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 251–300 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TWLO | TWILIO INC CL A | 147 | $15K–$50K | SH |
| ALL | ALLSTATE CORP COM | 100 | $15K–$50K | SH |
| LOAR | LOAR HOLDINGS INC COM SHS | 300 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 400 | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 154 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION COM | 57 | $15K–$50K | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 318 | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 333 | $15K–$50K | SH |
| CYBR | CYBERARK SOFTWARE LTD SHS | 43 | $15K–$50K | SH |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | 305 | $15K–$50K | SH |
| MDB | MONGODB INC CL A | 45 | $15K–$50K | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 230 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 223 | $15K–$50K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 159 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC | 30 | $15K–$50K | SH |
| VRSK | VERISK ANALYTICS INC COM | 75 | $15K–$50K | SH |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 318 | $15K–$50K | SH |
| WDAY | WORKDAY INC CL A | 75 | $15K–$50K | SH |
| PHYS | SPROTT PHYSICAL GOLD TRUST CEF | 475 | $15K–$50K | SH |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | 144 | $15K–$50K | SH |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | 443 | $15K–$50K | SH |
| FXF | INVESCO CURRENCYSHARES SWISS FRANC TRUST | 138 | $15K–$50K | SH |
| QCOM | QUALCOMM INC COM | 88 | $15K–$50K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 144 | $1K–$15K | SH |
| J | JACOBS SOLUTIONS INC COM | 112 | $1K–$15K | SH |
| RS | RELIANCE INC COM | 50 | $1K–$15K | SH |
| GEV | GE VERNOVA INC COM | 22 | $1K–$15K | SH |
| APD | AIR PRODS & CHEMS INC COM | 57 | $1K–$15K | SH |
| PSX | PHILLIPS 66 COM | 109 | $1K–$15K | SH |
| GIS | GENERAL MILLS INC | 300 | $1K–$15K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 121 | $1K–$15K | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 134 | $1K–$15K | SH |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | 378 | $1K–$15K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | 85 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 61 | $1K–$15K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 249 | $1K–$15K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 168 | $1K–$15K | SH |
| CSCO | CISCO SYS INC COM | 170 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 102 | $1K–$15K | SH |
| O | REALTY INCOME CORP COM | 200 | $1K–$15K | SH |
| PAYX | PAYCHEX INC COM | 99 | $1K–$15K | SH |
| SYY | SYSCO CORP COM | 149 | $1K–$15K | SH |
| TGT | TARGET CORP | 105 | $1K–$15K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 200 | $1K–$15K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 63 | $1K–$15K | SH |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 212 | $1K–$15K | SH |
| UBS | UBS GROUP AG SHS | 205 | $1K–$15K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 223 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC COM | 36 | $1K–$15K | SH |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | 101 | $1K–$15K | SH |