Portfolio (Quarterly)
Guide ↗
Roxbury Financial LLC
· CIK 0002054149| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | CRITICAL METALS CORP PUBCO ORD SHS | — | 60 | $476.0 | — | SOLD |
| 22 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 7 | $457.0 | — | SOLD |
| 23 | XRAY | DENTSPLY SIRONA INC COM | Healthcare | 33 | $383.0 | — | SOLD |
| 24 | SNOW | SNOWFLAKE INC COM SHS | Technology | 2 | $302.0 | — | SOLD |
| 25 | HDB | HDFC BANK LTD SPONSORED ADS | Financial Services | 3 | $66.0 | — | SOLD |
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%