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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 20 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CIFR CIPHER DIGITAL INC COM Financial Services 76.0 $2K 0.00% $24.50 -35.6%
382 FDX FEDEX CORP COM Industrials 6.0 $2K 0.00% -120.0 -95.2% $300.00 +8.4%
383 OMC OMNICOM GROUP INC Communication Services 24.0 $2K 0.00% $71.58 +22.3%
384 F FORD MTR CO COM Consumer Cyclical 117.0 $2K 0.00% $13.95 +3.3%
385 INSM INSMED INC COM PAR $.01 Healthcare 15.0 $2K 0.00% $106.60 +18.0%
386 E ENI SPA SPONSORED ADR Energy 30.0 $1K 0.00% $46.87 +20.5%
387 SBUX STARBUCKS CORP COM Consumer Cyclical 12.0 $1K 0.00% -2.0 -14.3% $105.08 +1.9%
388 ROKU ROKU INC COM CL A Communication Services 9.0 $1K 0.00% $138.11 +14.0%
389 NOK NOKIA CORP SPONSORED ADR Technology 92.0 $1K 0.00% NEW $13.28 -23.1%
390 KVUE KENVUE INC COM Consumer Defensive 62.0 $1K 0.00% +1.0 +1.6% $19.15 -0.4%
391 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 42.0 $1K 0.00% $27.17 -0.1%
392 FTAI AVIATION LTD SHS 4.0 $1K 0.00% $270.50
393 SLV ISHARES SILVER TRUST ETF Financial Services 20.0 $1K 0.00% $53.45 +17.3%
394 RCAT RED CAT HLDGS INC COM Technology 100.0 $1K 0.00% $10.65 -9.7%
395 BWXT BWX TECHNOLOGIES INC COM Industrials 5.0 $973.0 0.00% $194.60 -19.4%
396 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 14.0 $921.0 0.00% $65.79 +5.6%
397 NNE NANO NUCLEAR ENERGY INC COM Industrials 42.0 $888.0 0.00% $21.14 -10.8%
398 IAU ISHARES GOLD TRUST ETF Financial Services 10.0 $755.0 0.00% $75.50 +15.0%
399 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 8.0 $688.0 0.00% $86.00 -5.2%
400 ARTY ISHARES FUTURE AI & TECH ETF 7.0 $545.0 $77.86 -4.7%
Page 20 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%