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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUB ISHARES NATIONAL MUNI BOND ETF 161.0 $17K 0.01% +1.0 +0.6% $107.76 -2.2%
102 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 188.0 $16K 0.01% +91.0 +93.8% $87.70 +2.7%
103 TGT TARGET CORP Consumer Defensive 106.0 $14K 0.01% +1.0 +0.9% $130.11 +25.5%
104 DGX QUEST DIAGNOSTICS INC COM Healthcare 53.0 $11K 0.01% +1.0 +1.9% $210.15 +16.2%
105 UBS UBS GROUP AG SHS Financial Services 208.0 $10K 0.01% +3.0 +1.5% $49.62 +7.1%
106 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 226.0 $10K 0.01% +2.0 +0.9% $45.25 -4.9%
107 RKLB ROCKET LAB CORP COM Industrials 100.0 $10K 0.01% +88.0 +733.3% $101.65 -28.0%
108 CUBE CUBESMART COM Real Estate 191.0 $8K 0.01% +2.0 +1.1% $39.77 +3.0%
109 MOS MOSAIC CO COM Basic Materials 335.0 $7K 0.01% +4.0 +1.2% $21.16 +15.7%
110 EFV ISHARES MSCI EAFE VALUE ETF 73.0 $6K 0.00% +37.0 +102.8% $76.99 +6.8%
111 AMCOR PLC COM NEW 101.0 $4K 0.00% +65.0 +180.6% $43.41
112 IDRV ISHARES SELF-DRIVING EV & TECH ETF 103.0 $4K 0.00% +1.0 +1.0% $37.97 -1.0%
113 EQNR EQUINOR ASA SPONSORED ADR Energy 103.0 $3K 0.00% +1.0 +1.0% $31.35 +36.7%
114 KVUE KENVUE INC COM Consumer Defensive 62.0 $1K 0.00% +1.0 +1.6% $19.15 -0.3%
Page 6 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%