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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $111M AUM 371 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 13 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NJR NEW JERSEY RES CORP COM Utilities 508.0 $23K 0.02% NEW $46.11 +24.0%
242 BX BLACKSTONE INC COM Financial Services 151.0 $23K 0.02% NEW $154.30 -23.2%
243 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 172.0 $23K 0.02% NEW $132.67 +6.2%
244 SCHW SCHWAB CHARLES CORP COM Financial Services 228.0 $23K 0.02% NEW $99.87 -9.8%
245 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 1,046.0 $23K 0.02% NEW $21.55 -1.3%
246 SCHA SCHWAB ETFS- US SMALL-CAP ETF 776.0 $22K 0.02% NEW $28.48 +16.5%
247 MA MASTERCARD INCORPORATED CL A Financial Services 39.0 $22K 0.02% NEW $564.05 -11.4%
248 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 76.0 $22K 0.02% NEW $287.25 +12.4%
249 UAL UNITED AIRLS HLDGS INC COM Industrials 191.0 $21K 0.02% NEW $111.82 -12.3%
250 MMM 3M CO COM Industrials 131.0 $21K 0.02% NEW $160.69 -5.7%
251 TWLO TWILIO INC CL A Communication Services 147.0 $21K 0.02% NEW $142.24 +33.1%
252 ALL ALLSTATE CORP COM Financial Services 100.0 $21K 0.02% NEW $208.15 +3.0%
253 LOAR LOAR HOLDINGS INC COM SHS Industrials 300.0 $20K 0.02% NEW $68.00 -8.0%
254 NVO NOVO-NORDISK A S ADR Healthcare 400.0 $20K 0.02% NEW $50.88 -12.8%
255 ANET ARISTA NETWORKS INC COM SHS Technology 154.0 $20K 0.02% NEW $131.03 +13.4%
256 SYK STRYKER CORPORATION COM Healthcare 57.0 $20K 0.02% NEW $353.61 -9.1%
257 JPMORGAN U.S. QUALITY FACTOR ETF 318.0 $20K 0.02% NEW $63.17
258 CFG CITIZENS FINL GROUP INC COM Financial Services 333.0 $19K 0.02% NEW $58.42 +7.5%
259 CYBERARK SOFTWARE LTD SHS 43.0 $19K 0.02% NEW $446.07
260 XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 305.0 $19K 0.02% NEW $62.29 +4.9%
Page 13 of 19  ·  371 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 22.6%
Technology 21.8%
Industrials 13.1%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 8.7%
Communication Services 8.6%
Energy 3.6%
Utilities 2.2%
Real Estate 0.7%