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 101–150 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC COM | 7K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 5K | $100K–$500K | SH |
| TAP | MOLSON COORS BEVERAGE CO CL B | 3K | $100K–$500K | SH |
| PCRX | PACIRA BIOSCIENCES INC COM | 6K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 448 | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 489 | $100K–$500K | SH |
| MFSG | MFS ACTIVE GROWTH ETF | 5K | $100K–$500K | SH |
| FBCV | FIDELITY BLUE CHIP VALUE ETF | 4K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 599 | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC COM | 2K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP COM | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 757 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 3K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 2K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 886 | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 888 | $100K–$500K | SH |
| USL | UNITED STATES 12 MONTH OIL FUND LP | 4K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 341 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 213 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 986 | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 160 | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 296 | $100K–$500K | SH |
| SGU | STAR GROUP L P UNIT LTD PARTNR | 10K | $100K–$500K | SH |
| MTB | M & T BK CORP COM | 565 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY | 376 | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 765 | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 327 | $50K–$100K | SH |
| LIN | LINDE PLC SHS | 226 | $50K–$100K | SH |
| AZO | AUTOZONE INC COM | 28 | $50K–$100K | SH |
| GE | GE AEROSPACE COM NEW | 305 | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP COM | 772 | $50K–$100K | SH |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | 2K | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 520 | $50K–$100K | SH |
| DE | DEERE & CO COM | 184 | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 2K | $50K–$100K | SH |
| VTR | VENTAS INC COM | 1K | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC COM | 1K | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATERIALS INC | 132 | $50K–$100K | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 1K | $50K–$100K | SH |
| JETS | U.S. GLOBAL JETS ETF | 3K | $50K–$100K | SH |
| FLTB | FIDELITY LIMITED TERM BOND ETF | 2K | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 974 | $50K–$100K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 883 | $50K–$100K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 3K | $50K–$100K | SH |
| SHEL | SHELL PLC SPON ADS | 1K | $50K–$100K | SH |
| SO | SOUTHERN CO COM | 889 | $50K–$100K | SH |
| OKE | ONEOK INC NEW COM | 1K | $50K–$100K | SH |
| PREF | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | 4K | $50K–$100K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 795 | $50K–$100K | SH |