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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $111M AUM 392 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 80 Added 54 Reduced 18 Exited
Page 10 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IJH ISHARES CORE S&P MID-CAP ETF 782.0 $53K 0.05% $67.52 +8.0%
182 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 949.0 $53K 0.05% $55.52 +8.3%
183 SCHG SCHWAB US LARGE CAP GROWTH ETF 1,796.0 $52K 0.05% $29.13 +17.7%
184 IWN ISHARES RUSSELL 2000 VALUE ETF 275.0 $52K 0.05% $189.32 +10.8%
185 T AT&T INC COM Communication Services 1,754.0 $51K 0.05% +14.0 +0.8% $28.99 -14.0%
186 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 555.0 $51K 0.05% $91.54 +15.1%
187 HDV ISHARES CORE HIGH DIVIDEND ETF 358.0 $49K 0.04% $135.85 -79.6%
188 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 747.0 $48K 0.04% $64.12 +10.2%
189 UNP UNION PAC CORP COM Industrials 196.0 $47K 0.04% +1.0 +0.5% $242.04 +9.8%
190 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 954.0 $47K 0.04% $49.39 +4.7%
191 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 642.0 $47K 0.04% $73.11 +0.8%
192 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 134.0 $46K 0.04% $345.84 -11.4%
193 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 221.0 $45K 0.04% $205.76 -7.7%
194 FIDELITY YIELD ENHANCED EQUITY ETF 1,669.0 $45K 0.04% +43.0 +2.6% $27.12
195 PGR PROGRESSIVE CORP COM Financial Services 228.0 $45K 0.04% +14.0 +6.5% $198.35 +2.1%
196 FDX FEDEX CORP COM Industrials 126.0 $45K 0.04% -14.0 -10.0% $357.30 +8.8%
197 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 553.0 $45K 0.04% -833.0 -60.1% $80.54 -13.0%
198 ING ING GROEP N.V. SPONSORED ADR Financial Services 1,704.0 $44K 0.04% +9.0 +0.5% $26.06 +17.7%
199 LAZ LAZARD INC COM Financial Services 1,034.0 $44K 0.04% $42.50 +12.2%
200 QQQ INVESCO QQQ TRUST SERIES I Financial Services 76.0 $44K 0.04% +4.0 +5.6% $577.24 +23.8%
Page 10 of 20  ·  392 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 21.4%
Technology 18.8%
Industrials 13.7%
Healthcare 10.2%
Consumer Defensive 9.8%
Consumer Cyclical 9.2%
Communication Services 8.5%
Energy 4.6%
Utilities 2.5%
Real Estate 0.8%