Roxbury Financial
$126M 13F equity value
434 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Roxbury Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 18,086 | $6M | 5.1% |
| MSFT | MICROSOFT CORP COM | 14,002 | $5M | 4.1% |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 82,001 | $5M | 4.0% |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 41,555 | $4M | 3.4% |
| IVV | ISHARES CORE S&P 500 ETF | 5,630 | $4M | 3.3% |
| V | VISA INC COM CL A | 11,108 | $4M | 3.0% |
| AAPL | APPLE INC COM | 13,138 | $4M | 3.0% |
| AMZN | AMAZON COM INC COM | 15,941 | $4M | 3.0% |
| CAT | CATERPILLAR INC COM | 3,167 | $3M | 2.7% |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 56,809 | $3M | 2.4% |
Track Roxbury Financial's 13F portfolio: $126M in reported holdings, 434 positions. Top holdings and quarterly changes on SentiSense.
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