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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 9 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 432.0 $80K 0.06% $185.23 -2.7%
162 IVW ISHARES S&P 500 GROWTH ETF 581.0 $80K 0.06% $137.62 +0.9%
163 TEMA SPACE INNOVATORS ETF 2,620.0 $80K 0.06% NEW $30.38
164 CAIE CALAMOS AUTOCALLABLE INCOME ETF 2,920.0 $79K 0.06% $27.21 -0.9%
165 MS MORGAN STANLEY COM NEW Financial Services 378.0 $79K 0.06% $209.17 +2.4%
166 UBER UBER TECHNOLOGIES INC COM Technology 1,071.0 $77K 0.06% +113.0 +11.8% $72.16 +9.2%
167 PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF 4,021.0 $77K 0.06% -23.0 -0.6% $19.06 -1.2%
168 RS RELIANCE INC COM Basic Materials 204.0 $76K 0.06% +154.0 +308.0% $372.87 +4.0%
169 PTRN PATTERN GROUP INC COM SER A Technology 2,999.0 $76K 0.06% -200.0 -6.2% $25.19 -17.1%
170 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 354.0 $75K 0.06% +2.0 +0.6% $212.51 +4.3%
171 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 1,536.0 $75K 0.06% +908.0 +144.6% $48.65 +9.1%
172 IUSG ISHARES CORE S&P U.S. GROWTH ETF 386.0 $73K 0.06% $188.18 +0.9%
173 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 256.0 $73K 0.06% $283.46 -3.8%
174 FDVV FIDELITY HIGH DIVIDEND ETF 1,173.0 $71K 0.06% $60.27 +4.7%
175 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 184.0 $68K 0.05% +1.0 +0.6% $370.03 -3.7%
176 ABNB AIRBNB INC COM CL A Consumer Cyclical 471.0 $67K 0.05% -7.0 -1.5% $143.10 +30.9%
177 QQQ INVESCO QQQ TRUST SERIES I Financial Services 91.0 $67K 0.05% +15.0 +19.7% $736.46 -3.1%
178 PFE PFIZER INC COM Healthcare 2,781.0 $67K 0.05% -2K -39.8% $24.08 +16.6%
179 DLR DIGITAL RLTY TR INC COM Real Estate 368.0 $66K 0.05% +53.0 +16.8% $179.74 +6.1%
180 GDX VANECK GOLD MINERS ETF 876.0 $66K 0.05% $75.44 +36.3%
Page 9 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 21.2%
Technology 19.8%
Industrials 12.9%
Healthcare 10.9%
Consumer Cyclical 10.1%
Communication Services 9.1%
Consumer Defensive 9.0%
Energy 3.5%
Utilities 2.4%
Real Estate 0.8%