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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 13 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 654.0 $28K 0.02% $42.18 +9.3%
242 IYG ISHARES US FINANCIAL SERVICES ETF 303.0 $27K 0.02% $90.59 +6.8%
243 UNILEVER PLC SPON ADR NEW 453.0 $27K 0.02% -9.0 -1.9% $60.08
244 IWF ISHARES RUSSELL 1000 GROWTH ETF 216.0 $27K 0.02% +162.0 +300.0% $124.17 -1.4%
245 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 294.0 $26K 0.02% $88.68 -36.7%
246 ANET ARISTA NETWORKS INC COM SHS Technology 153.0 $26K 0.02% -1.0 -0.7% $169.88 +11.0%
247 WM WASTE MGMT INC DEL COM Industrials 112.0 $25K 0.02% $223.25 +0.4%
248 UAL UNITED AIRLS HLDGS INC COM Industrials 180.0 $24K 0.02% -11.0 -5.8% $135.99 -16.8%
249 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 280.0 $24K 0.02% $87.22 +10.5%
250 LOAR LOAR HOLDINGS INC COM SHS Industrials 300.0 $24K 0.02% $80.61 -7.0%
251 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 206.0 $24K 0.02% -44.0 -17.6% $116.69 +54.2%
252 APOS APOLLO GLOBAL MGMT INC COM 201.0 $24K 0.02% -668.0 -76.9% $118.23
253 CFG CITIZENS FINL GROUP INC COM Financial Services 335.0 $24K 0.02% $70.16 -0.4%
254 JPMORGAN U.S. QUALITY FACTOR ETF 320.0 $23K 0.02% $72.22
255 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 1,109.0 $23K 0.02% +63.0 +6.0% $20.57 +1.6%
256 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 69.0 $23K 0.02% -7.0 -9.2% $330.46 -1.2%
257 AMT AMERICAN TOWER CORP COM Real Estate 139.0 $23K 0.02% +1.0 +0.7% $163.77 +7.3%
258 ISRG INTUITIVE SURGICAL INC Healthcare 55.0 $22K 0.02% +25.0 +83.3% $397.67 -4.7%
259 RVMD REVOLUTION MEDICINES INC COM Healthcare 116.0 $22K 0.02% NEW $187.28 +11.8%
260 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 153.0 $22K 0.02% +1.0 +0.7% $141.70 +3.2%
Page 13 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%