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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 21 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XMHQ INVESCO S&P MIDCAP QUALITY ETF 4.0 $505.0 -2.0 -33.3% $126.25 -5.6%
402 LITHIUM AMERS CORP NEW COM SHS 93.0 $358.0 $3.85
403 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 15.0 $260.0 $17.33 -5.0%
404 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2.0 $250.0 -19.0 -90.5% $125.00 +46.2%
405 IHAK ISHARES CYBERSECURITY & TECH ETF 2.0 $102.0 $51.00 +22.4%
406 RC READY CAPITAL CORP COM Real Estate 43.0 $75.0 $1.74 +7.5%
407 D DOMINION ENERGY INC COM Utilities 1.0 $68.0 $68.00 -0.7%
408 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1.0 $50.0 $50.00 +6.3%
409 CANOPY GROWTH CORPORATION COM NEW 16.0 $15.0 $0.94
410 AURORA CANNABIS INC COM 3.0 $8.0 $2.67
Page 21 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 21.1%
Technology 19.7%
Industrials 12.8%
Healthcare 10.8%
Consumer Cyclical 10.0%
Communication Services 9.3%
Consumer Defensive 9.0%
Energy 3.7%
Utilities 2.4%
Real Estate 0.7%