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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 9 of 20  ·  392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JETS U.S. GLOBAL JETS ETF 2,835.0 $70K 0.06% -21.0 -0.7% $24.63 +9.6%
162 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 432.0 $70K 0.06% $161.56 +5.6%
163 DDOG DATADOG INC CL A COM Technology 585.0 $69K 0.06% NEW $118.05 +84.7%
164 UBER UBER TECHNOLOGIES INC COM Technology 958.0 $69K 0.06% -16.0 -1.6% $71.93 +3.7%
165 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 352.0 $68K 0.06% -38.0 -9.7% $192.18 +6.5%
166 IVW ISHARES S&P 500 GROWTH ETF 581.0 $66K 0.06% $113.17 +20.7%
167 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 256.0 $65K 0.06% -39.0 -13.2% $253.65 +5.0%
168 FDVV FIDELITY HIGH DIVIDEND ETF 1,173.0 $65K 0.06% $55.22 +9.0%
169 FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 3,008.0 $62K 0.06% NEW $20.75 -1.1%
170 MS MORGAN STANLEY COM NEW Financial Services 377.0 $62K 0.06% +2.0 +0.5% $164.64 +21.8%
171 SCHD SCHWAB US DIVIDEND EQUITY ETF 1,999.0 $61K 0.06% $30.68 +5.1%
172 ABNB AIRBNB INC COM CL A Consumer Cyclical 478.0 $60K 0.05% -287.0 -37.5% $126.28 +6.3%
173 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 183.0 $60K 0.05% $327.95 +13.0%
174 IUSG ISHARES CORE S&P U.S. GROWTH ETF 386.0 $60K 0.05% -3.0 -0.8% $154.99 +20.4%
175 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 4,655.0 $59K 0.05% $12.60 -11.3%
176 DVY ISHARES SELECT DIVIDEND ETF 384.0 $58K 0.05% +2.0 +0.5% $151.23 +1.9%
177 DLR DIGITAL RLTY TR INC COM Real Estate 315.0 $57K 0.05% $180.21 +7.8%
178 TXN TEXAS INSTRS INC COM Technology 289.0 $56K 0.05% +2.0 +0.7% $194.31 +56.9%
179 IVE ISHARES S&P 500 VALUE ETF 262.0 $55K 0.05% $211.39 +7.0%
180 EFA ISHARES MSCI EAFE ETF 549.0 $53K 0.05% $97.09 +7.3%
Page 9 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%