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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 6 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE PFIZER INC COM Healthcare 6,970.0 $174K 0.16% NEW $24.90 +4.2%
102 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 5,368.0 $172K 0.15% NEW $32.06 +23.1%
103 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 3,466.0 $162K 0.14% NEW $46.68 -8.4%
104 PCRX PACIRA BIOSCIENCES INC COM Healthcare 6,222.0 $161K 0.14% NEW $25.88 -9.3%
105 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 448.0 $157K 0.14% NEW $350.88 +11.1%
106 GOOG ALPHABET INC CAP STK CL C Communication Services 489.0 $154K 0.14% NEW $313.95 +22.1%
107 MFS ACTIVE GROWTH ETF 5,359.0 $152K 0.14% NEW $28.31
108 FBCV FIDELITY BLUE CHIP VALUE ETF 4,203.0 $150K 0.14% NEW $35.67 +9.0%
109 IWM ISHARES RUSSELL 2000 ETF 599.0 $147K 0.13% NEW $246.17 +14.8%
110 SIGI SELECTIVE INS GROUP INC COM Financial Services 1,760.0 $147K 0.13% NEW $83.67 +6.6%
111 FE FIRSTENERGY CORP COM Utilities 3,218.0 $144K 0.13% NEW $44.77 +1.6%
112 PANW PALO ALTO NETWORKS INC COM Technology 757.0 $139K 0.12% NEW $184.20 +37.3%
113 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,313.0 $135K 0.12% NEW $40.73 +17.4%
114 SWK STANLEY BLACK & DECKER INC Industrials 1,756.0 $130K 0.12% NEW $74.29 +0.9%
115 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 886.0 $128K 0.12% NEW $144.03 +24.0%
116 PEP PEPSICO INC COM Consumer Defensive 888.0 $128K 0.11% NEW $143.59 +3.7%
117 USL UNITED STATES 12 MONTH OIL FUND LP Financial Services 3,825.0 $127K 0.11% NEW $33.32 +63.3%
118 IWB ISHARES RUSSELL 1000 ETF 341.0 $127K 0.11% NEW $373.00 +8.6%
119 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 213.0 $123K 0.11% NEW $578.38 -21.9%
120 GILD GILEAD SCIENCES INC COM Healthcare 986.0 $121K 0.11% NEW $122.79 +6.3%
Page 6 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%