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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 12 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VB VANGUARD SMALL-CAP ETF 125.0 $38K 0.03% $302.86 +0.6%
222 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 224.0 $38K 0.03% +3.0 +1.4% $168.36 +17.2%
223 FCX FREEPORT MCMORAN INC CL B Basic Materials 593.0 $37K 0.03% +393.0 +196.5% $62.89 +21.9%
224 T AT&T INC COM Communication Services 1,768.0 $37K 0.03% +14.0 +0.8% $20.70 +22.2%
225 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 204.0 $36K 0.03% +196.0 +2450.0% $178.36 +17.5%
226 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 436.0 $36K 0.03% -3.0 -0.7% $82.19 -0.2%
227 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 157.0 $34K 0.03% $219.70 +1.6%
228 EVRG EVERGY INC COM Utilities 399.0 $34K 0.03% +3.0 +0.8% $86.43 -6.4%
229 VOT VANGUARD MID-CAP GROWTH ETF 110.0 $34K 0.03% $306.30 -0.3%
230 AEE AMEREN CORP COM Utilities 292.0 $33K 0.03% $113.11 -6.2%
231 VOE VANGUARD MID-CAP VALUE ETF 166.0 $33K 0.03% $198.12 +5.3%
232 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 206.0 $33K 0.03% $158.73 +10.0%
233 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 277.0 $32K 0.03% $117.31 +0.6%
234 TWLO TWILIO INC CL A Communication Services 147.0 $30K 0.02% $206.33 +9.2%
235 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 106.0 $30K 0.02% $285.16 -0.9%
236 IWS ISHARES RUSSELL MID-CAP VALUE ETF 177.0 $29K 0.02% $164.60 +4.5%
237 AZN ASTRAZENECA PLC ORD Healthcare 151.0 $29K 0.02% NEW $189.62 -12.5%
238 CCI CROWN CASTLE INC COM Real Estate 376.0 $29K 0.02% +4.0 +1.1% $75.82 -0.4%
239 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 492.0 $28K 0.02% $57.58 +16.4%
240 SCHA SCHWAB ETFS- US SMALL-CAP ETF 770.0 $28K 0.02% $36.13 -3.6%
Page 12 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%