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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 9 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MS MORGAN STANLEY COM NEW Financial Services 375.0 $67K 0.06% NEW $177.51 +13.0%
162 FDVV FIDELITY HIGH DIVIDEND ETF 1,173.0 $66K 0.06% NEW $56.67 +6.2%
163 U UNITY SOFTWARE INC COM Technology 1,500.0 $66K 0.06% NEW $44.17 -40.6%
164 IUSG ISHARES CORE S&P U.S. GROWTH ETF 389.0 $65K 0.06% NEW $168.06 +11.0%
165 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 1,386.0 $60K 0.05% NEW $43.29 +61.9%
166 SCHG SCHWAB US LARGE CAP GROWTH ETF 1,800.0 $59K 0.05% NEW $32.62 +5.2%
167 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 183.0 $57K 0.05% NEW $310.65 +19.3%
168 IVE ISHARES S&P 500 VALUE ETF 262.0 $56K 0.05% NEW $212.27 +6.5%
169 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 949.0 $55K 0.05% NEW $58.12 +3.4%
170 SCHD SCHWAB US DIVIDEND EQUITY ETF 1,991.0 $55K 0.05% NEW $27.43 +17.6%
171 DVY ISHARES SELECT DIVIDEND ETF 382.0 $54K 0.05% NEW $141.00 +9.3%
172 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 472.0 $53K 0.05% NEW $113.10 -32.9%
173 AXP AMERICAN EXPRESS CO COM Financial Services 144.0 $53K 0.05% NEW $369.02 -16.1%
174 EFA ISHARES MSCI EAFE ETF 549.0 $53K 0.05% NEW $95.99 +8.5%
175 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 950.0 $52K 0.05% NEW $54.75 -5.5%
176 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 193.0 $52K 0.05% NEW $268.16 -33.7%
177 IJH ISHARES CORE S&P MID-CAP ETF 781.0 $52K 0.05% NEW $66.01 +10.4%
178 LAZ LAZARD INC COM Financial Services 1,034.0 $50K 0.04% NEW $48.58 -1.9%
179 TXN TEXAS INSTRS INC COM Technology 287.0 $50K 0.04% NEW $173.77 +75.5%
180 IWN ISHARES RUSSELL 2000 VALUE ETF 275.0 $50K 0.04% NEW $180.96 +15.9%
Page 9 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%