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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 17 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 341.0 $6K 0.01% $16.89 +14.6%
322 THOMSON REUTERS CORP COM 62.0 $6K 0.01% $90.27
323 AMD ADVANCED MICRO DEVICES INC COM Technology 23.0 $5K 0.00% $203.43 +121.0%
324 VLO VALERO ENERGY CORP COM Energy 18.0 $4K 0.00% $247.06 +2.7%
325 ITGR INTEGER HLDGS CORP COM Healthcare 50.0 $4K 0.00% $88.00 +2.3%
326 ED CONSOLIDATED EDISON INC COM Utilities 38.0 $4K 0.00% $113.87 -5.7%
327 EQNR EQUINOR ASA SPONSORED ADR Energy 102.0 $4K 0.00% +1.0 +1.0% $42.23 -8.4%
328 CPNG COUPANG INC CL A Consumer Cyclical 225.0 $4K 0.00% $18.88 -16.7%
329 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 21.0 $4K 0.00% -172.0 -89.1% $202.00 -11.9%
330 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 68.0 $4K 0.00% +1.0 +1.5% $58.78 +11.9%
331 MPC MARATHON PETE CORP COM Energy 16.0 $4K 0.00% $247.56 +0.4%
332 IDRV ISHARES SELF-DRIVING EV & TECH ETF 102.0 $4K 0.00% $38.49 +10.5%
333 CCJ CAMECO CORP COM Energy 34.0 $4K 0.00% $108.82 -3.2%
334 BP BP PLC SPONSORED ADR Energy 76.0 $4K 0.00% $47.00 -4.5%
335 IYW ISHARES U.S. TECHNOLOGY ETF 19.0 $3K 0.00% $181.79 +32.1%
336 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 23.0 $3K 0.00% $145.57 +8.0%
337 AMTM AMENTUM HOLDINGS INC COM Industrials 118.0 $3K 0.00% $26.08 -11.2%
338 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 750.0 $3K 0.00% $3.66 -2.7%
339 CRTO CRITEO S A SPONS ADS Communication Services 150.0 $3K 0.00% $17.93 -4.3%
340 FDIG FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF 82.0 $3K 0.00% $32.74 +37.9%
Page 17 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%