Roxbury Financial LLC

CIK: 0002054149Latest portfolio: $111.4M · Q4 2025

Holdings

371

Total Value

$111.4M

New Positions

12

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP COM
13,406$6.5M5.82%-88
2
GOOGLALPHABET INC CAP STK CL A
17,578$5.5M4.94%-442
3
FBCGFIDELITY BLUE CHIP GROWTH ETF
81,178$4.5M3.99%-4,106
4
VVISA INC COM CL A
10,320$3.6M3.25%-85
5
AAPLAPPLE INC COM
13,199$3.6M3.22%-582
6
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
39,251$3.6M3.22%-403
7
IVVISHARES CORE S&P 500 ETF
5,202$3.6M3.20%+85
8
AMZNAMAZON COM INC COM
12,804$3.0M2.65%-1,195
9
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
56,562$2.8M2.50%+181
10
WFCWELLS FARGO CO NEW COM
29,101$2.7M2.43%-187
11
JPMJPMORGAN CHASE & CO. COM
8,011$2.6M2.32%+31
12
IBMINTERNATIONAL BUSINESS MACHS COM
8,195$2.4M2.18%+10
13
WMTWALMART INC COM
20,815$2.3M2.08%-171
14
MCKMCKESSON CORP COM
2,375$1.9M1.75%-20
15
CATCATERPILLAR INC COM
3,204$1.8M1.65%-6
16
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
24,646$1.8M1.64%+147
17
CBCHUBB LIMITED COM
5,494$1.7M1.54%+6
18
LOWLOWES COS INC COM
6,514$1.6M1.41%+5
19
LMTLOCKHEED MARTIN CORP COM
3,173$1.5M1.38%-35
20
RTXRTX CORPORATION COM
8,232$1.5M1.35%-29
21
NVDANVIDIA CORPORATION COM
8,057$1.5M1.35%-486
22
PRUPRUDENTIAL FINL INC COM
12,765$1.4M1.29%-243
23
ADPAUTOMATIC DATA PROCESSING INC COM
5,445$1.4M1.26%+4
24
DUKDUKE ENERGY CORP NEW COM NEW
10,531$1.2M1.11%+88
25
PGPROCTER AND GAMBLE CO COM
8,430$1.2M1.08%-294

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XLE10K+5K
USL4K+2K
FSMD22K+2K
NFLX2K+2K
FHEQ7K+847
BINC7K+614
FBND4K+491
BLCV6K+478
XLK886+443
DYNF14K+289

Decreased Positions

NameSharesChange
FBCG81K-4106
TTD1K-2749
FENY22K-2207
LYB1K-1696
AMZN13K-1195
UPS2K-1188
PFE7K-961
BAC3K-802
TFC9K-638
SCHG2K-616

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.483358824271503e+77T)
Industrials0.0% ($1.8351534150914008e+68T)
Healthcare0.0% ($1.9489478156266183e+53T)
Unknown0.0% ($8.905124503373012e+44T)
Consumer Defensive0.0% ($2.3181208994988335e+31T)
Energy0.0% ($9.83428334318172e+29T)
Consumer Cyclical0.0% ($2.9551570106057725e+29T)
Utilities0.0% ($123414482772828240.0T)
Communication Services0.0% ($5501413213174154.0T)
Basic Materials0.0% ($96826.0T)
Real Estate0.0% ($259.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 5, 2026$111.4M371
Q3 2025Oct 1, 2025$108.3B367
Q2 2025Jul 7, 2025$102.6B362
Q1 2025Apr 9, 2025$102.2B349

Fund Information

CIK0002054149
Most Recent FilingJan 5, 2026
Number of Filings4

Roxbury Financial LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $111.4M across 371 holdings. The largest position is MICROSOFT CORP COM (MSFT), representing 5.8% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.