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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 20 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XRAY DENTSPLY SIRONA INC COM Healthcare 33.0 $383.0 NEW $11.61 -15.2%
382 LITHIUM AMERS CORP NEW COM SHS 93.0 $367.0 $3.95
383 ARTY ISHARES FUTURE AI & TECH ETF 7.0 $333.0 $47.57 +43.2%
384 SNOW SNOWFLAKE INC COM SHS Technology 2.0 $302.0 -59.0 -96.7% $151.00 +10.6%
385 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 15.0 $226.0 $15.07 -8.9%
386 IHAK ISHARES CYBERSECURITY & TECH ETF 2.0 $88.0 -2K -99.9% $44.00 +24.0%
387 RC READY CAPITAL CORP COM Real Estate 43.0 $70.0 $1.63 +11.8%
388 HDB HDFC BANK LTD SPONSORED ADS Financial Services 3.0 $66.0 -1K -99.7% $22.00 +11.9%
389 D DOMINION ENERGY INC COM Utilities 1.0 $61.0 $61.00 +12.0%
390 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1.0 $45.0 $45.00 +10.5%
391 CANOPY GROWTH CORPORATION COM NEW 16.0 $15.0 $0.94
392 AURORA CANNABIS INC COM 3.0 $10.0 $3.33
Page 20 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%