Roxbury Financial LLC

CIK: 0002054149SEC EDGAR →

Portfolio Value

$111.4M

Holdings

371

As of

Q4 2025

New Positions

13

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP COM

13,406$6.5M
5.82%
2

ALPHABET INC CAP STK CL A

17,578$5.5M
4.94%
3

FIDELITY BLUE CHIP GROWTH ETF

81,178$4.5M
3.99%
4

VISA INC COM CL A

10,320$3.6M
3.25%
5

APPLE INC COM

13,199$3.6M
3.22%
6

FIDELITY NASDAQ COMPOSITE INDEX ETF

39,251$3.6M
3.22%
7

ISHARES CORE S&P 500 ETF

5,202$3.6M
3.20%
8

AMAZON COM INC COM

12,804$3.0M
2.65%
9

FIDELITY MSCI CONSUMER STAPLES INDEX ETF

56,562$2.8M
2.50%
10

WELLS FARGO CO NEW COM

29,101$2.7M
2.43%

Quarterly Changes

Top Buys

FDLO↑ Increased
$777K
JBLUNEW
$242K
TBILNEW
$224K
ADP↑ Increased
$197K
FHLC↑ Increased
$192K

Top Sells

GOOGL↓ Decreased
$1.1M
MSFT↓ Decreased
$506K
CAT↓ Decreased
$303K
WFC↓ Decreased
$257K
TTENCLOSED
$181K

New Positions (14)

$242K · 53K shares
$224K · 5K shares
$161K · 6K shares
$77K · 1K shares
$76K · 4K shares
$53K · 472 shares
$39K · 2K shares
$30K · 462 shares
$18K · 45 shares
$14K · 22 shares
VANECK ROBOTICS ETF
$2K · 50 shares
$1K · 24 shares
$1K · 76 shares
$0 · 22 shares

Closed Positions (10)

$181K · 3K shares
$31K · 521 shares
$29K · 228 shares
$10K · 109 shares
$4K · 78 shares
$4K · 187 shares
$3K · 237 shares
$2K · 206 shares
$2K · 69 shares
$2K · 38 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services152$48.9M43.9%
Technology38$17.0M15.3%
Industrials33$10.2M9.1%
Healthcare28$6.9M6.2%
Consumer Cyclical17$6.8M6.1%
Communication Services12$6.5M5.9%
Consumer Defensive17$6.4M5.8%
Unknown25$3.5M3.2%
Energy20$2.8M2.5%
Utilities14$1.7M1.5%
Real Estate7$340K0.3%
Basic Materials8$283K0.3%