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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 15 of 20  ·  392 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% $119.70 -6.3%
282 J JACOBS SOLUTIONS INC COM Industrials 112.0 $14K 0.01% $127.28 -10.4%
283 VRSK VERISK ANALYTICS INC COM Industrials 75.0 $14K 0.01% $189.75 -10.1%
284 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 168.0 $14K 0.01% $82.56 +11.5%
285 ISRG INTUITIVE SURGICAL INC Healthcare 30.0 $14K 0.01% $461.00 -4.6%
286 VWO VANGUARD FTSE EMERGING MARKETS ETF 249.0 $13K 0.01% $53.98 +8.7%
287 AEP AMERICAN ELEC PWR CO INC COM Utilities 102.0 $13K 0.01% $131.08 -1.1%
288 CSCO CISCO SYS INC COM Technology 170.0 $13K 0.01% $77.59 +52.3%
289 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 85.0 $13K 0.01% $150.07 +7.8%
290 IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 102.0 $13K 0.01% +1.0 +1.0% $124.75 -5.3%
291 TGT TARGET CORP Consumer Defensive 105.0 $13K 0.01% $120.80 +1.3%
292 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 134.0 $13K 0.01% $93.30 +9.3%
293 O REALTY INCOME CORP COM Real Estate 200.0 $12K 0.01% $61.18 +1.7%
294 FCX FREEPORT MCMORAN INC CL B Basic Materials 200.0 $12K 0.01% $58.78 +6.0%
295 BTG B2GOLD CORP COM Basic Materials 2,589.0 $12K 0.01% NEW $4.53 +2.4%
296 QCOM QUALCOMM INC COM Technology 89.0 $11K 0.01% +1.0 +1.1% $128.34 +57.8%
297 GIS GENERAL MILLS INC Consumer Defensive 300.0 $11K 0.01% $37.22 -10.1%
298 HAL HALLIBURTON CO Energy 282.0 $11K 0.01% $38.99 +7.6%
299 SYY SYSCO CORP COM Consumer Defensive 150.0 $11K 0.01% +1.0 +0.7% $71.46 +5.6%
300 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 224.0 $10K 0.01% $45.92 -2.0%
Page 15 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%