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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 5 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 3,121.0 $250K 0.23% NEW $80.05 +15.5%
82 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,199.0 $249K 0.22% $208.02 +4.2%
83 LLY ELI LILLY & CO COM Healthcare 267.0 $245K 0.22% +3.0 +1.1% $919.39 +13.3%
84 MET METLIFE INC COM Financial Services 3,398.0 $240K 0.22% -58.0 -1.7% $70.71 +19.2%
85 GS GOLDMAN SACHS GROUP INC COM Financial Services 278.0 $236K 0.21% +21.0 +8.2% $847.49 +16.6%
86 JBLU JETBLUE AIRWAYS CORP COM Industrials 52,777.0 $233K 0.21% -510.0 -1.0% $4.42 +13.3%
87 ISHARES LARGE CAP VALUE ACTIVE ETF 6,434.0 $232K 0.21% +281.0 +4.6% $36.12
88 OSCR OSCAR HEALTH INC CL A Healthcare 18,602.0 $213K 0.19% NEW $11.47 +93.0%
89 AVGO BROADCOM INC COM Technology 681.0 $211K 0.19% $309.59 +33.9%
90 TSLA TESLA INC COM Consumer Cyclical 555.0 $206K 0.19% $371.75 +12.2%
91 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 5,451.0 $206K 0.18% +83.0 +1.6% $37.84 +4.3%
92 PH PARKER-HANNIFIN CORP COM Industrials 230.0 $206K 0.18% +8.0 +3.6% $894.72 -3.9%
93 FIDELITY HEDGED EQUITY ETF 6,966.0 $205K 0.18% $29.42
94 CSX CSX CORP COM Industrials 4,952.0 $203K 0.18% $41.05 +11.8%
95 FBND FIDELITY TOTAL BOND ETF 4,384.0 $200K 0.18% +36.0 +0.8% $45.62 -0.6%
96 AMLP ALERIAN MLP ETF 3,766.0 $198K 0.18% $52.63 +2.9%
97 VONG VANGUARD RUSSELL 1000 GROWTH ETF 1,806.0 $198K 0.18% $109.70 +17.0%
98 ABT ABBOTT LABORATORIES COM Healthcare 1,894.0 $194K 0.17% $102.65 -14.5%
99 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 5,357.0 $194K 0.17% +36.0 +0.7% $36.27 +14.6%
100 COF CAPITAL ONE FINL CORP COM Financial Services 1,023.0 $187K 0.17% $182.43 +2.3%
Page 5 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%