Roxbury Financial LLC
Top Portfolio Positions
272 positions ·
$85,395,942 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
18,086 | $6,396,113 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
14,002 | $5,223,026 | 6.12% | |
| V |
Visa Inc.
Financial Services
|
11,108 | $3,811,043 | 4.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,941 | $3,799,377 | 4.45% | |
| AAPL |
Apple Inc.
Technology
|
13,138 | $3,701,500 | 4.33% | |
| CAT |
Caterpillar Inc
Industrials
|
3,167 | $3,372,538 | 3.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,385 | $2,744,662 | 3.21% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
21,716 | $2,459,554 | 2.88% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
28,926 | $2,390,444 | 2.80% | |
| IBM |
International Business Machines Corp
Technology
|
8,087 | $2,248,186 | 2.63% |
Portfolio Trend
7 quarters · across all stocks
Holdings in DBO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,954 | 6,200 | Shares | Sole | 2026-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||