Roxbury Financial LLC
Roxbury Financial LLC reported 410 positions worth $126.5M as of June 30, 2026 (13F filed July 1, 2026). Largest holding: GOOGL (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $6.5M | 5.11% | 18,086 | — | — | |
| ▸ 2 | MSFT | SH | $5.2M | 4.13% | 14,002 | — | — | |
| ▸ 3 | FBCG | SH | $5.1M | 4.03% | 82,001 | — | — | |
| ▸ 4 | ONEQ | SH | $4.3M | 3.39% | 41,555 | — | — | |
| ▸ 5 | IVV | SH | $4.2M | 3.33% | 5,630 | — | — | |
| ▸ 6 | V | SH | $3.8M | 3.01% | 11,108 | — | — | |
| ▸ 7 | AAPL | SH | $3.8M | 3.01% | 13,138 | — | — | |
| ▸ 8 | AMZN | SH | $3.8M | 3.00% | 15,941 | — | — | |
| ▸ 9 | CAT | SH | $3.4M | 2.67% | 3,167 | — | — | |
| ▸ 10 | FSTA | SH | $3.0M | 2.36% | 56,809 | — | — |
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Frequently Asked Questions
What stocks does Roxbury Financial LLC hold as of Q2 2026?
Roxbury Financial LLC reported 410 positions worth $126.5M in its Q2 2026 13F filing. Largest positions: GOOGL (5.1%), MSFT (4.1%), FBCG (4.0%), ONEQ (3.4%) and IVV (3.3%).
What did Roxbury Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Roxbury Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.