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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $126M AUM 410 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 114 Added 68 Reduced 25 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EPD ENTERPRISE PRODS PARTNERS L P COM 6,194.0 $228K 0.18% +743.0 +13.6% $36.76
42 VUG VANGUARD GROWTH ETF 2,593.0 $223K 0.18% +2K +535.5% $86.14 +1.6%
43 VOO VANGUARD S&P 500 ETF 295.0 $202K 0.16% +4.0 +1.4% $686.43 +2.5%
44 FBND FIDELITY TOTAL BOND ETF 4,417.0 $201K 0.16% +33.0 +0.8% $45.49 -1.3%
45 FEP FIRST TRUST EUROPE ALPHADEX FUND 3,307.0 $189K 0.15% +1K +80.2% $57.04 +6.2%
46 ORCL ORACLE CORP COM Technology 1,239.0 $182K 0.14% +144.0 +13.2% $146.53 -0.0%
47 RDDT REDDIT INC CL A Communication Services 1,015.0 $176K 0.14% +35.0 +3.6% $173.58 -11.7%
48 CANC TEMA ONCOLOGY ETF 3,940.0 $162K 0.13% +3K +326.4% $41.24 +8.1%
49 GLD SPDR GOLD SHARES Financial Services 432.0 $159K 0.13% +50.0 +13.1% $368.38 +14.9%
50 DDOG DATADOG INC CL A COM Technology 590.0 $154K 0.12% +5.0 +0.8% $260.36 -9.5%
51 BAC BANK OF AMER CORP COM Financial Services 2,695.0 $154K 0.12% +841.0 +45.4% $56.99 +8.2%
52 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,281.0 $153K 0.12% +1K +700.6% $119.51 -0.9%
53 REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 1,633.0 $145K 0.11% +307.0 +23.1% $88.51 -8.8%
54 IWB ISHARES RUSSELL 1000 ETF 353.0 $144K 0.11% +12.0 +3.5% $409.22 +2.6%
55 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 489.0 $142K 0.11% +355.0 +264.9% $290.73 -8.3%
56 GE GE AEROSPACE COM NEW Industrials 343.0 $128K 0.10% +38.0 +12.5% $373.97 -6.8%
57 SGU STAR GROUP LP UNIT LTD PARTNR Energy 9,980.0 $128K 0.10% +70.0 +0.7% $12.84 -2.0%
58 CANADIAN PACIFIC KANSAS CITY COM 1,340.0 $116K 0.09% +874.0 +187.6% $86.64
59 FTSL FIRST TRUST SENIOR LOAN FUND 2,554.0 $114K 0.09% +805.0 +46.0% $44.75 +0.0%
60 FLTB FIDELITY LIMITED TERM BOND ETF 2,119.0 $106K 0.08% +23.0 +1.1% $50.13 -0.2%
Page 3 of 6  ·  114 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 21.2%
Technology 19.8%
Industrials 12.9%
Healthcare 10.9%
Consumer Cyclical 10.1%
Communication Services 9.1%
Consumer Defensive 9.0%
Energy 3.5%
Utilities 2.4%
Real Estate 0.8%