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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 13 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 76.0 $23K 0.02% $304.08 +6.1%
242 IWF ISHARES RUSSELL 1000 GROWTH ETF 54.0 $23K 0.02% $426.41 -70.8%
243 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 294.0 $22K 0.02% NEW $76.20 +10.9%
244 SCHA SCHWAB ETFS- US SMALL-CAP ETF 770.0 $22K 0.02% -6.0 -0.8% $29.08 +14.1%
245 MAIN MAIN STR CAP CORP COM Financial Services 423.0 $22K 0.02% $52.90 -3.6%
246 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 231.0 $22K 0.02% -4.0 -1.7% $96.33 +2.5%
247 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 1,719.0 $22K 0.02% -51.0 -2.9% $12.92 -49.1%
248 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 106.0 $22K 0.02% $207.75 +31.6%
249 SCHW SCHWAB CHARLES CORP COM Financial Services 228.0 $21K 0.02% $93.95 -4.1%
250 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 1,046.0 $21K 0.02% $20.36 +4.5%
251 ALL ALLSTATE CORP COM Financial Services 100.0 $21K 0.02% $207.34 +3.4%
252 CFG CITIZENS FINL GROUP INC COM Financial Services 335.0 $20K 0.02% +2.0 +0.6% $60.05 +4.5%
253 PSX PHILLIPS 66 COM Energy 109.0 $20K 0.02% $182.97 -2.0%
254 JPMORGAN U.S. QUALITY FACTOR ETF 319.0 $20K 0.02% $61.29
255 MA MASTERCARD INCORPORATED CL A Financial Services 39.0 $19K 0.02% $494.46 +1.0%
256 PHYS SPROTT PHYSICAL GOLD TRUST CEF Financial Services 544.0 $19K 0.02% +69.0 +14.5% $35.44 -3.0%
257 XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 306.0 $19K 0.02% $62.89 +3.9%
258 GALAXY DIGITAL INC. CL A 1,042.0 $19K 0.02% NEW $18.45
259 GEV GE VERNOVA INC COM Utilities 22.0 $19K 0.02% $873.82 +19.5%
260 MMM 3M CO COM Industrials 132.0 $19K 0.02% +1.0 +0.8% $144.80 +4.7%
Page 13 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%