CIK 2054149
Roxbury Financial LLC
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC COM | 2K | $500K+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 4K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 896 | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 10K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP COM | 9K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 3K | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 5K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 9K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 627 | $100K–$500K | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 7K | $100K–$500K | SH |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 10K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 6K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW COM | 8K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 1K | $100K–$500K | SH |
| TRP | TC ENERGY CORP COM | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 2K | $100K–$500K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 264 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 3K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 825 | $100K–$500K | SH |
| MET | METLIFE INC COM | 3K | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP ETF | 855 | $100K–$500K | SH |
| EQIX | EQUINIX INC COM | 339 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 828 | $100K–$500K | SH |
| TSLA | TESLA INC COM | 556 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 1K | $100K–$500K | SH |
| CLBK | COLUMBIA FINL INC COM | 16K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 1K | $100K–$500K | SH |
| JBLU | JETBLUE AWYS CORP COM | 53K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 681 | $100K–$500K | SH |
| BLCV | ISHARES LARGE CAP VALUE ACTIVE ETF | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 257 | $100K–$500K | SH |
| TBIL | US TREASURY 3 MONTH BILL ETF | 5K | $100K–$500K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2K | $100K–$500K | SH |
| FHEQ | FIDELITY HEDGED EQUITY ETF | 7K | $100K–$500K | SH |
| RDDT | REDDIT INC CL A | 929 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 1K | $100K–$500K | SH |
| NTRA | NATERA INC COM | 900 | $100K–$500K | SH |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 5K | $100K–$500K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 4K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 408 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 222 | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 2K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 291 | $100K–$500K | SH |
| CSX | CSX CORP COM | 5K | $100K–$500K | SH |
| AMLP | ALERIAN MLP ETF | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 2K | $100K–$500K | SH |