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Portfolio (Quarterly) Guide ↗

Roxbury Financial LLC

· CIK 0002054149
13F Portfolio $111M AUM 371 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 5 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HON HONEYWELL INTL INC COM Industrials 1,235.0 $241K 0.22% NEW $195.08 +14.7%
82 ABT ABBOTT LABS COM Healthcare 1,890.0 $237K 0.21% NEW $125.28 -29.9%
83 AVGO BROADCOM INC COM Technology 681.0 $236K 0.21% NEW $346.20 +19.7%
84 ISHARES LARGE CAP VALUE ACTIVE ETF 6,153.0 $230K 0.21% NEW $37.32
85 GS GOLDMAN SACHS GROUP INC COM Financial Services 257.0 $226K 0.20% NEW $880.03 +12.3%
86 TBIL US TREASURY 3 MONTH BILL ETF 4,506.0 $225K 0.20% NEW $49.88 +0.2%
87 VONG VANGUARD RUSSELL 1000 GROWTH ETF 1,804.0 $220K 0.20% NEW $121.74 +5.4%
88 FIDELITY HEDGED EQUITY ETF 6,954.0 $215K 0.19% NEW $30.91
89 RDDT REDDIT INC CL A Communication Services 929.0 $214K 0.19% NEW $229.87 -36.2%
90 ORCL ORACLE CORP COM Technology 1,093.0 $213K 0.19% NEW $194.92 -2.6%
91 NTRA NATERA INC COM Healthcare 900.0 $206K 0.18% NEW $229.09 -11.1%
92 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 5,321.0 $203K 0.18% NEW $38.17 +8.9%
93 FBND FIDELITY TOTAL BOND ETF 4,348.0 $200K 0.18% NEW $46.04 -1.5%
94 VUG VANGUARD GROWTH ETF 408.0 $199K 0.18% NEW $487.48 -82.1%
95 PH PARKER-HANNIFIN CORP COM Industrials 222.0 $195K 0.17% NEW $877.18 -2.0%
96 UPS UNITED PARCEL SERVICE INC CL B Industrials 1,927.0 $191K 0.17% NEW $99.19 -0.3%
97 VOO VANGUARD S&P 500 ETF 291.0 $182K 0.16% NEW $626.60 +9.0%
98 CSX CSX CORP COM Industrials 4,941.0 $179K 0.16% NEW $36.25 +26.6%
99 AMLP ALERIAN MLP ETF 3,766.0 $177K 0.16% NEW $47.01 +15.2%
100 NFLX NETFLIX INC COM Communication Services 1,863.0 $175K 0.16% NEW $93.76 -4.8%
Page 5 of 19  ·  371 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 22.6%
Technology 21.8%
Industrials 13.1%
Healthcare 9.5%
Consumer Cyclical 8.9%
Consumer Defensive 8.7%
Communication Services 8.6%
Energy 3.6%
Utilities 2.2%
Real Estate 0.7%