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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $111M AUM 371 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 15 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GDXJ VANECK JUNIOR GOLD MINERS ETF 121.0 $14K 0.01% NEW $113.45 -1.1%
282 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 134.0 $14K 0.01% NEW $101.99 -0.0%
283 SYFI AB SHORT DURATION HIGH YIELD ETF 378.0 $14K 0.01% NEW $35.89 -0.5%
284 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 85.0 $14K 0.01% NEW $158.87 +1.8%
285 SNOW SNOWFLAKE INC COM SHS Technology 61.0 $13K 0.01% NEW $219.36 -23.9%
286 VWO VANGUARD FTSE EMERGING MARKETS ETF 249.0 $13K 0.01% NEW $53.69 +9.3%
287 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 168.0 $13K 0.01% NEW $78.74 +16.9%
288 CSCO CISCO SYS INC COM Technology 170.0 $13K 0.01% NEW $77.03 +53.4%
289 AEP AMERICAN ELEC PWR CO INC COM Utilities 102.0 $12K 0.01% NEW $115.31 +12.4%
290 O REALTY INCOME CORP COM Real Estate 200.0 $11K 0.01% NEW $56.37 +10.4%
291 PAYX PAYCHEX INC COM Industrials 99.0 $11K 0.01% NEW $112.47 -16.2%
292 SYY SYSCO CORP COM Consumer Defensive 149.0 $11K 0.01% NEW $73.80 +2.3%
293 TGT TARGET CORP Consumer Defensive 105.0 $10K 0.01% NEW $97.39 +25.6%
294 FCX FREEPORT-MCMORAN INC CL B Basic Materials 200.0 $10K 0.01% NEW $50.79 +22.7%
295 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 63.0 $10K 0.01% NEW $160.97 -34.8%
296 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 212.0 $10K 0.01% NEW $45.50 +30.4%
297 UBS UBS GROUP AG SHS Financial Services 205.0 $10K 0.01% NEW $46.37 +2.0%
298 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 223.0 $10K 0.01% NEW $42.61 +5.6%
299 AMAT APPLIED MATLS INC COM Technology 36.0 $9K 0.01% NEW $257.00 +66.3%
300 IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 101.0 $9K 0.01% NEW $89.62 +31.8%
Page 15 of 19  ·  371 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 22.6%
Technology 21.8%
Industrials 13.1%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 8.7%
Communication Services 8.6%
Energy 3.6%
Utilities 2.2%
Real Estate 0.7%