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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 11 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FIDELITY YIELD ENHANCED EQUITY ETF 1,706.0 $49K 0.04% +37.0 +2.2% $28.89
202 HDV ISHARES CORE HIGH DIVIDEND ETF 1,797.0 $49K 0.04% +1K +402.0% $27.42 +8.7%
203 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 643.0 $48K 0.04% $74.94 +0.5%
204 CVS CVS HEALTH CORP COM Healthcare 465.0 $48K 0.04% $103.53 -10.2%
205 SMH VANECK SEMICONDUCTOR ETF 73.0 $48K 0.04% $655.89 -14.6%
206 VIS VANGUARD INDUSTRIALS ETF 131.0 $47K 0.04% +1.0 +0.8% $359.16 -3.7%
207 CL COLGATE PALMOLIVE CO COM Consumer Defensive 505.0 $46K 0.04% $91.65 -0.6%
208 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 495.0 $44K 0.04% $89.83 +5.6%
209 WELL WELLTOWER INC COM Real Estate 196.0 $44K 0.04% $226.81 +5.5%
210 UPS UNITED PARCEL SVCS INC CL B Industrials 404.0 $43K 0.03% -1K -75.2% $107.37 -5.0%
211 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1,408.0 $43K 0.03% +1K +2833.3% $30.48 -0.1%
212 DAL DELTA AIR LINES INC COM NEW Industrials 456.0 $43K 0.03% $93.69 -12.0%
213 LAZ LAZARD INC COM Financial Services 984.0 $41K 0.03% -50.0 -4.8% $41.96 +5.2%
214 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 380.0 $41K 0.03% $107.00 +4.1%
215 MA MASTERCARD INCORPORATED CL A Financial Services 79.0 $40K 0.03% +40.0 +102.6% $510.96 +13.6%
216 AVY AVERY DENNISON CORP COM Industrials 248.0 $40K 0.03% NEW $162.04 +13.4%
217 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1,147.0 $40K 0.03% $34.62 +1.5%
218 SOUTH BOW CORP COM 1,126.0 $40K 0.03% -29.0 -2.5% $35.24
219 VHT VANGUARD HEALTH CARE ETF 130.0 $39K 0.03% $300.00 +9.2%
220 VNQ VANGUARD REAL ESTATE ETF 394.0 $38K 0.03% +2.0 +0.5% $96.32 +2.3%
Page 11 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%