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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 10 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHD SCHWAB US DIVIDEND EQUITY ETF 2,007.0 $64K 0.05% $31.71 +10.7%
182 FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 3,032.0 $63K 0.05% +24.0 +0.8% $20.71 -1.8%
183 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 866.0 $62K 0.05% +119.0 +15.9% $71.26 +3.0%
184 SCHG SCHWAB US LARGE CAP GROWTH ETF 1,796.0 $61K 0.05% $33.84 +4.4%
185 IWN ISHARES RUSSELL 2000 VALUE ETF 275.0 $61K 0.05% $220.89 +1.8%
186 IJH ISHARES CORE S&P MID-CAP ETF 782.0 $60K 0.05% $77.10 -0.4%
187 DVY ISHARES SELECT DIVIDEND ETF 386.0 $60K 0.05% +2.0 +0.5% $156.13 +5.1%
188 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 556.0 $60K 0.05% $107.85 -3.9%
189 IVE ISHARES S&P 500 VALUE ETF 262.0 $60K 0.05% $227.35 +4.3%
190 EFA ISHARES MSCI EAFE ETF 551.0 $57K 0.04% $103.87 +4.2%
191 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 917.0 $56K 0.04% -32.0 -3.4% $61.46 -2.6%
192 ING ING GROEP N.V. SPONSORED ADR Financial Services 1,749.0 $55K 0.04% +45.0 +2.6% $31.38 +11.0%
193 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 92.0 $53K 0.04% -40.0 -30.3% $575.39 -7.0%
194 GEV GE VERNOVA INC COM Utilities 45.0 $53K 0.04% +23.0 +104.5% $1175.71 -18.6%
195 UNP UNION PAC CORP COM Industrials 192.0 $52K 0.04% -4.0 -2.0% $271.90 +13.3%
196 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 958.0 $51K 0.04% $53.59 +7.2%
197 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 4,640.0 $51K 0.04% $10.98 +4.4%
198 PGR PROGRESSIVE CORP COM Financial Services 228.0 $50K 0.04% $218.68 +0.3%
199 SCHM SCHWAB U.S. MID-CAP ETF 1,350.0 $50K 0.04% $36.87 -1.9%
200 NJR NEW JERSEY RES CORP COM Utilities 885.0 $50K 0.04% +373.0 +72.8% $56.02 -4.5%
Page 10 of 21  ·  410 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%