Roxbury Financial LLC
Top Portfolio Positions
259 positions ·
$75,836,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
17,884 | $5,142,723 | 6.78% | |
| MSFT |
Microsoft Corp
Technology
|
13,672 | $5,060,964 | 6.67% | |
| AAPL |
Apple Inc.
Technology
|
13,106 | $3,326,171 | 4.39% | |
| V |
Visa Inc.
Financial Services
|
10,344 | $3,126,370 | 4.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,136 | $2,944,104 | 3.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
21,661 | $2,692,029 | 3.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,317 | $2,446,528 | 3.23% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
28,794 | $2,292,290 | 3.02% | |
| CAT |
Caterpillar Inc
Industrials
|
3,194 | $2,262,821 | 2.98% | |
| MCK |
Mckesson Corp
Healthcare
|
2,348 | $2,031,865 | 2.68% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PTRN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,763 | 3,199 | Shares | Sole | 2026-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||