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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWR ISHARES RUSSELL MIDCAP ETF 893.0 $99K 0.08% +98.0 +12.3% $110.37 +2.8%
62 NEE NEXTERA ENERGY INC COM Utilities 1,100.0 $97K 0.08% +63.0 +6.1% $87.73 -4.7%
63 FUTY FIDELITY MSCI UTILITIES INDEX ETF 1,616.0 $94K 0.07% +136.0 +9.2% $58.42 -5.4%
64 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 1,590.0 $92K 0.07% +10.0 +0.6% $57.84 +11.4%
65 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,090.0 $88K 0.07% +867.0 +388.8% $81.15 -10.5%
66 SO SOUTHERN CO COM Utilities 903.0 $86K 0.07% +7.0 +0.8% $95.69 -7.1%
67 AXP AMERICAN EXPRESS CO COM Financial Services 251.0 $85K 0.07% +107.0 +74.3% $338.78 -0.8%
68 UBER UBER TECHNOLOGIES INC COM Technology 1,071.0 $77K 0.06% +113.0 +11.8% $72.16 +9.2%
69 RS RELIANCE INC COM Basic Materials 204.0 $76K 0.06% +154.0 +308.0% $372.87 +4.0%
70 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 354.0 $75K 0.06% +2.0 +0.6% $212.51 +4.3%
71 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 1,536.0 $75K 0.06% +908.0 +144.6% $48.65 +9.1%
72 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 184.0 $68K 0.05% +1.0 +0.6% $370.03 -3.7%
73 QQQ INVESCO QQQ TRUST SERIES I Financial Services 91.0 $67K 0.05% +15.0 +19.7% $736.46 -3.1%
74 DLR DIGITAL RLTY TR INC COM Real Estate 368.0 $66K 0.05% +53.0 +16.8% $179.74 +6.1%
75 FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 3,032.0 $63K 0.05% +24.0 +0.8% $20.71 -1.8%
76 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 866.0 $62K 0.05% +119.0 +15.9% $71.26 +3.0%
77 DVY ISHARES SELECT DIVIDEND ETF 386.0 $60K 0.05% +2.0 +0.5% $156.13 +5.1%
78 ING ING GROEP N.V. SPONSORED ADR Financial Services 1,749.0 $55K 0.04% +45.0 +2.6% $31.38 +11.0%
79 GEV GE VERNOVA INC COM Utilities 45.0 $53K 0.04% +23.0 +104.5% $1175.71 -18.6%
80 NJR NEW JERSEY RES CORP COM Utilities 885.0 $50K 0.04% +373.0 +72.8% $56.02 -4.5%
Page 4 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%