Roxbury Financial Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 1, 2026, Roxbury Financial Llc disclosed 387 stock positions valued at approximately $126.47M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC CAP STK CL A, MICROSOFT CORP COM, and FIDELITY BLUE CHIP GROWTH ETF.

Report Period
June 30, 2026
No. of Stocks
387
Portfolio Value
$126.47M
Holdings by Sector
Roxbury Financial Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CAP STK CL AGOOGLCommunication Services5.11%18,086+202+1.13%$6,463,257
MICROSOFT CORP COMMSFTTechnology4.13%14,002+330+2.41%$5,223,109
FIDELITY BLUE CHIP GROWTH ETFFBCGOther4.03%82,001+681+0.84%$5,093,094
FIDELITY NASDAQ COMPOSITE INDEX ETFONEQOther3.39%41,555+1,343+3.34%$4,289,275
ISHARES CORE S&P 500 ETFIVVOther3.33%5,630+140+2.55%$4,215,884
VISA INC COM CL AVFinancial Services3.01%11,108+764+7.39%$3,810,925
APPLE INC COMAAPLTechnology3.01%13,138+32+0.24%$3,801,703
AMAZON COM INC COMAMZNConsumer Cyclical3.00%15,941+1,805+12.77%$3,799,330
CATERPILLAR INC COMCATIndustrials2.67%3,167-27-0.85%$3,372,217
FIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTAOther2.36%56,809+15+0.03%$2,984,740
JPMORGAN CHASE & CO COMJPMFinancial Services2.17%8,385+68+0.82%$2,744,505
WALMART INC COMWMTConsumer Defensive1.94%21,716+55+0.25%$2,459,557
WELLS FARGO & CO COMWFCFinancial Services1.89%28,926+132+0.46%$2,390,436
INTERNATIONAL BUSINESS MACHS COMIBMTechnology1.80%8,087-117-1.43%$2,274,190
FIDELITY MSCI HEALTH CARE INDEX ETFFHLCOther1.50%24,541-39-0.16%$1,895,783
CHUBB LIMITED COMCBFinancial Services1.50%5,561+78+1.42%$1,895,002
MCKESSON CORP COMMCKHealthcare1.40%2,337-11-0.47%$1,766,011
NVIDIA CORPORATION COMNVDATechnology1.34%8,463-8-0.09%$1,693,394
LOCKHEED MARTIN CORP COMLMTIndustrials1.29%3,199+14+0.44%$1,629,623
RTX CORPORATION COMRTXIndustrials1.24%8,243+22+0.27%$1,564,027
FIDELITY MSCI INDUSTRIAL INDEX ETFFIDUOther1.15%14,605+178+1.23%$1,454,768
LOWES COS INC COMLOWConsumer Cyclical1.11%6,359+52+0.82%$1,402,034
NATERA INC COMNTRAHealthcare1.08%5,024+4,124+458.22%$1,363,765
DUKE ENERGY CORP NEW COM NEWDUKUtilities1.07%10,683+106+1.00%$1,352,232
FIDELITY SMALL-MID MULTIFACTOR ETFFSMDOther0.99%23,776+1,386+6.19%$1,256,547
PRUDENTIAL FINL INC COMPRUFinancial Services0.99%11,569-653-5.34%$1,248,661
JOHNSON & JOHNSON COMJNJHealthcare0.96%4,762+110+2.36%$1,209,347
VANGUARD DIVIDEND APPRECIATION ETFVIGOther0.94%5,029+6+0.12%$1,189,980
ISHARES U.S. AEROSPACE & DEFENSE ETFITAOther0.93%4,839+375+8.40%$1,173,156
PROCTER & GAMBLE CO COMPGConsumer Defensive0.93%7,998-557-6.51%$1,172,758
Showing 30 of 387 holdings in the latest reporting period.
Roxbury Financial Llc Portfolio Stock Holdings | InsiderSet