6%
Utilities 2.5%
Real Estate 0.8%